Podcasts about reit

Hoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded June 10, 2026Show Notes:REITs Are Boring And Boring Is GoodiREIT®+HOYA CapitalTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The conversation begins with Elite UK REIT's inclusion under the CPF Investment Scheme and what that means for CPF investors. Kenny Loh, REIT Specialist and Wealth Advisory Director, examines whether yields, lower interest rate expectations and valuations are creating a compelling opportunity. We also examine why industrial REITs continue to demonstrate resilience and the return of acquisition activity across the REIT sector. What are the S-REIT subsectors best positioned for growth? What risks investors should continue to monitor when thinking of investing in S-REITs with their CPF OA funds? Guest: Kenny Loh, REIT Specialist and Wealth Advisory Director. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Real estate mogul Grant Cardone made his Consensus mainstage debut to explain the unconventional investment strategy he's been building for the past 17 months: fusing Bitcoin directly into large-scale real estate deals to outcompete traditional REITs. Cardone, who first received Bitcoin as payment for a speaking gig and still holds those 115 coins today, argues the hybrid model can deliver 22–32% returns by combining the stability of cash-flowing properties with the upside of Bitcoin. He also shared why he believes this structure could disrupt the entire $4 trillion REIT industry. - Timecodes: 00:00 - Grant Cardone at Consensus Miami 2026 00:40 - How Grant First Discovered Bitcoin 02:02 - Real Estate Bitcoin Hybrid Strategy 05:45 - Why Real Estate Beats Other Asset Classes 08:03 - Disrupting The REIT Industry 14:22 - Going Public And Bypassing The Banks 16:57 - Final Advice: Get Fiat, Build Wealth

This is a recap of the top 10 posts on Hacker News on June 08, 2026. This podcast was generated by wondercraft.ai (00:30): Show HN: Performative-UI – A react component library of design tropesOriginal post: https://news.ycombinator.com/item?id=48445554&utm_source=wondercraft_ai(01:58): Dopamine FrackingOriginal post: https://news.ycombinator.com/item?id=48440792&utm_source=wondercraft_ai(03:26): Anti-social: It's fads, not friends, which now dominate social media feedsOriginal post: https://news.ycombinator.com/item?id=48444228&utm_source=wondercraft_ai(04:54): Stop the Apple Music app from launchingOriginal post: https://news.ycombinator.com/item?id=48447935&utm_source=wondercraft_ai(06:22): MiMo-v2.5-Pro-UltraSpeed: 1T model with 1000 tokens per secondOriginal post: https://news.ycombinator.com/item?id=48446639&utm_source=wondercraft_ai(07:50): Siri AIOriginal post: https://news.ycombinator.com/item?id=48449084&utm_source=wondercraft_ai(09:18): xAI is looking more like a datacentre REIT than a frontier labOriginal post: https://news.ycombinator.com/item?id=48446428&utm_source=wondercraft_ai(10:47): Surveillance is not safety: A statement on the UK's latest threat to privacy [pdf]Original post: https://news.ycombinator.com/item?id=48450646&utm_source=wondercraft_ai(12:15): Apple reveals new AI architecture built around Google Gemini modelsOriginal post: https://news.ycombinator.com/item?id=48450142&utm_source=wondercraft_ai(13:43): AI is slowing downOriginal post: https://news.ycombinator.com/item?id=48446893&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

Gravis head of real estate securities Matthew Norris tells Proactive's Stephen Gunnion that the UK REIT sector is deep in a takeover wave, with further mergers and overseas acquisitions likely as discounted valuations attract motivated buyers. His advice to shareholders evaluating bids is straightforward: look beyond the headline premium and ask "what are these assets worth to this motivated buyer?" Norris sees particular opportunity in healthcare property, data centres, fulfilment centres, build-to-rent residential and supply-constrained central London markets. The numbers supporting the sector are compelling: average discounts of around 30% to NAV, dividend yields approaching 6% and analyst price targets implying roughly 19% upside. With growing income streams and potential re-rating catalysts ahead, Norris says the setup for UK REITs looks increasingly attractive. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #UKREITs #RealEstateInvesting #PropertyInvestment #REITs #GravisCapitalManagement #MatthewNorris #UKPropertyMarket #DividendInvesting #IncomeInvesting #MergersAndAcquisitions #Takeovers #HealthcareREITs #BuildToRent #DataCentres #CommercialProperty #InvestmentStrategy #LondonProperty #StockMarket #InvestorInsights #ProactiveInvestors

SEC Chairman Paul Atkins and his wife reportedly own 54 life insurance policies. Yes, fifty-four! Most people see that headline and think it's extreme. Maybe even a little absurd. Why would anyone hold that many policies? Who does that? But there's a more interesting question worth asking - what does someone who owns 54 policies understand about life insurance that most people were never taught? https://youtu.be/DdGxt2346C8 Because there are two completely different ways to think about life insurance. One is the way most of us were introduced to it: a product you buy, file away, and hope you never need. The other is what someone like Atkins seems to be doing. Building a financial architecture. A system. An infrastructure designed to do real financial work across an entire family and portfolio. That gap is what this article is about. Not Paul Atkins specifically. But what his disclosure reveals about how financially sophisticated people think about control, liquidity, and the capabilities of permanent life insurance that most of us were simply never shown. Key TakeawaysFrom Checkbox to Capital SystemThe Problem With Only Having One StrategyWhy Wealthy Families Think About Control FirstThe Priority Order That Changes EverythingOpportunities Find CashWhat 54 Policies Might Actually Be SolvingEstate EqualizationBusiness Succession and Deferred CompensationLiquidity Without LiquidationTax-Advantaged Access During Your LifetimeGovernment Service and Conflict-of-Interest DisclosuresWhy the Contract Distinction Changes EverythingWhat Family Banking Looks LikeA Real ExampleThe Internal CycleThinking About Family Members as Key PeopleThe Generational DimensionNot All Life Insurance Is the Same ToolWhy Whole Life With a Mutual CompanyThe Question Isn't Why, It's What.Book a Strategy CallFrequently Asked QuestionsWhat is family banking with life insurance?Why would someone own 54 life insurance policies?How does whole life insurance provide liquidity?What is the difference between a life insurance contract and a financial account?Can life insurance really be used as a tax strategy?What type of life insurance works for family banking? Key Takeaways Wealthy families treat life insurance as a capital system, not a product purchase Whole life insurance provides a kind of liquidity and control that no other asset class replicates A life insurance policy is a contract; most other financial assets are accounts, and that distinction matters Multiple policies signal a coordinated financial architecture, not a single coverage decision Family banking uses whole life policy cash value to fund needs within the family without relying on outside lenders Not all life insurance is built for this purpose. A specially designed dividend-paying whole life with a mutual company is the right foundation From Checkbox to Capital System Most people's first exposure to life insurance comes through a W-2 job. You fill out your benefits enrollment paperwork, someone offers you a multiple of your salary, and the pitch is pretty simple: if something happens to you, this replaces what you would have earned. That's not wrong. But it's a very small part of what permanent life insurance can actually do. The consumer mindset asks one question: how little do I need? What's the minimum that takes care of my family, pays off the mortgage, and maybe funds college? That's a reasonable starting point.  But it's also a ceiling. Once you've bought enough to replace income, the logic of that framework says you're done. The business owner mindset asks something completely different. Not how little I can have, but how much I can invest in this to get the most out of it? That question leads somewhere very different, potentially, to 54 policies. The Problem With Only Having One Strategy There's a Thomas Sowell line worth sitting with here: there are no solutions in life, only compromises. Bruce Wehner brought this up at the top of our conversation, and it's the philosophical foundation for everything else we talked about. Anyone absolutely committed to one financial strategy and dismissing everything else isn't being disciplined. They're playing an incomplete game. Think of it like football. You wouldn't go into the championship using only your running back and offensive linemen. Every position exists because every position has a job. Wide receivers do something the offensive line can't. The quarterback does something neither of them can. Financial tools work the same way. A securities-only investor isn't maximizing anything. They're just leaving part of the field empty. Why Wealthy Families Think About Control First Most of us are taught to optimize for rate of return. Net worth is the scoreboard. The fastest-growing asset wins. That framework isn't useless. But it's incomplete, because it ignores the conditions that make returns actually usable. Wealthy families add a different dimension to the scorecard: control. How much autonomy do you have over your capital? Can you access it when you want to? Can you deploy it on your own terms without a bank's approval or an institution's timeline? The Priority Order That Changes Everything Here's the order I've come to think about for financially sophisticated decision-making. Control first. Then access, meaning liquidity and tax treatment. Then guarantees and long-term certainty. Then, growth on top of all of that. That's the opposite of how most people are wired to think. We go straight to growth. We ask about rate of return before we've even asked whether we can get to the money on our terms. The safety, liquidity, and growth triangle is real. You can't maximize all three in a single financial product. A five-year CD gives you safety and predictability but doesn't grow much.  A non-traded REIT might project 18 to 22% IRR, but there's zero liquidity and elevated risk. If you want to hold illiquid, higher-growth positions, you need a guaranteed liquidity cushion somewhere else. Life insurance is often that cushion. Not because it produces the highest returns, but because it's always available and never tied to market conditions. Opportunities Find Cash Nelson Nash used to say, "Opportunities find cash." If you don't have accessible capital, you don't see the opportunity even when it's right in front of you. But if you're sitting on a pool of liquid capital, you can act. That's not just a defensive position; it's an offensive one. And it's one of the things I've found our clients experience firsthand once they have a working cash flow system in place. What 54 Policies Might Actually Be Solving We don't know Paul Atkins' specific financial picture. We're not claiming to. But we can talk through the kinds of financial problems that a sophisticated investor, with a complex estate and a long-term view, might be solving with permanent life insurance. Because each policy is probably doing a job. Estate Equalization Imagine a family business. Two adult children. One wants to run the company; the other doesn't. At death, the default outcomes aren't great. Force both into a partnership and you breed resentment. Have the operating child buy out the other with a loan and you create a cash flow burden from day one. Give one the business and one nothing, and that's obviously not equitable either. A life insurance death benefit can solve this cleanly. One heir receives the business. The other receives a cash equivalent from the policy. No forced partnership. No buyout debt. No hard feelings baked into the inheritance. This is a problem that real estate, retirement accounts, and securities simply cannot solve with the same precision. Business Succession and Deferred Compensation Key man insurance protects a business against the financial impact of losing a critical person, whether that's a top salesperson or a founding partner. The liquidity event from the policy buys time to adapt without being forced to act under pressure. Deferred compensation funded through life insurance is a different use case, but just as valuable. Under ERISA rules, you can't legally contribute more to one employee's 401 (k) than another's. You can't discriminate. But with life insurance, you can. A business owner can set up a policy on a key employee, fund it for five years, and transfer ownership at the end of the term as a form of deferred compensation. It's targeted, legal, and not available through any investment account structure. Liquidity Without Liquidation Highly appreciated assets present a specific problem. Real estate, private equity stakes, business interests: these often aren't liquid. Selling them to cover an opportunity or an emergency usually means a taxable event, often at an inopportune time. Policy cash value doesn't work that way. It's accessible at any time, with no credit approval, no income verification, and no market timing required. You borrow against it for any purpose and repay on your own terms. If your equities are down and you need capital, you don't touch them. You go to the policy. Tax-Advantaged Access During Your Lifetime The death benefit's tax-free treatment is well known. Less talked about is what you can do with cash value while you're still alive. Policy loans let you access accumulated value without triggering income tax. So instead of selling an appreciated position and incurring capital gains, you borrow from the policy.  Whether it's funding an investment, a home renovation, or bringing the whole family together for a vacation, the access doesn't create a tax event. The alternative, pulling from a qualified account, hits you with ordinary income tax plus potential penalties. That's a genuinely different category of financial flexibility. Government Service and Conflict-of-Interest Disclosures When officials step into government roles,...

