NREI Common Area

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts.  Kristen talks about Eaglebrook's … Read More Read More

Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments.  Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Highlights from this episode include: The growth and evolution … Read More Read More

Join David Bodamer as he sits down with Stephanie Drescher, Apollo's chief client and product development officer, to unravel the potential of alternative investments for wealth advisors. David and Stephanie explore why Apollo is confident in hitting $150 billion in assets within the wealth channel and why traditional portfolios fall short without private market exposure. … Read More Read More

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Robert Picard, managing director and head of alternative investments at Hightower, to unravel the shifting dynamics of private markets and their role in contemporary investment portfolios. With over 34 years of experience, Robert shares insights into why billionaires and university … Read More Read More

In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastructure.  David and Brendan discuss: … Read More Read More

WealthManagement.com's Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group. Partners Group, an alternative asset manager, was an early mover into the global wealth market, including a popular 15-year-old private equity fund in the United States. Collins explores the shift from public to private markets and its … Read More Read More

WealthManagement.com's David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield's Global Client Group. During their conversation, they discuss Brookfield's strategic focus on making institutional-quality assets accessible to a broader investor base. David shares: Takeaways from Brookfield's recent research on the use of … Read More Read More

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore StepStone's approach to developing private market investments for the wealth channel.  Long discusses why Stepstone has opted for evergreen funds—semi-liquid, continuously invested structures rather than traditional drawdown funds. Such … Read More Read More

David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset … Read More Read More

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

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.  … Read More Read More

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 … Read More Read More

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: What is the trend of democratization in alternative investments and increased investor access How education plays a crucial … Read More Read More

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: The current state and future prospects of fixed-income markets Insights into fixed-income ETFs … Read More Read More

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 … Read More Read More

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 … Read More Read More

WealthManagement.com's David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. They explore the recent overhaul of the CAIA's core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset … Read More Read More

Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane's path to developing private wealth strategies.  Steve focuses on: The benefits of private … Read More Read More

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 … Read More Read More

For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures.  In this episode, David Bodamer speaks with Ramin Kamfar, CEO of … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Continue reading WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb →

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 … Continue reading WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton →

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 … Continue reading WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp →

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 … Continue reading WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan →

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 … Continue reading WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers →

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 … Continue reading WMRE Common Area: A CRE Economist's View of Current Market Conditions →

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

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 … Continue reading WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75) →

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 … Continue reading WMRE Common Area: The Latest Outlook on the Future of Offices with Julie Whelan (Ep.74) →

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 … Continue reading Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher →

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: … Continue reading Episode 72: The Rising Popularity of Single-Family Rental Investments →

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, … Continue reading Episode 71: A Look at the First Quarter Commercial Real Estate Investment Numbers with Darin Mellott →

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 … Continue reading Episode 70: What Family Offices Want from CRE Investments →

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 … Continue reading Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle →

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 … Continue reading Episode 68: A Look at Institutional Investors' Plans for CRE →

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, … Continue reading Episode 67: What to Expect From CRE in 2022 →

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 … Continue reading Episode 66: Finding CRE Deals Amid Uncertainty with Eric Birnbaum →

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 … Continue reading Episode 65: WMRE: Where It Started and How It's Going →

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 … Continue reading 64. What To Expect When Returning To The Office With David Smith →

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 … Continue reading Episode 63: How To Get A Loan From Home With Dan Gorczycki →

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 … Continue reading Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace →

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 … Continue reading Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi →

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 … Continue reading Episode 60: The Changing World of Distribution with Chad Buch and George Cutro →

Investing in a REIT can help diversify your portfolio, which can decrease your 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 investing in REITs. Abby shares information about this type of investment so you can determine if it … Continue reading Episode 59 – Why Invest in Real Estate Investment Trusts (REIT)? With Abby McCarthy →

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 … Continue reading Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein →

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 … Continue reading Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan →

In this episode, David Bodamer speaks with William Hill, vice-chairman of Federal Investor Services Group with Newmark in Washington D.C. David and William (Bill) discuss how the government as a tenant fared during the pandemic for investors in the commercial real estate market. You will learn: The role Newmark plays in the commercial real estate … Continue reading Episode 56 – The Government as a Tenant –– with William Hill →

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 … Continue reading Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez →