Wealth Management Real Estate – Wealth Management INVEST

REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

By Wealth Management Invest | December 11, 2023

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Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments.

In this episode, David Bodamer speaks with Louis Rogers, founder and Co-CEO of Capital Square, tax-advantaged real estate. Louis outlines the different structures and where his firm sits within the marketplace.

Louis discusses:

How 1031 exchange options evolved, including the creation of Delaware Statuary Trusts
Which property types Louis is bullish on in the current climate
How he advises investors and chooses the assets for the different structures Capital Square uses
How real estate investments fit into estate planning
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Louis Rogers:

Connect With David Bodamer:

About Our Guest:

Louis J. Rogers is founder and co-chief executive officer of Capital Square, where he oversees the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors.

WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

By Wealth Management Invest | November 13, 2023

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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:

Listen to the latest episodes of Common Area

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.

WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams

By Wealth Management Invest | October 16, 2023

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Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that. The firm uses predictive models and workflow tools to change the investment experience. It also aims to provide access to real estate investment opportunities previously unavailable to some investors.

In this episode, David Bodamer speaks with Ryan Williams, founder and CEO of Cadre, about the company’s goal to transform real estate investment and increase access through the use of technology. Williams also discusses his goal in using real estate investment to create economic opportunities in underserved communities.

Ryan discusses:

How Cadre’s platform works and what types of investors it works with
Cadre’s three-pillar strategy for creating economic opportunities in underserved communities
Why and how Cadre is involved in opportunity zone investments
Cadre’s plans for growing its investor base
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Ryan Williams:

Connect With David Bodamer:

About Our Guest:

Ryan Williams is the Founder and CEO of Cadre, a leading real estate technology platform that democratizes access to high-quality commercial real estate opportunities for individual and institutional investors. With ten years of experience in the industry, Ryan has a deep passion for leveraging data, technology, and innovation to transform the way people invest in real estate.

Under Ryan’s leadership, Cadre has achieved remarkable growth, scale, and impact. Cadre has closed over $5 billion in real estate transactions, generated a net annualized return of over 25% for its investors, and developed the industry’s first secondary marketplace for real estate investments. Cadre has also expanded its investor base to more than 50,000 accounts, and launched several new investment products and initiatives, including a fund focused on driving greater diversity and inclusion of operators in Cadre’s ecosystem program. Ryan’s mission is to empower more people to build wealth through real estate, and to make the asset class more transparent, efficient, and liquid.

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

By Wealth Management Invest | September 18, 2023

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Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

Jay discusses:

Why interest is increasing in alternative investments, including private real estate
How advisors can help clients navigate alternative investments
The challenge with alternative investments and how technology is making it easier to manage these types of investments
The current trends in multifamily real estate
And more

Resources:

Connect With Jay Miller:

Connect With David Bodamer:

About Our Guest:

Jay brings more than 30 years of real estate investment experience to Forum with demonstrated success developing and executing business strategies, and managing teams and systems. As CIO, Jay oversees the firm’s real estate investment team, chairs Forum’s investment committees, and is responsible for driving the firm’s continued growth through multifamily equity and debt investment opportunities.

WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb

By Wealth Management Invest | July 17, 2023

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Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains plenty of opportunity for investment.

In this episode, David Bodamer is joined by Elizabeth Wohlleb, managing director and head of Real Estate Capital Markets with Cresset Partners, to discuss how the group vets opportunities for its funds.

That includes addressing misconceptions and emphasizing the importance of considering factors like location and asset type. Elizabeth also talks about working with high net worth and retail investors and how they use real estate in their portfolios..

Elizabeth discusses:

How Cresset Partners works with investors to explore strategic real estate opportunities
The democratization of private real estate investment and increased access for retail investors
How Cresset Partners vets real estate deals for its various funds, including in the logistics sector and Qualified Opportunity Zone deals
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Elizabeth Wohlleb:

Connect With David Bodamer:

About Our Guest:

Elizabeth Wohlleb is Managing Director, Head of Real Estate Capital Markets for Cresset Real Estate Partners. She has responsibility for the capital formation strategy for all Cresset Real Estate Partners investment opportunities and also serves on the Cresset Real Estate Partners Investment Committee.

