Explore every episode of the podcast Wealth Management Invest
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon | 23 Jul 2024 | 00:43:28 | |
David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises. Listen in as David and Jack highlight:
Overall, the episode provides an insightful look into the evolving landscape of active ETFs and their place in the broader investment market. Resources:
Connect With David Bodamer: Connect With Jack Shannon: About Our Guest: Jack Shannon is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms. Prior to joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation. Shannon holds a bachelor’s degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame’s Mendoza College of Business. | |||
| Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach | 17 Jun 2024 | 00:29:37 | |
WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership with Mercer Advisors. Jake discusses:
Connect With David Bodamer: Connect With Jacob (Jake) Miller: About Our Guest: Jacob (Jake) Miller is the Co-Founder and Chief Solutions Chief Solutions Officer at Opto Investments. Prior to helping found Opto, Jacob was at Bridgewater Associates. He has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments. Jacob has been managing money for family and friends since he was 16 and is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private markets space far more interesting and important, both for investors and society. | |||
| WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams | 16 Oct 2023 | 00:26:21 | |
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:
Resources: 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 | 18 Sep 2023 | 00:27:01 | |
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:
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: Diversifying Portfolios with Commodity ETFs With John Love | 28 Aug 2023 | 00:25:12 | |
Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios. In this episode, David Bodamer speaks with John Love, president and CEO of USCF, on the role of commodities in investment portfolios. They explore the importance of traditional alternative investments like private equity and REITs, as well as the democratization of commodity investing through ETFs. John discusses:
Resources:
Connect With John Love: Connect With David Bodamer: About Our Guest: John Love is President and Chief Executive Officer of USCF. Mr. Love previously served as Senior Portfolio Manager of USCF’s products, including the United States Oil Fund (USO) and United States Natural Gas Fund (UNG), the largest oil and natural gas ETFs in the US. Since USCF’s founding, Mr. Love contributed to the firm’s evolution through operations trading, research, product development, marketing, capital markets, and more. | |||
| WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb | 17 Jul 2023 | 00:26:17 | |
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:
Resources: 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 | 20 Jun 2023 | 00:24:48 | |
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:
Resources: 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 | 30 May 2023 | 00:26:52 | |
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:
Resources:
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 | 17 Apr 2023 | 00:27:08 | |
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:
Resources: 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 | 20 Mar 2023 | 00:37:44 | |
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:
Resources: 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: A CRE Economist’s View of Current Market Conditions | 21 Feb 2023 | 00:27:07 | |
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:
Resources: 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.
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| WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76) | 29 Sep 2022 | 00:27:26 | |
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:
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. | |||
| Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments | 20 May 2024 | 00:26:52 | |
WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on:
Connect With Doug Huber: Connect With David Bodamer: About Our Guest: Doug is responsible for the firm’s external manager research across both traditional and alternative investment strategies. He joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to joining North American Management, he was a Senior Research Analyst at Federal Street Advisors, where he led the alternative investment program. A golf fanatic, Doug lives in Lincoln, MA with his wife. | |||
| WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75) | 22 Aug 2022 | 00:31:03 | |
Due to intense competition, supply chain and labor challenges, the time it takes to build new logistics real estate properties across the country has lengthened. This is coming at a time when the national industrial vacancy rate is already at historic lows. In this episode, David Bodamer is joined by Newmark’s Lisa DeNight, National Industrial Research Director, and Kyle S. Roberts, Executive Managing Director Industrial/Capital Markets, to break down the state of the industrial real estate market. Lisa and Kyle discuss:
