Tag: REITs
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

Resources:

Connect With John Love:

Connect With David Bodamer:

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. 
Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace

Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace

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Understanding the current situation for seniors housing affects everyone on different levels, whether you realize it or not. The seniors housing industry reflects how many other industries are doing, and is heavily affected by the state of the economy. 

In this episode, David Bodamer sits down with Beth Burnham Mace, chief economist and director of outreach at the National Investment Center for Seniors Housing & Care (NIC), to discuss the current situation of senior housing in the US, and their predictions for the 2022 year.  

David and Beth discuss:

  • An outlook at the seniors housing industry for 2021 and 2022
  • What the slow growth rate in seniors housing means for the future 
  • What the market for REITS looks like currently and the capital they have
  • How COVID has affected the seniors housing situation
  • And more

Resources:

Connect With Beth Burnham Mace:

Connect With David Bodamer:

About Our Guest:

Beth Burnham Mace is the Chief Economist and Director of Outreach at the National Investment Center for Seniors Housing & Care (NIC). Prior to joining the staff at NIC, she served as a member of the NIC Board of Directors for seven years and chaired NIC’s Research Committee. Ms. Mace was also a Director at AEW Capital Management and worked in the AEW Research Group for 17 years. Prior to joining AEW in 1997, Ms. Mace spent ten years at Standard & Poor’s DRI/McGraw-Hill as the Director of the Regional Information Service. She also worked as a Regional Economist at Crocker Bank, the National Commission on Air Quality, the Brookings Institution and Boston Edison.

Ms. Mace is a member of the National Association of Business Economists (NABE), the Urban Land Institute (ULI), ULI’s Senior Housing Council and New England Women in Real Estate (NEWIRE/CREW). In 2020, she was inaugurated into the McKnight’s Women of Distinction Hall of Honor. In 2014, she was appointed a fellow at the Homer Hoyt Institute and was awarded the title of a “Woman of Influence” in commercial real estate by Real Estate Forum Magazine and Globe Street. Ms. Mace is a graduate of Mount Holyoke College (B.A.) and the University of California (M.S.). She has also earned The Certified Business Economist™ title (CBE) from the National Association of Business Economists (NABE). Ms. Mace is often cited in the Wall Street Journal, the New York Times, Seniors Housing Business, Seniors Housing News and McKnight’s Senior Living and has a bi-monthly column in the 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?

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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

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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