Explorez tous les épisodes du podcast Family Office Real Estate Institute Podcast

Guest: Bruce Talley - Worldwide Sales, Business Development Professional In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Bruce Talley to explore a rarely discussed corner of global real estate investing: residential opportunities in Ukraine during and after conflict.

Bruce shares his unconventional path from investment banking and international development to founding destination service businesses across Russia, Brazil, Japan, and now Ukraine. Drawing on decades of experience in post-Soviet and frontier markets, he explains why residential real estate in cities like Kyiv, Lviv, and Odessa may be deeply undervalued despite ongoing geopolitical risk.

The conversation dives into how individual apartment ownership works in Ukraine, why foreign investors can legally hold assets through onshore entities, and how historical precedents from Poland, the Czech Republic, and the Baltics shaped this investment thesis. Bruce also outlines his fund’s focus on diversification, unlevered returns, downside protection, and long-term exit strategies tied to European institutional buyers.

This episode offers a thoughtful, risk-aware discussion for family offices evaluating international real estate, contrarian strategies, and post-conflict markets, while emphasizing disciplined underwriting, capital preservation, and long-term value creation. 🎧 Listen on Spotify, Apple Podcasts, and Libsyn 🌐 Learn more at www.fore.institute

Guest: Justin Bakewell – Head of Client Strategy

 

In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren welcomes Justin Bakewell, Managing Director, Strategy & Head of Mid-Atlantic at Pitcairn (formerly Brightside Partners). Justin shares how Pitcairn guides families through the complexities of multi-generational wealth—aligning purpose, values, and financial strategy. The conversation explores how family offices can strengthen communication, formalize governance, and create enduring investment frameworks that preserve both capital and legacy. From investment policy statements to succession planning, Justin offers rare insights into how families can move from reactive financial management to intentional, principle-based decision-making. This episode provides clear, actionable wisdom for advisors and family office leaders seeking to build resilience and long-term impact. 🎧 Listen on Spotify, Apple Podcasts, and Libsyn 🌐 Learn more at www.fore.institute

Guest: Justin Papadakis - Deputy CEO & Chief Real Estate Officer at USL

In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Justin Papadakis, Deputy CEO and Chief Real Estate Officer at the United Soccer League (USL).

Justin shares how real estate development has become a cornerstone of USL’s growth strategy, from building state-of-the-art soccer-specific stadiums to creating mixed-use districts that serve as anchors for community development. He discusses the intersection of sports, real estate, and city planning, and how leagues like USL are leveraging real estate to fuel expansion, attract investors, and deliver long-term value.

This conversation covers the challenges and opportunities of stadium development, the economics of professional sports real estate, and what family offices can learn from the USL’s innovative approach to growth. From the economics of stadium finance to lessons family offices can apply in their own portfolios, this conversation goes deep into the powerful intersection of sports and real estate.

Learn more at www.fore.institute

Guest: Cory Bultinck – Partner, Wipfli LLP

In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren speaks with Cory Bultinck, Partner at Wipfli LLP, about the vital role that accounting, reporting, and financial structure play in real estate investing for family offices. Cory shares insights gained from decades of working with ultra-high-net-worth families, uncovering how many offices unintentionally expose themselves to risk by underestimating the importance of proper financial systems.

The conversation explores common mistakes made in real estate accounting, why entity structuring is often neglected, and how families can better prepare for future transitions of wealth and asset ownership. Cory explains why internal controls and regular reporting are essential not just for compliance, but for protecting long-term legacy and maximizing returns. This episode offers practical advice for both newly formed and well-established family offices looking to bring more financial clarity and discipline to their real estate portfolios.

Learn more at www.fore.institute

In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Scott Snow, CPA, Partner at ProVision, to explore the often-overlooked world of real estate tax strategy. Scott brings decades of experience advising high-net-worth individuals and family offices on maximizing deductions, managing passive losses, leveraging cost segregation, and structuring 1031 exchanges. Together, they break down:

• The most common tax mistakes real estate investors make
• Passive vs. active income and how it affects deductions
• The truth about depreciation, cost segregation, and real estate professional status
• When to use 1031 or 721 exchanges—and why timing matters
• Why hiring the right CPA can be the difference between stagnation and scalable wealth

Whether you're a seasoned investor or a family office executive, this episode offers actionable tax insights that can significantly impact your bottom line.

 

🎧 Available on Youtube Spotify, Apple Podcasts, and more.

