Tag: Technology
Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

  • The increasing accessibility of private investments to individuals with lower investible assets
  • The role of education in helping advisors effectively utilize private market solutions
  • How technology is streamlining the investment process for advisors and investors
  • Insights into portfolio construction using private equity, credit, and real estate
  • And more

Connect With David Bodamer:

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About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.
WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)

WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)

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Commercial real estate has been a notorious laggard when it comes to adopting technology. But a surge of investment in proptech in recent years is helping to transform many business practices within the space. 

Fifth Wall is a major venture capital firm focused on the global real estate industry and property technology for the built world. With the backing of institutional partners within the sector it has helped fund dozens of proptech startups. 

In this episode, David Bodamer is joined by Sarah Liu, a Partner of the Real Estate Technology Investment Team at Fifth Wall, to discuss what kinds of technology the industry is adopting..

Sarah discusses:

  • How Fifth Wall vets their proptech investments.
  • Which sectors and processes are seeing some of the biggest effects by adopting technology and automating processes.
  • How the pandemic helped accelerate some proptech adoption and how changes like work-from-home and hybrid work schedules have created new challenges to navigate. 
  • How Fifth Wall positions its funds to help incubate proptech startups.
  • And more

Connect WithSarah Liu:

Connect With David Bodamer:

About Our Guest:

Sarah Liu is a Partner on the Real Estate Technology Investment team at Fifth Wall, where she focuses on early stage investing in the construction, fintech, insurtech, and residential sectors.

Prior to joining Fifth Wall, Sarah worked at McKinsey in San Francisco. Her work there spanned FIG, TMT, and retail and included private equity due diligence, M&A strategy, and corporate transformations.
Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle

Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle

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Accredited investors have more options for investing in commercial real estate than ever before. Public equities are one way, but private direct investments are another attractive option. 

In this episode, David Bodamer is joined by Ian Formigle, chief investment officer of CrowdStreet, to explore how accredited investors can access private real estate and to discuss the firm’s recent report on the best places to invest in 2022. Ian shares how the company gathered the information and factors that could impact individual investment decisions.

Ian discusses:

  • The private real estate market and how platforms like Crowdstreet facilitate direct investments
  • What markets the company is recommending for 2022
  • Why the property types an investor may want to target might vary from market to market
  • How the difference between stabilized yield on cost and exit capital impact property investment decisions

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About Our Guest:

Ian Formigle is chief investment officer of CrowdStreet, the nation’s largest real estate investing platform online. CrowdStreet brings individual investors and real estate project sponsors together to build wealth through private equity real estate investing.

 
Episode 63: How To Get A Loan From Home With Dan Gorczycki

Episode 63: How To Get A Loan From Home With Dan Gorczycki

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After more than a year of uncertainty for businesses, being able to access and apply for mortgages and loans from home is more beneficial than ever.

In this episode, David Bodamer is joined by Dan Gorczycki with True Rate Services. Dan discusses how modern technology changes how you can apply for and find a quote for mortgages or loans quickly and effectively from home. He dives into how the pandemic has changed what people need and how that will translate into the future of mortgages and loans.

Dan and David discuss:

  • How they leverage online tools as mortgage and sales brokerage firm
  • The role of technology in modern mortgage lending
  • The importance of relationships when asking for a loan
  • What technology means for the future of mortgages and loans
  • And more

Connect With Dan Gorczycki :

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About Our Guest:

Dan Gorczycki is the Managing Director of True Rate Services, a pioneering debt placement marketplace that optimizes the lending experience by creating true markets in real time. True Rate launches with a number of the top lenders in the United States as partners on their platform, creating a vibrant marketplace for debt. The marketplace is agnostic and creates markets in bridge lending, agency lending, insurance company lending and other institutional debt sources. Parent company Olive Tree Holdings is a real estate investment firm that combines Big Data, Analytics and Deep Fundamental Research in order to identify, acquire and improve assets in dynamic markets throughout the United States.

 
Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi

Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi

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During 2021, the importance of technology has become more apparent than ever. Understanding the technology industry can really help business professionals to not only make better decisions for their company, but also stay on top of advancements and new products.   

In this episode, David Bodamer speaks with Colin Yasukochi, executive director of CBRE Tech Insight Center, about the 2021 Scoring Tech Talent report. The report is a labor market analysis focusing on 50 US and Canadian markets,  and targeted to technology workers across all industries.

David and Colin discuss:

  • A brief history and explanation of what the report is 
  • The best places to run your business, looking at both high-quality and low-cost options 
  • Some major changes in the industry, such as the increase in job availability in some surprising areas 
  • How the pandemic has affected the industry
  • A close look at diversity distribution in the industry and who is currently being underrepresented 
  • And more

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About Our Guest:

Colin Yasukochi, for over 20 years, has specialized in strategic research and advisory services for commercial real estate, providing insight that reveals opportunities and guides decision making. He currently serves as CBRE’s Executive Director of its newly formed Tech Insights Center, based in San Francisco, CA.

Backed by Colin’s leadership, the CBRE Tech Insights Center provides thoughtful real estate perspectives on the ever-evolving tech sector in the United States. As a pioneer in tech industry research in commercial real estate, Colin has been the lead author of CBRE’s tech-focused thought leadership pieces—including Scoring Tech Talent and Tech-30.

Colin has a distinct perspective of the business and is recognized as a leading real estate market expert through years of experience in analyzing market trends and economics.