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“Manufacturing assets, the availability of them, have been chronically undersupplied for decades,” says Teddy Kaplan, CEO of Net Lease for New Mountain Capital, when making the investment case for the sector within a net-lease portfolio. Kaplan joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to discuss sale-leasebacks, the evolution of the marketplace and the synergies of net lease within the New Mountain product set. They also explore on-shoring trends dating back through several administrations, asset-multiple arbitrage, identifying the right markets and tenants, as well as geographic growth opportunities. Kaplan and Hebert conclude with a conversation on managing distress within the portfolio and the emergence of asset-backed funding solutions.
How did a former baseball player find his swing in commercial real estate? This week on Retail Retold, Chris Ressa welcomes Tyler Bindi, an investment sales broker with Marcus & Millichap, who has quickly risen through the ranks of the net-lease sector after entering commercial real estate in the middle of COVID-19. From his college baseball career at St. Mary's College of California, to selling season tickets for the Colorado Rockies, now to closing deals nationwide, Tyler shares how perseverance, cold-calling, and curiosity built his foundation during one of the toughest markets in recent history.Tyler reflects on the transformation of the net-lease landscape—from near-zero interest rates in 2021 to today's higher-rate environment—and the resulting shift in buyer and seller psychology. He explains how many mom-and-pop landlords remain sidelined, while new, first-time investors are entering the space seeking stable, long-term income and tax advantages.Together, Chris and Tyler break down how pricing expectations are finally converging, why quick-service restaurants remain a market bellwether, and how opportunistic investors are finding value in short-term, low-rent assets with strong real-estate fundamentals. Tyler also reveals his team's path to scaling from a one-man operation to a ten-person brokerage and why he believes Q4 2025 will mark a powerful resurgence in net-lease transaction volume.What you'll hear: How Tyler transitioned from sports sales to commercial real estate during COVIDWhat's changed most in the net-lease market over the last five yearsWhy short-term leases in great locations are attracting investor demandHow buyer and seller expectations are finally coming back into alignmentWhy Q4 2025 could be a breakout quarter for transaction volume
Why are institutions pouring billions into an asset class others are doubting?In this episode of What's In Store, Chris Ressa and Karly Iacono break down one of the most resilient yet often misunderstood corners of commercial real estate: net lease. While headlines focus on retail closures or shifting tenant dynamics, the reality is that net lease portfolios are performing at an extraordinary level, with occupancy rates consistently between 98 and 99 percent. This asset class is attracting serious institutional capital, and its structure creates predictable long-term income streams, and replacement costs and tenant “stickiness” make these properties so durable.They also tackle misconceptions—explaining why recent cap rate movements and financing challenges haven't diminished the underlying value of well-located, freestanding real estate. With creative financing and strategic positioning, today's market offers investors a rare window to buy below replacement cost while securing stable returns. Whether you're an active investor, a retail real estate professional, or simply curious about how “mailbox money” really works, this episode delivers a clear-eyed look at why net lease is a powerful and timely opportunity.What you'll hear: Why net lease portfolios are maintaining 98–99% occupancyHow long-term leases provide durability and predictable incomeThe role of replacement cost in strengthening asset valueWhy tenant “stickiness” adds security to investmentsThe growing appetite from institutional investorsHow rising cap rates and high financing costs create opportunityStrategies for investors navigating today's marketChapters00:00 Introduction to Net Lease Opportunities03:01 Understanding Occupancy Rates in Net Lease REITs05:55 The Durability of Income in Net Lease Investments08:47 Institutional Interest in Net Lease Properties12:09 Market Trends and Future Predictions for Net Lease14:59 Investment Strategies in Net Lease Real Estate
The headlines don't tell the full story. Behind the noise, the net lease sector is stronger and more dynamic than most investors realize — with nearly 99% occupancy in REIT portfolios and opportunities emerging across multiple sectors.In this episode of What's in Store, Karly Iacono and Chris Ressa go beyond the headlines to uncover the hidden strengths and future potential of net lease. From retail to alternative asset classes, we break down the metrics, trends, and investor strategies that are shaping the market right now.
Net lease assets are attracting more institutional capital. New Mountain Capital's Teddy Kaplan and CBRE's Will Pike explore why this resilient, tax-efficient investment strategy is gaining favor.Attractive in volatile markets: Positioned as a hybrid asset class—part real estate and part structured finance, net lease investments offer cash flow backed by quality credit tenants.Manufacturing momentum: Production facilities are emerging as high-performing assets due to their strong cash flow and tenant investment in infrastructure.Sale-leasebacks as strategic tools: Investors and corporate occupiers are increasingly using sale-leasebacks to unlock capital, especially in sectors where considerable capital is tied up in operating assets.· Capital market resilience: Despite macroeconomic headwinds, net lease is attracting institutional capital, with growing interest from large institutions and wealth management channels.· Risk-adjusted returns and geographic nuance: Cap rates and valuations vary significantly by location and tenant credit quality, underscoring the importance of underwriting both real estate fundamentals and corporate financial health.
Mike Kron is based in Newport Beach California. His strategy has pivoted lately to focusing on retail credit tenant net leases. These are the national brand operators that provide corporate guarantees on the retail lease for businesses that are not vulnerable to e-commerce and shrinking retail footprints. To connect with Mike visit https://guardiannetlease.com/ or email him directly at mike@guardian-advisory.com. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
This episode examines tenacity, the power of client-oriented service, and the latest in net lease transactions with Shannon Bona, co-founder and Managing Partner at CrownPoint Partners.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode of The Crexi Podcast, host Shanti Ryle sits down with Shannon as she shares her journey from her beginnings in institutional real estate lending at PNC Bank to becoming a successful investment sales advisor. She discusses the strategic initiatives behind forming CrownPoint Partners, the importance of focusing on client-centric services, and the evolving landscape of commercial real estate, including insights into sale leasebacks and market trends. Shannon, a Crexi Platinum Award Winner, also highlights her dedication to mentoring the next generation of real estate professionals and the fulfillment of her long-standing dream of starting her own firm with equally dedicated partners.Introduction to the Crexi PodcastGuest Introduction: Shannon BonaShannon's Career JourneyEarly Career and MentorshipTransition to BrokerageNotable Deals and Client SuccessFounding Crown Point PartnersClient Expectations in a Post-COVID MarketThe Importance of Real Estate FundamentalsCreative Problem Solving in BrokerageSuccess Stories and Marketing StrategiesCrown Point's Vision for the FutureCurrent Market Trends and OutlookSale-Leaseback Transactions ExplainedEssential Retailers and Drive-ThroughsGuiding 1031 Buyers in Today's MarketBuilding Market Expertise and NetworkingRapid Fire Questions and Closing Remarks About Shannon Bona:Shannon Bona is a Co-Founder and Managing Partner of CrownPoint Partners and serves as Broker of Record for Florida and Connecticut. Shannon is a nationwide investment sales advisor for commercial properties, specializing in net lease assets ranging from new construction to 1031 Exchanges. She has been involved in nearly $1 billion in commercial real estate transactions.With over a decade of experience in the commercial real estate industry, Shannon best serves her clients by combining her background in institutional real estate lending and investment sales experience. Shannon started her career at PNC Bank in Real Estate Lending, providing high level debt solutions to all product types for private and institutional clients. She then transitioned to investment sales at Marcus & Millichap, where she thrived as a team leader and received the Rookie of the Year award. Most recently, Shannon was promoted in Spring 2024 to First Vice President of her previous firm, where she led the net lease retail team. Shannon is a graduate of Villanova University, located in Villanova, Pennsylvania, holding degrees in both Finance and Real Estate. Since 2016, she has been an active council member for Villanova's Daniel M. DiLella Center for Real Estate. The Nova Next Council provides strategic guidance on the center's mission and activities, its impact on curricula at the Villanova School of Business, and the expansion of professional development opportunities available to VSB students in the field of real estate. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
Today we're going to be presenting a new offering on the Kay Properties marketplace located at www.kpi1031.com. The Kay Properties marketplace has many different Delaware Statutory Trust sponsor companies and their various offerings. So when investors log on, they can view current offerings from sponsor companies as Hines, Inland, NexPoint, Cantor Fitzgerald, Capital Square 1031, Exchange Right, and Hamiltion Point to name just a few. In this podcast we are going to be hearing from Cove Capital Investments, another Delaware Statutory Trust, 1031 Exchange, and 721 UPREIT sponsor firm whose offerings are also found on the Kay Properties marketplace. This podcast features the head of investor relations, Karen Brown, and Sam Simino, head of acquisitions as they describe the new Cove Essential Net Lease Portfolio 90 DST.
