Real Estate Investing For Your Future

Click here to download the Emerging Trends ReportThis series is brought to you live from ULI's Fall Meeting in Dallas that featured over 45 sessions, 150 speakers, 240 events, and more than 5,500 members in attendance.FeaturingAnita KramerSenior DirectorULIOnay PayneManaging DirectorLafayette Square Andy CohenCo-CEOGenslerLinksLearn about ULI Emerging Trends in Real EstateLearn about ULIAbout ULIDedicated to advancing Urban Land Institute's capacity to connect, inspire, and lead, the ULI Foundation leverages its charitable 501(c)3 organizational status to secure and manage philanthropic assets and partnerships. This extraordinary tradition of ULI member altruism and goodwill serves to benefit and grow the ULI mission, changing millions of lives and improving communities around the globe.

This series is brought to you live from ULI's Fall Meeting in Dallas that featured over 45 sessions, 150 speakers, 240 events, and more than 5,500 members in attendance.Featuring:Christopher PtomeyExecutive DirectorULI Terwilliger Center for HousingMichael SpottsFormer Senior Visiting Research Fellow (confirm with Christopher)ULI Terwilliger Center for HousingLinksLearn more about the Terwilliger Center for HousingAttainability IndexAbout Terwilliger Center for HousingThe goal of the Terwilliger Center for Housing is to advance best practices in residential development and public policy, and to support ULI members and local communities in creating and sustaining a full spectrum of housing opportunities, particularly for low- and moderate-income households.About ULIDedicated to advancing Urban Land Institute's capacity to connect, inspire, and lead, the ULI Foundation leverages its charitable 501(c)3 organizational status to secure and manage philanthropic assets and partnerships. This extraordinary tradition of ULI member altruism and goodwill serves to benefit and grow the ULI mission, changing millions of lives and improving communities around the globe.

In today's conversation we are joined by truly an all star cast with Paul Angelone and Timothy Moore from ULI, Cullum Clark from the George W. Bush Institute, and finally Craig Leibowitz, Erik Foster, and Carl Quesinberry of Avison Young. This series is brought to you live from ULI's Fall Meeting in Dallas that featured over 45 sessions, 150 speakers, 240 events, and more than 5,500 members in attendance.Featuring: Paul AngeloneSenior Director, Curtis Infrastructure InitiativeULI Cullum ClarkDirectorGeorge W. Bush InstituteAdjunct Professor of EconomicsSMU Timothy MooreManager at Boston/New EnglandULI Craig LeibowitzExecutive Director, Innovation & InsightAvison Young Erik FosterPrincipal, Head of Industrial Capital MarketsAvison Young Carl QuesinberrySenior DirectorAvison YoungLinks:Curtis Infrastructure InitiativeArticles by Cullum ClarkVitality IndexLearn more about ULIAbout ULIDedicated to advancing Urban Land Institute's capacity to connect, inspire, and lead, the ULI Foundation leverages its charitable 501(c)3 organizational status to secure and manage philanthropic assets and partnerships. This extraordinary tradition of ULI member altruism and goodwill serves to benefit and grow the ULI mission, changing millions of lives and improving communities around the globe.

In today's conversation we are joined by Charles Tu, Daniel Mulvhill Endowed Chair of the Real Estate Department at the University of San Diego's Knauss School of Business.Charles joined us to help break down real estate waterfalls and Pro Forms, and the common mistakes that investors make when reviewing them.This series is brought to you live from ULI's Fall Meeting in Dallas that featured over 45 sessions, 150 speakers, 240 events, and more than 5,500 members in attendance.FeaturingCharles TuDaniel Mulvhill Endowed Chair, Chair, Real Estate DepartmentUniversity of San Diego's Knauss School of BusinessLinksLearn more about Charles TuLearn more about USD's Knauss School of BusinessLearn more about ULIAbout ULIDedicated to advancing Urban Land Institute's capacity to connect, inspire, and lead, the ULI Foundation leverages its charitable 501(c)3 organizational status to secure and manage philanthropic assets and partnerships. This extraordinary tradition of ULI member altruism and goodwill serves to benefit and grow the ULI mission, changing millions of lives and improving communities around the globe.

In today's conversation we are joined by AJ Jackson of JBG Smith and Collete English Dixon of Roosevelt University to discuss ULI's emphasis Diversity, Equity and Inclusion.This series is brought to you live from ULI's Fall Meeting in Dallas that featured over 45 sessions, 150 speakers, 240 events, and more than 5,500 members in attendance.FeaturingAJ JacksonEVP, Social Impact InvestingJBG SmithCollete English DixonExecutive Director, Marshall Bennett Institute of Real EstateRoosevelt UniversityLinksDownload the 10 Principles for Embedding Racial Equity in Real Estate DevelopmentLearn more about ULI's Diversity, Equity and Inclusion (DEI) Learn more about ULIAbout ULIDedicated to advancing Urban Land Institute's capacity to connect, inspire, and lead, the ULI Foundation leverages its charitable 501(c)3 organizational status to secure and manage philanthropic assets and partnerships. This extraordinary tradition of ULI member altruism and goodwill serves to benefit and grow the ULI mission, changing millions of lives and improving communities around the globe.