📍 Learn more at www.fore.institute

Guest: Stuart & Daren Laureano - Southern California Equity, Inc. In this fascinating episode of Family Office Real Estate Institute Insights, Darren Laureano and Stu Laureano from Southern California Equity unveil their groundbreaking approach to real estate investment. Specializing in creative office spaces and entertainment production campuses, they reveal how they're transforming industrial buildings into vibrant hubs for digital media, tech, and content creators. Dive deep into their unique investment strategy that focuses on adaptive reuse, sustainability, and serving the innovation economy. Learn how they identify and develop properties in key markets like Los Angeles, Austin, Nashville, and Miami, creating flexible spaces that attract premium tenants in the tech and media industries. Discover the secrets behind their successful approach, including their proprietary acquisition targeting system, their focus on urban infill locations, and how they're meeting the evolving needs of modern content creators. From sound stages to AI development spaces, this episode provides an insider's look at the future of commercial real estate. Whether you're an investor, real estate professional, or simply curious about the intersection of creativity and commercial spaces, this conversation offers unprecedented insights into a rapidly evolving market segment.

USING CONSULTANTS TO MAKE FAMILY OFFICE INVESTMENTS Larry Wolf – CEO of Red Diamond, Ltd. Discover the benefits and strategies of utilizing consultants for family office investments with Larry Wolf, CEO of Red Diamond, Ltd. With his extensive experience as Chief Executive Officer of a Single Family Office, Larry brings valuable insights on leveraging consultants in the financial services industry. Explore the role of consultants in business and financial planning, mergers and acquisitions (M&A), private equity, and start-ups. Gain expert advice from this seasoned professional, who holds a Bachelor of Science (BS) in Business Administration and Management, General from Miami University. Enhance your investment approach and unlock new opportunities with the guidance of this esteemed industry leader.

Guest: Sal Lupoli - CEO Lupoli Companies Join us as we sit down with Sal Lupoli, a true entrepreneurial trailblazer, to hear the remarkable story of his journey from humble beginnings to building a real estate empire spanning millions of square feet across Massachusetts and New Hampshire. Sal shares how he started with a single pizza shop while still in college, leveraging that business to eventually acquire and transform dilapidated properties into thriving mixed-use developments. Learn about the bold moves, tough decisions, and unwavering determination that fueled his success, as well as the lessons he learned along the way. Beyond just business acumen, Sal's deep commitment to his local communities shines through. Hear how he has created thousands of jobs, invested in education and healthcare initiatives, and given back to the very neighborhoods that helped shape his entrepreneurial journey. This is a must-watch for anyone aspiring to build a lasting legacy, whether in real estate, entrepreneurship, or simply making a positive impact. Sal's story is a testament to the power of vision, grit, and a relentless drive to succeed against all odds.

Guest: Nav Takhar - Off Plan & Investment Consultant - Haus & haus In this episode of the Family Office Real Estate Institute Podcast, host TJ van Kieren sits down with investment consultant Nav, who is based in Dubai. Nav provides a comprehensive overview of the booming real estate market in Dubai and the unique opportunities it presents for family offices and high-net-worth investors. Dubai has experienced remarkable growth and development over the past few decades, with only 25% of the city currently built out.   The government has ambitious 2040 and 2072 master plans that guide all new construction, ensuring a cohesive and forward-thinking approach to urban planning. Nav explains the dynamics of Dubai's population, which is 90% expats, and the recent changes that have allowed non-residents to own freehold properties. He delves into the influential role of the five royal families that drive much of the real estate and other key industries in the UAE. The discussion covers the legal and investment frameworks in Dubai, including the application of Sharia law and the unique payment structures for off-plan properties.    Nav also highlights the tax benefits, such as 0% income tax and capital gains tax, that make Dubai an attractive destination for international investors. Listeners will gain insights into the flow of funds in and out of Dubai, as well as strategies for setting up trusts, entities, and obtaining residency visas to capitalize on the real estate opportunities. Nav provides guidance on how family offices and investors from the US can effectively enter the Dubai market. This episode is a must-listen for anyone interested in diversifying their real estate portfolio or exploring the rapidly evolving real estate landscape in Dubai.

Guest: Mark Allen | President & Chief Development Officer | Royal Oak Realty Trust This podcast episode provides an in-depth discussion and comparison of private REITs versus public REITs. Mark Allen from Royal Oak REIT explains their private REIT structure, acquisition strategy, and operations. Key topics covered include the differences in liquidity, valuation methodology, return profiles and investment horizons between private and public real estate investment trusts. Royal Oak focuses on acquiring high-quality, net leased industrial properties occupied by investment-grade tenants across secondary and tertiary U.S. markets.

 

The interview discusses Royal Oak's buy-and-hold investment approach, low property turnover, and historically consistent returns around 10% annually delivered through reliable dividend income. Royal Oak determines share price on a quarterly basis using multiple valuation reports and metrics to arrive at a determined share value. Listeners learn about Royal Oak's limited redemption policies for investors, quarterly reporting, and organic growth having raised over $450M with over 1,100 investors. The podcast provides useful context on private REIT structures, net lease real estate, investment strategy, risk management, and performance.