Resources: Connect With Lisa DeNight: Connect With Kyle S. Roberts: Connect With David Bodamer: About Our Guests: Lisa DeNight serves as National Industrial Research Director at Newmark, where she researches and analyzes national industrial trends and commercial market implications, focusing on timely thought leadership and elevating data integrity. Lisa’s expertise is in statistical data collection and analysis, interpretation and advisement on economic and real estate trends, driving thought leadership initiatives and generating market insights. Her more than a decade of research experience is inclusive of all commercial property types. Kyle Roberts, CCIM, SIOR, co-founded Newmark’s Salt Lake City office (formerly Newmark Grubb ACRES, founded as NAI) in 1998 and currently serves as an executive managing director in the company’s Salt Lake City, Utah, office. A 22-year industrial real estate veteran, Mr. Roberts is a market leader in the logistics, supply chain, development and capital markets segments of commercial real estate. He has been involved in more than 3,700 individual transactions, representing clients in the acquisition or disposition of over 75 million square feet in Utah and 11.5 million square feet nationally and internationally. Mr. Roberts’ transactions have a cumulative value exceeding $3.1 billion and include many of the market’s largest industrial and office capital markets transactions. | |||
| WMRE Common Area: The Latest Outlook on the Future of Offices with Julie Whelan (Ep.74) | 18 Jul 2022 | 00:28:35 | |
After two years of employees working partly or fully remotely, offices are not seen as the necessities they once were. Most occupiers are wrestling with hybrid strategies, although a true consensus on the best model has still yet to emerge. In this episode, David Bodamer is joined by Julie Whelan, global head of occupier thought leadership at CBRE, in discussing how “return-to-office” is playing out. Julie discusses:
Resources: Connect With Julie Whelan: Connect With David Bodamer: About Our Guest: Julie Whelan leads a global team of researchers tasked with identifying major trends impacting commercial real estate occupiers across all industries. Julie also works directly with CBRE professionals across the Advisory & Transaction Services business to advise clients on real estate markets and strategies around the world. Julie earned a Bachelor’s degree from Providence College, a Master’s in Business Administration from Suffolk University and completed the Commercial Real Estate Program at Boston University. | |||
| Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher | 21 Jun 2022 | 00:23:51 | |
In this episode, David Bodamer is joined by William Maher, director of strategy and research at RCLCO Fund Advisors, ULI Washington member, and ULI Spring 2022 Real Estate Economic Forecast survey respondent. William shares insights into the recent forecast, how the picture has shifted somewhat since the report was compiled and what the rest of the year may look like for commercial real estate. William discusses:
Resources: Connect With William Maher: Connect With David Bodamer: About Our Guest: William Maher serves as the Director of Strategy and Research for RCLCO and RCLCO Fund Advisors, an affiliate business and a leading consultant to institutional advisors. Bill leads all research efforts and develops house views on the economy, capital markets, metro economies, and property markets. In addition to serving as a member of the RCLCO Investment Committee, Bill develops real estate investment strategies for institutional clients, based on internally-developed risk and return metrics. He brings a wealth of knowledge and perspective from his decades-long experience as a respected economist and thought-leader to the real estate industry.
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| Episode 72: The Rising Popularity of Single-Family Rental Investments | 06 Jun 2022 | 00:31:09 | |
In this episode, David Bodamer shares insights from the WMRE’s 2022 report on the investment and development climate for single-family rentals. He dives into what the current markets are like, what’s driven the creation and success of the market and what the survey results say about the outlook for the next 12 months. David discusses:
Resources: Connect With David Bodamer: | |||
| Episode 71: A Look at the First Quarter Commercial Real Estate Investment Numbers with Darin Mellott | 24 May 2022 | 00:20:41 | |
After a record breaking fourth quarter in 2021, the momentum continued into the first quarter of 2022 with a 45 percent year-over-year increase in U.S. commercial real estate investment volume. What has influenced these numbers and what does the rest of the year look like? In this episode, David Bodamer is joined by Darin Mellott, Senior Director of Capital Markets Research at CBRE, in sharing key highlights from recent market activity, touching on different types of buyers, comparing the end of 2021 to the beginning of 2022, and discussing future outlook. They also talk about interest rates, the impact of the value of the dollar on cross-border flow and other takeaways from the first quarter numbers. Darin discusses:
Resources: Connect With Darin Mellott: Connect With David Bodamer: About Our Guest: Darin Mellott is a Senior Director of Capital Markets Research at CBRE. In this capacity, Darin leads a global team of Capital Markets Research Analysts and works with other members of senior leadership to provide analysis and develop “house views” on global markets and economic conditions, with a focus on their impact on real estate.
Beyond this, Darin leads and contributes to research and strategy efforts across the globe on behalf of clients, and has authored numerous white papers for the firm. He also represents CBRE with the media and at public forums on a frequent basis. Prior to his current role, Darin was CBRE’s Director of Research for the Americas. | |||
| Episode 70: What Family Offices Want from CRE Investments | 14 Mar 2022 | 00:22:05 | |
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:
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 | 28 Feb 2022 | 00:30:54 | |
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:
Resources: 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.