Last month, we had the pleasure of attending the 2022 ULI Fall Meeting in Dallas which featured over 45 sessions, 150 speakers, 240 events, and more than 5,500 members in attendance. This podcast series is brought to you live from ULI's Fall Meeting in Dallas.Featured on this episode:Marta Schantz, Executive Director, ULI Randall Lewis Center for Sustainability in Real EstateOur first interview is with Marta Schantz. She discusses highlights from her panel at the Fall Meeting; Financing Decarbonization: The Great Real Estate Investment Opportunity of the Decade?Elena Alschuler, Head of Sustainability for the Americas, LaSalle Investment Management and a member of ULI WashingtonElena shares insights from her panel at the Fall Meeting: How to Choose, Use, and Better Understand Climate Risk Analytics. Lindsay Brugger, Vice President, ULI's Urban Resilience ProgramLindsay shares insights from her panel at Fall Meeting: Demystifying Climate Preparedness: How to Prepare Our Buildings and Cities to Weather Climate Change.LinksLearn more about ULIDownload the ULI, LaSalle Climate Risk ReportHow to Choose Use and Better Understand Climate Risk AnalyticsFirebreak: Wildfire Strategies for ResilienceWater Wise: Strategies for Drought Resilient DevelopmentHow the Real Estate and Insurance Industries can Prepare for Extreme Weather EventsULI Randall Lewis Center for Sustainability in Real EstateAbout ULIDedicated to advancing Urban Land Institute's capacity to connect, inspire, and lead, the ULI Foundation leverages its charitable 501(c)3 organizational status to secure and manage philanthropic assets and partnerships. This extraordinary tradition of ULI member altruism and goodwill serves to benefit and grow the ULI mission, changing millions of lives and improving communities around the globe.

Jon founded LURIN in 2016 and serves as CEO and General Partner of LURIN. Previously, Jon was Senior Managing Director and Head of Surveyor Capital Ltd at Citadel LLC. Surveyor Capital is a global equity, long/short multi-manager strategy. From 2009 to 2016, Jon was a member of Citadel's Investment Committee. In this episode, Jon Venetos shares his transition from the hedge fund world to real estate and the founding of LURIN. He discusses his approach to increasing interest rates and optimism in the current market.About LURINLURIN, a real estate investment firm headquartered in Dallas, Texas, acquires stressed and distressed Class B and C multifamily assets, along with Class A first generation, value-add opportunities in growth markets in the Southeast. LURIN typically targets markets that benefit from strong employment growth, limited supply, and a favorable economic and political environment with a growing population and good quality of life.Learn more about Jon VenetosLinkedin - Jon VenetosWebsite - LURIN

We had the pleasure of speaking with Andrew Sinclair, CEO & Principal at Midloch Investment Partners. On this episode, Andy discusses the current state of the industrial real estate market. What he's seeing with rental rates and ways to improve an industrial property's value.LinksBISNOWSelf Storage | Marcus & MillichapSelf Storage | Industries - JLL Self Storage | Marcus & MillichapAndrew Sinclair's Linkedin - Click here Learn more about Midloch Investment Partners - Click hereAbout Andrew SinclairAndy is an accomplished real estate investment professional whose experience spans real estate private equity investments and institutional brokerage. He has invested and participated in approximately +/-$2.0 billion in real estate transactions. As CEO of Midloch, Andy is involved in all facets of the business, including working with investors, making investment decisions, and overseeing the company's long-term growth.About Midloch Investment PartnersMidloch Investment Partners is focused on providing investors access to quality small and middle-market real estate investments with value-add returns. The principal team seeks to create a portfolio diversified by both geographical location and asset class through national relationships, as well as experience investing in multifamily, industrial, office, and commercial assets.

Featured on this episode: Urban Land Institute (ULI) Chief Marketing Officer, Leslie Nagao and Billy Grayson, Executive Vice President of Centers and Initiatives.In this episode, Leslie and Billy discuss the biggest trends impacting real estate, how climate risk is factoring into financial modeling, and their upcoming Fall Meeting in Dallas featuring leading minds from every corner of the real estate industry. We are excited to announce that we will be bringing the podcast to Dallas to share highlights from the 2022 ULI Fall Meeting.Go to fall.uli.org to register for Urban Land Institute's Fall Meetingpromo code PODCAST15 for a 15% discount.About ULIULI is the oldest and largest network of cross-disciplinary real estate and land use experts in the world. Through their members' dedication to the mission and their shared expertise, the Institute has been able to set standards of excellence in development practice.ULI Reports From This EpisodeULI Net Zero CompendiumClimate Migration and Real Estate Investment Decision-MakingHow to Choose, Use, and Better Understand Climate-Risk Analytics

Michael Beckerman at CREtech and CREtech Climate joined us on the podcast to discuss his upcoming conference in New York featuring some of the biggest names in commercial real estate. The founding of the CREtech Climate Program to solve the 40% problem and dives into how new technology is impacting the real estate sector.About CREtechCREtech is Reimagining Real Estate. They are the largest international community of professionals devoted to technological innovation in the real estate sector.LinksLearn more about CREtech, click hereMichael Beckerman's LinkedIn, click here CREtech New York 2022 Promo Code: REAL20NY

"The four d's of self-storage demand. These are the things that if they're happening in your life, they're generally driving demand. And so those are death, dislocation, downsizing, and divorce." - Kris Benson, Chief Investment Officer at Reliant Real Estate ManagementOn this episode Kris Benson joins us to discuss how self-storage works. He goes through the factors that drive demand for self-storage and what he looks for when evaluating self-storage properties.About Reliant Real Estate ManagementReliant Real Estate Management, founded in 2010, is a vertically integrated commercial self-storage operator located in Roswell, GA. In 2021 Reliant was the 27th largest self-storage operator in the U.S. and as of January 2022 has 70 properties in their portfolio located across 8 states.LinksLearn More About Reliant Real Estate Management, click here Kris Benson's LinkedIn Learn more about National Association of REITs, click here

