Videos & Podcasts

Shop Talk: Investing in biotechnology

Venture capital firms have long had an on-again/off-again love affair with biotech startups. How do VCs currently view biotechs? What have been some of the industry’s recent successes and disappointments? Has the coronavirus been boost or bane for the industry? And what is the best advice for private equity investors looking to play in the biotech space? Our guest is Daniel Levine, founder of Levine Media Group, which is deeply involved in the industry, and is producer and host of…

Shop Talk: How virtualization of the workforce is spurring office opportunities in secondary markets

With the forced virtualization of much of the U.S. workforce in reaction to the coronavirus pandemic, speculation about the future of the office has been rampant among commercial real estate operators and investors. Among the observers and commentators are Joe Muratore and Ryan Swehla of Graceada Partners, who recently co-authored a white paper discussing how the pandemic will change the nature of offices and work. They view the situation largely from a secondary and tertiary market perspective and have witnessed…

Shop Talk: The investor-advocacy campaign on Capitol Hill

It was IPA Week in Washington and staff and members of the Institute for Portfolio Alternatives used an array of virtual meetings with elected officials and congressional staffers to advocate on behalf of the investment community in four major areas. IPA president and CEO Tony Chereso joins the program to report on the efforts made. (09/2020)

Shop Talk: Trends in agriculture production and investing

How many dollars are currently invested in the U.S. and global ag sector? How has ag investing performed in recent years? What is the potential impact of early-stage technology startups? What are the prospects of another agricultural revolution meeting the challenge of growing food demand? And how is ag expected to contend with climate change, less arable land and shrinking water supplies? To get caught up on the latest trends in the space, we are joined by Philippe de Lapérouse, managing…

Inside the Edition: Michael Nathanson, CEO, The Colony Group

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Michael Nathanson, CEO of The Colony Group. Nathanson’s cover profile appears in the September 2020 edition of Real Assets Adviser. (09/2020)

Inside the Edition: How to optimize your Zoom meetings and avoid ‘zoom-out’

You might have seen the blooper videos of the gentleman with boxer shorts unintentionally shown on his Zoom meeting call, or the woman unmuted while in the restroom. One thing is for certain — virtual meetings are not going away any time soon. What was once thought a supplement to in-person meeting has now become a business communication staple, so you better be on your “A” game to succeed in the new age of digital meetings. Steve Rokoszewski of Anchor…

Shop Talk: The technological future of multifamily housing projects

With competition rising between apartments projects and against the now booming single-family home market, multifamily is a sector in search of competitive advantages, whether by offering more innovative formats, embedding smart-home technologies in apartments, or thinking in terms of “lifestyle apartment complexes.” Paul Van, CEO and CIO at Croatan Investments, spends a lot of time thinking about such matters and joins the program as our guest. (08/2020)

Inside the Edition: The presidential election and its implications for the 1031 exchange program

As the 1031 program celebrates its 100th anniversary, its utility to investors could be placed in jeopardy by the tax plan being espoused by presidential candidate Joe Biden, says Dan Wagner, senior vice president of government relations at The Inland Real Estate Group of Cos., who is part of a Capitol Hill advocacy campaign to turn back the proposed revisions. Wagner joins us to explain the situation, and he is also authoring a column on the subject for the October…

Brandon Hunt on Digital Infrastructure 101

Digital Infrastructure assets like cell towers and data centers are integral in supporting our shift to digital platforms, 5G, cloud computing and more. Brandon Hunt, Portfolio Manager at Strategic Capital Fund Management, provides a foundational overview of these resilient, utility-like real assets. (08/2020) Download Brandon’s podcast “assets today and into the future.”

In Focus: Terrell Gates on distressed opportunities in cycle-resilient property sectors

Terrell Gates, founder and CEO of Virtus Real Estate Capital, discusses why alternative property segments perform better during downturns and how investors can capitalize on opportunities during period of distress. (08/2020) Read Virtus' paper about resilient distressed opportunities here. 

In Focus: Simon Hedger on the REIT market

Simon Hedger, senior portfolio manager at Principal Real Estate Investors, discusses the current REIT market and what we should expect going forward. (07/2020)

Shop Talk: Single-family housing market catches fire, while the apartment sector starts to cool

Ivy Zelman, CEO of Zelman & Associates, says the U.S. housing sector is experiencing a de-urbanization trend, people are moving from high-cost to lower-cost markets, millennials are having babies and buying single-family homes, and mortgage rates and home inventories are at record lows. Add it all up and Zelman is calling housing a relative winner among U.S. economic sectors. (07/2020)

Shop Talk: Everything you wanted to know about family offices but were afraid to ask

The family office and multifamily office have boomed as private wealth has exploded in the United States and in other parts of the world. But every family office is distinct, and therefore the space is somewhat mysterious to many advisers, investment professionals and observers. In search of clarity, we turned Rael Gorelick, partner and head of investments at Biltmore Family Office. (07/2020)

Infrastructure Report: The urgent need for investment in Western U.S. water systems

Our guests, Christine Arbogast and Patrick O’Toole, recently wrote an opinion piece in the Reno Gazette Journal arguing it is time to invest in Western water infrastructure. Arbogast is president of the National Water Resources Association, and Patrick O’Toole is a cattle and sheep rancher from Wyoming and president of the Family Farm Alliance. What is the nature and scale of the western water infrastructure problem? What is the potential crisis in the event of inaction? Short of Congress acting…

Shop Talk: Digital infrastructure assets today and into the future

What encompasses digital assets in the infrastructure space? Why are they hot among investors? Who’s investing in them? And what does the future hold regarding their power and reach? Our guest, Brandon Hunt, portfolio manager at Strategic Capital Fund Management, tackles this wide-ranging subject. (07/2020)