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| Episode 68: A Look at Institutional Investors’ Plans for CRE | 31 Jan 2022 | 00:32:48 | |
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:
Resources: 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.
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| Episode 67: What to Expect From CRE in 2022 | 18 Jan 2022 | 00:27:11 | |
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:
Connect With Dan Spiegel: Connect With David Bodamer:
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| Episode 66: Finding CRE Deals Amid Uncertainty with Eric Birnbaum | 13 Dec 2021 | 00:18:48 | |
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:
Resources: Connect With David Bodamer:
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| WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities | 29 Apr 2024 | 00:24:51 | |
Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on:
Connect With Karen Veraa: Connect With David Bodamer: About Our Guest: Karen Veraa, CFA, is a Fixed Income Product Strategist within BlackRock’s Global Fixed Income Group focusing on iShares fixed income ETFs. She concentrates on supporting iShares clients, generating content on fixed income markets and ETFs, developing new fixed income iShares ETF strategies, and partnering with the iShares team on product delivery. She writes about fixed income ETFs and trends in that sector. The majority of Lawrence’s career has focused on the meeting point of finance and technology. At Goldman, Sachs & Co., where he worked for 17 years, he was a partner & managing director, most recently serving as the co-head of the Global Technology Banking Group (part of the Investment Banking Division), focusing on all aspects of technology including the internet & e-commerce, software, services & hardware. He has also worked as director of various digital & e-commerce businesses, as well as a series of acquisition vehicles. | |||
| Episode 65: WMRE: Where It Started and How It’s Going | 15 Nov 2021 | 00:23:28 | |
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:
Resources: Connect With David Bodamer:
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| Episode 64: What To Expect When Returning To The Office With David Smith | 18 Oct 2021 | 00:29:16 | |
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:
Resources: Connect With David Smith: Connect With David Bodamer:
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.
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| Episode 63: How To Get A Loan From Home With Dan Gorczycki | 04 Oct 2021 | 00:25:48 | |
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:
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.
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| Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace | 23 Aug 2021 | 00:24:37 | |
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:
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 | 26 Jul 2021 | 00:28:26 | |
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:
Resources: 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 | 05 Jul 2021 | 00:33:48 | |
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:
Please visit www.us.jll.com to access more JLL research reports. Resources: Connect With Chad and George: Connect With David Bodamer:
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| Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy | 31 May 2021 | 00:22:21 | |
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:
Resources: Connect With Abby McCarthy: Connect With David Bodamer: About Our Guest: Abby McCarthy is the vice president of investment affairs with Nareit. Within Abby’s role, she develops research that can be used within the investor market. Abby creates educational materials that can be shared with investors to understand the current investing environment. | |||
| Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein | 17 May 2021 | 00:33:21 | |
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:
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 | 03 May 2021 | 00:32:12 | |
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:
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 | 19 Apr 2021 | 00:32:22 | |
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:
Tune in now for the latest insights on CRE! Resources: WealthManagement.com| Newmark | William L Hill Email | |||
| WealthManagement INVEST: Trends and Innovations in Alternative Investments | 15 Apr 2024 | 00:30:58 | |
Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings for a more diversified investment approach. Lawrence focuses on:
Connect With Lawrence Calcano: Connect With David Bodamer: About Our Guest: Lawrence is the Chairman and CEO of iCapital. He began advising and working with iCapital shortly after its 2013 founding, leading key strategic and business development initiatives, before joining full-time as CEO in early 2014. Since then, he has led the rapid growth – both organic and through acquisition – of iCapital, building it into a leading global Fintech company. The majority of Lawrence’s career has focused on the meeting point of finance and technology. At Goldman, Sachs & Co., where he worked for 17 years, he was a partner & managing director, most recently serving as the co-head of the Global Technology Banking Group (part of the Investment Banking Division), focusing on all aspects of technology including the internet & e-commerce, software, services & hardware. He has also worked as director of various digital & e-commerce businesses, as well as a series of acquisition vehicles. | |||
| Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez | 05 Apr 2021 | 00:31:13 | |
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:
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 | 22 Mar 2021 | 00:32:48 | |
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:
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 | 08 Mar 2021 | 00:37:04 | |
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:
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 | 22 Feb 2021 | 00:34:04 | |
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:
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 | 08 Feb 2021 | 00:26:21 | |
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:
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 | 25 Jan 2021 | 00:36:48 | |
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:
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 | |||
| Episode 49: The Middle Market CRE Investment Opportunity – – With Sam Isaacson | 11 Jan 2021 | 00:31:40 | |
In this episode of Common Area, David Bodamer talks to Sam Isaacson, president of Walker & Dunlop Investment Partners (WDIP) about the opportunities the firm sees in assets worth less than $100 million across most property types. WDIP is commercial real estate investment firm now comprised of 31 investment professionals who manage approximately $1.2 billion. In this episode, you will learn:
Tune in now for the latest insights! Resources: National Real Estate Investor | Walker & Dunlop IP | |||
| Episode 48: Reasons Why Cities Survive Pandemics –– With Matt Pestronk | 21 Dec 2020 | 00:39:16 | |
In this episode of Common Area Podcast, David Bodamer talks with Matt Pestronk, president and co-founder of Post Brothers: an industry leading multi-family development company that focuses on Class “A” apartment buildings in Philadelphia. The two discuss ground-level insights into the multi-family sector, how it has fared throughout 2020, and what can be expected in 2021. In this episode, you will learn:
Tune in now for the latest insights on CRE (and remember, cities are cities for a reason)! Resources: National Real Estate Investor | Post Brothers
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| Episode 47 – 2020’s Lessons Learned in Senior Housing –– With Beth Burnham Mace | 07 Dec 2020 | 00:26:57 | |
In this episode of Common Area Podcast, David Bodamer is joined by Beth Burnham Mace, the chief economist and director of capital markets outreach at the National Investment Center for Senior Housing and Care (NIC): A non-profit organization that provides options and support for senior housing and care by bringing capital into the industry. In this episode, you will learn:
Listen in and hear how the senior living sector plans to bounce back and thrive in post-COVID-19 era! Resources: National Real Estate Investor | National Investment Center for Senior Housing and Care | |||
| Episode 46: Highlights From CBRE’s Market Outlook 2021 –– With Richard Barkham | 23 Nov 2020 | 00:33:32 | |
In this episode of Common Area Podcast, David Bodamer discusses the recent report published by CBRE, CBRE Market Outlook 2021, with the CBRE’s Chief Global Economist and Head of America’s Research, Richard Barkham. In this episode, you will learn:
Tune in now to get all the highlights from the CBRE Market Outlook 2021 report! Resources: National Real Estate Investor | CBRE | CBRE Market Outlook 2021 | |||
| Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow | 18 Mar 2024 | 00:26:05 | |
WealthManagement.com’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. With over 35 years in the industry, Tony shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He emphasizes the importance of education for advisors in alternative investments, the need for operational efficiency, and working with institutional quality managers to navigate this complex yet rewarding investment space. Tony focuses on:
Connect With Tony Davidow: Connect With David Bodamer: About Our Guest: As an investment strategist for the Franklin Templeton Institute, Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the use of alternative investments through independent research, participating in industry conferences, and webinars, and engaging directly with key partners and clients. Prior to his current role, Mr. Davidow held senior leadership roles with Morgan Stanley, Guggenheim and Schwab among other firms. Davidow began his career working for a New York-based Family Office and has worked directly with many institutions and ultra-high-net-worth families over the years. He is a frequent writer and speaker with deep expertise in the use of alternative investments, asset allocation, and portfolio construction, as well as goals-based investing. Mr. Davidow received the prestigious Investments & Wealth Institute Wealth Management Impact Award in 2020 for his contributions to the wealth management industry; and was awarded the Stephen L. Kessler writing award in 2017, and honorable distinction in 2015. Disclosure: This material reflects the analysis and opinions of the speakers as of March 4, 2024 and may differ from the opinions of portfolio managers, investment teams or platforms at Franklin Templeton. It is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The views expressed are those of the speakers and the comments, opinions and analyses are rendered as of the date of this podcast and may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region, market, industry, security