On this episode we have Nate Kline, Founder and Chief Investment Officer at OneWall Communities. Nate discusses today's multi-family market in an environment with rising interest rates and inflation, what he looks for in a sponsor, and how he looks at an opportunity. About OneWall CommunitiesOneWall Communities is a vertically integrated real estate firm that specializes in the acquisition, development and management of transit-oriented and lifestyle-oriented workforce housing in the Northeast/Mid-Atlantic. OneWall combines a strategic market approach, an entrepreneurial attitude and a commitment to creating great communities to optimize value for both investors and residents.LinksLearn More About OneWall Communities, click hereLearn More About Nate Kline, click hereFederal Reserve Economic Data, click here

Dr. Peter Linneman, joins us on the podcast to discuss his upcoming book, The Great Age Reboot co-authored by Michael Roizen - Emeritus Chief Wellness Officer at the Cleveland Clinic and Albert Ratner - an expert on Population Economics. Dr. Peter Linneman shares his insights on how longer lifespans could impact the economy and the real estate market. He also gives us his stance regarding today's rising interest rate environment.About Linneman AssociatesLinneman Associates, LLC is a premier consulting and research firm, specializing in commercial real estate investment strategy. Their clients represent a wide range of industries and countries, but primarily include institutional investors, REITs, developers, and opportunistic private equity firms seeking to implement thoughtful and disciplined investment strategies. Their clients value their market insights and analyses as well as their ability to assess and simplify the ever-changing macroeconomic, political, and capital market environments, particularly as they relate to commercial real estate investing. LinksLearn More About Linneman Associates, click hereLinneman Letter, click here The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow, click here

We had the opportunity to sit down with Beth Burnham Mace to discuss, Senior Housing, and the difference between Senior Housing and Skilled Nursing.Listen as Adam and Beth discuss the fundamentals of Senior Housing, the current state of the market, and demand drivers investors should keep an eye on.About The National Investment Center for Seniors Housing & Care (NIC)The National Investment Center for Seniors Housing & Care (NIC) is a nonprofit organization whose mission is to enable access and choice by providing data, analytics and connections that bring together investors and providers.LinksLearn more about NIC, click here‍NIC Chat Podcast, click hereNIC Blog & Notes, click here

Are you curious about the future of the workplace and what it means for the office market?On this episode we were joined by David Kahn, Director of Market Analytics at CoStar Group where he discussed the current state of the office market, how has the pandemic reshaped the workplace and the key factors he tracks to monitor the office market.About CoStar GroupCoStar Group, Inc. is the leading provider of commercial real estate information, analytics and online marketplaces. Founded in 1987, CoStar conducts expansive, ongoing research to produce and maintain the largest and most comprehensive database of commercial real estate information.LinksTo learn more about CoStar Group, click herehttps://www.linkedin.com/in/dkahn23/

On this episode, Gunnar shared his insights on why the U.S. Real Estate Market continues to attract foreign investors.About AFIREAFIRE is the association for international real estate investors focused on commercial property in the United States.Established in 1988, AFIRE is a nonprofit trade association headquartered in Washington, DC, and is an essential forum providing high-value thought leadership for real estate leaders from around the world.LinksLearn more about AFIRE, click here.To listen to his weekly real estate podcast, the AFIRE Podcast, click here.TEDx speech on Moore's Law and Real Estate, click here.

Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research and related activities covering the commercial and multifamily real estate markets.Jamie and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a regular speaker at industry and corporate events; has appeared on CNBC, Bloomberg and in other popular and trade press; and testified before the Congressional Oversight Panel for TARP. Jamie initiated many of MBA's research activities, and created MBA's Peer Business Roundtables and the CREF Careers program.Enjoy this conversation with Jamie and please check the show notes for a link to the full report Q3 Report from MBA.About The Mortgage Bankers Association (MBA) The Mortgage Bankers Association (MBA) is the national association representing the real estate finance industry, an industry that employs more than 280,000 people in virtually every community in the country. Headquartered in Washington, D.C., the association works to ensure the continued strength of the nation's residential and commercial real estate markets; to expand homeownership and extend access to affordable housing to all Americans.LinksQ3 Report, click hereStay up to date on the latest research out of MBA, click hereLearn more about CREF Research, click hereLearn more about The Mortgage Bankers Association (MBA), click here

Byron Carlock Jr. who leads PwC's U.S. Real Estate Practice is back on our podcast and takes us through PwC's latest Emerging Trends in Real Estate Report. In this episode, we will cover the top 10 trends impacting real estate today. About Byron Carlock, Jr.Byron Carlock leads PwC's U.S. Real Estate Practice. With 28 years of experience serving the industry, Byron brings extensive knowledge of the full real estate life cycle including matters ranging from strategic planning and property transaction advisory to capital formation, and business plan execution. In addition, he has expertise in governance, board matters, mergers and acquisitions and corporate conflict matters. Byron has experience advising major clients including corporate owners and users, developers, hospitality organizations, investors and REITs.Full Report, click hereLinksTo learn more about PwC, click here.Connect with Byron Carlock on Linkedin, click here.

