Videos & Podcasts

Hotels come roaring back, and the future is looking bright

Business attorneys Minta Kay and Teresa Goebel, of the international law firm Goodwin, join the program and draw on their experience with the organization’s hospitality practice to offer their assessment of why the hotel segment vastly exceeded its survival expectations during the pandemic, is currently booming, and is poised for a prosperous future. (11/2021)

The global investment opportunity in rail

Gianluca Minella, head of infrastructure research at DWS Group, discusses infrastructure investing in rail and the indispensable role rail played in providing vital products during the pandemic, and the role it can play as a catalyst and beneficiary of the decarbonization trend, as governments adopt policies supporting passenger and freight rail over other modes of transport. What’s more, he says the post-COVID market may offer a good entry point for investors to acquire rail transportation assets. (11/2021)

How Nashville became a powerhouse city, and how can other emerging metros replicate its success

Debo Ayeni, director of research and data analytics for Alex. Brown Realty, and Mac McComas, senior program manager for Johns Hopkins University’s 21st Century Cities Initiative, join the program to discuss their research project titled Finding the Next Nashville: Job Growth and Job Sector Diversity in Cities. How did Nashville become the city it is today, and how can other cities emulate its progress? We discuss. (11/2021)

Author Spotlight: Applied Wisdom — 700 Witticisms to Save Your Assets

Alexander Ineichen, founder of Ineichen Research and Management, and former UBS Investment Bank executive, is out with his latest book, Applied Wisdom: 700 Witticisms to Save Your Assets. He joins the program from his home in Switzerland for a broad discussion about his book, and subjects ranging from economics and crowd behavior, to the things Marilyn Monroe and Mike Tyson have in common with Leonardo da Vinci. (11/2021)

An interview with Frank Holmes, CEO of U.S. Global Investors

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Frank Holmes, CEO of U.S. Global Investors. Holmes’ profile appears in the October 2021 edition of Real Assets Adviser. (10/2021)

The never-ending story of food and grocery-anchored real estate

Blair Welch, co-founder of Slate Asset Management, joins the program to discuss the standout performance of grocery-anchored real estate, its role in last-mile logistics, and how physical supermarkets are being strengthened by ecommerce trends, rather than diminished by them. (10/2021)

Hines on the current global industrial and logistics market

When COVID-19 first appeared, comparisons were made with the Global Financial Crisis. Back in 2008, the industrial and logistics sector was hit hard and left with a plethora of new but empty warehouses that had been built on the whim of retailers. However, with today’s Coronavirus pandemic, and the focus on distribution and e-commerce, logistics real estate has emerged and stepped into the spotlight as an important part of urban infrastructure. This video looks at how Hines has prepared for…

Author Spotlight: Retired Cintas Corp. CEO on building a better organization

Robert Kohlhepp joined Cintas Corp. in July 1967 as controller. Over a span of 50 years with Cintas he was promoted to positions of general manager, vice president and treasurer, executive vice president, president and CEO, and then served as vice chairman and chairman of the board before retiring in 2016. Now, he has published his first book, "Building a Better Organization," based on his decades of experience running a Fortune 1000 corporation and acquiring and acculturating hundreds of companies.…

Author Spotlight: The evolution of real estate crowdfunding

Crowdfunding has promised the democratization of investing by giving access to a broader array of investors to directly invest in — among other asset classes — residential and commercial real estate. Adam Gower, founder of GowerCrowd.com and author of Unleashed, a book on the topic, joins the program to talk about the progress real estate crowdfunding has made, as well as the significant interest being expressed in the category by institutional investment managers. (09/2021)

1031s: An Update & Outlook

This webinar is hosted by Real Assets Adviser and ADISA. It gives a 1031 industry overview and a legislative update on issues facing 1031s and share predictions. ADISA also shares their history with 1031s and discusses the scope of 1031s to Congress. Plus, highlights from the upcoming October Real Assets Adviser feature article titled, “1031 by the Numbers.” (08/2021) Moderator: Brooke Heffington Managing Director Real Assets Adviser Speakers: Brandon Balkman Senior Vice President, Marketing Orchard Securities John Harrison, DBA Executive…

The investment diagnosis for hotels — today and going forward

Crippled by the COVID-19 pandemic, the hotel business is on the march back to economic health. The debt market is strong, there is a fair amount of liquidity and properties are functioning mostly efficiently. That is the word from our guest, Kevin Davis, a senior managing director in JLL’s Hotels & Hospitality Group in New York City. There's more, including the current headline writ large above the industry. And what about Airbnb and other shared-economy insurgents? (09/2021)

In Focus: NuView Trust's Jason Debono on the tax changes in the proposed House bill

Jason Debono, president at NuView Trust Co., discusses the new tax changes in the $3.5 trillion infrastructure bill proposed to the House and how those changes will effect those in the alternative asset space, specifically those dealing with retirement accounts investing into alternative assets. (09/2021)

Inside the Edition: Hotel conversions and hitting home runs with sports venues

In this edition we preview upcoming Real Assets Adviser stories for the October and November issues of the magazine with Millionacres editor Deidre Woollard and contributing writer Kristi Waterworth. Millionacres, a unit of The Motley Fool, has been collaborating with Real Assets Adviser on several real estate stories of interest to both organizations. Podcast host and magazine editor Mike Consol joins Woollard and Waterworth to discuss hotel conversions and real estate opportunities surrounding sports venues. (09/2021)

U.S. housing shortage keeps fueling the single-family build-to-rent market

The COVID-19 pandemic, along with increasing single-family housing prices, has only accelerated the suburban renaissance. Both ends of the demographic spectrum, millennials and baby boomers, are seeking the hassle-free living of apartment life, while also looking for the space and privacy of a single-family home. That has made investors more interested than ever in the hot build-to-rent market. To discuss the phenomenon, we are joined by Berkadia executives Russ Hardy and Dori Nolan. (09/2021)

Investing in shipping and the high seas

What are the investment opportunities in shipping? What are the historic returns? Why do the Greeks still rule the high seas? What is the current state of the shipping business? What is the average lifespan of a container ship, oil tanker or cruise liner? What countries are the biggest manufacturers? Many questions but also many answers from our guest, Matthew Freeman, chief commercial officer at VesselsValue. (09/2021)