Guest: Jimmy Atkinson - Founder of OpportunityZones.com

In this episode of the Family Office Real Estate Institute podcast, host DJ Van Keuren sits down with Jimmy Atkinson, the founder of Opportunity Zones.com, to discuss the current state and future of the Opportunity Zones program. They explore the bipartisan origins of the initiative, the political dynamics surrounding it, and the potential implications of the upcoming election on the program's trajectory. Atkinson provides valuable insights into the nuances of Opportunity Zone investments, the challenges faced by investors, and the potential impact on local communities. This episode is a must-listen for anyone interested in understanding the complexities and opportunities within the Opportunity Zones landscape.

This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities into portfolios. He highlights some of the top performing sectors like industrial warehouses, driven by e-commerce growth, and multifamily apartments. Consol also notes opportunities in senior housing real estate to serve an aging population. The interview provides insights into global capital flows into U.S. real estate and how automation is transforming industrial and manufacturing properties. Consol shares plans to feature a different family office each month, anonymizing sensitive details, to help readers understand different investment models. This interview offers a comprehensive overview of current real estate trends and ideas for family offices seeking to diversify beyond traditional stock and bond allocations. #realestate #familyoffice #podcast #realassets #investmentstrategies #multifamily #industrial #seniorhousing #e-commerce #automation #globalcapital #portfolioallocation #endowmentmodel #wealthpreservation #legacyplanning

DJ Van Keuren interviews freelance writer John Egan about his extensive experience covering real estate investments by family offices and high net worth individuals. Egan has been writing about this topic for over 10 years for publications like National Real Estate Investor. In the podcast, Egan discusses trends he has observed over the past decade, like a growing interest among these investors in stable, income-producing assets that provide yield. He notes many family offices and high net worth individuals have moved away from treating real estate purely as an equity play and are looking more at cash flowing assets and debt investments. Egan also shares his view that these investors have expanded beyond gateway markets in search of yield and are finding opportunities in secondary and tertiary markets where competition is less and they can get higher returns. The discussion provides valuable insights into how the strategies and philosophies of family offices and high net worth individuals have evolved when it comes to real estate and explores new areas they are exploring for diversification and stable income generation. #familyofficestrategies #realestatecycles #secondarymarkets #tertiarymarkets #yieldinvesting #netlease #singletenant #debtinvesting #portfoliostrategies #assetallocation

Ed from Red Swan discusses how the company is pioneering the tokenization of commercial real estate through security token offerings. By issuing digital assets on the blockchain that represent fractional ownership in properties, Red Swan is opening up investment opportunities previously unavailable to most accredited investors. Tokenizing real estate provides sponsors with a way to raise capital more efficiently while maintaining ownership, and gives investors the ability to build diversified portfolios with reduced minimum investments. Ed from Red Swan provides transparency into property performance and valuation methods through quarterly financial statements on the tokens. This helps investors understand how to price their tokens when seeking liquidity. By addressing common concerns around valuation and exit options, Ed from Red Swan aims to make investing in digital real estate assets as seamless as traditional markets. Their platform represents an innovative approach that could reshape how family offices and high-net-worth individuals access and manage real estate holdings. #RealEstateTokenization #SecurityTokens #STO #BlockchainInvesting #CrowdfundingRealEstate #DigitalAssets #FamilyOfficeInvestments #AccreditedInvestor #CommercialRealEstate #RealEstateCrowdfunding #BlockchainForRealEstate #RedSwan #PropertyInvestments #AlternativeInvestments

DJ Van Keuren sits down with Garb Mechigian of CTC MyCFO for an in-depth discussion on real estate investing through family offices. With over 22 years of experience working directly with high net worth families, Garb provides valuable perspective on common challenges and best practices. He explains the differences between single and multi-family offices and how that impacts real estate strategies. Garb also discusses the infrastructure and expertise typically required for direct real estate deals versus fund investments. The conversation delves into allocation percentages, partner selection, property analysis and management. Garb shares key lessons learned from past mistakes and offers guidance on maximizing income and total returns based on family objectives. Real estate professionals, family office executives and investors will gain insightful takeaways on navigating this important asset class. #FamilyOffice #RealEstate #Investing #MultiFamilyOffice #SingleFamilyOffice #DirectInvesting #FundInvesting #PropertyAnalysis #PartnerSelection #Allocation #Returns #Income #TotalReturns #ExpertAdvice #BestPractices #CTCMyCFO

This in-depth podcast features Tom Handler, a leading expert in family office law and wealth management from Handler Thayer law firm. He discusses strategies for optimizing family office real estate investments through advanced tax planning, sophisticated asset protection structures, and navigating the complex web of securities regulations. Tom shares his decades of experience advising ultra-high net worth families and family offices on common planning mistakes to avoid. He highlights the ubiquitous role of real estate in family office portfolios and optimal entity structures like LLCs, multiple member LLCs, and series LLCs to maximize liability protection and minimize taxes. The discussion also covers the growing trend of direct co-investments between families and ensuring compliance with murky broker-dealer and investment adviser registration rules. Tom warns of the SEC's broad interpretation of these rules and the risks of inadvertent violations. For families and their advisors, this educational resource provides valuable guidance on professionally managing real estate assets through interdisciplinary legal, tax and financial planning expertise.