Rob Abraham joined Supermarket Income REIT when it owned seven stores. Today it owns 128 and he's the CEO of a FTSE 250 company at 35. Getting there involved a farming deal that collapsed weeks after he started, a pandemic that supercharged the business, a mini budget that stopped it dead, and a share price that hit 65p before the board decided to internalise the management and break away from Atrato in six weeks. Rob is clear on what drives value in grocery real estate. The best sites were taken during the space race of the 1990s and 2000s. You can't get 10 acres in a residential urban location anymore. And Tesco spending £50 million to buy a single store back onto its balance sheet tells you everything about how critical these properties are to the operators. He's also pretty candid about the moments where it could have gone wrong. The internalisation was make or break. The Blue Owl JV, now at £840 million, came with real pressure. And none of it was planned. What would your strategy be for building a specialist REIT from scratch? Let us know in the comments. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. LIKE - SHARE - SUBSCRIBE http://peoplepropertyplace.com/

In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how weakness in US technology stocks, renewed Middle East tensions and rising oil prices are driving investors to reassess regional positioning. As global uncertainty increases, the focus shifts towards domestic growth drivers and markets that can better withstand external volatility.We begin with our Regional Head of Research, Anand Pathmakanthan, who shares his latest ASEAN strategy. He explains why he is OVERWEIGHT on Singapore and Malaysia, UNDERWEIGHT on the Philippines, and discusses opportunities emerging across Indonesia and Thailand. The conversation also highlights key investment themes and conviction stock ideas across the region.Next, we turn to our Economist, Brian Lee, who examines Singapore's recent macroeconomic strength, including April's manufacturing growth surge and resilient retail sales data. He also discusses the outlook for growth, inflation and MAS policy for the remainder of the year.Finally, our Analyst, Miaomiao Liu, introduces a new BUY initiation on Elite UK REIT. She discusses the REIT's attractive dividend yield, defensive characteristics, potential value-unlocking opportunities and the key risks investors should monitor, including GBP and interest rate exposure.

Transparency and consistency in REIT reporting for investor confidence 'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.

Adam Kramer, vice president of equity research at Morgan Stanley, joined the REIT Report podcast to discuss developments in the multifamily REIT sector.While factors such as geopolitical tensions, elevated interest rates, and policy uncertainty have contributed to caution in the market, Kramer emphasized that the real focus is on the apartment supply cycle and the pace of demand recovery. “For us, it's much more about fundamentals, much more about rent growth, occupancy and how that looks in the recovery from supply,” Kramer said.According to Kramer, the sector is now clearly nearing the end of its historic construction wave, with the national under-construction pipeline at its lowest level since 2013 and housing starts trending toward their weakest levels since 2012.Chapters: 00:00 Recovery After Supply00:23 Welcome to REIT Report00:41 Macro Uncertainty Outlook02:04 Supply Cycle Nearing End04:33 Coastal vs Sun Belt06:03 Submarket Divergence07:36 NOI Growth Drivers09:39 Balance Sheets and Rates10:38 Management Priorities Ahead11:41 Closing and Subscribe

Join us as we take a closer look at RL Commercial REIT, Inc. (RCR) — one of the country's leading REIT players that has helped reshape the investment landscape through premium, accessible, future-ready and sustainable malls and offices. This session will walk you through RCR's performance, its position within the REIT industry, and the strategic initiatives it is undertaking to strengthen its market leadership alongside its sponsor, Robinsons Land Corporation (RLC). Management will be represented by Jericho P. Go, President and CEO of RL Commercial REIT, Inc., James Reynard Arco, President & CEO of Robinsons Land Fund Management (RLFM); Angelo Natividad, Assistant Vice President for Corporate Lease for Robinsons Offices ; and Elton John Peralta, Head of Special Projects. Moderated by Anjz Baccay from FirstMetroSec Research, this is your opportunity to gain insights into one of the country's most influential corporate players.