Despite shifting fundamentals and increasing economic uncertainty, Gordon Whiting of TPG Angelo Gordon says that net lease assets are providing downside protection. Tariffs, interest rates, and a volatile stock market are weakening commercial real estate investment sentiment and pushing capital back to the sidelines—but net lease assets are the silver lining. Gordon Whiting, founder and co-portfolio manager of TPG Angelo Gordon's net lease strategy and a recent recipient of GlobeSt.com's Influencers of Net Lease award, has an optimistic outlook on net lease investment opportunity this year. Whiting sat down to talk about the net lease investment market. In the interview, he explains: ● How the macroeconomic environment could affect net lease asset performance and investment ● Opportunity for sale-lease back deals as companies look to monetize real estate assets ● Why he is optimistic about net lease activity (and interest rates) in the second half of the year
In this episode, host David Abrams is in conversation with Dennis Cisterna, Managing Partner & Chief Investment Officer of Sentinel Net Lease for an engaging discussion about navigating the challenges of today's commercial real estate market, embracing technology, and enhancing customer experience. Dennis offers insights into addressing housing shortages through innovative solutions like modular housing and discusses how new technologies, including AI, are reshaping efficiency, tenant experience, and asset management.We explore the challenges facing today's commercial real estate market, from elevated interest rates to evolving office and retail sectors. As we look ahead, Dennis predicts transformative trends in office space supply and demand, emphasizing the growing importance of building-level intelligence and customer-centric approaches. Whether it's the resurgence of experiential retail or reimagining older properties, this conversation offers a roadmap for navigating the future of CRE.It's an episode packed with actionable insights and forward-thinking ideas—don't miss it!Subscribe to TEN so you never miss an episode of the Tenant Experience Network.
Twenty-year veteran net lease investment advisor Nancy Miller, CCIM joins show host Michael Bull CCIM in Studio One to share an update on the STNL market. Discussions include cap rates, financing, transaction volume, hot properties and tips for developers, buyers and sellers in 2025. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show
Enjoy this conversation with Ben Kogut, of Rooster Equity. Ben is focused on single tenant net lease properties in the retail, medical, and industrial space. He focuses on value add strategies by extending leases, capitalizing on rent bumps, and taking advantage of other value add strateiges to increase values. Connect with Ben:https://roosterequity.com/https://www.linkedin.com/in/benkogut/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
Episode Title: From Hockey Glory to 1031 Stories: The Net Lease PlaybookEpisode Overview: In this episode, BJ and Isaiah tackle two seemingly unrelated topics—hockey memories and real estate—but bring them together in their signature style. The conversation ranges from reminiscing about seventh-grade choir trips and boarding school hockey days to a deep dive into the current state of 1031 exchanges and the net lease market. BJ and Isaiah use their industry insights to break down the basics of 1031 exchanges, analyze recent market data, and discuss how this niche part of real estate impacts everyone from individual investors to large institutions.Highlights:Seventh Grade Choir & Cherry Hill Trips:Isaiah kicks off with a humorous story from his childhood choir days, sharing a trip to Cherry Hill and the adventures that came with it. This sets a relaxed, relatable tone before diving into real estate insights.Hockey Banter and Boarding School Memories:The hosts swap stories about hockey culture, including BJ's kids' budding passion for hockey and Isaiah's memories of East Coast prep school. They touch on the significance of hockey in their lives and even suggest a hockey-themed episode someday!1031 Exchanges Explained:BJ breaks down 1031 exchanges, covering how this tax-deferral tool enables real estate investors to defer capital gains when they reinvest in “like-kind” properties. This section is great for listeners unfamiliar with 1031 exchanges or those wanting a refresher on its role in wealth building.Real Estate Data Debate:The hosts discuss the challenges in tracking accurate 1031 data. Referencing sources like CoStar, BJ and Isaiah critique the accuracy of self-reported data and highlight how real estate trends aren't always as they appear on paper. They also share their approach at Northmarq for analyzing transaction volume and 1031 trends.Interest Rates and Market Dynamics:With rising interest rates, the hosts discuss the impact on 1031 transaction volumes and cap rates. They share insights on how institutions are benefiting from current market conditions as private investors become more cautious.Looking Ahead: New Podcast Studio and Video Format:BJ and Isaiah wrap up the episode with excitement about their new office space, featuring a dedicated podcast studio and plans to incorporate video into future episodes. The new setup promises visual aids like whiteboards for deeper dives into data and analysis.Key Takeaways:1031 Exchanges Are Declining: Rising interest rates have reduced transaction volumes in the 1031 market, impacting private investors but creating new opportunities for institutional players.Tracking 1031 Data Is Tricky: Reliable data on 1031 transactions is challenging to find, making it essential for investors to question sources and take self-reported data with a grain of salt.Net Lease Properties as a Strategic Hold: For investors in 1031 exchanges, net lease properties offer a flexible option, acting as a “holding vehicle” with strong liquidity, making it easier to defer taxes while seeking new investment opportunities.Institutional Wins: With fewer 1031 buyers in the market, institutions face less competition, positioning them to acquire assets at attractive rates.Quotes of the Episode:“This episode might be about real estate, but the hockey talk might steal the show!” — BJ“Net lease is the only real estate asset you can underwrite in a night with confidence. That's why it's the go-to for 1031.” — Isaiah“We live in a world of made-up stats. Numbers lie and figures lie. It's all mumbo jumbo.” — IsaiahDon't Miss: The playful banter on Cherry Hill trips and hockey practice, the thoughtful analysis on real estate's biggest trends, and the teaser about the new studio setup for future episodes!Call to Action:If you enjoyed this episode, don't forget to subscribe, share, and leave a review! Follow us for more updates and industry insights on net lease, 1031 exchanges, and everything in between. Join us next week for more #NetTakeaways.