or strategy. Statements of fact are from sources considered reliable, but no representation or warranty is made as to their completeness or accuracy. What Are the Risks? All investments involve risks, including possible loss of principal. The value of investments can go down as well as up, and investors may not get back the full amount invested. Investments in many alternative investment strategies are complex and speculative, entail significant risk and should not be considered a complete investment program. Depending on the product invested in, an investment in alternative strategies may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. An investment strategy focused primarily on privately held companies presents certain challenges and involves incremental risks as opposed to investments in public companies, such as dealing with the lack of available information about these companies as well as their general lack of liquidity. Diversification does not guarantee a profit or protect against a loss. Risks of investing in real estate investments include but are not limited to fluctuations in lease occupancy rates and operating expenses, variations in rental schedules, which in turn may be adversely affected by local, state, national or international economic conditions. Such conditions may be impacted by the supply and demand for real estate properties, zoning laws, rent control laws, real property taxes, the availability and costs of financing, and environmental laws. Furthermore, investments in real estate are also impacted by market disruptions caused by regional concerns, political upheaval, sovereign debt crises, and uninsured losses (generally from catastrophic events such as earthquakes, floods and wars). Investments in real estate related securities, such as asset-backed or mortgage-backed securities are subject to prepayment and extension risks. An investment in private securities (such as private equity or private credit) or vehicles which invest in them, should be viewed as illiquid and may require a long-term commitment with no certainty of return. The value of and return on such investments will vary due to, among other things, changes in market rates of interest, general economic conditions, economic conditions in particular industries, the condition of financial markets and the financial condition of the issuers of the investments. There also can be no assurance that companies will list their securities on a securities exchange, as such, the lack of an established, liquid secondary market for some investments may have an adverse effect on the market value of those investments and on an investor’s ability to dispose of them at a favorable time or price. Past performance does not guarantee future results. Data from third party sources may have been used in the preparation of this material and Franklin Templeton (“FT”) has not independently verified, validated or audited such data. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user. | |||
| Episode 45 – A Shelter in the Storm: How the Hospitality Industry Is Enduring 2020 | 09 Nov 2020 | 00:39:20 | |
In this episode of Common Area Podcast, David Bodamer is joined by David Duncan, the president and CEO of First Hospitality: a company that not only strives to provide the very best for their guests but their employees as well. Together, they discuss how the hospitality industry is staying afloat in the midst of a global pandemic and national civil unrest. In this episode, you will learn:
Tune in now to learn how First Hospitality is setting the pace in hospitality during 2020! Resources: National Real Estate Investor | First Hospitality | |||
| Episode 44: Is the Office Dead? | 26 Oct 2020 | 00:28:06 | |
In this episode of Common Area Podcast, David Bodamer is joined by Joe Brady, the CEO of the Americas for The Instant Group. David and Joe discuss whether workers in the knowledge economy will ever make a full return to the office, the rise of suburban flexible office spaces, and how corporate real estate leaders are re-imagining the design of the traditional office space. In this episode, you will learn:
Tune in now to consider what the future might hold for the modern office. Resources: National Real Estate Investor | The Instant Group | |||
| Episode 43: A Window of Opportunity For Great Leadership During COVID-19 | 12 Oct 2020 | 00:33:01 | |
In this episode of Common Area Podcast, David Bodamer talks to Brian Ward, CEO of Trimont Real Estate Advisors, about how COVID-19 has disrupted the commercial real estate (CRE) industry in 2020. They also discuss what opportunities have opened up for leaders, despite the pandemic’s unfortunate impact on several key sectors. In this episode, you will learn:
Tune in now for the latest insights on CRE! Resources: National Real Estate Investor | Trimont | |||
| Episode 42 – Highlights from the CBRE 2020 Scoring Tech Talent Report –– With Colin Yasukochi and Lexi Russell | 28 Sep 2020 | 00:28:20 | |
In this episode of Common Area Podcast, David Bodamer is joined by Colin Yasukochi, the executive director of CBRE Tech Insight Center, and Lexi Russell, the director of research and analysis at CBRE. Today, they cover the highlights from CBRE’s Scoring Tech Talent Report, discussing what impact tech talent is having on the real estate industry. In this episode, you will learn:
Tune in now to hear about tech talent and its growth –– and why you should pay attention to it. Resources: National Real Estate Investor | CBRE 2020 Scoring Tech Talent | |||