Australia's property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a community question sparks a deep dive into one of the biggest investing decisions Australians face: should you invest more through super or outside it? Plus, Owen Rask reviews a real Equity Mates portfolio featuring ETFs, individual stocks and a REIT.In this episode:00:00 – Property investing after the budget08:41 – South Korea's AI-fuelled stock market frenzy12:49 – Community Question: Invest inside or outside super?14:42 – The tax advantages of superannuation16:25 – Flexibility, FIRE and accessing your money early19:00 – Contribution caps, balance limits and Div 29623:15 – Life-stage considerations when building wealth24:34 – Pimp My Portfolio with Owen Rask and community member MartyStocks & ETFs mentioned: Vanguard Australian Shares ETF (ASX: VAS), VanEck MSCI International Quality ETF (ASX: QUAL), VanEck Australian Banks ETF (ASX: MVB), Fortescue (ASX: FMG), Berkshire Hathaway (NYSE: BRK.B), Magellan Financial Group (ASX: MFG), Big River Industries (ASX: BRI), Centuria Office REIT (ASX: COF), Charter Hall Long WALE REIT (ASX: CLW), REA Group (ASX: REA), Domain Holdings Australia (ASX: DHG), Samsung Electronics, SK Hynix, Megaport (ASX: MP1), NextDC (ASX: NXT)How I Got Started Newsletter: https://getstartedinvesting.beehiiv.com/ Newsletter Sign Up: https://equitymates.com/join-our-newsletters/ ———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Whitestone Uptown v. Whitestone REIT

Ronald Dickerman says that real estate is part of his DNA. His family owned and operated apartment buildings in Boston, and when he was still a teenager, he'd spend Saturdays at those properties, vacuuming the halls and cleaning the pools. Back then he figured that he'd probably stick close to home and wind up working in the family business, but as it turned out, he was destined for much wider horizons. As founder and president of Madison International Realty, Dickerman leads a company with an uncommon focus on the secondaries market and a footprint that encompasses offices on three continents. Since its founding a quarter century ago, Madison International has raised upward of $8 billiondollars from scores of investors.In our conversation, Dickerman tells us how he came to focus on the secondary market and fills us in on Madison International's latest corporate-level moves. From the perspective of nearly four decades in the business, he offers his insights on today's key trends.And, as an expert on international capital flows, he gives us his take on how the U.S. real estate market stacks up against the competition. If you enjoy the Investment Matters podcast, I hope you'll check out CPE's Capital Markets newsletter, our free, twice-monthly roundup of the latest trends, analysis and data in commercial real estate investment. It's easy to subscribe—just go to https://www.commercialsearch.com/news/subscriptions/. Episode highlights: (2:03) What's in a name?(3:58) Building a business model(6:44) Corporate-level moves/partnerships(9:14) Top trends to unpack, at home and abroad(13:47) Adjusting to the new normal(15:54) Career origin story: CRE in the DNA(21:31) Capital flows and geopolitics(24:12) Will the REIT rollups continue?(26:56) Executive off the clock: staying fit in mind and body(28:25) Fulfilling “a global mandate”Follow, rate and review CPE's podcasts on Spotify and Apple Podcasts, and don't forget to subscribe to CPE's recently relaunched YouTube channel!

Golden Section Capital's Garreth Elston weighs in on recent deals in the listed property sector, including Vukile's expansion into Italy, Emira buying into Octodec, and SA Corporate and Hyprop buying a mega mall in Bulgaria from MAS plc. Plus, insights on year-to-date Reit sector performance and recent results releases. Podcast series on Moneyweb

「REITで十分なのか、それとも現物か？不動産投資の「2つの選択肢」を比較・整理」　不動産投資として実績あるREITと現物不動産ですが、仕組みや特徴は異なります。そのためREITから始め、大きな利益につながる現物不動産へ移行したという例もよく聞きます。そこで今回のコラムでは、REITと現物不動産について「流動性」「税負担」「レバレッジ」「運営自由度」を比較して紹介しますので、ぜひ参考にしてください。The post REITで十分なのか、それとも現物か？不動産投資の「2つの選択肢」を比較・整理 first appeared on サステナビリティ・ESG金融・投資メディア - HEDGE GUIDE.

Geoffrey Dohrmann, founder, chairman, and CEO of Institutional Real Estate Inc. (IREI) joined the REIT Report podcast to discuss how institutional investors are navigating the changing landscape of real estate allocations amidst a prolonged period of market uncertainty. “There's a pricing reset going on, there's capital market stress, and there are structural demand shifts that are happening all at once,” he said.Investors are increasingly unsure about which signals to heed, leading to a widening knowledge gap between those who understand the context of these changes and those who react purely on instinct, Dohrmann said. This moment in the market is marked by cautious capital, he said, “but curiosity is starting to come back, which is a good thing.”Dohrmann also pointed to a “tremendous opportunity” for REITs to create joint ventures. REITs are “integrated vertical operating companies. A lot of pension funds and a lot of pension fund investment managers like to invest in joint ventures with operating companies. But the advantage a REIT has is access to both private and public capital.” 

US commercial real estate started 2026 on steady footing, but the story varies considerably depending on what part of the market you look at. In this episode of CRE Exchange, our hosts are joined by Alex Jaffe and Mike Amthor from Altus Group's Valuation Advisory practice to discuss Q1 2026 ODCE index results alongside REIT earnings themes. The team also takes a look at the residential market inversion between Sun Belt and gateway cities, the SoCal industrial softness that isn't clearing yet, and what fund managers are saying about 2026 and 2027 as a potential entry point for long-term capital deployment.Key moments01:27 Meet the guests02:25 ODCE data primer03:17 Q1 returns and CapEx06:38 REIT crosscheck08:43 Sector pecking order11:08 Multifamily market split13:55 Industrial soft spots16:12 SoCal strategy and REIT themes19:14 Office leasing reality22:21 Retail strength and risks28:31 Self storage spotlight31:50 Client questions and outlook35:00 Rates leverage and wrap upResources mentionedAltus' Q1 valuation and performance trends analysis of the NCREIF ODCE Index: https://www.altusgroup.com/webinars/ncreif-odce-index-quarterly-analysis/#featured Alex Jaffe: https://www.linkedin.com/in/alexander-jaffe-mai/ Mike Amthor: https://www.linkedin.com/in/michael-amthor-40865154/

