Tag Archives: #CommercialRealEstate

Episode 164 – CRE: The Big Picture Perspective with Ian Formigle

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients assets access to investments that are different from their traditional real estate holdings while helping them achieve their financial goals. Ian is a real estate professional and serial entrepreneur with over 25 years of experience in real estate, private equity startups, and options trading at CrowdStreet and serves as the key decision maker for all investments on its marketplace.

In this podcast, Doug and Ian discuss how CrowdStreet is helping advisors cut through the data, offering valuable insights for potential commercial real estate (CRE) investment opportunities. 

They also discussed:

  • If the outlook for investing in real estate has changed 
  • Why there are some commercial real estate headwinds yet no large pullback on some of the prices across the sectors that many people expected
  • The sectors Formigle sees as bullish and bearish
  • The bankruptcies of some major retail chains and if they hurt the general perception of the CRE industry or offer an opportunity
  • The motivators to get people off the sidelines and investing

 

Resources: 

CrowdStreet

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Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , , ,

In this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing “AxKicker Podcast” for the Power Your Advice series. Michael is joined by Chris Versace, the Chief Investment Officer and Thematic Strategist at Tematica Research: the lead Portfolio Manager for the Action Alerts Plus newsletter. 

Michael and Chris dive into the current state of the market, the effects of inflation and other factors on it, and how Axos Financial and Tematica Research are prepared for the short-term and long-term impacts.

They also discussed:

  • The possibility of one more quarter-point coming on 
  • If inflation will continue to rise and the sequential impacts that might follow
  • The concern of the retail community over-leveraging themselves in this inflation environment
  • The near future of brick-and-mortar establishments and commercial real estate as a whole
  • The future of online banking technologies and how Axos Financial is at the forefront of the movement
  • The AI-driven impacts on the stock market
  • Thematic versus sector investing

 

Resources: 

Axos Clearing

Tematica Research

 

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Episode 110 – Diversify Client Portfolios Through Commercial Real Estate – With Sheldon Chang

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Sheldon Chang is the President of CrowdStreet Advisors, a company that provides investment advisory services exclusively to privately managed accounts and private funds. They also help advisors incorporate commercial real estate (CRE) into their clients’ portfolios.

Doug and Sheldon talked about the unique opportunity CrowdStreet gives to private investors and their clients to advance their portfolios. 

They also discussed:

  • Sheldon’s diverse background in the industry and how he arrived at CrowdStreet Advisors
  • The role CrowdStreet plays in the industry to allow access to great investment opportunities 
  • The return of economic and demographic trends that are impacting advisors
  • Why CrowdStreet focuses on projects in growing cities
  • How CrowdStreet is working to make CRE more accessible to advisors

Resources: CrowdStreet Advisors



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Episode 58 – The Importance, Opportunity & Challenges of Investing in Senior Housing – With Jade Miller

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Jade Miller is the vice president of capital markets for the Bourne Financial Group, a real estate financial equity company specializing in healthcare development, acquisitions and asset management. 

In today’s episode, Doug and Jade talk about how Bourne develops and acquires private pay senior housing across the United States. They also discuss

  • How Jade got involved with financial services and commercial real estate
  • Whether or not she is seeing a recovery in senior housing after the pandemic
  • The types of facilities Bourne invests in
  • Why there is such a huge need for senior housing
  • The due diligence Bourne conducts on each opportunity, and the economic challenges they face
  • Why technology is the biggest driver in this area

Resources: Bourne Financial Group

 

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Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

​​Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and across various market conditions. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss what is going on across the different sectors of commercial real estate

  • How investing in commercial real estate has changed over the past two decades
  • Trends Matthew sees in commercial real estate today
  • The opportunity presented by student housing
  • What is going on with multifamily housing and post-pandemic migration patterns
  • Is senior living making a comeback after the pandemic
  • What Matthew and Township Capital are excited about in the near future

Resources: Township Capital

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