Tim Blair, President of CCIM Institute joins us on the podcast to share the latest with CCIM, then puts on his sponsor hat to discuss the state of retail and insights on the retail market. He also discusses how he utilizes quantitative analysis to optimize portfolio performance.About CCIM InstituteCCIM Institute courses, taught by instructors who are themselves industry leaders, deliver commercial real estate investment methodologies and tools that speed the pathway between opportunity, a go/no-go decision, and success for an asset. Each class is designed to enhance the success of commercial real estate professionals regardless of specialty.LinksTo learn more about CCCIM, click hereCCIM classes, click hereShannon Waltchack, click here A simple way to learn Real Estatehttps://realcrowduniversity.com/

On this episode, Doug joins us to discuss drivers behind the rising demand for multifamily, the cities experiencing the fastest rent growth, and opportunities in growing markets. Yardi MatrixYardi® Matrix offers the industry's most comprehensive market intelligence tool for investment professionals, equity investors, lenders and property managers who underwrite and manage investments in multifamily, student housing, industrial, office and self storage property types. We provide nationwide market and institutional research reports that leverage property-level details of multifamily properties. Yardi Matrix also uses data in the Yardi property management system stack to create aggregated and anonymized operating expense, revenue, and operational metric data that improves underwriting analysis and competitive benchmarking.LinksMultifamily Outlook Report, click hereLearn more about Yardi Matrix, click herehttps://www.linkedin.com/in/doug-ressler-7b20968/https://www.yardimatrix.com/https://www.rentcafe.com/

On this episode, Dr. Peter Linneman founding principle of Linnemann Associates and the founding chairman of The Wharton Real Estate Department discusses the health of the economy, what real estate sectors to look into, and the economic data he's tracking.For nearly four decades, Dr. Peter Linneman has been a critical influence in driving the professionalization of real estate capital markets and the commercial real estate industry. Thousands of global and regional real estate investment professionals look to Linneman Associates, LLC's insights each quarter through subscriptions to The Linneman Letter.About Linneman Associates, LLCLinneman Associates, LLC is a premier consulting and research firm, specializing in commercial real estate investment strategy. LinksReal Estate Finance Textbook, click hereTo learn more about Linneman Associates, click here

As we reflect on the first half of the year and look towards the second half, we thought it would be a great time to seek market insight from Jeff Krumpelman of Mariner Wealth Advisors.Jeff is the Chief Investment Strategist and Head of Equity Investments at Mariner and he joined us to help breakdown where the market is headed in the second half of 2021.About Mariner Wealth AdvisorsMariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. Presentation Slides, click hereLinksLearn more about Mariner Wealth Advisors, click here.

Brian Beaulieu CEO of ITR Economics™, shares his latest forecast on the national and global economies, including, where the opportunities are for business owners and real estate investors.Brian Beaulieu has served as CEO and Chief Economist of ITR Economics™ since 1987, where he researches the use of business cycle analysis and economic forecasting as tools for improving profitability.About ITR Economics™ITR Economics™ provides the best economic intelligence to reduce risk and drive practical and profitable business decisions.Since 1948, we have provided business leaders with economic information, insight, analysis, and strategy. ITR Economics is the oldest privately held, continuously operating economic research and consulting firm in the US.With a knowledge base that spans six decades, we have an uncommon understanding of long-term economic trends as well as best practices ahead of changing market conditions. Our reputation is built on accurate, independent, and objective analysis.LinksLearn more about ITR Economics™, click herehttps://www.linkedin.com/in/brian-beaulieu-28481977/ https://www.itreconomics.com/ WebinarJuly 2021 – The Coming Great Depression: Impact of Pertinent Trends a Year Into the Pandemic

On this special episode RealCrowd CEO, Adam Hooper, is a guest on Main Street Business podcast. Listen as he dives deep into the five key areas of risk found in real estate. Directed IRA | Directed Trust CompanyDirected IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen, CEO, and Mark J. Kohler, CFO.LinksLearn more about Directed IRA | Directed Trust Company, click herehttps://www.linkedin.com/in/matsorensen/ https://directedira.com/ https://directedira.com/podcast/

Cindy Chetti, Senior Vice President for Government Affairs with the National Multi Housing Council, gives us an inside look on upcoming policy changes and how they might impact the multifamily industry. National Multifamily Housing CouncilNMHC is the place where the leaders of the apartment industry come together to guide their future success. With the industry's most prominent and creative leaders at the helm, NMHC provides a forum for insight, advocacy and action that enable both members and the communities they build to thrive. Links Learn more about NMHC, click herehttps://www.linkedin.com/in/cindy-chetti-28541a91/https://www.linkedin.com/company/national-multifamily-housing-council/mycompany/https://www.nmhc.org/

Are you up to date on multifamily? Doug Ressler, Senior Research Officer with Yardi Matrix, joins us to discuss trends and key market factors for multifamily investing. Yardi Matrix Yardi® Matrix offers the industry's most comprehensive market intelligence tool for investment professionals, equity investors, lenders and property managers who underwrite and manage investments in multifamily, student housing, industrial, office and self storage property types. We provide nationwide market and institutional research reports that leverage property-level details of multifamily properties. Yardi Matrix also uses data in the Yardi property management system stack to create aggregated and anonymized operating expense, revenue, and operational metric data that improves underwriting analysis and competitive benchmarking. Links Learn more about Yardi Matrix, click here https://www.linkedin.com/in/doug-ressler-7b20968/ https://www.yardimatrix.com/ https://www.rentcafe.com/