Pete Andrews from EchoBolt joins to discuss ultrasonic bolt inspection, the Bolt Wave device, and blade stud defect detection. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Pete Andrews: Pete, welcome to the program. Good to be back. Yeah. See you face to face. Yeah. Yes. This is wonderful. It’s a really great event to catch it with loads of the. UK innovation that are happening in the supply chain. So it’s, yeah, really nice to be here.  Allen Hall: This is really good to meet in person because we have seen a lot of bolt issues in the us, Canada, Australia, yeah. Uh, all around the world and every time bolt problems come up, I say, have you called Pete Andrews and Echo Bolt and gotten the kit to detect bolt issues? And then who’s Pete? Give me Pete’s phone number. Okay, sure. Uh, but now that we’re here in person, a lot has changed since we first talked to you probably two years ago.[00:01:00] You’re a bootstrap company based in the UK that has global presence, and I, I think it’s a good start to explain what the technology is and why Echo Bolt matters so much in today’s world.  Pete Andrews: Yeah, absolutely. So, um, as you said, we’re a uk, um, SME, there’s a team of 13 of us based here in the uk. Yeah. But we do deliver our services internationally, but really focused on Northern Europe. Yeah. But increasingly we’ve done more in the US and North America, a little bit in Canada. Um, but our big offering really is to help wind turbine operators and owners reduce the need to routinely retire in bulks. So we have a quick and simple inspection technology that people can deploy, find out the status of their bolt connections, and then. Reti them if necessary, but the vast majority of the time we find that they’re static and absolutely fine and can be left [00:02:00] alone. So it’s a real big efficiency boost for wind operators.  Joel Saxum: Well, you’re doing things by prescription now, right? Instead of just blanket cover, we’re gonna do all of this. It’s like, let’s work on the ones that actually need to be worked on. Let’s do the, the work that we actually need to, and instead of lugging, like we’re looking at the kit right here, and I can, you can hold the case in one hand, let alone the tools in a couple of fingers. As opposed to torque tensioning tools that are this big, they weigh a hundred kilos, and those come with all of their own problems. So I know that you guys said you’re, you’re focused here. You do a lot of work, um, in the offshore wind world as well. Yeah. I mean, offshore wind is where you add a zero right? To zeros. Yeah. Everything else is that much more complicated. It costs that much more. It’s you’re transitioning people offshore to the transition pieces. Like there’s so much more HSE risk, dollar risk, all of these different spend things. So. The Echo Bolt systems, these different tools that you have being developed and utilized here first make absolute sense, but now you guys are starting to go to onshore as well.  Pete Andrews: Yeah, that’s right. So I mean, as as you said, that there’s really [00:03:00] three main benefit areas we focus on. The first one is the health and safety of technicians, right? As you said, some of the fasteners used offshore now are up to MA hundred. So a hundred millimeter diameter bolts,  Joel Saxum: four inches for our American friends. Yeah, absolutely.  Pete Andrews: And they probably weigh. 30 kilos plus per bolt. Yeah. Um, so just the physical manual handling of that sort of equipment and the tightening equipment for those bolts is a huge risk for people. If you think 150 bolts lifting or maneuvering, the tooling around on on its own can cause all the problems. So as well as the inherent risk of the hydraulic kit failing. So occasionally we see catastrophic tool failure. Is, which have really high potential severity, you know, sort of tensioner heads ejecting or crush injuries from Tor. So that is really a key focus for our customers, just to [00:04:00] keep their teams safe, but also you have to be the cost effective and the the major cost benefit we allow is that we don’t have to revisit every bolt and every turbine like you’d have to do if you were retyping. So we believe there’s something of the order of a million pounds per installed gigawatt saving. By moving from a routine REIT uh, maintenance strategy to a focused condition based inspection, you significantly reduce the amount of intervention you make and keep your turbines running more and reduce the boots on the ground on the turbine. So three real kind of, um, key. Benefits for people adopting our technology  Allen Hall: because we routinely see tower bolts being reworked or retention depending on who the manufacturer is. And I’m watching this go on. I’m like, why are [00:05:00] we doing this? It seems, or the 10% rule, we’re tighten 10% this year, and they’ll come back and see how it’s going. That’s a little insane, right, because you’re just kind of. Tensioning bolts up to see if one of them has a problem and then you just do more of them and we’re wasting so much time because echo bolts figured this out years ago. You don’t need to do that. You can tell what the tension is in a bolt ultrasonically, which was the original technology, the first gen I’ll call it, uh, that you could tell the length of the bolt. If the length of the bolt is correct within certain parameters, you know that it is tension properly. If it’s shrunk, that probably means it’s not tensioned properly. That’s a huge advantage because you can’t physically see it. And I know I’ve seen technicians go, oh, I could take a hammer and I can tell you which ones are not tensioned properly wrong. Wrong. And I think that’s where equitable comes in because you’re actually applying a a lot of science simply [00:06:00] to a complex problem because the numbers are so big. Pete Andrews: Yeah, I mean that, that, that’s been the real. Driving force between our offering is to simplify it. So ultimately we’re based on a non-destructive testing technique. It’s an ultrasonic thickness checking technique, but when from the non-destructive testing background, it’s crack detection, people have time, they can be, it’s a very precision measurement. People have to be trained in the wind industry. We’re trying to inspect. A thousand, 2000 bolts a day at scale. It’s a completely different, um, ask of the technology and the way the technology has been developed historically has required too much technician expertise, too much configuration and set up time, and hasn’t delivered on the, on the speed that’s needed to be efficient in wind. And that’s where our bolt wave [00:07:00] unit we’ve, that we’ve developed over the last. 18 months, let’s say, where all of our focus has gone to make it as slick and as easy for a client technician to pick up with minimal training. It’s through an iOS interface. Everyone understands it intuitively. Um, it’s a bit like using the camera app on your phone. You know, you’re just hitting measure, measure, measure, measure, measure 10 seconds a bolt as you move the, um, ultrasonic transducer across, and then the data gets moved. Automatically to the cloud, to our bolt platform. And customers can view it in near real time. The engineer in the office can see the inspections happened. They can see if there are any anomalous bolts, and then there can be communication there and then whether an intervention is necessary. So it’s sort of really changed the way our customers think about managing their, um. They’re bolted joints.  Joel Saxum: Well, I think these are, these are the kind of innovations that we love to see, right? Because [00:08:00] we regularly talk about a shortage of technicians, and this isn’t, I was just learning this this week too, like this is not a wind problem. This is a everywhere problem. No matter what industry you’re in. Use are short of technicians. But we’re seeing like a tool like this is developed to be able to scale that workforce as well. Right. You don’t need to be an NDT level three expert to go and do these things. ’cause there’s a very few of those people out there. Right? Right. We know the NDT people, a lot of NDT people, and that’s a hard skillset to come by. Yeah. This can be put in the hands of any technician. Yeah, a quick training course. Just, Hey, this is how you use your iPhone. You can check Instagram, right? Yeah. Okay. You can off figure. Yeah, have fun. See you at lunch. Um, but they can, they can make this happen, right? They can go do these inspections and you’re getting that, that, uh, data collected in the field. Centralized back to an SME that’s looking at it and you don’t have to put that SME in the field and try to scale their ability to go and travel and do all these things. They can be in the office making sure that the, the QA, QC is done correctly. I love it. I think that that’s the way we need to go with a lot of things. [00:09:00]Uh, and you’re making it happen.  Pete Andrews: Yeah. And it’s a real kind of. F change in mindset for us. So originally when we started Ebot, we were using third party hardware. Yeah. Which required a bit of that specialism. Yeah. A bit of care about the setup of the project, getting multiple parameters configured before you got going. And it wasn’t really something we could put in the hands of a customer.  Joel Saxum: Yeah.  Pete Andrews: Which meant Ebot scale was limited to what our own team could go and do, and regionally as well. You know, so we’re UK based. Probably 60% of our customers are uk, but now we have this Northern Europe offshore wind is obviously on our doorstep, but then increasingly we’ve done more and more in North America, so we’ve probably been to five or six sites now in North America and expect that to be a growth market because we can, we can now ship the devices over there, give some virtual training help. Uh, [00:10:00] people set themselves up and then that opens up that market, you know, so it’s been a real change in strategy for us, but has allowed us to have far more impact than we otherwise would just try to be a pure service.  Allen Hall: Well, let’s talk about the big problem in the states of a minute, which are the root bushing or inserts that are loose in some blades. When you lose that pushing, you also lose the tension on the bolt that can be measured. Is that something you’re getting involved with quite a bit now because of just trying to determine how many bolts are affected and, and where we are on the safety scale of can we run this turbine or not? Is that something that EE bolt’s been looking into? Pete Andrews: Yeah, absolutely. So I, I’d say there’s sort of two halves of what we do. There’s the, there’s the bulk wholesale monitoring of. Typically static connections to eliminate this routine retitling where it’s not needed typically, typically. But then we have these edge cases of certain [00:11:00] connections and certain platforms that have known bolt integrity problems, and we are working with clients to really, um, manage those integrity risks. Blade stud is an absolute classic, you know, sort of, I think almost every turbine OEM on some, if not all of their platforms has got. Embedded risk into their blades, pitch bearing connections. Um, so yeah, exactly as you said, our customers are using the technology for two things really. One is to ensure the bolts have been tightened to the preload that was specified or the target window. And quite often we find there is an opportunity to increase the preload and therefore increase the resistance to fatigue failure. So. You know, particularly on older sites where the bolts perhaps not in the condition they were on day one. Well, they definitely won’t be. Um, when people have gone and retti them, they haven’t got back to where they, they should be.[00:12:00] So we can prove that and increase a bit of that resilience, but then also start to look for the segments around the joint where, um, the bolt might start loosening or failures are occurring, and find areas where they can really hone in. And actively manage risk. And that sort of leads to what we’ve decided to do for the next year, particularly with Blade Stud in mind, is evolve this technology. So whilst it’s also measuring the elongation, we will do a defect scan at the same time. So you’ll monitor your blade stu, um, connection and we’re hoping that we can set the device to flag to you there and then. We believe this bulk has got a defect while you’re here, get it changed out before it fails and, and all the knock on problems, um, from there. Joel Saxum: So what you’re just pointing to there is a, is a workflow, right? So to me that is typical [00:13:00] of some of the amazing, innovative companies in the UK that I’ve run into throughout my career. And that is, you’re a group of SMEs, you know, bolted connections. That’s what you do, right? But then you’re like, hey. If there’s a tool, we could make a tool that would make our lives a bit easier, then it’s like, well, we could make the entire industry’s lives a little bit easier as well. So let’s iterate on that. And now you’re able to send these kits around the world to look at these things. Hey, you have a problem with this specific model. We can help you with this because we know the failure mode and we know how to look for it. Let’s do that for you. Also here, you’re doing bolt bulk measurements. We got that for you. But it all kind of flows back to the fact that Echo Bolt is a team. A bolted connection, SMEs that are making tools and being able to also provide consulting if need be. Yeah. Right. Um, to, to an entire industry. And I think that, um, this is my take on it, right? Wind is stop number one. I think you guys are gonna do a fantastic year, but there’s a lot of, uh, opportunity out there in bolted [00:14:00] connections as well. Allen Hall: A tremendous amount blade bolts being broken from defects in the crystalline structure. What appears to be a more. Rapidly developing issue across fleets that I’ve seen. I went to a farm this summer and the number of blade bolts that were there on the table that were broken on the conference room table was And the whiteboard office. Yeah. Yeah. This one,  Joel Saxum: this one.  Allen Hall: Your hard head is not gonna protect you from this one. It’s, it’s, it was this, um, I couldn’t imagine the amount of time they were spending hunting these things down. And of course, the only way they were finding ’em was they were broken. You like to catch ’em before they break because it becomes  Joel Saxum: a safety risk. Just not too long ago we saw an insurance case where there’s an RCA going on and it is pointing at an entire tower came down. Right. And it is pointing at a mid, mid tower section bolted connection. How often do you guys run into those problems? Or are you contacted by insurance companies or anything like that to, to take a peek at those? Pete Andrews: We haven’t done anything directly for insurance [00:15:00]companies, but we have been engaged by. Engineering consultancies that are doing RCA type activities. Okay. Um, things like at the end of defect liability periods mm-hmm. A customer has, has seen, they’ve had a lot of, uh, issues from an OEM, maybe an OE EM has offered a modification or an upgrade, assessing whether that upgrade is actually solved the problem or not. We’ve got involved in, um, but the tower. Issue specifically. It’s actually very rare we find, um, problems with tower connections, but where we do is often where they haven’t achieved good flange flatness, ah, during installation or the bolts have been, let’s say, left out in the elements for a period and lubrication has been, has deteriorated before the bolt’s been installed. So there are cases out there, but what I would say is. [00:16:00] To think about your whole life cycle, so ensure the bolt’s installed correctly and we can help with that with a QA to say, yes, this torque or tightening method has got you to the load that you want. Do some through life monitoring, but often if you install it correctly, it will it’s operational life. You will have very little concern. But then in the UK market, we’re increasingly getting involved again at the end of life, right? Life extension where life extension turbines are 20, 25 years old. How does an operator make a decision to carry on running without replacing all bots? Um, and that’s where increasingly we being asked to use the technologist just to say, actually the joint is fine. The bolts have run in a good, um, operational envelope. Run them on. Don’t replace a hundred percent of them like you might have been recommended to from your, um, yeah. Turbine supplier side. [00:17:00] Allen Hall: So Pete, if someone’s doing a repower where they’re basically putting a new one in the cell on an existing tower, they’re making a lot of assumptions about all the bolts from the ground up that they’re gonna be okay. And I know we’re talking about that. We’re in a lot of installations where. If the turbine has gone through a repowered or two. So now those bolts are 20 years old. Yeah. And trying to get ’em to  Joel Saxum: 30 35. 35  Allen Hall: 40. Yeah. I don’t know what they’re doing. By those bolted connections. Are they just like replacing the bolts? Are they hitting ’em with a hammer again? Is that the, yeah,  Pete Andrews: I mean, they might replace ’em, but you’ve got a problem with the foundation bolts. ’cause they’re obviously often anchor bolts set into concrete, so you have to reuse them and. With the projects, both in wind and in process power industry with the chimney stacks to try and ascertain whether foundation bolts that are set into concrete are still suitable for operations. So look for corrosion losses, look for [00:18:00] defects. Um, so yeah, they’re all things that need thinking about before you just make the snap decision to repower. But I think  Joel Saxum: a lot of that, uh, going back to a couple minutes ago, you were talking about at the commissioning phase, making sure that you have proper qa, QC of how these things were installed day one, and then making sure that before commissioning of a turbine, they’re checked. I think that’s really important. We’re starting to see that in the blade world now too, where we’ve been talking about it for a long time, and now when you talk to operators, they’re like, we’re getting inspections done on the blades before they’re hung. Or at the factory before they’re hung. After they’re hung. Like they want a good foundation baseline. Are you seeing that in the bolted connection world too?  Pete Andrews: Yes. Sort of. It’s just emerging for us. What we’ve found is, so most of our customers are in the operational phase ’cause they are the ones feeling the pain. Yeah. Of the routine retitling work. When they do major components, they sometimes engage us to come and say, can you check [00:19:00] before and after the blade was removed? What was it? Before we took it off from a a bolt load perspective, what is it afterwards? Can you then recheck after 500 hours When we retalk it? And what we’ve seen there often is the initial install hasn’t got them to where they needed to be and they’ve had to go and do the break in maintenance or the 500 hour REIT to get the bolts to the right load. So one of the questions that we have is whether. Some of the defects are actually being initiated very early on in that initial running in period and whether if, if actually you’d taken the time at, at the point of assembly to make sure you were correct, whether that avoids some of the knock on integrity concerns. So yeah, it’s interesting area.  Allen Hall: Well, bolts are what hold wind turbines together and you better know you have the right. Tension and [00:20:00] torque on your bolts to get to the lifetime of the wind turbine and to, and to check it once in a while. And I know there’s a lot of operators I can think of right now in the United States that are sort of doing that job somewhat. I I think they have missed out on opportunities to save a lot of money and to call it echo bolt. How do people get ahold of you? Because that’s one thing I run into all the time. Like, Hey, hey, you gotta talk to Ebol, call Ebol. How do they get ahold of you?  Pete Andrews: So the easiest ways are via our website. Which is echo bolt.com. Um, LinkedIn, you’ll find us at Echo Bolt on LinkedIn. Reach out. Our email would be info@cobolt.com. So any of those route and you’ll, uh, reach me and the team and more than happy to speak to you about any of your faulting concerns or problems. We are, uh, yeah, we’re passionate about your problems.  Allen Hall: Pete, thank you so much for being on this podcast. I, it is great to actually see you in person and see the bolt wave technology. It’s really [00:21:00] impressive. So anybody out there that needs bolt tensioning to checking tools, you need to get ahold of Pete at Echo Bolt and get started today. Thank you Pete. Thanks guys. It’s great to be here.