This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs and goals beyond just policy placement. Listeners learn about common coverage gaps found in new family offices and the importance of educating subsequent generations. Excellent case studies demonstrate how proactive risk management and the right insurance solutions can protect not only assets but also a family's reputation and legacy. Attendees will gain actionable insights for developing comprehensive programs, building trusted long-term partnerships, and successfully stewarding wealth across generations through challenges. This presentation highlights the value of taking a bird's-eye view and cultivating a culture of transparency, accountability and wealth preservation. #FamilyWealth #LegacyPlanning #Succession #TrustManagement #Governance #Policy #Procedures #Controls #Compliance #ClaimsAdvocacy #LenderRequirements #InvestorRelations #TransactionalRisk #ConstructionRisk #EmploymentPractices #PrivacyProtection #EnvironmentalRisk #Cybersecurity #DataBreach #Reputation #Litigation #DefenseCosts #PremiumCostOptimization

Josh Roche, a veteran in the family office of Lloyd Capital Partners, shares over a decade of insights into investing in single family rental properties. He details how the family office entered the market early on in 2004 by flipping distressed homes in the Southwest US for profit. Roche recounts how the entrance of large institutional investors like Colony Capital in 2011-2012 impacted their strategy. He explains how the single family rental asset class has evolved from a fragmented mom and pop market to one now gaining attention from big investors. Roche provides valuable perspectives on return expectations including 6-8% unlevered cash flow yields, capital appreciation potential, and opportunities for family offices to partner with local operators or exit to institutions. The discussion offers a comprehensive overview of the challenges, opportunities, and future outlook for this growing but still emerging sector. #RealEstatePodcast #FamilyOfficePodcast #SingleFamilyHomes #DistressedInvesting #InstitutionalInvestors #CapitalPartners #ColonyCapital #CashFlowReturns #CapitalAppreciationReturns #GroundUpDevelopment #LocalMarketInsights #FamilyOfficeCoInvestment #FamilyOfficeExits

Andrew Pitcairn, chair of the family council at multi-generational Pitcairn family office, discusses strategies for establishing inclusive family governance and holistic wealth management approaches. He shares lessons from over 100 years of experience in navigating family growth, change, and succession over seven generations. Speaker 1 emphasizes the importance of addressing both investment decisions and soft skills like communication, education, and family dynamics. The speakers advise new families to seek expert guidance in crafting tailored governance structures like family councils and investment policy statements. These tools can facilitate transparent decision-making, prevent misunderstandings between generations, and support next generation involvement. When implemented together with tailored wealth strategies, inclusive governance and multi-generational planning approaches can help preserve family legacies. #MultiGenerationalFamilyOffices #FamilyWealthPreservation #FamilySuccessionPlanning #IntergenerationalCommunication #FamilyEducation #FamilyDecisionMaking #HolisticFamilyAdvisory #ExpertFamilyConsulting #LegacyPlanning #FamilyBusinessConsulting

Discover the strategic advantages and opportunities for family offices in Mexico's dynamic real estate market in this detailed discussion with Aldo González from Fenik Investments. This video provides an in-depth analysis tailored for family investors looking to diversify and stabilize their portfolios with international real estate investments, particularly in the burgeoning Mexican market. Aldo sheds light on the significant benefits of investing in industrial and residential sectors, emphasizing investments in U.S. dollars to minimize exchange rate risks. He also elaborates on the concept of nearshoring, which is reshaping the industrial landscape in Northern Mexico, attracting U.S. businesses seeking proximity to home markets. Critical for success, Aldo discusses the necessity of establishing trustworthy local partnerships to effectively manage investments, comply with local regulations, and enhance investment returns. Key Insights:

• The advantages of dollar-denominated investments in Mexico’s real estate for reducing currency risks.
• The critical role of local partnerships in navigating the complexities of the Mexican real estate market.
• Economic impacts of nearshoring on industrial real estate demands and the unique opportunities it creates for family offices.

Welcome to "DJ Van Keuren Discusses Opportunity Zones with Lisa Fu from PERE News," an episode of the PERE News Podcast hosted by Lisa Fu. In this insightful discussion, DJ Van Keuren of the Hayman Family Office joins Lisa to explore the much-talked-about investment opportunity for 2019: Opportunity Zones. Together, they delve into the strategies, trends, and expert insights surrounding these unique investment areas. Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives to help you navigate the world of Opportunity Zones. Tune in as Lisa and DJ Van Keuren uncover the secrets to success in Opportunity Zone investments.

Welcome to the "Understanding REITs with Martin Kollmorgen" episode.