Episode Notes:Title: Market Imbalances, Grocery Retail Boom & The Fed's Next MoveHosts: Bryn Feller and Isaiah HarfEpisode Overview: In this episode of Net Takeaways, Bryn and Isaiah cover major trends in the commercial real estate market, focusing on key shifts in supply and demand imbalances, the grocery retail segment, and the Federal Reserve's influence on market movements. Here are the main takeaways:1. Market Supply-Demand ImbalanceThe hosts analyze the growing inventory in the net lease retail market, which has surged from $9 billion in 2022 to over $24 billion in 2024.The imbalance between available inventory and actual sales is stark, with projected full-year sales for 2024 at just over $10 billion, representing only 40% of the available inventory.Bryn and Isaiah discuss how cap rates need to rise further to help clear inventory and create stability in the marketplace.2. Grocery Retail: The Hottest SegmentGrocery-anchored retail is the current "hot" segment in commercial real estate, drawing interest from institutional investors, family offices, and private investors.The trio of grocery real estate categories—single-tenant, multi-tenant, and shadow-anchored centers—perform differently, with all segments remaining strong despite inflation concerns.The hosts attribute the strength of the grocery sector to its essential nature in driving foot traffic and supporting service-based retail, which has helped brick-and-mortar retail stay relevant.3. Shrinking 1031 Exchange Participation1031 exchanges, which previously accounted for 60-65% of the net lease market, are now down to around 15-20%.The hosts explore how the market is adapting to fewer tax-motivated investors and the emergence of yield-motivated buyers. They predict that 2025 will be a banner year for opportunistic investors, with substantial profits likely in both retail and office sectors.4. Federal Reserve, 10-Year Treasury & Geopolitical RisksBryn and Isaiah discuss how the market has pre-empted the Federal Reserve's actions, with the 10-year treasury yield reacting more to economic forecasts than to the Fed's moves.They anticipate oil prices could rise further due to geopolitical tension in the Middle East, potentially leading to inflation spikes that could delay rate cuts.5. Lighthearted Banter:The episode concludes with a humorous segment about Hurricane Milton, the hosts' personal routines, and a reference to BJ's late grandfather. Despite the seriousness of the storm's impact, the conversation provides a fun and humanizing moment.Key Quotes:"The real 800-pound gorilla isn't Chairman Powell, it's inventory levels. Cap rates have to rise if we want to clear this stock.""Grocery-anchored retail is the hottest thing out there right now. It's the industrial of three years ago.""2025 will be the year we look back and say people made a killing by buying in this market."Actionable Takeaways:Investors should keep a close eye on cap rate movements as the market seeks balance.Grocery-anchored retail remains a safe bet for long-term growth and stability.While the future of 1031 exchanges remains uncertain, yield-based investment opportunities abound.Be mindful of the impact that global events, particularly oil prices, may have on inflation and the Fed's next moves.Next Episode Preview: In the next episode, BJ and Isaiah will dive into new trends in logistics real estate and discuss whether the industrial sector will continue its upward trajectory or face new headwinds.Closing Remarks: Like, share, and subscribe to Net Takeaways with Feller & Harf on your favorite podcast platform. Stay tuned for more insights into commercial real estate and market dynamics.
Episode 33: Fed Rate Cuts, Cap Rate Chaos, and Net Lease NightmaresKey Topics Covered:The Fed's Recent Rate Cut – We break down what the much-anticipated rate cut means for commercial real estate and why the excitement may be a little overblown. If you've secured fixed-rate financing recently, this news might not change much for you.Cap Rate Trends – With inventory levels in net lease markets skyrocketing, we explore how this supply surge is shifting investor behavior and driving up cap rates. Plus, we explain how market dynamics might lead to tougher decision-making for investors facing a glut of options.Net Lease Mistakes – From co-tenancy clauses to the dangers of relying on personal guarantees, we tackle the common (and costly!) errors that investors need to avoid in today's market. Learn why giving away control of your destiny can make deals unravel.Market Velocity – After a slow summer, deal-making is picking up. We discuss why commercial real estate transactions are starting to move again and the psychology behind it. Is FOMO driving buyers to jump in, or is it more about capital managers needing to deploy funds before the year ends?Fun Sidebar – Listen in as BJ and Isaiah debate the pros and cons of Apple Music vs. Spotify, share a laugh over car tech quirks, and celebrate how a little humor helps lighten heavy industry insights.Key Takeaways:The rate cut is old news—don't fall for the hype.Inventory overload in net lease is creating cautious (and choosy) investors.Co-tenancy clauses and personal guarantees can be sneaky pitfalls—know what you're signing.Market velocity is back, but is it for the right reasons?Mentioned in this Episode:July and August deal-making trendsInventory trends in net lease marketsCap rates: where they are and where they're headedPersonal guarantees and tenant financialsThe psychology of decision-making in an oversupplied market
Join Dennis Cisterna, Chief Investment Officer at Sentinel Net Lease, and Karly Iacono, SVP at CBRE, as they debate Sentinel's unique investment strategy. Listen in as they discuss the value of the office sector, geographical diversification, financing strategies and more. For convenience please see topics and related video time stamps below: Finding value in the office sector: 2:42 Geographical diversification: 7:16 Opportunity in net lease retail: 13:04 Sourcing deals and opportunities: 19:44 Fund structure and financing strategies: 22:26 Concerns for the next few years: 28:53 Product types Sentinel Net Lease is targeting: 32:06 Watch. Learn. Excel. Learn more about Sentinel Net Lease: https://sentinelnetlease.com/ Karly Iacono | Senior Vice President CBRE Investment Properties O (201) 712-5612 | M (201) 600-3237 karly.iacono@cbre.com Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal, defeasance or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders.
Enjoy this discussion with Ron Rohde, principal at Ronald Rohde Law. In this conversation, Jonathan and Ron discuss Ron's strategy with net lease industrial properties, trucking, IOS, and what it takes to be successful in this asset class. Connect with Ron:https://www.youtube.com/c/ronaldrohdelawhttps://twitter.com/rohde88Click to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
Welcome to the Car Dealership Guy Podcast. In this episode, I'm speaking with Mark Pomella, Vice President at SAB Capital where we discuss: The $30B market hiding within dealerships, How private equity values car lots, Dealership real estate tax hacks and much more. This episode of the Car Dealership Guy Podcast is brought to you by: OPENLANE - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. New to OPENLANE? Sign up now and receive a $350 buy fee credit. Learn more at https://www.openlane.com/ Cars Commerce - The platform to simplify everything about buying and selling cars. Learn more at https://www.carscommerce.inc/ SAB Capital -SAB Capital is a brokerage powerhouse of experienced investment sales professionals providing advisory services that create an impact across a variety of sectors and asset classes consisting of Net Lease, Retail, Industrial, Affordable Housing, Leasing, 1031, Sale Leaseback, and Capital Markets. Learn more at https://www.sabcap.com/ Interested in advertising with Car Dealership Guy? Drop us a line here Interested in being considered as a guest on the podcast? Add your name here Topics: (00:00:00) - Intro (00:01:38) - The state of the commercial real estate market today (00:04:16) - Mark's role at SAB Capital (00:05:48) - What are sale lease-backs? (00:07:30) - Why are dealers looking to sell their real estate as a form of financing? (00:09:48) - What is a dealer paying on average in a mortgage as a percentage of sales? (00:12:19) - Are you targeting any specific regions of the country? (00:18:51) - How does selling the real estate impact the value of the dealership? (00:22:02) - Tax consequences (00:23:05) - How do sales impact the experience of the facility? (00:25:13) - What regions and brands are performing well right now? (00:27:09) - Who are the people buying these properties (00:32:01) - How are you getting deals across the table in this market state (00:33:22) - Closing thoughts Check out SAB Capital here. Check out Car Dealership Guy's stuff: CDG News - https://news.dealershipguy.com/ CDG Jobs - https://jobs.dealershipguy.com/ Instagram - https://www.instagram.com/cardealershipguy/ TikTok - https://www.tiktok.com/@guydealership X - https://x.com/GuyDealership LinkedIn - https://www.linkedin.com/company/cardealershipguy/ Everything else - dealershipguy.com This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
In this episode, Jonathan sits down with Dennis Havrilla, a former professional football quarterback turned successful investor, to delve into the world of net lease retail investing.They explore how to identify high-quality tenants, the nuances of this unique investment strategy, and the pivotal role mentorship plays in both personal and professional growth. Whether you're a seasoned investor or just starting out, this conversation offers valuable insights that can help you make informed decisions and foster meaningful connections in your journey.In this episode, we discussed:The benefits and challenges of net lease retail investments.Dennis shares his journey from the football field to the world of finance and investing.Strategies for building a sustainable and profitable investment portfolio over time.CONNECT WITH DENNIS:Email: dennis@havrillacommercial.comWebsite: https://havrillacommercial.com/Social Media Links - InstagramCONNECT WITH JONATHANTo connect with Jonathan, you can send an email to info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time!