Elizabeth joined Cresset after leading the U.S. East for the Harrison Street Real Estate Capital Investor Relations team, where she was responsible for overseeing the firm’s capital raising efforts in the Eastern U.S., working with a variety of institutional investors. Prior to Harrison Street, Elizabeth was a Managing Director, Investor Relations with Greenfield Partners, where she was responsible for developing and maintaining relationships with institutional investors and consultants and was a member of Greenfield’s Investment and Compliance Committees. Before Greenfield, Elizabeth was a Director in the Global Client Group at RREEF Real Estate, and a Principal with the Investor Relations team at Capri Capital Partners.

WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton

By Wealth Management Invest | June 20, 2023

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While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment opportunities.

In this episode, David Bodamer speaks with Michael Acton, Managing Director of AEW Capital Management, on what he sees happening within the current real estate market and how investors could benefit. Mike shares his insight on trends and strategies he has seen before and how they are reflected in current investment opportunities.

Mike discusses:

The main themes in commercial real estate
What types of properties and strategies create opportunities in the current market
How different types of fund structures and loans function when purchasing or financing real estate
What investment opportunities exist within the disconnect between listed real estate and private real estate
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Mike Acton:

Connect With David Bodamer:

About Our Guest:

Mike Acton, CFA, is a Managing Director of the firm and AEW’s Head of Research & Strategy with responsibility for directing the activities of AEW Research, the firm’s in-house research group. He works closely with the Fund’s investment management team in the development of the Fund’s investment strategy and criteria. Mr. Acton joined the firm in 1990 and has 34 years of experience as an economic analyst and forecaster. He is a standing member of the firm’s Investment Committee and Risk Management Committee. The resources of AEW Research are an integral part of AEW’s investment process and Mr. Acton works closely with senior professionals in all areas of the firm to develop investment strategies that match clients’ risk/reward objectives with market opportunities. Mr. Acton is also a member of the firm’s Compliance Committee. Prior to joining AEW, he was with DRI/McGraw-Hill where he managed the Metropolitan Area Forecasting Service. He is a graduate of Bates College (B.A.) and a CFA charter holder.

WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp

By Wealth Management Invest | May 30, 2023

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Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity?

In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how it fits within financial and investment planning and the services they are providing to other wealth managers and individual investors.

Rick discusses:

How a 40 ACT fund differs from other fund structures
How does his valuation process relate to how publicly traded REITs are market
The shift in commercial real estate value depends on the type of property
Clarion’s process of sourcing investors and informing wealth advisors
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Rick Schaupp:

Connect With David Bodamer:

About Our Guest:

Richard Schaupp is a Managing Director and the Portfolio Manager for Clarion Partners’ funds and a separate account relationship. As portfolio manager, Rick has overall responsibility for the management and portfolio strategy of these relationships. Rick has participated in the acquisition, asset management, and development management of over $4.0 billion of real estate. He originally joined Clarion Partners in 2000 and began working in the real estate industry in 1995. He holds an M.B.A from Yale University, and a B.Arch from the University of Notre Dame.

WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan

By Wealth Management Invest | April 17, 2023

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There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets?

In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on assessing private equity and private real estate opportunities in a rapidly evolving market. Patrick reveals how Sanctuary is assessing the alternatives space.

Patrick discusses:

What alternative investments bring to wealth management client portfolios
How he holds honest conversations with clients worried about the impact of recent financial events on the market, including for private real estate
Where private equity lenders fit into capital markets given the problems facing banks
Where do tax advantage structures fit when assessing real estate investment opportunities
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Patrick McGowan:

Connect With David Bodamer:

About Our Guest:

Patrick McGowan is a Managing Director and Head of Alternative Investments at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee.

WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

By Wealth Management Invest | March 20, 2023

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Louis discusses:

How 1031 exchange options evolved, including the creation of Delaware Statuary Trusts
Which property types Louis is bullish on in the current climate
How he advises investors and chooses the assets for the different structures Capital Square uses
How real estate investments fit into estate planning
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Louis Rogers:

Connect With David Bodamer:

About Our Guest:

WMRE Common Area: A CRE Economist’s View of Current Market Conditions

By Wealth Management Invest | February 21, 2023

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David Bodamer is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, in discussing economic trends impacting commercial real estate, such as demographics, fundraising, investment and lending.

Snyder monitors, analyzes and reports on economic data and surveys related to CRE, and develops models and forecasts to better understand the forces that influence commercial real estate markets. He also co-manages a small family office of real estate investments.

