Tag: InvestmentPlanning
WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love

WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love

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Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios.

In this episode, David Bodamer speaks with John Love, president and CEO of USCF, on the role of commodities in investment portfolios. They explore the importance of traditional alternative investments like private equity and REITs, as well as the democratization of commodity investing through ETFs.

John discusses:

  • The role of traditional alternative investments in portfolio planning
  • The diversification benefits of commodities
  • How USCF’s ETFs align with the energy transition and the global economy
  • What investors should consider when building a diversified portfolio with alternative investments and commodities
  • And more

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About Our Guest:

John Love is President and Chief Executive Officer of USCF. Mr. Love previously served as Senior Portfolio Manager of USCF’s products, including the United States Oil Fund (USO) and United States Natural Gas Fund (UNG), the largest oil and natural gas ETFs in the US. Since USCF’s founding, Mr. Love contributed to the firm’s evolution through operations trading, research, product development, marketing, capital markets, and more. 
WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75)

WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75)

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Due to intense competition, supply chain and labor challenges, the time it takes to build new logistics real estate properties across the country has lengthened. This is coming at a time when the national industrial vacancy rate is already at historic lows. 

In this episode, David Bodamer is joined by Newmark’s Lisa DeNight, National Industrial Research Director, and Kyle S. Roberts, Executive Managing Director Industrial/Capital Markets, to break down the state of the industrial real estate market.

Lisa and Kyle discuss:

  • Why construction timelines are lengthening across the country
  • How the demand for space is impacting existing industrial real estate inventory
  • The outlook for the sector amid rising interest rates and inflation
  • What kinds of investors are targeting industrial real estate 
  • And more

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About Our Guests:

Lisa DeNight serves as National Industrial Research Director at Newmark, where she researches and analyzes national industrial trends and commercial market implications, focusing on timely thought leadership and elevating data integrity. Lisa’s expertise is in statistical data collection and analysis, interpretation and advisement on economic and real estate trends, driving thought leadership initiatives and generating market insights. Her more than a decade of research experience is inclusive of all commercial property types.

Kyle Roberts, CCIM, SIOR, co-founded Newmark’s Salt Lake City office (formerly Newmark Grubb ACRES, founded as NAI) in 1998 and currently serves as an executive managing director in the company’s Salt Lake City, Utah, office. A 22-year industrial real estate veteran, Mr. Roberts is a market leader in the logistics, supply chain, development and capital markets segments of commercial real estate. He has been involved in more than 3,700 individual transactions, representing clients in the acquisition or disposition of over 75 million square feet in Utah and 11.5 million square feet nationally and internationally. Mr. Roberts’ transactions have a cumulative value exceeding $3.1 billion and include many of the market’s largest industrial and office capital markets transactions.
Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher

Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher

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In this episode, David Bodamer is joined by William Maher, director of strategy and research at RCLCO Fund Advisors, ULI Washington member, and ULI Spring 2022 Real Estate Economic Forecast survey respondent. William shares insights into the recent forecast, how the picture has shifted somewhat since the report was compiled and what the rest of the year may look like for commercial real estate. 

William discusses:

  • The headline takeaways from the spring ULI forecast 
  • How macroeconomic and geopolitical developments have shifted the landscape since then
  • How different types of real estate investors are responding to the evolving market conditions
  • Long term expectations for inflation and how it will affect real estate investment
  • And more

Resources:

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About Our Guest:

William Maher serves as the Director of Strategy and Research for RCLCO and RCLCO Fund Advisors, an affiliate business and a leading consultant to institutional advisors. Bill leads all research efforts and develops house views on the economy, capital markets, metro economies, and property markets. In addition to serving as a member of the RCLCO Investment Committee, Bill develops real estate investment strategies for institutional clients, based on internally-developed risk and return metrics. He brings a wealth of knowledge and perspective from his decades-long experience as a respected economist and thought-leader to the real estate industry.