■第182回は、｢高利回りREIT｣の選び方 新NISAの成長投資枠では、上場株式・ETF・REIT・投資信託に投資ができます。このうちREITは「不動産投資信託」という商品ですが、商品の性質上、値上がり益を目指すものではなく、安定したキャッシュフローを手に入れるために活用するのがベターです。 2026年4月末時点で、東証REIT指数の予想年間分配金利回りは4.79%となっています。 今回は、REITの基本をはじめ、REITに投資する方法、高利回りREITの選び方まで解説していきます。

Welcome back to the Alt Goes Mainstream podcast.Today's episode brings commercial real estate credit investing to life with someone who has real estate in his blood. Michael Comparato's grandfather started building single-family homes in upstate New York in 1946. He built his first shopping center in 1958. Michael was born into a family where he was on construction sites from a young age. At 13, he was doing landscaping. At 15, he was hanging drywall. Today, Michael is a Senior Managing Director, Head of Real Estate and Portfolio Manager with Benefit Street Partners, as well as Chief Executive Officer of Franklin BSP Realty Trust, Inc (NYSE: FBRT). He also serves on the US Executive Committee.Prior to joining BSP in 2015, Michael was Head of U.S. Equity Investments at Ladder Capital. Before that, he was President at Bank Atlantic Commercial Mortgage Capital.Benefit Street Partners is part of Franklin Templeton's family of specialists in private markets. BSP is a specialized private credit firm with over $92B in AUM. The firm manages a wide range of private credit strategies, including direct lending, special situations, commercial real estate debt, infrastructure debt, asset-backed finance, structured credit, and liquid credit. It also manages a non-traded Business Development Company and publicly-listed mortgage REIT.Since BSP was acquired by Franklin Templeton in 2019, it has partnered with the $1.7T investment manager to expand how it structures various products and funds, enabling more access to the private credit asset class for wealth investors.From his perch as the Head of BSP's Real Estate business, Michael has the perspective of how one of the industry's scaled real estate investment firms is approaching commercial real estate credit and where the firm sees opportunity. Michael and I had a fascinating conversation about the evolution of CRE credit and why now might be an interesting time in the CRE credit space. We covered:Why CRE, why now.What bank retrenchment means for CRE credit investors today.The relative resilience of multi-family.The maturity wall myth.Is the “extend and pretend” activity a reality?How AI impacts commercial real estate.Thanks Michael for sharing your passion, wisdom, and expertise on commercial real estate credit.Show Notes00:00 Meet Michael Comparato01:17 Real Estate Roots03:25 Early Lessons and Purpose03:35 Hurricanes And Tenants05:05 Story Over Spreadsheet06:49 Why Origination Wins08:43 Family Business Ethos10:59 Trust And Transparency11:27 Lending Through Covid13:05 Structuring For Uncertainty13:56 Boom Times Underwriting Shifts16:54 Crowded Class A Trade18:19 Are Values Fair Today21:46 Operator Shakeout23:59 Scale and Market Structure26:16 Banks Pull Back Credit27:59 Private Credit Fills Gap29:24 Who Holds Last Dollar Risk29:29 Returns and Competition30:35 Competition Compresses Yields30:58 Maturity Wall Myth33:05 How Investors Bucket Credit36:04 Wealth Channel Opportunity37:49 Why Credit Beats Equity Now41:58 Megatrends and AI Fears44:40 Shelter and Multifamily Focus46:11 Community and Social Real Estate48:16 Real Estate Constant Evolution51:06 CRE Credit vs Direct Lending53:21 Final Wrap and OutroA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

A billion-dollar telecom merger has collapsed, a data-centre REIT is rethinking its strategy, and one of Singapore’s transport giants is facing fresh doubts - what should income investors do now? Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, this episode examines the fallout from the failed Simba-M1 merger and what it could mean for Singapore’s telecom sector, Keppel and future industry consolidation. Michelle and Willie unpack why investors are reassessing Mapletree Industrial Trust after weaker earnings, pressure on distributions and concerns surrounding its North American data-centre portfolio. They also discuss why ComfortDelGro shares have come under pressure despite the company’s overseas expansion strategy. The conversation explores how regulators balance competition, infrastructure investment and consumer interests when evaluating major telecom transactions. Plus, what dividend investors should focus on beyond headline yields when assessing long-term income opportunities.See omnystudio.com/listener for privacy information.