Is your IRA feeling locked down in stocks and bonds? Mat Sorensen discusses how to unlock your IRA and gain a whole new level of access to investments not available in a traditional or roth ira.Directed IRA | Directed Trust CompanyDirected IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen, CEO, and Mark J. Kohler, CFO. LinksLearn more about Directed IRA | Directed Trust Company, click herehttps://www.linkedin.com/in/matsorensen/https://directedira.com/https://directedira.com/podcast/

Are women different than men when it comes to investing and retirement planning?This week we have none other than Suzanne Wheeler, CFP®, AIF®, CeFT™ , Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors to discuss the right plan to close the gender gap when it comes to investing and retirement planning. About Mariner Wealth AdvisorsMariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important.LinksTo learn more about Mariner Wealth Advisors, click herehttps://www.linkedin.com/in/suzannecwheeler/https://www.marinerwealthadvisors.com/ A simple way to learn Real Estatehttps://realcrowduniversity.com/

A quick outlook on multifamily with Paul Kaseburg.Paul Kaseburg, Chief Investment Officer at MG Properties is back on our podcast to discuss the key factors shaping the multifamily and where the market stands. About MG PropertiesMG Properties Group specializes in the acquisition, development, rehabilitation and management of apartment communities throughout the western United States. With a commitment to “Enriching Lives Through Better Communities,” the company has provided thousands of quality living spaces for its residents, produced excellent returns for its investors, and created fulfilling career opportunities for its employees.LinksTo learn more about MG Properties Group, click herehttps://www.linkedin.com/in/kaseburg/https://www.mgproperties.com/ https://www.berkadia.com/https://www.cbre.us/ https://uli.org/https://www.nmhc.org/ A simple way to learn Real Estatehttps://realcrowduniversity.com/

Tired of feeling anxious around tax season every year? Us too! That's why we were excited to have Brandon Hall, CEO at The Real Estate CPA, join us on the podcast to share the two best tools available at your fingertips to simplify your tax life in 2021 and beyond.About The Real Estate CPAThe Real Estate CPA, we help high net worth individuals, real estate investment companies, syndicates, and private equity funds save thousands in taxes, streamline their accounting process, and grow their companies with outsourced CFO services. LinksTo learn more about The Real Estate CPA, click herehttps://www.linkedin.com/in/brandonhallcpa/ https://www.therealestatecpa.com/A simple way to learn Real Estatehttps://realcrowduniversity.com/

Dusty Batsell, Executive Vice President of Real Estate at Baceline Group joins us and breaks down the future of consumer markets.Dusty oversaw the retail leasing, operations, and management for a publicly-traded student housing REIT. Dusty has also sponsored and led the evaluation and adoption of a new retail operating system and built a Retail Asset Management team from scratch.About BacelineBaceline Group is a premier, boutique private real estate investment and management company that believes in strengthening American communities. LinksTo learn more about Baceline, click here.https://www.bacelinegroup.com

Is working from home here to stay? Have transactions in the office market come to a halt? Are property values and rental rates crashing?If you're like a lot of listeners, you have some big questions about what's happening with office. Which is why we are excited to have a big time guest on the podcast to help answer those questions!Michael Roessle, Director of US Office Analytics at CoStar Group, joined us on the podcast to provide clarity on the story that the data is telling.About CoStar GroupAt CoStar Group we equip our clients with the information and tools they need to succeed in every aspect of their business, across all asset classes. As the largest commercial real estate information and analytics provider, we take pride in empowering industry professionals with the most compressive data to make decisions with confidence. That's the power that comes with knowing.

LinksClick here to download the slides from the presentation.If you'd like to have Chris Bixby and the team over at Mariner Wealth Advisors help offer a second opinion on your portfolio head to: https://www.reallocate.com/get-invite.Chris Bixby, Senior Wealth Advisor at Mariner Wealth Advisors, joined us for a webinar to discuss incorporating real estate into your financial plan.Chris is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, Certified Advisor for Senior Living, Retired Income Certified Professional® and an Enrolled Agent with the IRS.Chris has a particular focus on tax, estate and retirement planning. He helps families manage tax and estate tax ramifications related to achieving their financial goals. He has more than two decades of industry experience.

Matt Larriva is Vice President for Research and Data Analytics at FCP where he leverages data science and quantitative methods to enhance asset selection, management, and disposition across real estate investments. His active research focuses on multivariate timeseries analysis as it applies to cap rate forecasting (Vector Error Correction Methods as models of US Real Estate Markets (working)), and random forest methods as they apply to submarket rent-growth in unstructured data (Semi-Greedy Construction of Oblique-Split Decision Trees (2019)). His work on domestic net migration has been featured in Bloomberg News and Fox Business News.Prior to joining FCP, Matt worked at Green Street Advisors as the head of the US and UK Quant teams, managing the data efforts in the sell-side real estate research firm. While at Green Street, he focused on REIT trading strategies, data productization, and analytic enhancements. Matt completed his undergraduate degree in economics at the Wharton School of the University of Pennsylvania. He holds a Masters in applied statistics from UCLA and is a CFA charter holder. FCP is a privately-held real estate investment company based in Chevy Chase, MD currently investing a $755 million comingled fund focused in the Mid-Atlantic, the Southeast US, and Texas. Since its inception in 1999, FCP has invested in or financed more than $8.3 billion in assets and currently owns and manages four funds totaling $3.6 billion in assets. LinksTo learn more about FCP and the researching Matt is doing head to: https://www.fcpdc.com/

