Videos & Podcasts

Shop Talk: Puerto Rico's tax incentives for investors and business

Francisco Luis, a CPA and tax partner with Grant Thornton in the firm's San Juan, Puerto Rico office, joins us to discuss Puerto Rico’s tax incentive Acts 20 and 22. The tax incentive laws, enacted three years ago, are designed to lure wealthy American investors to invest in the United States' so-called 51st state to help revive the island’s economy. (06/2017)

Focus on Alternatives: Matthew Iak on oil and gas investing

Matthew Iak, executive vice president of U.S. Energy, discusses the ins and outs of oil and gas investments, including the different types available, benefits of direct investments, risks and more. (5/2017)

Inside the Edition: Climate change and the risk to real estate portfolios

What U.S. city is at greatest risk to climate change? What city has the lowest risk? Jeff Kanne, CEO of National Real Estate Advisors, discusses a new risk tool the company developed to assess the local and regional threats posed by climate change. Kanne tells us how it was built, what it found and which markets his company is now looking to avoid to protect its real estate portfolio from climatic change and property devaluation. (05/2017)

Focus on Alternatives: Taylor Garrett on Section 1031 trends

Taylor Garrett, managing director of Orchard Securities, provides an update on Section 1031 exchanges and trends in DSTs, discussing equity raise, big market players and more. (05/2017)

Inside the Edition: Ryan DeVore, head of private client advisers, William Blair & Co.

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Ryan DeVore, head of private client advisers at the private wealth division of 82-year-old William Blair & Co. DeVore appears on the cover of the June edition with John Brennan, who jointly manages the private wealth division with DeVore. Because the two executives were interviewed separately, the Brennan interview has been published as a separate podcast. (04/2017)

Inside the Edition: John Brennan, head of investment counseling, William Blair & Co.

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with John Brennan, head of investment counseling at the private wealth division of 82-year-old William Blair & Co. Brennan appears on the cover of the June edition with Ryan DeVore, who jointly manages the private wealth division with Brennan. Because the two executives were interviewed separately, the DeVore interview has been published as a separate podcast. (04/2017)

Focus on Alternatives: Larry Sullivan on Section 1031 like-kind exchanges

Larry Sullivan, ADISA board member and president of Passco Companies, discusses Section 1031 like-kind exchanges and what to watch for on the tax reform front. (05/2017)

Focus on Alternatives: John Grady on DOL Implementation

John Grady, ADISA president and partner with DLA Piper, discusses the status of the DOL Fiduciary Rule and what to expect following the current delay and review. (05/2017)

Focus on Alternatives Promo Video

Real Assets Adviser magazine has partnered with ADISA to produce a new educational video series that covers key topics involving alternative and direct investments. The series, which will debut in May, includes more than 20 videos, which will be released one per week during the coming months.

Shop Talk: Scott Muldavin on the new standard for healthy buildings

If you remember Legionnaires Disease and reporting about “sick building syndrome,” you might be especially interested in the new WELL Building Standard being spearheaded by an organization named Delos. What is the “health” of the average office or retail building? How are things changing today? How many buildings currently meet WELL Building Standard? How do building owners and investors benefit from "healthy" building status? Scott Muldavin, a senior adviser to Delos, explains. (04/2017)

Shop Talk: Jim McAlister discusses investing in undeveloped land

Why do investors tend to be averse to investing in undeveloped land? What are the advantages and disadvantages to investing in raw land? What are some of the factors that need to be taken into consideration when assessing whether an undeveloped parcel is a good investment? Guest Jim McAlister IV, CEO of Rockspring Capital, walks us through the process. (04/2017)

Shop Talk: Mike Hargrave on medical office buildings

Mike Hargrave, a principal with Revista, which provides healthcare property data and industry information to investors in the medical real estate space. (04/2017)

In Focus: Robert N. Goodman on single-family housing

Robert N. Goodman, founder, chairman & CEO at The Resmark Companies, discusses how demographics and growth will affect single-family for-sale housing and multifamily developments. (03/2017)

Shop Talk: Ron Carson on changes at Carson Wealth

Ron Carson, founder and CEO of the Carson Group — which serves financial advisers and investors through its businesses Peak Advisor Alliance, Carson Institutional Alliance, and Carson Wealth — comes on the program to elaborate on the changes recently made at the Carson Group, including his decision to sever his 27-year-long association with LPL Financial, the nation’s largest broker/dealer, to join the Cetera Financial Group. Carson, who is also a member of the Real Assets Adviser editorial board, shares his…

In Focus: Kathryn Sweeney on senior housing

Kathryn Sweeney, co-founder, managing partner and chief investment officer at Blue Moon Capital Partners, discusses the demand and rationale for new supply and development in the senior housing market. (03/2017)