In this episode, we delve into the world of Real Estate Investment Trusts (REITs) with Martin Kollmorgen.

Together, we explore the fundamentals of REITs, their benefits, and the strategic role they can play in a diversified investment portfolio.

Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives on REITs.

Tune in as Martin Kollmorgen shares his expertise and insights into understanding and leveraging REITs for successful real estate investing.

Guest: Joe Williams - Co-founder of Keller Williams In this episode, Joe Williams, the co-founder of Keller Williams, sharing his incredible journey in the real estate industry. From starting in retail to becoming a pivotal figure in real estate, Joe's story is a testament to resilience, innovation, and the power of relationships. Mr. Williams delves into the origins of Keller Williams, discussing the challenges and opportunities that shaped the company into a global real estate powerhouse. He opens up about his personal journey, the early days of his career, and the strategic decisions that led to Keller Williams' disruptive approach to real estate brokerage. Discover the insights on:

• The foundational principles behind Keller Williams' success.
• Joe's unique entry into the real estate industry at just 19 years old.
• The impact of significant economic events on the real estate market and how Keller Williams navigated these challenges.
• The revolutionary business model that shifted the focus to empowering agents, transforming the traditional brokerage relationship.
• The importance of culture, leadership, and innovation in sustaining growth and adapting to changing market dynamics.

Joe's insights are invaluable for anyone interested in the evolution of the real estate industry, the power of innovation in traditional markets, and the stories of perseverance behind one of the most recognized names in real estate.

Guest: Guest: David Stanford - Founder of RealFoundations Join us for a riveting episode of Family Office Real Estate Insights as we welcome David Stanford from RealFoundations. In this episode, DJ Van Keuren dives deep into the challenges and opportunities faced by family-owned real estate businesses, from small startups to those in the midst of generational transitions and expansive growth. David brings to light the operational intricacies of running a real estate company, emphasizing the importance of an efficient operating model and platform. Key Highlights:

• Operational Efficiency: Learn about common pitfalls in technology adoption and the struggle to find a "magic solution" to operational issues. David discusses the complexity of managing multiple technologies and the need for a cohesive, streamlined operational platform.
• Generational Transitions: Gain insights into the challenges and strategies for navigating the shift from one generation to the next within family real estate businesses. The discussion delves into the aspirations for growth, the integration of third-party capital, and the evolution of business operations to meet the demands of institutional investors.
• Outsourcing Solutions: Explore the benefits of outsourcing various aspects of real estate operations, from back-office accounting and technology support to investor reporting and data management. David outlines how external expertise can accelerate business processes and alleviate the burden on internal resources.
• The Future of Real Estate Operations: Touching on the potential impact of AI and automation, David shares current applications and future possibilities for technology in streamlining real estate operations. The conversation also highlights the critical role of communication, change management, and strategic vision in driving business success.

Whether you're part of a family-owned real estate venture looking to expand or modernize your operations, or simply interested in the dynamics of real estate business management, this episode offers valuable insights and practical advice from an industry expert. Discover how RealFoundations helps real estate companies run better, and learn strategies for embracing change and leveraging third-party expertise to your advantage.

Guest: Michael Felman - President and CEO of MSF Capital Advisors Join us on this insightful episode of Family Office Real Estate Insights, featuring Michael Felman of MSF Capital Advisors. With years of experience in both the legal and investment sectors, Michael brings a wealth of knowledge on cross-border investments, family office operations, and the dynamics of global real estate markets. In this discussion, we dive deep into the evolution of family offices from traditional investment avenues to sophisticated, global real estate ventures. Michael shares his journey from practicing law to establishing a family office focused on angel investments, eventually leading to the creation of MSF Capital Advisors. This advisory firm caters to an exclusive clientele of family offices around the world, guiding them through the intricacies of investing in diverse markets. Key highlights include:

• The shift from legal practice to international real estate and venture investments.
• The foundation and growth of MSF Capital Advisors, serving family offices globally.
• Insights into cross-border investment strategies, including the importance of local partnerships, understanding cultural nuances, and navigating legal and tax implications.
• The role of family offices in today's global investment landscape, emphasizing long-term relationships over immediate transactions.
• Michael's unique approach to building trust with international clients, underscoring the value of personal connections in business dealings.

Whether you're a seasoned investor looking to expand your horizons or new to the realm of family office investments, this episode offers valuable perspectives on navigating the global real estate market. Michael's experiences and insights shed light on the complexities and opportunities that lie in cross-border investments, emphasizing the importance of patience, diligence, and strong relationships in achieving success. Don't miss out on this engaging conversation that bridges the gap between local expertise and global investment ambitions. Subscribe to Family Office Real Estate Insights for more episodes that explore the latest trends and strategies in real estate investments.