Introduction:BJ Feller and Isaiah Harsh open the episode with a casual conversation about Lollapalooza in Chicago.The hosts introduce the main topics: zombie pharmacies in NYC, unemployment and interest rates, and the impact of technology in commercial real estate.Zombie Pharmacies in New York:Discussion on the New York Times article about 222 dark big-box pharmacies in NYC, with specific statistics on their distribution across boroughs.Analysis of the negative impact on urban retail vibrancy and sales tax revenue.Exploration of the rise of independent pharmacies filling the void left by major chains.Economic and Market Updates:Review of the latest jobs report showing 110,000 jobs added in July, below the projected 170,000, and the potential implications for unemployment and Federal Reserve policy.Discussion on the drop in the 10-year Treasury yield and its impact on financing conditions in commercial real estate.Insights into how these economic shifts might affect cap rates, particularly in multifamily, retail, and office sectors.Placer.ai and Real Estate Analytics:Debate on the growing reliance on Placer.ai data in the retail investment world.Concerns raised about the accuracy and overdependence on cell phone data for retail traffic analysis.Emphasis on the importance of considering traditional metrics like unit-level sales performance and market rent comps.Closing Thoughts:The hosts conclude with a discussion on Q4 market expectations, highlighting the potential for increased deal activity due to lower interest rates.A light-hearted segment on favorite desserts, with a special mention of Joe's gluten-free options and RPM Steak's chocolate cake.Listener Engagement:Encouragement for listeners to provide feedback and questions for future episodes.This episode provides a comprehensive overview of current trends and challenges in the commercial real estate market, with a blend of serious analysis and entertaining banter.
This episode explores the latest net lease trends in commercial real estate with Darpan Patel, Senior Vice President of Investments at Marcus & Millichap.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, host Yannis Papadakis converses with Darpan about his journey in commercial real estate. Darpan shares his career progression from banking to becoming Senior Vice President at Marcus & Millichap, the formation of the Patel-Yozwiak Group, and the importance of mentorship. The discussion also explores the current state of the net lease market, the benefits and risks associated with net lease investments, and Darpan's advice for investors and brokers navigating today's challenging economic landscape. Meet Darpan Patel: Career HighlightsDarpan's Journey into Commercial Real EstateMentorship and Career LessonsWork Ethic and Team DynamicsThe Patel-Yozwiak Group: Formation and Market InsightsNet Lease Sector: Trends and OutlookRapid Fire Questions and Closing Remarks About Darpan Patel:Darpan Patel joined Marcus and Millichap as an Associate in April of 2012. He was promoted to Senior Associate in April 2016, elevated to First Vice President Investments in July 2019 and Senior Vice President in May 2023.Since joining Marcus & Millichap, Darpan has closed more than 350 transactions equating to more than $725 million of property sales in 40 states. His clients include developers, high net-worth investors, syndicators, medical professionals, private equity funds and private investment groups.Mr. Patel and his partner, Mr. Yozwiak, joined together in 2020 to form the Patel-Yozwiak Group of Marcus & Millichap. They lead a team of professional consultants that provide advisory services across the entire net leased sector. They have breadth and depth of experience in retail, restaurant, office, industrial, medical and hospitality. The team has closed in excess of 650 transactions valued in excess of $1.4B, across 40 states.Darpan graduated from the University of Cincinnati with a Bachelor of Business Administration, with a focus in Finance and Investments. He is a member of the International Council of Shopping Centers and in 2020 he received the ICSC Certified Retail Real Estate Professional (CRRP) designation, awarded to those with a high level of industry fluency.The Patel Yozwiak Group is quite active in supporting charitable and non-profit organizations, including Feeding America, Cincinnati Center for Autism, Cystic Fibrosis Foundation, The Point Arc, St. Judes, Feeding Tampa Bay and numerous other local organizations. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
In this episode Feller & Harf explore the latest news in Sak's and Nieman's big merger and what it means for the mall and retail landscape more broadly. The latest Big Lots filing hales trouble ahead, what it means for the discount retail world. And what BJ & Isaiah are watching in the months ahead.
In this conversation, Jonathan talks with Dennis Havrilla, former professional football quarterback. The two discuss unique investing strategy of net lease retail, identifying quality tenants, and the power of mentorships in our personal and professional lives. Connect with Dennis:https://www.instagram.com/dhavrilla4/Click to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
A Closer Look at Essential Net Lease 81 and San Antonio Multifamily 74 DSTs Chay Lapin, President of Kay Properties & Investments describes two new debt-free Delaware Statutory Trusts offerings that include the Essential Net Lease 81 DST and the San Antonio Multifamily 74 DST.
Enjoy this conversation with Laith Hermez, founder of Ironside Realty. Laith focuses on buying single tenant net lease deals in great locations with great tenants. In this conversation, Jonathan and Laith discuss the opportunities in STNL right now, buying all cash, developing a competitive advantage, and the future of STNL. Connect with Laith:https://www.linkedin.com/in/laith-hermiz-00709b54/https://twitter.com/LaithHermizCEOhttps://www.ironsiderealty.com/https://twitter.com/IronsideRealtyLaith@ironsiderealty.comClick to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
Today, Laith Hermiz joins us to share his incredible experience in retail development and expertise in seizing opportunities in the retail space!Laith discusses how he continues to thrive in the single-tenant net lease despite some challenges in the market, the present and future trends in the retail business, and more insights that will help you stay ahead of the game in this asset class. Key Points & Relevant TopicsLaith's extensive background in real estate developmentHow to stay ahead of the competition in the single-tenant net lease spaceThe future of single-tenant net lease and retail real estateThe impact of online sales and businesses on retail real estateWhat's the real challenge in the market today and what makes Laith optimistic in the retail spaceCurrent trends and future opportunities in the STNL spaceThe importance of networking, taking risks and action, and starting early in real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Laith HermizLaith Hermiz founded Ironside Realty to transform long-term relationships into high-quality development projects and acquisition opportunities. As founder and Chief Executive Officer of Ironside Realty, Laith is responsible for the execution of company strategy, including implementing and directing all development and investment transactions and guidance for all asset management activities. Mr. Hermiz has a diverse background in commercial real estate both in the public REIT and private sectors. He has acquired and developed over $2 billion worth of STNL retail, shopping center, mixed-use, and industrial projects. Prior to founding Ironside Realty, Mr. Hermiz served as Chief Operating Officer and Executive Vice President with Agree Realty Corporation. During his time at Agree Realty, he was integral in the company's growth from 73 properties to over 1,600 properties in just over 11 years. He served as the point person to all major retailers, establishing invaluable, enduring relationships throughout the industry. Prior to Agree Realty, Mr. Hermiz held positions as Vice President of Development and Redevelopment with Ramco-Gershenson Properties Trust, a large shopping center REIT. Mr. Hermiz holds a B.S. from Loyola University, Chicago, and a Juris Doctorate from the University of Detroit-Mercy School of Law. He is a licensed attorney and real estate broker in the state of Michigan and an active member of the State Bar of Michigan and the International Council of Shopping Centers. Get in Touch with LaithWebsite: https://www.ironsiderealty.com/ Email: laith@ironsiderealty.com LinkedIn: Laith HermizTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!