Xander discusses:

What’s driving the pace of real estate investment sales volumes
The latest trends on some of the major CRE property types
What determines whether offices can be converted to other uses
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Xander Snyder:

Connect With David Bodamer:

About Our Guest:

Xander Snyder is a real estate economist, investor and serial impact entrepreneur. Xander graduated with a degree in economics from Cornell and a masters degree in data science from Berkeley. He has a background in finance, banking, and global risk.

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

By Wealth Management Invest | September 29, 2022

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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 70: What Family Offices Want from CRE Investments

By Wealth Management Invest | March 14, 2022

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High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. It’s a way of diversifying their portfolios and, unlike for other investors, it is sometimes a long-term play that plays a role in estate planning and generational wealth strategies.

In this episode, David Bodamer is joined by Belinda Schwartz, partner and chair of Herrick Feinstein. Belinda works with a range of high-net worth individuals and family offices, serving as the outside general counsel to a number of family-owned real estate businesses with portfolios valued above $1 billion.

Belinda discusses:

The impact of generational wealth planning when HNWIs and family offices invest in commercial real estate
What form HNWI and family office investments take in terms of looking at funds and private placements vs. directly acquiring real estate
What property types and markets these investors are interested in
How HNWIs and family offices have started experimenting with debt strategies and investing in proptech
How the tumult of the last two years has factored into their investment decisions

Connect With Belinda Schwartz:

Connect With David Bodamer:

About Our Guest:

Belinda Schwartz has chaired Herrick’s Real Estate Department since 2014, is a member of the firm’s Executive Committee since 2017, and is a 30+ year veteran of New York City’s commercial real estate market. She is a leader and mentor for 65+ attorneys and urban planners (23 of which are women) and one of the only women in the country to chair a major commercial real estate practice.

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

By Wealth Management Invest | February 28, 2022

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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

Resources:

Best Places To Invest 2022

Connect With Ian Formigle:

Connect With David Bodamer:

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 68: A Look at Institutional Investors’ Plans for CRE

By Wealth Management Invest | January 31, 2022

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INREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published its latest annual study exploring the aspirations for institutional investors into the real estate sector over the next two years.

In this episode, David Bodamer is joined by Iryna Pylypchuk, director of research and market information at INREV. Iryna shares some of the information obtained in the 2022 survey, providing projections for how much institutional investors plan to spend around the globe.

Iryna discusses:

How COVID has impacted institutional investors’ strategies when investing in commercial real estate
Which markets and property types this investor class is looking at in 2022
How institutional investors’ appetites for risk has evolved beyond core investments
The importance of ESG to institutional investors when assessing commercial real estate funds
And more

Resources:

INREV Intention Surveys

Connect With Iryna Pylypchuk:

Connect With David Bodamer:

About Our Guest:

Iryna is a passionate researcher and strategist, with broad experience in the industry and strong understanding of the European and global commercial real estate investment markets. Iryna is based in the Greater Frankfurt area.

At Fidelity International Iryna was responsible for providing market and sector level research across the European real estate market, developing insights into macro and micro market risk and actively supporting the investment teams.

Having previously worked in the CBRE’s Investment and Consultancy team of the EMEA and Global Research for 12 years, Iryna has a strong understanding of the European, and increasingly global, commercial real estate investment market and its key players. Experienced presenter, regularly reporting to a number of key clients, Iryna regularly opens CBRE European PAM conference and takes part at EXPO panel discussions on a variety of topics, most recently Iryna took part as a presenter and panelist in Dubai’s Global Investment Summit. Iryna also enjoys getting involved in educational programmes for real estate students and young professionals. These include regular market updates at the IPF and BLP seminars, as well as giving talks at the RAC.

Episode 67: What to Expect From CRE in 2022

By Wealth Management Invest | January 18, 2022

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As we enter a new year, there is still a lot of uncertainty when it comes to the U.S. economy, the direction of interest rates and the COVID-19 pandemic. However, for the commercial real estate industry, the projections for 2022 continue to look quite positive.

In this episode, host David Bodamer is joined by Dan Spiegel, senior vice president and managing director with Coldwell Banker Commercial. Dan shares where real estate investors are currently putting their money and what’s new in site selection practices among retail and restaurant tenants. He also discusses the continuing importance of maintaining bricks-and-mortar retail locations even as the trend toward e-commerce continues to grow.