Guest: Jack Ablin - Founding Partner and Chief Investment Officer at Cresset

 

Join us on another enlightening session of Family Office Real Estate Insights, where we have the privilege of hosting Jack Ablin, a distinguished figure from Cresset Partners, frequently seen on CNBC and Fox Business, and an accomplished author of numerous books. In this engaging conversation, Jack delves into the turbulent changes witnessed in the real estate market over the last year, including the expansion of cap rates and the rise in interest rates, affecting both private and public markets. Discover Jack's insightful analysis on how these shifts impact various sectors, from REITs to commercial office spaces, and learn about the implied cap rates that are pushing into double digits. Jack brings his vast experience of nearly 40 years in the market to discuss the potential future of real estate investments and the economic outlook amidst these challenging times. Further into the discussion, we explore the dynamics of debt in the real estate sector, the strategic importance of maintaining lower leverage, and the emerging opportunities on the debt side compared to equity. Jack also shares valuable tax strategies for families in the current environment, highlighting the benefits of private placement life insurance and the incredible potential of Opportunity Zone investments. This episode is a treasure trove of knowledge for anyone interested in understanding the real estate market's complexities and navigating through its cycles with informed strategies. Whether you're a seasoned investor or just starting, Jack's expertise and insights offer valuable guidance for making informed decisions in real estate investments. Don't miss out on this insightful conversation with Jack Ablin. Subscribe for more Family Office Real Estate Insights and stay tuned for our next episode, where we continue to explore the fascinating world of real estate investing.

Guest: Ethan Penner - Author and Creator of The CMBS Market

 

In this enlightening discussion, DJ Van Keuren sits down with Ethan Penner, author and real estate financial pioneer, to dive deep into the themes from Penner's new book Greatness is a Choice. Ethan Penner delves deep into the concept of contrarianism, emphasizing the profound power of self-esteem and trusting oneself. In his book, Penner addresses the importance of real confidence and the continuous journey of self-reflection, suggesting that true self-worth isn't stagnant but is earned and reassessed daily. Drawing from personal experiences and valuable life lessons, he explores the nuances of wisdom, the role of youthful fervor in the world, and the significance of remaining open and ever-eager to learn. Penner's perspective, encapsulated in 70 thought-provoking chapters, is not just a guide for business but a profound exploration of life, growth, and finding one's true self.

Guest: Peter Linneman - Professor Emeritus, Wharton School of Business

 

In a podcast with DJ Van Keuren, real estate expert Peter Linneman advocates for long-term holding and low leverage to minimize market risks. Drawing from his experience with Sam Zell, Liniman emphasizes understanding downside risks and adjusting leverage based on property types. The discussion also explores emerging trends like real estate tokenization and Opportunity Zones, both offering benefits but requiring caution. Both hosts stress the importance of fully understanding an investment and see real estate as a means to preserve family wealth The podcast is a treasure trove of information for anyone—from family offices to individual investors—interested in the real estate investment landscape.

Guest: Louis Dubin - Managing Partner at Redbrick LMD In the upcoming episode of Family Office Real Estate Insights, we're joined by Louie Dublin from Redbrecht to discuss the current landscape of real estate investment. Louie shares his company's focus on developing nearly 2,000 residential units in Washington, D.C., most of which are market-rate housing. Amid rising interest rates and economic uncertainties, Louie emphasizes the importance of low leverage in their investment strategy. He reveals that Redbrecht typically leverages less than 40% for construction debt, a conservative approach that has enabled them to secure a non-recourse construction loan over $100 million. The conversation also delves into Opportunity Zones, where Louie highlights the benefits and challenges. With insights from one of the largest family office real estate studies, this episode promises to offer valuable perspectives for both family offices and individual investors considering multifamily real estate. Don't miss it!

Guest: Andrew Pitcairn - Family Council Chair/Director | Pitcairn MFO

In this enlightening conversation, we explore the multifaceted role of education in wealth management and legacy planning with Andrew Pitcairn of Pitcairn, emphasizing that it goes beyond financial literacy to include understanding one's family history and values. We discuss the holistic approach of a true family office, which encompasses investments, family dynamics, and transitions. The conversation also delves into the complexities of transitioning from a single-family to a multi-family office, the importance of Family Councils, and the role of governance in maintaining family unity. We wrap up by discussing the significance of real estate as a hard asset in legacy building, underscoring the idea that a strong investment portfolio and good governance are interdependent. This discussion aims to provide valuable insights for families looking to preserve their wealth and legacy for future generations.

Investing in a Dislocated Market

Guest: Rick Courtney - CEO of Essential Realty Partners

Rick Courtney from Essential Realty Partners discussed the concept of a dislocated market," which occurs due to financial system stress that causes mispricing of assets.

Increasing interest rates have caused significant distress in the marketplace and shifted the need for organizations to hedge their debt.

The shift has caused a shockwave among organizations whose budgets did not anticipate the magnitude of change, while also creating negative leverage situations for multifamily operators.