Brian Brisky is the founder of Brisky Net Lease. In this conversation, Brian and Jonathan discuss the challenging times that net lease is having, where opportunities lie, the future of pharmacies, how institutional players are acting right now, and how a client-centered approach has led to huge growth for Brisky Net Lease. Connect with Brian:https://brisky.com/https://www.linkedin.com/in/brian-brisky-7a486680/Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
This episode covers deal insights and need-to-know trends in Tampa Bay's net lease market with Ari Ravi of RIPCO Real Estate.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. Host Ashley Kopovich sits down with Ari Ravi for an in-depth discussion on his journey and expertise in commercial real estate. Ravi reflects on lessons learned from his career path and shares insights into the importance of mentorship, relationship building, and a client-focused advisory mindset in the CRE sector. The conversation also covers the resilience and opportunities in the CRE market, particularly in net lease assets and the evolving dynamics of the Tampa Bay area as a desirable investment location. Their wide-ranging discussion includes: Meet Ari Ravi: His Journey Through Commercial Real EstateAri's Origin Story: From Door-to-Door Sales to CRE SuccessThe Power of Mentorship and Learning from FailureBuilding a Career in CRE: Hard Work, Commitment, and BalanceInvesting in Relationships: The Key to Success in CREStarting Strong in CRE: The Value of a Tough MarketTeam Development and Leadership: Ari's ApproachBuilding a Supportive Team: The Importance of MentorshipThe Power of Respect in Professional RelationshipsNavigating the Tampa Bay Real Estate Market: Trends and InsightsThe Resilience of Net Lease Assets: A Deep DiveThe Impact of Economic Conditions on Real Estate InvestmentsRapid Fire Questions: Insights from a Real Estate ExpertFinal Thoughts: The Best Time to Enter Real EstateAbout Ari Ravi:Ari Ravi joined RIPCO Real Estate Services in December 2022 with a focus on investment sales for multi-tenant and single-tenant assets.Ari entered the commercial real estate industry with Prudential Commercial Real Estate FL in 2008 specializing in sales and leasing for office and retail buildings in the Tampa Bay MSA. From 2013-2019 at Marcus & Millichap, Ari was an investment sales agent before moving into a Regional Manager position overseeing the Tampa office until 2019, where he experienced revenue growth every year.In 2019, Ari joined CBRE where he specialized in investment sales with a focus on multi and single tenant retail/office assets. During his tenure at CBRE, he closed approximately $200 million in transaction volume.Ari received his bachelor's degree from the University of Florida's Warrington College of Business. Previously, he attended Berkeley Preparatory School in Tampa. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
Are Single-Tenant Net Lease Properties Right for Your Investment Portfolio?This episode of the Real Estate Syndication Show dives deep into this investment strategy with Laith Hermiz, the President and Founder of Ironside Realty. With a whopping $2 billion in transactions under his belt, Laith offers invaluable insights on the evolution and current state of the STNL retail market.Laith's journey started in real estate law before transitioning to development with major REITs. This experience fueled his passion for STNL, leading him to launch Ironside Realty in late 2021. Their focus? Acquiring prime STNL assets nationwide, with a keen eye on the ever-changing retail landscape.Key Takeaways on the STNL Retail Market:Evolving Net Lease Landscape: The STNL sector is booming, attracting new investors and specializing in various submarkets like medical, industrial, and retail.Market Shift: A slowdown in deal volume and a widening price gap between sellers and buyers mark the current market. Rising interest rates favor all-cash buyers.Investment Strategies: Ironside Realty prioritizes essential service retailers with established e-commerce platforms and inflation-resistant lease structures. Creditworthiness and long-term property value are key considerations.Building Relationships: Laith emphasizes the importance of industry connections for accessing off-market deals and gaining a competitive edge.Challenges and Opportunities: While rising interest rates pose a hurdle, they also even the playing field by increasing borrowing costs for institutional investors. Value buys exist in specific sectors like dollar stores and car washes.Connect with Laith Hermiz on LinkedIn or visit Ironside Realty's website at www.ironsiderealty.com to learn more about STNL investment strategies.Thank you for tuning in! Remember to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Visit lifebridgecapital.com to start investing today.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
Kay Properties & Investments Betty Friant, Managing Director and Executive Vice President and Matt McFarland, Senior Vice President discuss in detail two current debt-free DST offerings from Kay Properties & Investments. Debt-Free DST Offering Number One: The first offering is for a Pepsi Distribution DST 64. This Net Lease Distribution DST is located in Frankfort, NY and is a 61,000 square foot industrial building with brand new construction. This asset has a current 10 year net lease on the property and is eligible for a 721 Exchange Rollup as a potential exit strategy. Debt-Free DST Offering Number Two: The second offering is for Florida Net Lease 72 DST. This asset currently has a new 20-year net lease in place that is corporately guaranteed with annual rental increases. Located in the Miami MSA, this net lease is for a Guidepost Montessori school.
Welcome to a captivating episode of the “Inner Edison Podcast,” where we're about to dive into a thought-provoking discussion with real estate maven Agostino Pintus. Today, we're peeling back layers on how to build wealth through property investment, with Agostino sharing his multifaceted approach to acquisition, development, and net lease, focusing on assets that provide steady returns and withstand economic fluctuations. As someone who transitioned from a corporate IT job into the multilayered world of real estate, Agostino brings to the table a treasure trove of experience, from nurturing small multifamily deals to managing big syndications. Strap in as we dissect the practical tactics behind his successful ventures, and learn about his educational endeavors that guide aspirants in navigating the real estate space. We'll confront the tough questions too—Ed Parcaut doesn't shy away from the realities of a post-pandemic market and the ongoing dialogue on issues like housing, a shifting political landscape, and the critical need for proactive leadership. Together, we'll explore the value of cash flow investments, the significance of having multiple sources of passive income, and the strategic importance of property classification and market understanding in achieving real estate success. Join us in this engrossing conversation that goes beyond properties and profits, touching on social dynamics, the evolution of political parties, and the pertinence of educating the next generation on historical and economic matters. It's an episode filled with stories of real-world triumphs, insights into smart investments, and reflections on the broader implications of current trends. Whether it's understanding the potential of your first duplex investment or untangling the complexities of rent control in California, this podcast promises to enlighten, inform, and inspire. And as our world becomes increasingly unpredictable, grab the chance to gain clarity on securing your financial future, right here, on the Inner Edison Podcast. Follow Ed on all social media outlets @EdParcaut Need more information? Please visit https://www.edparcaut.com #EdParcaut #InnerEdisonPodcast #AgostinoPintus #RealEstateInsights #InvestmentStrategies #CashFlowInvesting #RealEstateEducation #PassiveIncome #SyndicationConcerns #PortfolioBuilding #RealEstateMentorship #AcquisitionsDevelopment #NetLeaseInvestments #OffsettingInflation #MultifamilyRealEstate #AssetClassification #RealEstateProfits #HomeownershipSecurity #EconomicOutlook #LuxuryRentalsAffordability #RealEstateJerky #WealthThroughRealEstate #PoliticalEconomyImpact #RealEstateMasterminds #ReaganLeadership #SuperBowlTalk #ElectionUncertainty #SocialismShift #VeteransAndVA #HistoricalPoliticalEducation #CashflowVsAppreciation #BuildingEquity #LeveragingHomeEquity #WorkforceHousingChallenges #PropertyDevelopmentFocus #LandlordStereotypes #DuplexInvesting #RentControlIssues #CaliforniaRealEstateMarket #BulletproofCashflow
Twenty-year veteran net lease investment advisor Nancy Miller CCIM joins show host Michael Bull CCIM in Studio One to share an update on the STNL market. Discussions include cap rates, financing, transaction volume, hot properties and tips for developers, buyers and sellers in 2024. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show
Today, my guest is Michael Salafia. Michael is the Founder and Managing Partner of Stax real estate LLC, a platform for sale leaseback of single tenant Net Lease real retail assets, located in Miami Beach. And in just a minute, we're going to speak with Michael Salafia about the benefits of triple net sale lease backs for both investors and tenants.
Ash Patel and Dan Lewkowicz discuss Dan's real estate journey and expertise in net lease investments. They explore strategies for risk mitigation and profit maximization in single tenant properties, comparing them with multifamily assets. Dan offers practical advice for investors in the retail and net lease sectors, emphasizing the importance of analyzing tenant and property health. Dan Lewkowicz | Real Estate Background Senior Director | Encore Real Estate Investment Services Based in: Birmingham, Michigan Say hi to him at: LinkedIn Best Ever Book: Think And Grow Rich by Napoleon Hill Greatest Lesson: Having to start over as a CRE broker after getting out of house flipping. Sponsors BAM Capital
Get ready for another route to invest in real estate as we've invited the Godfather of Blockchain Real Estate, Michael Flight, to talk about the future of tokenization, his deep knowledge of NNN investing or triple net properties, and diversification strategies investors can take advantage of. Leverage the power of technology by tuning in to this episode!Key Points & Relevant TopicsMichael's journey as a retail real estate broker to getting into blockchain technologyWhat is blockchain technology and how does it work in real estateAn electronic marketplace to trade and purchase real estate shares Is there a fee associated with trading and selling tokenized assets?Why does it take a year to trade an asset or share in the marketplace?The future of tokenization in the financial and investment industryDifferences between tokenized assets and cryptocurrencyBest real estate assets for diversification in terms of tokenizationBenefits of investing in Triple Net Lease (NNN) properties Possible reasons why people owning shopping centers and retail properties exit despite good NOI and cash flowAdvantages of investing in debt fundsAdvice for investors to prepare for a possible recessionResources & LinksInvest on Main Marketplace: https://iom.ai/ Nothing But Net - Triple Net Show: https://nothingbutnet.us/ Blockchain real estate report: https://investonmain.com/real-estate-tokenization-report/ Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Michael FlightMichael Flight is a real estate expert who has been named the Godfather of Blockchain Real Estate by Forbes Crypto. Michael is the founder of the Blockchain Real Estate Summit and co-founded Liberty Real Estate Fund, a Net Lease Property Security Token which has revolutionized real estate investing with access to stable & tradable private real estate. With over 35 years of experience, Michael is a seasoned entrepreneur specializing in retail real estate investment, redevelopment and a real estate tokenization pioneer. In 1990, Michael co-founded Concordia Realty Corporation, which has partnered with the world's most prominent banks, insurance companies, hedge funds, and institutional investors to deliver many successful projects. Michael is also the co-host of the Nothing But Net - NNN Show podcast, which educates about triple net/net leased properties. Michael's expertise has been recognized in media outlets such as CNBC, Real Vision, CEO Magazine, Yahoo Finance, CrowdFund Insider and others. Michael has been elected to public office, served on real estate investment advisory boards for two non-profits, and is a founding board member for Freedom of Life, a Romanian NGO that helps alleviate human trafficking. Get in Touch with MichaelLinkedIn: Michael FlightWebsite: https://investonmain.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!
On this episode of the Impact Real Estate Podcast presented by Jackson Lucas Executive Search, we take a look at the Net-Lease space with a key voice in the field, Bill Dioguardi, Chairman and CEO of Four Springs Capital Trust. Bill truly has his hand on the pulse of all things real estate and he walks us through recent shifts in the RE world that will have an impact on the way we do business. Apple Podcasts: https://apple.co/3I3nkG9Spotify: https://spoti.fi/35ZJGLTWeb: https://www.jacksonlucas.com/podcast/bill-dioguardi03:11 - Use of capital04:36 - 4 decades of an interesting career 08:08 - The net lease space 15:41 - Dramatic and quick world shifts 18:19 - Fabric of the global world 22:07 - The wake-up call 25:50 - The biggest challenge for CEO 27:19 - Diluting the wine31:27 - Data-drive decisions 34:08 - The Hot Seat presented by KK Reset
Today's topic is net lease investments, and we're joined today by Sharon Kilmer, a managing director on TPG Angelo Gordon's Net Lease Real Estate team.