In addition, Dan discusses:

Major trends that emerged in the commercial real estate market in 2021
Insights into how secondary and tertiary markets compare to primary markets for CRE investment
Projections for the major property types in 2022 and how momentum from 2021 will play out in the year ahead
How retailers and restaurants have adapted to the pandemic environment and what it means for retail real estate

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Episode 66: Finding CRE Deals Amid Uncertainty with Eric Birnbaum

By Wealth Management Invest | December 13, 2021

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In this episode, David Bodamer is joined by Eric Birnbaum, founder and CEO of Dreamscape Companies, a real estate investment firm specializing in acquiring and repositioning multifamily and hospitality properties.

Eric shares his experience launching and building a new company during the pandemic, what kinds of deals they have pursued during the past two years and its plans for 2021. the firm.

Eric discusses:

Why Dreamscape focuses on multifamily and hospitality properties and why it prefers opportunistic/value-add plays in gateway markets
How launching a firm just prior to the onset of the pandemic affected its rollout
How he has built and maintained relationships with limited partners over the years to provide a consistent source of capital
What Dreamscape’s approach to debt is in terms of levering deals and increasing returns
What the firm’s long-term investment strategy is for the properties it repositions

Resources:

Moody’s Analytics

Connect With David Bodamer:

Episode 65: WMRE: Where It Started and How It’s Going

By Wealth Management Invest | November 15, 2021

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It’s been almost one year since NREI announced a full rebrand to WMRE, a change that represented the status of the company within the WealthManagement.com portfolio.

In this episode, David Bodamer discusses the brand change from NREI to WMRE, revealing why they chose to rebrand and how it’s changed how they cover the commercial real estate industry. David shares how they managed the curveballs 2021 threw at them while undergoing changes themselves, and shares some insight about what’s to come in 2022.

David discusses:

The reasoning behind the rebrand from NREI to WMRE
How the change from NREI to WMRE impacts clients
The most surprising outcomes from the rebrand
The plans for the brand in 2022
The best ways to pitch the brand
And more

Resources:

Moody’s Analytics

Connect With David Bodamer:

Episode 64: What To Expect When Returning To The Office With David Smith

By Wealth Management Invest | October 18, 2021

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As the world begins to reopen, more and more people are returning to work in person. With more people going back to the office, what can we expect in this post pandemic world?

In this episode, David Bodamer is joined by David Smith from Cushman & Wakefield. David Smith discusses the latest report from Cushman & Wakefield about the return to offices and what you can expect as you make the move to in-person work. He shares how offices may need to change their layouts and the impact of the pandemic on how businesses function in the future.

David Smith discusses:

The Predicting the Return to the Office report by Cushman & Wakefield
What office real estate investors need to know about how the “return to office” process is playing out
How space within the office will change post pandemic
Predictions for the next few months

Resources:

Predicting the Return to the Office

Connect With David Smith:

LinkedIn: David Smith

Connect With David Bodamer:

david.bodamer@informa.com
WealthManagement.com

About Our Guest:

David C. Smith is the Global Head of Occupier Insights for Cushman & Wakefield. David’s work is focused on how economics, demographics, technology and space usage trends impact the future of commercial real estate for occupiers and investors. He produces reports, analysis and thought leadership that serve clients and internal Cushman & Wakefield service lines, including Global Occupier Services, Commercial Tenant Representation, Flexible Office / Coworking, Total Workplace, Consulting, Agency Leasing and Investor Services.

In addition to advising clients, David frequently participates at industry events and on speaker panels. He has been a presenter at CoreNet Global’s North American Summit and a keynote / main stage speaker at the NHMC Annual Conference, The Office Tenant Week – Latin America, and BOMA China’s Annual Conference. At Cushman & Wakefield, he leads the development and authorship of industry reports co-branded with CoreNet Global.

Mr. Smith previously spent over a decade at Kingsley Associates, a leading provider of research and benchmarking solutions to real estate companies around the world. In addition to providing consulting services to global real estate companies, he was also involved in several industry-wide thought leadership partnerships with BOMA and NMHC. In that role, Mr. Smith served as one of the creators of the NMHC/Kingsley Associates Apartment Renter Preferences Report.

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

By Wealth Management Invest | October 4, 2021

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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 :

Connect With David Bodamer:

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

By Wealth Management Invest | August 23, 2021

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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.

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

By Wealth Management Invest | July 26, 2021

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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

Resources:

Scoring Tech Talent in North America 2021 | CBRE

Connect With Colin Yasukochi:

Connect With David Bodamer:

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.