In order to prepare for future capital stacks, it is important for organizations to take into account worst case scenario sensitivity analysis in order to mitigate downside risk.

THE CURRENT STATE OF THE DEBT MARKET PLACE

 

David Turley – Principal of Cronheim Mortgage.

 

Discover the current state of the debt marketplace with David Turley of Cronheim Mortgage. He has been in the business for 23 years and shares valuable insights on where institutional capital sources and securitized sources are headed. Plus, find out why some banks have stopped lending after being "flushed" with cash during the pandemic. Get all the latest information from this thought leader and industry expert!

SELF STORAGE AND THE CURRENT ENVIRONMENT

 

Isaac Rothermel – Principal of Storage Investment Capital.

 

Are you looking for insights on self storage investments? Join us as we talk with Isaac Rothermel from Storage Investment Capital! Hear how self storage properties are yielding higher returns than other classes such as student housing and multifamily. Plus, find out why brokers have had no problem selling storage properties between 2019 to mid-2022. Get the real estate industry's premier insight into investing in self storage properties with this must-watch episode of Family Office Real Estate Insights!

STICKING TO THE BASICS IN ALTERNATIVE INVESTING

 

Andy Hagans of the Alternative Investment Podcast.

 

Looking to get involved in alternative investments? Learn from the experts and find out how to navigate the tricky waters of investing. Join Family Office Real Estate Insights with special guest Andy Hagans as he and DJ Van Keuren discuss key strategies for navigating real estate markets and investing smartly. Get the advice you need to make informed decisions - tune into our latest episode today!

Guest: Ethan Penner - Author and Creator of The CMBS Marke

In this enlightening discussion, DJ Van Keuren sits down with Ethan Penner, author and real estate financial pioneer, to dive deep into the themes from Penner's new book Greatness is a Choice. Ethan Penner delves deep into the concept of contrarianism, emphasizing the profound power of self-esteem and trusting oneself. In his book, Penner addresses the importance of real confidence and the continuous journey of self-reflection, suggesting that true self-worth isn't stagnant but is earned and reassessed daily. Drawing from personal experiences and valuable life lessons, he explores the nuances of wisdom, the role of youthful fervor in the world, and the significance of remaining open and ever-eager to learn. Penner's perspective, encapsulated in 70 thought-provoking chapters, is not just a guide for business but a profound exploration of life, growth, and finding one's true self.

THE CURRENT STATUS OF OPPORTUNITY ZONES MARCH 2023

 

Jimmy Atkinson – Founder of Opportunity Db & Wealth Channel.

 

Don't miss this episode of Family Office Real Estate Insights, where we speak with Jimmy Atkinson, founder of Opportunity DB and Wealth Channel about the current status of Opportunity Zones! In this exclusive interview, Jimmy shares his insights on the greatest tax incentive ever created and discusses how COVID-19 has impacted fundraising, transaction trends, and more. Learn from the industry expert himself why Opportunity Zones should be a factor in your real estate investments this March 2023.

FAMILY OFFICE RELATIONSHIPS

 

Guest: Joe Hess - Principal at C9 Advisors

 

Join Joe Hess, Principal at C9 Advisors, as we explore the world of family office relationships. With over ten years of experience in commercial real estate markets and as a licensed CA Real Estate Broker, Joe brings valuable insights to the table. Discover the keys to building successful relationships within the family office landscape, and gain a deeper understanding of the role of family offices in commercial real estate advisory. Don't miss out on Joe's expertise and experience in this engaging conversation.

THE IMPACT OF FAMILY GOVERNANCE ON REAL ESTATE INVESTMENTS

 

Tom Orradre – Managing Member of RanchHarbor

 

Are you interested in learning about how family governance can impact real estate investments? Then don't miss this episode of Family Office Real Estate Insights featuring Tom Orradre from Single Family Office Ranch Harbor! In this interview, Tom will discuss his experience in the formation of Ranch Harbor and the benefits of investing in real estate from a family perspective. Tune in to gain valuable insight into this complex and fascinating industry. Don't wait - watch now!

OWNING YOUR OWN REAL ESTATE ASSETS WITHIN THE FAMILY OFFICE

 

Robert Hayman – Principal at Hayman Properties

 

Join us as we dive into the world of owning real estate assets within the family office, with our guest Robert Hayman, Principal at Hayman Properties. As the Chief Executive Officer of Hayman Properties, Robert brings over 30 years of real estate experience and a track record of innovative strategies leading to exceptional profits. Discover the insights and expertise behind building and managing a significant and growing portfolio of real estate within the family office structure. Don't miss this opportunity to gain valuable knowledge from this seasoned entrepreneur and real estate expert.

USING CONSULTANTS TO MAKE FAMILY OFFICE INVESTMENTS

 

Larry Wolf – CEO of Red Diamond, Ltd.