Ever wonder how the world of net lease properties operates or how you can navigate it? Prepare to gain valuable insights from our experienced guest, Russell Wachtler from NNNPro Group. With his two decades of experience in the industry, you'll be guided through the ins and outs of net lease asset class. We explore underwriting, 1031 exchanges, sale leasebacks, bonus depreciation, and much more. We also dive into the impact of rising interest rates on capital cost and cap rates, providing a fresh perspective on how local credit unions might offer better terms. It's a power-packed discussion that will leave you equipped with the knowledge to succeed in the net lease space.1:50 - Interest Rates5:15 - Net Lease Asset Class11:09 - Exploring Sale Leasebacks and Net Lease16:20 - Net Lease Tenants Scenarios and Examples29:45 - Buyer Profiles33:40 - Net Lease Tax Strategy: 1031 Exchanges and Bonus Depreciation44:29 - Retail Repositioning and Development55:00 - Creative Real Estate Strategies and OpportunitiesContact: Russell Wachtler(o) 332.345.4206 | (c) 646.643.0418(e) rwachtler@nnnpro.comFollow IPRG: @iprg_nywww.IPRG.com
Ever wonder why triple net leases are considered a preferred choice for many seasoned investors? Our episode today features a riveting discussion with Dan Lewkowicz, a seasoned expert in net lease investments and a Senior Director at Encore Real Estate Investment Services. He decodes the attractiveness of triple net lease investments, particularly to sizable institutions, highlighting their predictability and built-in rental escalations.Setting our sights on the broader economy, we dissect the impact of interest rates on the real estate market. Lewkowicz sheds light on the disparity between the federal funds rate and cap rates, and we dive into the landscape of residential real estate, Dow and Nasdaq, as well as the sentiment of the Federal Reserve. We also tackle the topic of distressed real estate assets - a niche that holds promise if navigated strategically. Lewkowicz impresses upon the importance of property evaluation and cultivating strong broker relationships for optimal gains.To cap off our episode, we go deeper into the benefits of triple net investments, looking at how value can be added. Lewkowicz illustrates this with an example of a Walgreens property in Cleveland, Ohio and the 'blend and extend' strategy that led to a substantial equity gain. We also explore how LinkedIn can be leveraged for real estate success. And finally, in a climate of market uncertainty, we share insights on staying informed and drowning out the noise. Looking to expand your knowledge of net lease investments and gain valuable insights from industry expert Dan Lewkowicz? Click here to tune in to the full episode and unlock a wealth of knowledge that can help you thrive in real estate investing! https://lifebridgecapital.com/2023/08/09/net-lease-investing-for-stable-and-predictable-returns-dan-lewkowicz/https://lifebridgecapital.com/2023/08/10/value-add-commercial-real-estate-with-blend-and-extend-amendments-dan-lewkowicz/VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
Dean has successfully brokered the sale of over $4 billion in retail properties in 38 states across the country and leads the firm's regional retail team. He has established himself as one of the top retail agents in the firm, consistently ranking in the Top 30 of the 1,800+ agent pool in the firmUnique and challenging assignments include the disposition of a 17-property leasehold portfolio in the great recession, the sale of the infamous Watergate shops and parking in Washington, D.C., and multiple sale leaseback assignments for Wawa Corporation.Connect with Dean:https://www.marcusmillichap.com/advisors/dean-zanghttps://www.linkedin.com/in/dean-zang-03b3534/Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan. Before forming The Lewkowicz Group of Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is Senior Director of The Lewkowicz Group of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores. Dan has five lovely children and resides in Birmingham, Michigan with his wife Brady Lewkowicz and enjoys running, boxing, lifting weights, yoga, and playing acoustic guitar. HIGHLIGHTS IN THE SHOW: 00:00 - Intro 01:35 - Dan's Background 04:29 - Impact Equity Ad 04:57 - Net Lease 06:30 - Absolute Triple Net Lease 12:10 - Getting Started, Passive Investor 13:49 - Funding Triple Net 17:56 - Qualified Investor 21:40 - DSCR 22:46 - Insurance and Taxes 25:00 - Graduating to Net Lease Investments 26:30 - Current Market Trends 28:39 - Analyzing Deals 30:49 - When Leases Expire 32:46 - Returns 37:30 - Educational Resources 39:28 - Bucket List 40:04 - How to Invest 100k 41:18 - Connect With Dan CONNECT WITH OUR GUEST:https://www.linkedin.com/in/dan-lewkowicz/ CONNECT WITH OUR HOST: Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor ---------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/
Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds. Show notes & transcript: https://opportunitydb.com/2023/08/hannah-kirby-277/
Unravel the mystery of net lease investing with seasoned professional, Dan Lewkowicz from Encore Real Estate Investment Services. With a 15-year track record in the industry, Dan offers his expert insights into asset classes such as shopping centers and medical office buildings. He highlights the importance of a skilled team and unwavering determination in securing successful deals.Imagine knowing your rent costs for the next two decades - doesn't that sound like a dream? With triple net leases in commercial real estate, this dream can become your reality. Dan provides an in-depth comparison between these and multifamily investments, demonstrating why the former is a more secure and dependable asset class. He also provides a comprehensive analysis of the current real estate market climate, offering an economic forecast for the next 6 to 18 months.Our conversation concludes with a discussion on the importance of cultivating relationships with top clients. Dan shares his valuable advice for brokers on the benefits of allowing trusted buyers first access to new deals, ensuring smoother transactions. We also explore the concept of commercial property value and how to accurately assess it.Don't miss out on this opportunity to learn from one of the best in the business. This is a must-listen for anyone interested in the world of net lease investing. Connect with Dan on LinkedIn today. Expand your network, gain valuable insights, and start a conversation that could elevate your investment knowledge. Your journey into mastering net lease investing begins with this click!VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
As a commercial real estate broker specializing in multi-tenant leases, Dan Lewkowicz joins us to share his expertise in net lease investing and its distinction with multifamily investing. So if you're looking for a new investment opportunity, this episode may be perfect for you!Key Takeaways to Listen forNet lease property investment vs. multifamily real estate investingTips for determining property value in today's marketHow to evaluate potential deals before purchasing themWhat buyers should keep in mind when working with brokersNet lease market overview and opportunities for conversionResources Mentioned in This EpisodeDisability Made EasyThe NNN Triple Net Property Book by Alan Fruitman | PaperbackCRE Pro CourseFree Apartment Syndication Due Diligence Checklist for Passive Investor About Dan LewkowiczDan is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking,” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.He is the senior director of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, pharmacies, quick service restaurants, automotive repair, parts stores, and resorts. Dan has five lovely children and resides in Birmingham, Michigan, with his wife, Brady Lewkowicz and enjoys running, boxing, lifting weights, yoga, and playing acoustic guitar.Connect with DanWebsite: Encore Real Estate Investment Services LinkedIn: Dan LewkowiczPhone Number: (248) 943-2838To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams
Today Guests Craig Berger & Michael Reyna talk about which things he should keep an eye open for on a first walk though, also they dive into what's different now compared to other recessions, and what their motivations are for getting into multifamily. Interested in learning from me? Visit https://www.thetribeoftitans.info/coachingJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on April 21, 2023----Your host, Brian Briscoe, has been a general partner in 1000+ units worth over $100 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedIn----Craig BergerCraig Berger has been an active real estate investor for more than 15 years and founded Avid Realty Partners in 2015 to build scale across Multifamily, Hotel, and Net Lease assets. Here, Craig oversees all of Avid Realty's deal sourcing & underwriting, fundraising, capital markets, operations, and asset management activities. Avid Realty Partners has assembled a topflight management team with substantial experience across multifamily, student housing, LIHTC, and fortune 500 operations, among others. Avid Realty has grown its portfolio meaningfully with roughly 2,000 multifamily apartments acquired to date totaling more than $275M of project capitalization. Learn more about him at: https://avidrealtypartners.com/----Michael ReynaMichael graduated in 2021 with a BA from Mid-America Christian University. From a young age, hard work and grit is something that has been instilled. Being a student athlete has equipped him with the abilities to perform in high paced situations. He knows the importance of a team and having strong relationships is vital to reaching a common goal. He's also built a successful YouTube channel with thousands of subscribers and millions of views. Michael was born and raised in Oklahoma City, Oklahoma. He's the Co-founder and managing partner of GR Property Investments.Learn more about him at: https://www.linkedin.com/in/michael-reyna-576b21236/
