Tag: REIT

WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures. 

In this episode, David Bodamer speaks with Ramin Kamfar, CEO of Bluerock, on how the firm built its interval funds. Bluerock’s Bluerock Total Income+ Real Estate Fund is the largest real estate interval fund and second largest of all interval funds with more than $6 billion in assets.

Ramin discusses:

  • The role of alternative investments in creating an efficient portfolio
  • An explanation of the Bluerock Total Income + Real Estate Fund (TIPRX)
  • Notable trends in the four major sectors of commercial real estate
  • The role of education in raising awareness among advisors about alternative investments
  • And more

Resources:

Connect With Ramin Kamfar:

Connect With David Bodamer:

About Our Guest:

Mr. Kamfar serves as Chief Executive Officer of our Manager, and as Chairman of our board of directors and as our Chief Executive Officer. Mr. Kamfar served as Chairman of the board of directors and Chief Executive Officer of Bluerock Residential Growth REIT, Inc. from August 2008 to October 2022. In addition, Mr. Kamfar has served as Chairman of the board of trustees of Bluerock Total Income + Real Estate Fund, a closed-end interval fund organized by Bluerock, since 2012, and as Chairman of the board of trustees of Bluerock High Income Institutional Credit Fund, a closed-end interval fund organized by Bluerock, since 2022. Mr. Kamfar has also served as Chairman of the board of directors of Bluerock Industrial Growth REIT, Inc. and Chief Executive Officer of its external manager, Bluerock Industrial Manager, LLC, since 2021. Mr. Kamfar is the Founder and has also served as the Chairman and Chief Executive Officer of Bluerock since 2002. Mr. Kamfar has approximately 30 years of experience in various aspects of real estate, private equity, and investment banking. From 1988 to 1993, Mr. Kamfar worked as an investment banker at Lehman Brothers, New York, New York, where he specialized in mergers and acquisitions and corporate finance. From 1993 to 2002, Mr. Kamfar built a startup into a leading public company in the ‘fast casual’ market now known as Einstein Noah Restaurant Group, Inc. Mr. Kamfar received an M.B.A. degree with distinction in Finance from The Wharton School of the University of Pennsylvania, and a B.S. degree with distinction in Finance from the University of Maryland, College Park.



Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy

Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy

Investing in REITs can help diversify an investor’s portfolio, which can decrease overall portfolio risk. 

In this episode, David Bodamer is joined by Abby McCarthy, senior vice president of investment affairs with Nareit, as they talk about what financial advisors should know about investing in REITs. 

Abby discusses:

  • The common misconceptions and big questions financial advisors often have about REITs 
  • The proper allocations for REITs within overall investment portfolios
  • What Nareit’s strategy looks like when it comes to educating advisors and investors on the sector
  • And more

Resources:

Connect With Abby McCarthy:

Connect With David Bodamer:

About Our Guest:

Abby McCarthy is the vice president of investment affairs with Nareit. Within Abby’s role, she develops research that can be used within the investor market. Abby creates educational materials that can be shared with investors to understand the current investing environment.

Episode 39: How Malls Are Being Used for More Than Just Shopping

Episode 39: How Malls Are Being Used for More Than Just Shopping

In this episode of Common Area Podcast, David Bodamer speaks with Lou Conforti, CEO of Washington Prime Group (WPG). WPG is a retail REIT and a recognized leader in the ownership, management, acquisition, and development of retail properties. Lou talks about what he and the WPG team are doing to help their tenants continue operating their retail businesses during COVID-19.

In this episode, you will learn:

  • How Washington Prime Group is assisting their tenants during COVID-19
  • Ways that Lou is helping tenants strike a delicate balance between physical space and e-commerce
  • How WPG differentiates itself from other open-air retail centers
  • Creative ways that WPG is using open-air spaces in their assets
  • And more!

Tune in to hear how WPG is collaborating with retail tenants to pivot during the pandemic. 

Resources:   NREI Newsletter | National Real Estate Investor | Washington Prime Group

NREI Common Area – Episode 30 – Will the REIT Markets Hold Strong in 2020?

NREI Common Area – Episode 30 – Will the REIT Markets Hold Strong in 2020?

In this episode of Common Area Podcast, David Bodamer interviews Calvin Schnure, Nareit’s senior vice president of research and economic analysis, about the various REIT markets, how they finished in 2019, and where he predicts they are headed for 2020.

In this episode, you will learn:

  • Which REIT sector finished the strongest in 2019
  • How COVID-19 will affect the REIT space
  • What a “ghost kitchen” is
  • Why REITs can be an important part of your portfolio 
  • And more!

Tune in now to get the latest updates on REITs!

Resources:

National Real Estate Investor 

NREI Common Area – Episode 22 – Will McDonald’s Grill up a New Real Estate Strategy?

NREI Common Area – Episode 22 – Will McDonald’s Grill up a New Real Estate Strategy?

In this episode of Common Area Podcast, David Bodamer serves up one hot story that focuses on McDonald’s. Whenever you see its famous golden arches, you probably recognize this ubiquitous restaurant right away. You might also know that McDonald’s is more of a real estate company than they are a fast-food restaurant. But why is this subject making headlines again? You’re about to find out. 

In this episode, you will learn:

  • How deep the McDonald’s franchise is into real estate
  • Whether it would make sense to split the franchise into REIT and burger chain
  • The scoop on head office’s soaring profits due to the rent paid on franchised restaurants
  • And more!

Tune in now to get your dose of this week’s top story!

Resources:  National Real Estate Investor 

 

Links to more stories:

Under New Leadership, Will McDonald’s Grill Up A New Real Estate Strategy

Walgreens Boots is Exploring a Potential Take-Private Deal

25 Dynamic American Cities

Prologis to Buy Liberty Property in $9.7 Billion Stock Deal

NREI Weekender – Episode 10 – Hot Stories of the Week: August 9, 2019

NREI Weekender – Episode 10 – Hot Stories of the Week: August 9, 2019

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson discuss top stories around the retail market, from mega-malls to old favorites like Barneys New York and dollar stores.

In this episode, you will learn:

  • Is the American Dream mega-mall coming to fruition after 20 years?
  • Why you shouldn’t think of it as a mall, but more like a tourist attraction
  • Why luxury department stores are not immune to high rents and slowing sales
  • Why dollar stores are so attractive to investors and shoppers
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Can the American Dream Mega-Mall Succeed in a Changing Retail World

What We Know About Barney’s Bankruptcy and Store Closing Plans

Dollar Stores Remain in Demand with Net Lease Investors

Publicly-Traded REITs Tap Equity Markets for Cash