Andy Garrison is a Senior Wealth Advisor at Mariner Wealth Advisors. Does Mariner sound familiar? Our sister company, ReAllocate, partnered with Mariner Wealth Advisors to give investors the ability to access teams dedicated to helping you build a real estate portfolio based on your personal investment roadmap and financial goals.If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you head to— BuildMyRoadmap.com.To learn more about about Mariner Wealth Advisors head to: https://www.marinerwealthadvisors.com/

Welcome to another episode of our Mariner Wealth Advisors special series.In today's episode, we are featuring a special conversation that Mariner Wealth Advisors hosted for their advisors and clients. This special chat will cover how the election impacts the economy, estate planning, and some tips on changes you can make to your portfolio to increase tax savings.In this episode you'll hear from the below Mariner team members:Brian Leitner - Head of Wealth ManagementBill Greiner - Chief EconomistJodi Robinson - Managing Director, Tax Planning & PreparationPatrick Shaw - Director Senior Wealth AdvisorIf you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you build a roadmap for your real estate investments head to — BuildMyRoadmap.com.

Brian Leitner, Head of Wealth Management at Mariner Wealth Advisors, joined us on the podcast to kick-off our special Mariner Wealth Advisors podcast series.In this series, we'll be joined by team members at Mariner Wealth Advisors to discuss wealth management fundamentals including stock market forecasts, financial planning, estate planning, optimizing tax strategies and more.Does Mariner sound familiar? Our sister company, ReAllocate, partnered with Mariner Wealth Advisors to give investors the ability to access teams dedicated to helping you build a real estate portfolio based on your personal investment roadmap and financial goals.If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you head to— BuildMyRoadmap.com.LinksLearn more about about Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/Check out content produced by Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/insights/

Download Emerging Trends in Real Estate at:https://www.pwc.com/us/en/asset-management/real-estate/assets/pwc-emerging-trends-in-real-estate-2021.pdfByron Carlock leads PwC's U.S. Real Estate Practice. With 28 years of experience serving the industry, Byron brings extensive knowledge of the full real estate life cycle including matters ranging from strategic planning and property transaction advisory to capital formation, and business plan execution. In addition, he has expertise in governance, board matters, mergers and acquisitions and corporate conflict matters. Byron has experience advising major clients including corporate owners and users, developers, hospitality organizations, investors and REITs.Prior to assuming his current role, Byron served as the CEO and President of CNL Lifestyle Properties, Inc for seven years and served CNL as President of two other REITs over his 11-year tenure there. His resume also includes three years as Executive Vice President and Chief Investment Officer of Post Properties and nine years as Managing Director for Crow Holdings International.Byron is a CPA, currently a governor of the Urban Land Institute (ULI), a member of Real Estate Roundtable, NAREIT and AFIRE. He is also a board member of Harvard Club of Dallas and a board member emeritus of Harvard Business School.Byron earned his BBA at Harding University and also participated in the International Asian Studies Program at The Chinese University of Hong Kong, where he was a Rotary Scholar. Byron also earned his MBA at Harvard Business School. Byron has been extensively featured in media such as Fox Business News, and The New York Times, and writes a regular monthly column for National Real Estate Investor.LinksConnect with Byron Carlock on LinkedIn at: https://www.linkedin.com/in/byron-carlock-b56b9a7Follow Byron Carlock on twitter at: https://twitter.com/ByronCarlockJrLearn more about PwC at: https://www.pwc.com/us/en/industries/asset-wealth-management/real-estate.htmlLearn more about joining ULI at: https://uli.org/join/

Jackie Greene is the Director of Economics at ITR Economics.Since 1948, ITR Economics has provided business leaders with economic information, insight, analysis, and strategy. ITR Economics is the oldest privately held, continuously operating economic research and consulting firm in the US.LinksITR's Upcoming Webinar - The Results Are In: This Is What Changed for 2021-2022ITR Economics Blog - https://blog.itreconomics.com/blogBook Jackie Discussed: Prosperity In The Age Of Decline

Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research and related activities covering the commercial and multifamily real estate markets. Jamie and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a regular speaker at industry and corporate events; has appeared on CNBC, Bloomberg and in other popular and trade press; and testified before the Congressional Oversight Panel for TARP. Jamie initiated many of MBA's research activities, and created MBA's Peer Business Roundtables and the CREF Careers program.LinksStay up to date on the latest research out of MBA at: https://www.mba.org/crefresearchLearn more about MBA at: https://www.mba.org/

Chris Nebenzahl, Director at Yardi Matrix, joined us on the podcast to discuss his latest report on the Multifamily Market.At Yardi, Chris manages research operations for Multifamily, Self-storage, Office, Medical Office, Industrial, and Student Housing asset classes.Chris leads a team of ten research analysts, creating content, bespoke client reports, and new research products for the Yardi Matrix platform. His focus is on demographic and economic drivers that impact the real estate market and built environment.LinksSteve cited many different sources throughout the interview. If you'd like to learn more, click the links below.Learn More About Yardi Matrixhttps://www.yardimatrix.com/Subscribe to Yardi's Newsletterhttps://www.yardimatrix.com/ReportSubscriptionDownload Reports From Yardi https://www.yardimatrix.com/Publications