Guy Adami and Dan Nathan discuss an S&P 500 pressing all-time highs amid sticky inflation, a 10-year yield around the mid-4% range, and low near-term volatility despite an upcoming Fed meeting and PCE data. They review mixed retail signals (strength at higher-end brands versus Walmart's margin pressure and a strained lower-end consumer), debate the market's resilience, and focus on AI: Nvidia's explosive growth and concerns that soaring usage-based AI costs could challenge the “sanctity” of big-tech CapEx, alongside critiques of Meta layoffs and skepticism about SaaS firms overpromising AI. Guy then interviews Darrell Crate of Easterly, who outlines structural volatility, demographic-driven retirement needs, and hedged equity demand, argues small caps benefit from innovation, and describes Easterly Government Properties as a mission-critical government-lease REIT with an 8% dividend, no canceled leases, a $1.5B pipeline, and potential tailwinds from government efficiency initiatives and GSA changes. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

American Tower war über Jahre der REIT, den viele haben wollten – und nur wenige zu diesen Preisen kaufen mochten. Seit dem Hoch Ende 2021 hat das Bewertungsmultiple deutlich nachgegeben, die Dividendenrendite liegt im Gegenzug wieder bei rund 4 Prozent. Zeit für eine ehrliche Neubewertung. Tobias Kramer spricht mit Torsten Tiedt, Gründer von Aktienfinder.Net, über einen Real Estate Investment Trust, bei dem nicht der bilanzierte Gewinn, sondern die Funds from Operations den entscheidenden Cashflow liefern. Auf dem Prüfstand stehen das oligopolistische Mietmodell mit langlaufenden Verträgen zu den großen US-Carriern, der überraschende Rückzug aus einem Wachstumsmarkt und der Aufbau eines zweiten Standbeins, das im KI-Zeitalter zur eigentlichen Monetarisierungsfantasie werden könnte. Am Ende treffen zwei Bewertungslogiken aufeinander – und die Frage, wie viel Aufpreis ein stabiles Infrastruktur-Geschäft gegenüber klassischen REITs eigentlich verdient. Reicht die aktuelle Marktstimmung, um American Tower wieder zum ernsthaften Kandidaten fürs Immobilienaktien-Depot zu machen?

In today's episode, we break down the latest Nvidia earnings report and why it matters far beyond just one stock. Nvidia has become the poster child for the AI revolution, and its earnings are now viewed as a direct barometer for the health of the entire AI and tech trade. So the big question is: Is the AI boom still accelerating… or starting to cool off? We'll dive into: Nvidia's earnings numbers and guidance Market reaction and what investors are focusing on The broader impact on AI stocks, semiconductors, and tech Whether expectations for AI growth have become too extreme We'll also revisit yesterday's discussion on real estate ETFs, taking a closer look at investment opportunities tied to commercial and multi-family real estate. With interest rates, housing pressure, and rental demand all shifting, this space is becoming increasingly important for long-term investors. We'll compare several ETF choices and discuss: Which areas of real estate may hold up best The risks tied to rising rates Why some REIT sectors may outperform others This episode blends tech momentum with long-term investing strategy—two areas every investor should be paying attention to right now. Listen now:

In this episode, Brian is joined by Dury Kim, Vice President, Revenue & Distribution with InnVentures. For more than 40 years, InnVentures has been driven by an innovative, entrepreneurial spirit. They operate over 65 hotels for some of the Nation's largest REIT's and private real estate owners, in addition to a large portfolio of individual and family-ownedhotels. Tune in to hear who Dury Thanks for helping her along the way.

Stephen Grootes speaks to Spear REIT CEO, Quintin Rossi, about the company’s results as its Western Cape-focused property portfolio surpassed R7 billion for the first time and how Spear’s regional-only strategy, strong occupancy levels and aggressive acquisition drive helped lift earnings and distributions above expectations, despite a challenging property environment. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In nineteen seventy-five, Sam Zell called himself the Grave Dancer. Over fifty years he built the largest apartment REIT and the largest office REIT in America, then sold that office portfolio to Blackstone for thirty-nine billion dollars. Five lessons for real estate professionals. Learn more at foxessellfaster.com

CEO Andrea Taverna-Turisan outlines the Reit's strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.

Seth Laughlin, head of real estate strategy & research at Cohen & Steers, joined the REIT Report podcast to discuss key forces shaping REIT and listed real estate performance today, including the importance of sector positioning amid an economy facing accelerated disruptions.Citing “massive” changes in corporate and consumer behavior, Laughlin noted that “as we look forward, I think AI is going to be the next disruption to how the economy takes space.” Given these vast shifts, “I do think sector allocation is going to be crucial as we seem to be accelerating these disruptions in the economy.”Laughlin also discussed how, despite geopolitical tension, REITs have managed to maintain their position, showcasing resilience compared to broader market movements. He also pointed to a wide dispersion in sector performance, with some sectors like shopping centers thriving while others are struggling.

Alternative investment and nontraded REIT fans take notice: why is Nick Schorsch buying up restaurants in Rhode Island?

Farmland has produced strong returns historically as a non-correlated asset to Wall Street, but it also comes with some big challenges for investors.

Stephen Grootes speaks to Ntobeko Nyawo, CFO of Redefine Properties, about the REIT’s improved earnings outlook despite growing global uncertainty, and what stronger occupancies, improving retail and logistics demand reveal about the state of South Africa’s commercial property market. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Eduskunnan suullinen kyselytunti täytti 60 vuotta. Politiikan tositelevisioksi kutsuttu kyselytunti edustaa monille sitä miten eduskunta toimii. Antaako eläkeikää lähestyvä eduskuntatyön lippulaiva oikean vai väärän käsityksen politiikasta? Ovatko kyselytunnit viikosta toiseen jatkuvaa jankutusta, pilkunviilaamista, älämölöä ja väärinymmärtämistä? Voiko nopeatahtisella kyselytunnilla puhua oikeuskanslerinkin linjausten perusteella vähän miten sattuu? Esitetäänkö kyselytunneilla aitoja kysymyksiä, joihin halutaan vilpittömiä vastauksia? Joutuvatko hallitukset perumaan päätöksiään siksi, että oppositio jankkaa niistä kyselytunneilla? Mikä on päivänpolitiikan sana? Suomen kielen dosentti Vesa Heikkinen ja Politiikkaradion toimittaja Tapio Pajunen analysoivat politiikan kielen ajankohtaisuuksia ja valitsevat päivänpolitiikan sanan. Voit ehdottaa päivänpolitiikan sanoja verkkolomakkeella, sähköpostitse, tai Bluesky:ssa ja X:ssä @tapiopajunen ja @tosentti. Puheet päreiksi -ohjelmaa esitetään Politiikkaradiossa perjantaisin.