Episode 60: The Changing World of Distribution with Chad Buch and George Cutro

By Wealth Management Invest | July 5, 2021

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As e-commerce continues to change the way we live our day-to-day lives, there have been some major impacts in the world of transportation and distribution that could affect you in ways you have never considered.

In this episode, David Bodamer is joined by Chad Buch and George Cutro, JLL researchers, as they discuss areas within the industrial world you might not think about such as cold storage, truck terminals and transloading, and how they are currently changing and adapting to the technology-based world we live in today.

Chad and George discuss:

How the pandemic has affected distribution and increased demand for more advanced and adaptable delivery systems throughout the world
What transloading is and why it works
New delivery developments such as 15-minute grocery delivery services in New York City
Emerging niche markets and how they are creating competition for major big-box distributors
And more

Please visit www.us.jll.com to access more JLL research reports.

Resources:

Connect With Chad and George:

Connect With David Bodamer:

david.bodamer@informa.com
WealthManagement.com

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

By Wealth Management Invest | May 31, 2021

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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:

Nareit Quick Facts Guide

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 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein

By Wealth Management Invest | May 17, 2021

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In this episode, David Bodamer is joined by Randy Blankstein, president of The Boulder Group, a boutique investment real estate service firm specializing in single tenant net lease properties. David and Randy discuss everything from the effects of COVID on the industry to the potential change in how 1031 exchanges will be taxed and what industry pros are doing to communicate with lawmakers in Washington.

You will learn:

How the net lease investment market weathered the storm during the pandemic and proved its mettle as a stable asset class
What sub-sectors within the net lease world are proving to be the most popular
How the sector has evolved as more types of investors have moved into the space
Why the proposed tax reforms from the Biden administration would mean a seismic shift for the sector and what industry pros are doing to try and help shape any legislation that emerges
And more!

Tune in to discover what one of the leading authorities in the nation has to say about the net lease sector of commercial real estate.

Resources: Wealth Management Real Estate | The Boulder Group | Randy Blankstein LinkedIn | Ryan

Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan

By Wealth Management Invest | May 3, 2021

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With the rollout of vaccines and the end of lockdown orders in several states, the economy is beginning to recover – which means new opportunities for institutional investors.

In this episode, David Bodamer is joined by Dori Nolan, senior vice president of National Client Services at Berkadia to talk about a recent merger that led to the formation of Berkadia Institutional Solutions, Powered by Moran. This new merger is dedicated to providing exceptional service and resources to institutional investors. Dori also shares her expert insights into the latest trends and updates in the real estate market.

You will learn:

How a shift in lifestyle preferences has impacted the demand in real estate markets
Why institutional investors need to focus their efforts on ESG investing
The importance of strategic planning and building client relationships, instead of being merely transaction-based
Ways in which technology can help you with data mining and making informed decisions
And more!

Tune in to discover what Berkadia Institutional Solutions, Powered by Moran, has in store for institutional investors in the real estate market!

Resources: Wealth Management Real Estate | Dori Nolan on LinkedIn | Berkadia | Ryan

Episode 56 – The Government as a Tenant –– with William Hill

By Wealth Management Invest | April 19, 2021

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In this episode, David Bodamer speaks with William Hill, vice-chairman of Federal Investor Services Group with Newmark in Washington D.C. David and William (Bill) discuss how the government as a tenant fared during the pandemic for investors in the commercial real estate market.

You will learn:

The role Newmark plays in the commercial real estate market
During the pandemic, how it has been having the government as a tenant versus another kind of occupier
Bill’s views on traditional office space needs as people return to work
What sort of implications does the governments potential jobs plan have on the demand for real estate going forward
How does an investor approach this real estate space of having government as a tenant
And more!

Tune in now for the latest insights on CRE!

Resources: WealthManagement.com| Newmark | William L Hill Email

Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez

By Wealth Management Invest | April 5, 2021

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In this episode, David Bodamer is joined by Carlos Rodriguez, CEO of Driftwood Capital, an umbrella company with three new funds for investors in the hotel sector. They take care of everything from development, to acquisitions and even preferred equity. The pandemic has been particularly hard on the hotel industry, so what does that mean for investors? Listen in and see that the future is bright and the time is now to invest in this sector.