Steve Weikal is Head of Industry Relations at the MIT Center for Real Estate, responsible for managing relationships between the Center and its global network of industry partners and nearly 1100 alumni of the MIT Master's in Real Estate Development (MSRED) program, in 46 countries. He is also a lecturer and researcher, and the CRE Tech lead in the MIT Real Estate Innovation Lab, focused on innovative new technology and business models that disrupt the traditional ways of developing, transacting and managing real estate. Steve was the Founder of MIT Real Disruption, a successful series of conferences discussing the impact of emerging technology on the real estate industry that is now part of the international CREtech conference platform. He is a member of the CREtech Leadership Board, and sits on the advisory boards of three real estate technology start-ups. Steve has spoken extensively about real estate technology at conferences for AFIRE, ULI, IREM, SIOR, CCIM, CoreNet, ICSC and BOMA, and has been quoted by numerous media outlets, including BuzzFeed, TechInsider, the Boston Globe, GlobeSt. the Real Reporter, Travel Weekly, IPE Real Assets Europe and Anuario Inmobiliario LatinoAmerica. Steve holds a Master's of Science in Real Estate Development (MSRED) and Master's in City Planning (MCP) from the Massachusetts Institute of Technology, and a law degree from Suffolk University Law School. He is a licensed attorney, a licensed real estate broker and a LEED Accredited Professional. Links- MIT Sustainable Urbanization Lab - https://www.sul.mit.edu/ - Price Dynamics Platform - http://pricedynamicsplatform.mit.edu/- Real Estate Innovation Lab - https://realestateinnovationlab.mit.edu/- Center For Real Estate - https://mitcre.mit.edu/- Automation in Real Estate: A Primer on Smart Buildings and Digital Twins - https://realestateinnovationlab.mit.edu/research_article/automation-in-real-estate-a-primer-on-smart-buildings-and-digital-twins/- Investors fund new initiative to assess climate change transition risk in global real estate investment portfolios - https://www.pggm.nl/en/press/investors-fund-new-initiative-to-assess-climate-change-transition-risk-in-global-real-estate-investment-portfolios/- Rising Seas Threaten an American Institution: The 30-Year Mortgage - https://www.nytimes.com/2020/06/19/climate/climate-seas-30-year-mortgage.html- Climate Change Migration - https://www.nytimes.com/2019/04/15/climate/climate-migration-duluth.html

Ivy Zelman is Chief Executive Officer of Zelman & Associates holding roughly 30 years of experience covering housing and housing-related industries. In 2007, Ivy co-founded Zelman & Associates. The firm provides analyses across all aspects of the housing spectrum. Ivy's concept for the firm remains strongly rooted in the ability to perform thematic research overlaid with proprietary surveys to produce unparalleled differentiated value-added research. Ivy has been widely known and respected for her bold thinking and accurate assessments where others failed, helping industry players avoid costly mistakes and capture game-changing opportunities. In 2005, she called the top of the housing market. Ivy famously asked Toll Brothers CEO Bob Toll on the Q4 2006 Toll Brothers conference call “Which Kool-Aid Are You Drinking?” From there Ivy called the bottom of the housing market in January 2012, thus reinforcing her dominant reputation within the industry. She helped best-selling writer, Michael Lewis with research related to the mortgage crash. This became a part of his best-selling book turned movie, Liar's Poker. Michael wrote in the book “all roads led to Ivy.” Her convictions have been recognized by Institutional Investor ranking her as one of the most preeminent figures within the housing industry. Most notably, Institutional Investors - America Research Team rankings placed Ivy and her team with eleven 1st place rankings (1999 – 2004, 2006 – 2007 and 2010 – 2013). Additionally, Hanley Wood, a leading real estate media firm, ranked Ivy as 14th of the Top 50 most influential persons in housing. In 2020, Ivy was included in Barron's Top 100 Women in U.S. Finance. As one of the most powerful women on Wall Street, Ivy Zelman is a sought-after expert on the housing sector, and what the overall housing market means for investors, homebuilders, industry executives and the economy at large. She frequently appears on television shows such as CNBC, in major publications including The Wall Street Journal, and has acted as a key witness in a congressional hearing. Jim Cramer, host of the CNBC's show Mad Money, said “Ivy is the Ax of the homebuilders – the analyst who understands the group better than anyone else on Wall Street.” Ivy's speaking requests by conferences, board meetings, podcasts or special events have included: Bloomberg, CNBC, TD Ameritrade Network, Bloomberg's Master's in Business, International Builder Show, MBS Highway, National Association of Homebuilders, NFX, National Association of Realtors, National Organization of Investment Professionals, Mortgage Banking Association, Moody's, AmeriCatalyst, PropTechCEO Summit, Reality Alliance. She received a Bachelor of Science from George Mason University and currently lives in Cleveland, Ohio with her husband David and their three children, Zoey, Zachary and Zia. Ivy is a special advisor to Laurel School, BBYO, NCJW Cleveland as well as mentors' high school and college students.