Vikram Malhotra, managing director, real estate equities at Mizuho, joined the REIT Report to review trends in the industrial/logistics REIT sector. Despite some softness in the first quarter, a new upcycle remains in place, with big box demand playing a key role, he said.Warehouses of over 500,000 square feet have done “very well,” Malhotra said, as companies like Walmart and Amazon adapt to the necessity of quick, last-mile distribution. Mizuho currently estimates overall sector vacancy at 7.5%. That rate is close to peaking, Malhotra said, and then should modestly trend down. “Until we see vacancy trend to about 6%, I think it'll be really hard to see real rent growth…I think we're at least a year away from a very strong market trend.”As for the impact of current global instability, Malhotra noted that “in the very near term, spot demand is strong, but we are monitoring factors where we could see a sign of a pause.”  Instability is likely to strengthen the reshoring trend that has been a theme for the past few years, Malhotra added. Despite the ongoing conflict, the demand for logistics space is expected to reach 150-200 million square feet annually, a significant uptick from previous years.Chapters:00:00 AI Sparks Logistics Upside 00:57 Industrial Outlook 2026 01:44 Big Box Demand Split 02:33 Conflict Impact Check 03:54 Supply Chains And Data Centers 05:54 Markets Supply Risk 2026 07:55 Vacancy And Rent Path 09:07 Warehouse Design Shifts 10:49 Power And Automation Edge 11:59 AI Driven E Commerce Cycle 12:49 Wrap Up And Subscribe

On April 18th, hundreds of tenants gathered inside a school cafeteria to help shape Toronto's first city-wide tenant's union – the TTU. There were elections, robust policy discussions and plenty of stories from tenants. Blueprints of Disruption was there to capture it all, and provide analysis afterwards.On-scene interviews from inside the Toronto Tenant Union's founding Convention start off with Ricardo Tranjan, housing policy expert and author of The Tenant Class. Tranjan talks about his expectations for the day, and his excitement at the prospect of “taking another step” towards building the tenant class consciousness he wrote about in his book.There are also interviews with tenant organizers from different buildings across the city – including Jerry and Steve from 240 Markland. They talk about their saga with an REIT buying their building, applying for five consecutive above-guideline rent increases (AGIs) and trying to push legacy tenants out of the building.We also interview Bridgette, a resident of the Caseway building – outside of which convention participants rallied after the day's more official proceedings. She talks about why its been such a battle with their landlord, and how she felt about being a part of something bigger.Organizers of the event, and leaders within the ‘parent' organizations of the TTU also took time to speak with Santiago and Jessa as things wrapped up.Aniket Kali, formerly of Climate Justice Toronto, and Bruno Dobrusin of YSW Tenants Union talk about their new roles (both elected during the Convention), the scaling up of their models, and their vision for the TTU in the years to come.Hosted and Produced by: Jessa McLean and Santiago Helou QuinteroCall to Action: Sign up for TTU Orientation on May 9th, 2026Related Episodes: Blueprints of a Rent Strike (July 2023) Shifting Gears: Climate Justice Toronto (Sept 2024) CJTO on their decision to transition towards tenant organizing as a means to fight climate change.We also have a TENANT POWER PLAYLIST with more stories of neighbours organizing.More Resources: Can the new Toronto Tenant Union change the tired housing debate? – Ricardo Tranjan for Canadian DimensionWho Controls Toronto? The People or Developers? - ACORN ReportHamilton moves to strengthen renoviction bylaw - via CBCRent Strikes! - The Grind MagazineCanada: How Tenants Fought Back- via Progressive InternationalAll of our content is free - made possible by the generous sponsorships of our Patrons. If you would like to support our work through monthly contributions: PatreonFollow us on Instagram or on Bluesky

Imagine a few thousand consistently deposited into your account, every month for life! Our guest received a letter reminding him this financial instrument he chose 5 years ago, came to fruition with a sweet four figure gain. Listen to this episode to hear how to figure out if putting money in annuity is a smart move. How much can you expect monthly? What are the range of riders involved? What's guaranteed and what's not? How does this financial instrument compare with buying a REIT, ETF or topping up your SRS? Michelle Martin finds out with Phillip Securities' Elijah Lee.See omnystudio.com/listener for privacy information.

CICT’s acquisition of Paragon demonstrates the strength of the Reit sector, while Addvalue Tech’s value unlocking plan highlights the local market’s weakness in the growth space. Senior correspondent Ben Paul looks at how the Singapore market could be strengthened as a hub for both yield and growth. Highlights of the podcast: 03:30 Big Singapore Reits drive sector liquidity 05:43 Local growth stocks still drawn to Nasdaq 09:02 Mergers would strengthen the Reit sector 13:34 Will SGX-Nasdaq tie-up lift growth stocks? --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Ben Paul (benpaul@sph.com.sg) Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

In this episode of the White Coat Investor Podcast, we cover practical real estate decisions that matter for physicians and other high-income professionals. We begin by comparing REITs, REIT funds, and private real estate syndications, including how these options differ in structure, liquidity, and risk. We also discuss warning signs of private real estate scams and what investors should evaluate before committing capital. Later in the episode, we cover how doctors may be able to avoid PMI when buying a home, along with corrections from prior podcasts and a dentist's perspective on how dental insurance works. This episode focuses on evaluating opportunities carefully, avoiding preventable mistakes, and making more informed financial decisions. Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that's where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you're still in residency. And if you're already out of residency, SoFi's got you covered there too. For more information, go to https://www.whitecoatinvestor.com/Sofi SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm's evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael's views on credit, commercial real estate, asset‑based finance, and housing as investors search for yield.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Granite REIT (GRT.UN) is up 51% in the past 12 months; is it the perfect REIT or is it time to sell and cash profit? They offer a balanced and diversified portfolio for retirees. It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

What if passive income is not about chasing the latest flashy strategy, but about getting clear on what you actually want, understanding the risks, and choosing investments that fit your life?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt talks with Ryan Gibson, President and Chief Investment Officer of Spartan Investment Group. Ryan shares how his journey from airline pilot to real estate investor led him to build a firm that helps investors participate in self-storage without taking on the day-to-day burden of ownership. The conversation covers common investor mistakes, how self-storage really works, where investment capital can come from, and why clarity matters more than hype when building long-term wealth.→ Ryan explains why many high-income earners jump into real estate before deciding whether they actually want an active business or a passive investment.→ He breaks down several ways investors may fund real estate opportunities, including cash, 401(k) loans, leveraged stock accounts, HELOCs, life insurance strategies, and self-directed IRAs.→ Gary and Ryan discuss the difference between direct ownership in a real estate deal and investing through a REIT, especially when it comes to control, tax treatment, and understanding the actual asset.→ Ryan shares what Spartan looks for in self-storage opportunities, including supply and demand, visibility, density, future buyer interest, and rent growth potential.→ The episode also highlights why self-storage performs across changing economic conditions, driven by life events, business needs, downsizing, moving, and renovation. Ryan says about 70 percent of customers are driven by life transitions, while the other 30 percent are business users.→ Ryan closes with practical advice for high earners who make high income but may not be paying enough attention to what they actually keep after taxes, fees, and poor planning.Listen in for a grounded conversation on passive income, diversification, and why the right professional team can make all the difference.More about Ryan:Ryan Gibson | President & Chief Investment Officer Spartan Investment Group | 1633 Westlake Ave N. Suite 120, Seattle, WA 98109 C: 202.696.5112 Website | Invest in Our Values More about Gary:Visit Gary Heldt's website at https://www.sbadvisors.cc/Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

Courtney Calinog, senior director, and Mike Cordingley, managing director at Ferguson Partners, joined the REIT Report podcast to discuss how leadership expectations for REIT CEOs are shifting in a more complex, capital-constrained environment. Based on conversations with CEOs and senior executives, they found a strong consensus: while technical and financial expertise remain essential, they are now “table stakes,” Calinog said. What differentiates top leaders are people-centered capabilities like self-awareness, communication, and the ability to build trust and clarity amid uncertainty, she noted.The current market demands more strategic, adaptive leadership as cheap capital is no longer a reliable driver, Cordingley pointed out. CEOs must act as “enterprise translators,” he said, connecting capital markets, investor expectations, and operational decisions. At the same time, leadership turnover is accelerating. Most REIT CEOs are still promoted from within—making early leadership development critical. “It's the REITs that are treating leadership capability the way that they treat portfolio construction, (with) the same rigor, intentionality, looking at a long time horizon, that are going to differentiate,” Cordingley said.