You will learn:

What Driftwood Capital does within the hotel industry
How have the last few months changed Carlos’ outlook and Driftwood Capitals strategies in this space
In what ways has COVID-19 forced developers to adapt when creating group or conference spaces
Are outdated hotels still the future for multi-family living
And more!

We are social beings and competition will drive people out on the road again. Tune in so you don’t miss your opportunity!

Resources: Wealth Management Real Estate| Carlos Rodriguez LinkedIn | Driftwood Capital

Episode 54: Results of the 2021 CRE Capital Raising Survey –– With Brandon Sedloff

By Wealth Management Invest | March 22, 2021

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In this episode, David Bodamer discusses the results of Juniper Squares 2021 CRE Capital Raising Survey with Brandon Sedloff, the founding senior vice president of sales. Juniper Square is transforming the private funds industry with easy-to-use software and solutions that streamline fundraising, investment operations and investor reporting.

You will learn:

How Juniper Square is bringing CRE into the 21st century
Some of the highlevel takeaways from the Capital Raising Survey
As a CRE investor, how one learns about all the options and opportunities available
How out-sourcing can be the key component to success
And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor | Brandon Sedloff LinkedIn | Juniper Square Survey

Episode 53: Why the Opportunities in Real Estate Are Endless –– With Mark Rose

By Wealth Management Invest | March 8, 2021

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In this episode, David Bodamer speaks with Mark Rose, the CEO and chairman of Avison Young, a full-service commercial real estate company. Together, they discuss how this last year has provided the opportunity for not only Avison Young, but for the real estate industry as a whole to grow faster and further than ever before.

You will learn:

Mark’s predictions for what the future of the office will look like
Whether the adoptions of open-office floor plans will continue
What the transition back to working in an office will look like
How workplace culture plays a part in a company’s revenue and profits
Where the current opportunities are within the real estate industry
And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor | Avison Young

Episode 52: Logistics is Location! Location! Location! –– With Melinda McLaughlin

By Wealth Management Invest | February 22, 2021

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In this episode, David Bodamer has an in-depth conversation with Melinda McLaughlin, the vice-president of research at Prologis, about how automation and the COVID-19 pandemic have impacted the global logistics chain.

You will learn:

What opportunities are available to someone who’s interested in investing in the logistics space
How the pandemic has brought awareness to shortfalls in the supply chain
Ways that customers’ use of supply chain and automation has fundamentally changed during COVID-19
The environmental benefits of e-commerce shopping versus brick-and-mortar shopping
And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor | Melinda McLaughlin on LinkedIn Prologis | Prologis Global Insights & Research

Episode 51: Enduring the Waiting Game: 2020 Retail Through the Eyes of a Transactional Broker –– With Tom Lagos

By Wealth Management Invest | February 8, 2021

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In this episode, David Bodamer is joined by Tom Lagos, an executive director with Institutional Property Advisors, an arm of Marcus & Millichap Real Estate Investment Services. Tom has spent the last 27 years as a transactional broker, specializing in the area of shopping centers. Tom talks about how slow and dismal 2020 was for the retail sector considering that in-person meetings and walking the properties were no longer an option. But, as you will soon find out, the future of the retail property sector is starting to look bright again.

You will learn:

What it has been like to try to close deals during COVID-19
How valuations fluctuated throughout 2020
Whether there are any motivated investors in the retail sector right now
Where retail might move to in 10 years if shopping centers are out of the equation
And more!

The rebound of brick and mortar is coming! Tune in to discover what the rebound will look like.

Resources: Wealth Management Real Estate| Tom Lagos on LinkedIn | Institutional Property Advisors

Episode 50: Why Single Family Rental Housing is Currently on the Rise –– With David Howard

By Wealth Management Invest | January 25, 2021

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In this episode of Common Area Podcast, David Bodamer is joined by David Howard, the executive director at National Rental Home Council (NRHC), to discuss how the single family rental housing market is faring in early 2021.

Together, David and David discuss all the facets of single family rental housing, from who is investing in this market to which demographics are forcing this market to expand.

You will learn:

What the NRHC is and how they service the rental market
Who makes up the majority of U.S. landlords
What the secret is to providing good customer service in this market
How technology is playing a role in the rental industry
And more!

We encourage you to listen in, whether you are the investor or the renter, because understanding where the industry is headed will help you make better decisions.

Resources:

Wealth Management Real Estate| National Rental Home Council | David Howard on LinkedIn