Videos & Podcasts

Shop Talk: Real estate disposition and tax optimization

Kerry Scanlon, senior vice president of Platform Ventures, joins the program to discuss how retail investors can turn their real estate holdings liquid while deferring and minimizing their tax liabilities through the use of opportunity zone funds and 1031 exchange funds. (07/2019)

Author Spotlight: The longevity economy and its implications

Joseph Coughlin, founder and director of the AgeLab at MIT, and author of The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market, joins the program to offer his insights on senior housing trends, modern aging, and why the baby boom generation is living and aging like non-other before it. (07/2019)

In Focus: Jan Brzeski on non-bank real estate lending

Jan Brzeski, managing director and CIO at Arixa Capital Advisors, discusses non-bank real estate lending as an investment strategy, why RIAs and other wealth managers consider it and how to conduct due diligence on investment managers in this space. (06/2019)

Shop Talk: The chaotic state of the California cannabis business

A stew of byzantine licensing protocols, high taxes and the inability to use the banking system has hobbled California’s cannabis industry. Those issues and others have resulted in the state collecting a mere one-third of anticipated revenues from the legalization of cannabis. Several bills to mitigate these problems have been proposed by legislators, but their fate is undetermined at this stage. John Oram, CEO of NUG, joins the program to walk us through the litany of issues. (06/2019)

Shop Talk: Cannabis fundraising with ‘road warrior’ Smoke Wallin

Vertical, a vertically-integrated cannabis company, recently closed its Series A fundraising round at $58 million, $23 million more than its initial target, composed of small investments from many high-net-worth individuals and families. The driving force behind the fundraise was company president Smoke Wallin, who was on the road for months running a political-style fundraising campaign. He joins us to talk about the roadshow and the lessons learned. (06/2019)

Shop Talk: Real estate investing in secondary and tertiary markets

How do you define secondary and tertiary markets? What are the top markets in each category? What are the prime opportunities in those markets for real estate investors? What are the risks? What is the difference between investing in those markets today versus 10 or 20 years ago? To cover those subjects we are joined by Pat Jackson, founder and CEO of Sabal Capital Holdings, a financial services firm specializing in commercial real estate investing. (06/2019)

Shop Talk: Taking REITs public

What kinds of organizations are suited to go public as REITs? What are the antecedents of a successful REIT IPO? How are public REITs expected to perform during the next real estate downturn? What is the biggest difference between the REITs of today and yesteryear? Morrison & Foerster attorney Andy Campbell, who specializes in REIT IPOs, joins the program to bring us up to speed. (06/2019)

Shop Talk: Diversifying the portfolio with agriculture

Did you know food consumption is projected to double over the next 50 years? What ag-tech innovations will have a particularly powerful impact on production and profitability? What are the sweet spots among farm crops? What are historic and projected returns? We discuss these matters with our guest, Martin Davies, CEO of Westchester Agriculture Assets, an affiliate of Nuveen, with about $8 billion of global farmland assets. (06/2019)

Shop Talk: An analysis of the current and future U.S. housing market

Housing expert Ivy Zelman, CEO of Zelman & Associates, is noted for having accurately called the top of the housing market in 2005, as well as the bottom of the market in January 2012. She joins the program to discuss the current state of housing, the “yellow flags” she has detected, the emergence of the “I-buyer” market, the low inventory of available single-family homes, and the accelerating build-to-rent market. (05/2019)

Shop Talk: Hollywood and entertainment real estate in L.A.

What were the terms of the landmark 75-year Warner Bros. lease in Burbank? Our guest is Andrew Schmerzler, the business attorney who negotiated the lease. He joins us to discuss other major entertainment projects under development in L.A., what constitutes “entertainment real estate,” the short- and long-term future of entertainment properties, and whether there is a clear path for high-net-worth individuals to participate, either separate from or alongside institutional players. (05/2019)

Author Spotlight: PropTech today and its long-term future

Aaron Block and Zach Aarons, co-authors of PropTech 101: Turning Chaos Into Cash Through Real Estate Innovation, join the program to discuss their book, the PropTech startup incubator and VC organization they co-founded, and to outline their vision of how property technology will revolutionize the real estate business. (05/2019)

Focus on Alternatives: Stephen Blum on RIAs in the alternative investment space

Stephen Blum, president and founder at Strategic Wealth Planning, joins Greg Mausz, EVP, operations & due diligence at Preferred Apartment Communities, and president-elect at ADISA, to discuss the entrance of RIAs into the alternative investment space and explains the benefits of incorporating alternative investments into portfolios, the steps that should be taken and how RIAs can prepare. (05/2019)

Shop Talk: Nonbank lending and investment opportunities in Australia

The Australian real estate debt sector is undergoing substantial change and creating new opportunities for investors. Australian banks are withdrawing from real estate lending, creating openings for nonbank lenders. What kinds of opportunities is this creating for investors? To discuss we are joined by Peter Mitchell, director of Elysium Capital, and a consultant with Emerge Capital on offshore investment into real estate debt and equity products in Australia. He is also ex-CEO of the Asian Public Real Estate Association. (05/2019)

Shop Talk: Integrating AI with real estate crowdfunding platforms

How is artificial intelligence going to be applied to real estate crowdfunding? What are the weaknesses of AI? What void is crowdfunding filling in the real estate market? And how can wealth managers use crowdfunding platforms on behalf of their clients? Our guest — Adam Hooper, founder and CEO of RealCrowd, an online real estate equity marketplace — takes on those subjects. (05/2019)

Focus on Alternatives: Brian Buehler on private equity

Brian Buehler, partner with Triton Pacific, provides an overview of private equity, including a discussion of the five key points to consider when addressing investment opportunities, the importance of branding, exit strategies and more. (05/2019)