 

Discover the benefits and strategies of utilizing consultants for family office investments with Larry Wolf, CEO of Red Diamond, Ltd. With his extensive experience as Chief Executive Officer of a Single Family Office, Larry brings valuable insights on leveraging consultants in the financial services industry. Explore the role of consultants in business and financial planning, mergers and acquisitions (M&A), private equity, and start-ups. Gain expert advice from this seasoned professional, who holds a Bachelor of Science (BS) in Business Administration and Management, General from Miami University. Enhance your investment approach and unlock new opportunities with the guidance of this esteemed industry leader.

Welcome to the "Interview with Mike Consol of IREI on Family Office Real Estate" episode.

Mike Consol, editor of Real Assets Adviser, one of seven titles published by Institutional Real Estate, Inc. (IREI), joins us to discuss family office real estate.

With a professional journalism career spanning since 1983, Mike is responsible for the magazine's editorial content and production.

In this episode, we explore the latest trends, strategies, and insights in family office real estate investments.

Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives.

Tune in as Mike Consol shares his expertise on the evolving landscape of family office real estate.

Welcome to the "Family Office Investments - DJ Van Keuren and Julio Gonzalez Discuss" episode.

DJ Van Keuren, Vice President of Family Office Capital at Hayman Family Office, speaks with Julio Gonzalez on this week’s podcast on Wealth Preservation News.

DJ and Julio discuss real estate investing, direct acquisitions, family office investments, due diligence, and more.

Together, they delve into the strategies, trends, and expert insights that drive successful investments for family offices.

Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives on wealth preservation and investment strategies.

Tune in as DJ Van Keuren and Julio Gonzalez share their expertise on family office investments.

Welcome to the "Interview with John Egan - Columnist for National Real Estate Investor" episode.

Listen to John Egan as he discusses real estate investing and family offices.

In this episode, we explore the latest trends, strategies, and insights from a seasoned columnist in the real estate investment field.

Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives to help you navigate the complexities of real estate investing.

Tune in as John Egan shares his expertise and viewpoints on the intersection of family offices and real estate investment.

Welcome to the "The Future of Real Estate & Tokenization" episode.

In this episode, we speak with Ed Nwokedi from Red Swan on real estate tokenization. Family offices need to be aware that this innovation is in the process and will become a significant part of real estate investing in the future. Listen as we discuss what real estate tokenization is, how it works, and how tokenization has and will play a bigger role in real estate investing. Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives on the future of real estate investing.

Welcome to the "Garb Mechigian from BMO Family Office on Family Office Real Estate Investing" episode.

In this episode, Garb Mechigian from BMO Family Office discusses family office real estate investing.

Together, we explore the strategies, market trends, and expert insights that drive successful real estate investments for family offices.

Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives to help you navigate the complexities of real estate investing.

Tune in as Garb Mechigian reveals the key factors and approaches that make family office real estate investing a profitable venture.

Welcome to the "Family Office Real Estate Legal Strategies with Tom Handler" episode.

In this episode, Tom Handler of Handler Thayer discusses real estate legal strategies for family offices.

Together, we explore the critical legal considerations, strategies, and expert insights that family offices should be aware of to protect and optimize their real estate investments.

Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives to help you navigate the legal complexities of real estate investments.

Tune in as Tom Handler reveals essential legal strategies for family offices.

Welcome to the "Real Estate Insurance Strategies for Family Offices" episode.

Often, real estate insurance strategies are overlooked by family offices.

In this episode, Parallel Risk Advisors discusses what family offices should be aware of with their insurance plans.

Together, we explore the crucial strategies, potential risks, and expert insights that can help family offices protect and optimize their real estate investments.

Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives to ensure your real estate insurance strategies are robust and effective.

Tune in as we uncover the essential elements of real estate insurance for family offices.

Welcome to the "SFR Investing from a Family Office Perspective" episode.

Single Family Office CIO Josh Roach of Lloyd Capital Partners discusses how their single family office focuses on single family home investing and why that is their real estate focus for the family office.

Together, we explore the strategies, benefits, and expert insights that drive their investment decisions in the single family residential market.

Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives to help you understand the importance of SFR investing for family offices.

Tune in as Josh Roach reveals the reasons behind their focus on single family home investments.

Private Equity Real Estate (PERE) interviews on Opportunity Zone Investments and insights from investors including family office perspectives

Welcome to "The Benefits of Investing Next to an Institution" episode.

DJ Van Keuren is interviewed by Brian Crane on the Legacy Wealth Show, discussing the benefits of investing next to institutions with your real estate investments.

Together, they explore the strategic advantages, trends, and expert insights that make such investments a valuable opportunity.

Whether you're a seasoned investor or new to real estate, this episode offers crucial knowledge and perspectives to help you capitalize on the proximity to institutional investments.

Tune in as Brian and DJ Van Keuren reveal the potential and benefits of investing next to institutions.