Explore the latest Senior Housing Market Trends for 2026 in this episode of America's Commercial Real Estate Show featuring industry expert Ernie Anaya, President of the Senior Housing Group at Bull Realty. Discover key insights into senior living demand, occupancy rates, cap rates, and investment opportunities as the Baby Boomer population drives unprecedented growth. Learn about the different asset classes including active adult, independent living, assisted living, memory care, and skilled nursing facilities, and how each is performing in today's market. This episode also covers: The impact of rising interest rates and construction costs The massive supply-demand gap in senior housing development Emerging opportunities in behavioral health and adaptive reuse How investors can benefit from REIT structures and operator partnerships If you're a commercial real estate investor, developer, broker, or operator, this episode provides critical insights into one of the fastest-growing sectors in real estate. TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

Senior living investments are at a critical inflection point. Demand is sharply rising as the Baby Boomer generation ages, but supply hasn't kept pace. The “silver tsunami” is starting to send waves our way, and skilled operators are already taking advantage. Value-add senior living investments, like the example shared by today's guest, are seeing values multiply—and diligent operators have huge opportunities not only to make sizable returns but also to provide better lives for their residents. Lynn Jerath, founder of Citrine Investment Group, has a battle-tested background in REIT investing, hospitality, multifamily, and real estate private equity. She's pivoted to senior housing investments not only because of the profit potential, but also because of the purpose behind them. And she's not just buying managerially distressed assets, flipping the operator, and walking away. Lynn's team is delivering significant value add and, as a result, increasing the facility's value by 2x–3x on their total investment. She says demand is still growing while supply is constrained—and this trend could accelerate.  Between independent living, assisted living, memory care, and active adult investments, Lynn proves (with real numbers) that this space is far from saturated as the silver surge begins to wash ashore.  Insights from today's episode: Real return numbers on senior living investments as Lynn operates heavy value-add improvements  Why senior living has a long road ahead as demand grows and supply stagnates  Thinking of going from multifamily to senior living? Lynn has crucial advice to share  The #1 way to get more senior living residents in your community  Most popular niches of senior living (and their current cap rates)  Lynn's exact buy box for senior living investments—what has to work for her to buy   — Connect with Lynn on LinkedIn Citrine Investment Group Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high-net-worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. 00:00 Intro 01:54 Senior Living is a Different Ballgame 07:18 Undersupplied with Growing Demand? 13:59 Why Senior Living CAN'T Be Replaced 21:15 Big Players Are Getting In 24:52 Value-Add Senior Living in 2026 28:12 Case Study (2Xing Value) 31:07 How to Value-Add Senior Living 35:27 Getting New Residents 37:44 Most Popular Niches (and Cap Rates) 42:05 Lynn's Buy Box 47:55 It's About More Than Money 49:39 Connect with Lynn!

In this episode of The Intelligent Developers, we sit down with Robin Zeigler, Founder and CEO of Mural Real Estate Partners, for a wide-ranging conversation on leadership, capital, and the future of community-driven development.Robin shares her journey from an accounting graduate at Florida A&M University to becoming a senior executive at publicly traded REITs, including her experience managing millions of square feet of retail and mixed-use assets across the country. She reflects on the pivotal moments that shaped her career—from navigating early challenges in corporate America to discovering real estate through REIT accounting—and how those experiences ultimately led her to launch Mural.The discussion explores the structural inefficiencies in real estate capital markets that have contributed to the nation's housing gap, particularly the “missing middle” between subsidized affordable housing and luxury product. Robin offers a compelling framework for addressing these challenges through mixed-income, mixed-use development strategies rooted in public-private partnerships.Robin's perspective is both strategic and deeply personal—grounded in  years of institutional experience while focused on building equitable, vibrant neighborhoods in underinvested communities.This conversation is a masterclass for developers, investors, and operators seeking to understand where real estate is headed—and how to lead within it.

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts.Topics covered:Why REITs have been in a bear market for four years – and why that matters for value investorsHow to spot conflicted management before it destroys your returnsInternal vs. externally managed REITs and what to look forThe case for REITs over private real estate (including the leverage misconception)European REITs: opportunities, risks, and empire-building management teamsSpecific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and moreResidential REITs as the next turnaround play for 2027Join us :Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | SubstackFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠https://dividendtalk.eu⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

This week, learn how apartment investing can help you keep more of what you earn by using the tax code the way it was designed. John breaks down why the tax code rewards certain behaviors, how multifamily investing fits into that system, and why tax strategy matters just as much as income growth if you want to build long-term wealth.  John also explains how bonus depreciation works at a high level, why apartment syndications can offer tax advantages that many other investments do not, and how passive investors can think about ownership, downside protection, and scale when evaluating deals. The episode connects tax strategy with investing structure so you can better understand not just how to save money, but how to invest more intentionally.  If you've ever looked at your tax bill and wondered how investors use apartments to reduce their obligations while building wealth, this episode gives you a practical starting point.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Understand that the tax code is built around incentives that reward business ownership and investment activity  Learn how apartment investing can create tax advantages through depreciation and bonus depreciation  Recognize why tax strategy is not just about what you make, but how much you keep  Evaluate apartment syndications based on cash flow, downside protection, and operator structure  See why scale, team structure, and shared investor oversight can reduce certain risks compared to smaller one-person operations      Topics Why the Tax Code Matters to Investors John explains that the tax code is less about punishment and more about incentives  The government uses tax breaks, credits, depreciation, and other tools to encourage private-market behavior it wants to see, including business ownership and housing provision  Why Apartment Investing Gets Favorable Treatment Apartment investors help provide housing, which aligns with the kind of activity the tax code is designed to reward  John frames apartment investing as a way private investors step in to provide a service the government does not want to handle directly  How Bonus Depreciation Works at a High Level John explains that bonus depreciation allows investors to accelerate losses in year one instead of spreading them out over the full life of the property  He shares an example where a $100,000 investment produced roughly a $60,000 paper loss on the K-1, which could offset other passive income depending on the investor's tax situation  He also cautions listeners to speak with their CPA because these benefits depend on each individual's circumstances  How Apartment Syndications Compare to Other Investments John contrasts apartment syndications with flipping and REITs, noting that syndication investors typically own shares of the actual real estate and receive pass-through tax benefits  In contrast, REIT investors own shares of the REIT itself, so those tax benefits are generally taken at the REIT level rather than passed through directly  How to Think About Ownership and Scale John compares investing in a syndication to owning shares in a larger company, where scale and infrastructure can create more stability than a one-person operation  He encourages investors to understand the total raise amount, their percentage ownership, and how the enterprise is staffed and run  What John Looks for in a Deal John emphasizes starting with a property that is already cash flowing rather than relying entirely on a turnaround plan  He says this helps protect the downside while still giving investors upside through improved operations and execution  He also prefers investing in deals with experienced operators, on-site staff, and enough investor oversight to hold the sponsor to a high standard      

Season 6, Episode 2: This week on the No Cap Podcast, we're sitting down with Ross Cooper — President & CIO of Kimco Realty (NYSE: KIM) — to talk about one of the most resilient asset classes in commercial real estate: grocery-anchored open-air retail. Ross is a third-generation real estate operator whose grandfather Milton Cooper co-founded Kimco back in 1958. After 20 years rising through the investment side of the platform, Ross now leads one of the largest publicly traded REITs in North America. This conversation covers all of it — the origin story, the GFC, the "retail apocalypse" narrative, and how Kimco has quietly built one of the most durable portfolios in the business. We get into how Kimco underwrites acquisitions (location + basis, always), why grocery anchors drive daily and weekly foot traffic that no other asset class can replicate, and how the four segments of the grocery market — traditional, discount, organic, and ethnic — each attract a distinct co-tenancy ecosystem.   Ross also breaks down Kimco's approach to redevelopment and densification, including 13,000+ multifamily units either built, under construction, or fully entitled across their portfolio, and why turning a sea of surface parking into a 25-story mixed-use tower can be additive — not disruptive — to the retail below. We also cover Kimco's structured investment program in preferred equity and mezz financing, how they think about balance sheet discipline (including a decade-long push to earn an A-minus credit rating from all three agencies), and why new ground-up retail construction would require 50–60% rent increases in most markets just to pencil — a supply constraint that's quietly been one of the biggest tailwinds for existing center owners. If you want to understand how a REIT that's been in the business since Eisenhower still finds mispriced assets, turns over capital intelligently, and thinks about what comes next — this episode is it. Shoutout to our sponsor, Appfolio. The growth engine transforming how firms handle investor relations and distributions. TOPICS 00:00 – Introduction 05:13 – Kimco's First Deal and Early Mistakes 10:31 – Curating Tenant Mix Around the Customer 15:08 – Omnichannel Retail and Store Importance 19:44 – Capital Strategy and Debt Approach 25:00 – Portfolio Strategy and Market Positioning 30:00 – Leasing Strategy and Tenant Demand 35:00 – Redevelopment and Value Creation 40:00 – Retail Resilience and Market Outlook 45:43 – Development, Densification, and Closing Thoughts For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.