Bruce Stachenfeld is one of the nation's preeminent real estate attorneys. He is a founding partner of the Firm, the founder of the Firm's high-profile Real Estate Practice Group, and he is also the Firm's Chairman. He previously served as Managing Partner from the Firm's inception until 2018. Mr. Stachenfeld is known to be one of the most “connected” real estate lawyers throughout the worldwide real estate community. Mr. Stachenfeld is also an industry thought leader in both the law firm and real estate worlds. This includes Opportunity Zones and our mission to "Help Our Clients Grow Their Businesses", which results in our being able to mix clients, friends of the firm and relationships together to create opportunity zone deals and relationships.As a lawyer, Mr. Stachenfeld has over 30 years of real estate law experience encompassing tens of billions of dollars of real estate transactions of all kinds. As a real estate lawyer, Mr. Stachenfeld distinguishes himself by seeking out areas of real estate law that are more difficult and in which he and his team can provide particular value.

Michael Beckerman, Founder of The News Funnel and CEO of CREtech, joined us on the podcast to discuss how real estate is being reimagined through the adoption of the latest technology and innovation.Michael serves as CEO of CRETech, the largest event, data and content platform in the commercial real estate tech sector. He also owns other successful brands such as The News Funnel, the largest commercial real estate news aggregator and The Content Funnel, a social media and blogging platform for the commercial real estate industry.

Paul joined MG Properties Group in 2010 and is responsible for the firm's acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of approximately 18,000 units totaling $3 billion in total consideration. Paul has 17 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MG, he held various roles in commercial real estate debt and equity acquisitions, development, and financing. He has a background in corporate M&A and venture capital investing at Northrop Grumman (NOC). Paul holds a Bachelor of Science degree in Mechanical Engineering from the University of Notre Dame, and an MBA in Finance and Entrepreneurship from the UCLA Anderson School of Management.

Mark Raffman concentrates his practice on complex product liability and consumer products litigation and advice (including silica, building products, and wired technologies in the consumer products, real estate, and other industries). He advises on regulatory compliance audits and legislation, as well as transactions posing product liability and other risks associated with the merging of wired technology and the physical world and the Covid-19 pandemic. He has 30 years of experience defending complex litigation matters in state and federal courts nationwide, is a member of the Defense Research Institute, and has lectured and published on a broad range of topics including autonomous vehicles and smart cities.Mr. Raffman has been recognized as a Client Service All-Star by BTI Consulting Group, based on interviews with general counsel at large and Fortune 100 companies. He has also been selected for inclusion in Chambers USA: America's Leading Lawyers for Business and The Legal 500 U.S.Ben Hittman is an associate in the firm's Business Law Department and a member of its Real Estate Industry group. Mr. Hittman represents real estate investment funds, REITs, institutional investors, developers and other owners and operators of real estate in complex transactions involving commercial, industrial, office, hospitality and multifamily assets, including acquisitions and dispositions, joint ventures, development agreements, and financings. Prior to joining Goodwin in 2016, Mr. Hittman was an associate with Paul Hastings LLP in New York.Mr. Hittman is also a member of Goodwin's PropTech Initiative, which is focused on supporting the intersection of Real Estate and Technology through thoughtful collaboration across the two practice areas. As a key contributor to the group and Steering Committee, Mr. Hittman participates in key industry events and stays up to date on relevant market trends impacting the PropTech sector to effectively support clients involved in this space.

For over 40 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".​After receiving both his Masters and Doctorate in Economics under the tutelage of Nobel Prize winners Milton Friedman, Gary Becker, George Stigler, Ted Schultz and Jim Heckman, Peter had a distinguished academic career at both The University of Chicago and the Wharton School of Business at the University of Pennsylvania. For 35 years, he was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance and Public Policy as well as the Founding Chairman of the Real Estate Department and Director of the prestigious Zell-Lurie Real Estate Center. During this time, he was co-editor of The Wharton Real Estate Review. In addition, he published over 100 scholarly articles, four editions of the acclaimed book Real Estate Finance and Investments: Risks and Opportunities, and the widely read Linneman Letter quarterly report.​Peter's long and ongoing business career is highlighted by his roles as Founding Principal of Linneman Associates, a leading real estate advisory firm; CEO of American Land Fund; and CEO of KL Realty. For more than 35 years, he has advised leading corporations and served on over 20 public and private boards, including serving as Chairman of Rockefeller Center Properties, where he led the successful restructuring and sale of Rockefeller Center in the mid-1990s.Although retired from Wharton's faculty, Dr. Linneman continues his commitment to education through his Save A Mind, Give A Choice educational charity for orphans and children of extreme poverty in rural Kenya. He has been married for over 40 years and is an exercise enthusiast.

This roundtable discussion was hosted by Andy Sinclair, CEO at Midloch Investment Partners.On the panel were:Kevin SmithRetired Managing Director, Head of the AmericasPGIM (Prudential)Josh KrsnakPresident & CEOHempel CompaniesAdam HooperCo-Founder & CEORealCrowd

Daniel Crosby is the Chief Behavioral Officer at Brinker Capital. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children.

Troy Merkel is a Partner at RSM.Troy has 15 years of experience in audit and consulting, with a particular emphasis in real estate and financial services reporting, in accordance with US GAAP, IFRS, NCREIF PREA Reporting Standards and income tax basis. He is also an expert in accounting for asset acquisitions and complex leases and specializes in various tax-advantageous, in particular Opportunity Zones and government subsidized deal structures.Troy's financial services background involves audits of private equity funds, which hold equity or debt interests in a variety of industries including technology, consumer products, personal services, real estate and renewable resources. His expertise includes complex valuations, mezzanine and first lender analysis, as well as, the evaluation of options.In 2018, Troy was selected as a senior analyst in RSM's cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders. Troy's focus is on the real estate industry.