Christine Bellish and her husband Danny, are co-founders of The Bellish Team, a real estate investment firm dedicated to helping passive investors preserve and build wealth through strategic real estate acquisitions. As former NYC advertising executives, they spent 15 years managing multi-million-dollar marketing budgets for some of Fortune 500's most recognizable brands but decided to pivot into real estate in 2018 in pursuit of more passive income. In 2021, in their first eight months as general partners, they raised $3M in private capital from passive investors. [00:01 - 01:13] Opening SegmentWe welcome, Christine Bellish!Christine and her husband Danny have been in real estate for about 5 years[01:14 - 30:32] Exploring Net Lease Funds For Reliable Cash FlowMeeting people and attending networking events can lead to unexpected opportunitiesSyndication involves active involvement in raising capital and due diligenceNet lease properties are leased by essential businessesGood customer service and a genuine personality are important in sales and marketing[30:33 - 36:54] THE FINAL FOURWhat's the worst job that you ever had?Worked at a recruiting companyWhat's a book you've read that has given you a paradigm shift?“Rich Dad, Poor Dad” by Robert KiyosakiWhat is a skill or talent that you would like to learn?Working on her patienceWhat does success mean to you?Christine says, “It's similar to what true wealth means to me, which is really time freedom.”Connect with Christine Bellish:Website: The Bellish TeamLinkedIn: Christine BellishFacebook: @thebellishteamInstagram: @thebellishteamTikTok: @thebellishteamLEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:“People want good customer service, good client relations... And I think that being relatable is really important. So, storytelling is really important.” – Christine Bellish“Boring is good. Boring is reliable.” – Christine BellishSupport the show
In this Topical Tuesday's episode, I spoke with Harsh Hemnani who is an Equity Research Analyst at Green Street covering net lease properties. Be sure to tune in if you're interested in learning about: The most exciting new trends that are currently seen in the net lease investment space Strategic changes that net lease REITs are employing at the moment How private market investors can study REITs to get a leg up on their competition How cap rates differ across net lease properties based on property type and location How net lease properties are expected to perform in the future, based on different potential economic outcomes To your success, Tyler Lyons Resources mentioned in the episode: 1. Harsh Hemnani Website Interested in investing in ATMs? Check out our webinar. Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital? Check out our new FREE webinar - How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group
The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa Guidelli
With the help of plans A, B, C, and D, she has been able to be successful in building passive income while she built her professional career. In addition to her real estate journey, she shares her advice, stories, and tips on how to build wealth while taking care of your agents. Ladies, this episode is filled with tips, advice, and encouragement for women who want to get into real estate investing. Today's guest is Irene Lambiris, MD. Irene is an internal medicine physician and full-time real estate investor. Her parents, tailors by trade, started buying properties when she was seven years old, growing up in the multifamily space. In her 20's, she read Kiyosaki and Lechter's Rich Dad, Poor Dad, starting her passion for real investment. As soon as she finished medical training, she paid for her education by creating a real estate portfolio and reaching financial freedom. Her mindset is: “I don't have to work, but I choose to because I love what I do”. Passionate about educating people, she constantly engages in conversations with high-income earners, teaching them how they can reduce taxes by being full-time real estate investors. Quotes· “But how important is it to keep the end in mind; and what are we doing this all for? Not just a paycheck, we're doing it to build our own wealth”. (03:57 - 04:04)· “One of the lessons I've learned was not to be afraid and really to start educating myself as much as possible". (07:09 - 07:19)· “When I started pivoting and realizing I could do bigger and I could do more. I just needed to get the right team”. (07:57 – 08:04)· “I always go with my gut and the numbers, so having a good team that you have a good relationship with someone that you trust [is important]”. (42:42 - 42:50)· “If you have the liquidity and you wanna park your money safely, it's to look at investment”. (47:10 - 47:14)· “Work with banks and get your goals in order. You have to be prepared”. (47:17 - 47:23) Connect with Irene:Website: www.healthandwealthmd.comEmail: healthandwealthmd@gmail.comLinkedIn: https://www.linkedin.com/in/irene-lambiris-394b94190Facebook: https://www.facebook.com/irene.lambiris.1/Instagram: https://www.instagram.com/healthandwealthmd/ Resources Mentioned:White Coat Investor Podcast by Dr. Jim DahleRich Dad Podcast by Robert and Kim KiyosakiThe Passive Income MD Podcast by Peter Kim, MD Wealth Formula by Buck Joffrey Irene's syndicators:· Andrew Davis: andrew@passiveinvesting.com· Whitney Sewell Life Bridge Capital: deana@lifebridgecapital.com · HardMoneyLoans investing:o Rob Fuller ROI property group: Rob@roipropertygroup.com · NNN commercial property investing:o Mike Kocur for NNN investing: Mkocur@westwoodnetlease.com · ATM investing:o Buck Joffreys team: madalyn@wealthformula.com · Deferred sales trust/ installment trust: Todd@bluehatwealth.com Missed InvestHER CON 2022 or just want to relive the experience? Don't worry! Get instant access to the InvestHER CON 2022 recordings and enjoy tons of transformational sessions with incredible women investors!https://www.therealestateinvesther.com/offers/PDh8G6eE/checkout 1) InvestHER CON 2023HOLIDAY EDITION!*Get a ticket to IC2023 and receive access to the 2022 recordings immediately!How to spot a good deal from a bad deal? - Kim Kiyosaki + HANDOUTWhy 10x Is Easier Than 2x - Shannon Waller + HANDOUTAnd much MORE! Here is what you can expect at InvestHER CON 2023:Pre-event network2 Full days of transformational experiencesAccess to over 20 Sessions with Keynotes and SpeakersRecordings from all sessionsAccess to investors, mentors, and influencersMindful networkingOpportunities to connect with our sponsors + vendorsCoffee and Lunch includedFinal Reception: Red PartyLive 30-day Group Accountability Virtual Session with the Founders Liz and AndresaExclusive Breakfast for STRIVE members only."InvestHer CON was truly a transformative experience. I have felt so alone for so long and now I feel like a have a community of support. I don't have to be the master of everything and take it all on my shoulders, I just have to do what I am excellent at." Heather Giammichele We reserved the entire resort for us! Join us in Scottsdale, Arizona, May 18-19. Get your ticket today!https://www.therealestateinvesther.com/investhercon*Promotion ends on Dec 31st at midnight EST2) The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses, and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves. Subscribe via:Apple Itunes SpotifyAmazon MusicAndroid Stitcher 3) The Real Estate InvestHER Membership STRIVE A membership for highly ambitious and decisive Real Estate investors looking to build generational wealth on their own terms. Are you ready to...Grow your Real Estate portfolio on your own terms.Make deeper relationships with successful women playing at the same levelBuild a reliable team and leave solopreneurship behindImplement processes and systems that will allow you to scale your businessSTRIVE is for you!APPLY today at https://www.therealestateinvesther.com/membership*We only open the doors twice yearly (Dec and May).4) InvestHER Community on Facebook We have thousands of members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals! 5) InvestHER Meetups Around the Globe We have Investher Meetup members attending in-person meetings across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! 6)InvestHER™ ORG with eXpYou helped your clients build their real estate portfolio, now it's time to invest in yourself! Join our all-woman investment group for agents and build your personal portfolio while creating generational wealth!Get the benefits of being part of a team without extra fees!Click here and schedule a discovery call with Jonna Weber today!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this Topical Tuesday's episode, I spoke with Spenser Allaway who is a Senior Analyst on Green Streetʼs research team and sector head of Net Lease, Gaming, and Self- Storage, which includes formal coverage of 13 companies, as well as shadow coverage of several key gaming operators. Be sure to tune in if you're interested in learning about: Why investors should be VERY excited about investing in self storage moving forward What risks should investors be aware of before investing in self storage What kind of wisdom main street investors can glean from studying publicly traded REITs Why growth in self-storage supply in the coming years is likely not what you'd expect What the most current operational trends and advancements are that are being used by REITs that can be used by private syndicators To your success, Tyler Lyons Interested in investing in ATMs? Check out our webinar. Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital? Check out our new FREE webinar - How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group
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