Tag Archives: #RealEstate

Episode 198 – Tackling Property Obsolescence: True Life Capital’s Winning Formula for Residential Growth with Brendan McLaughlin



Brendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the next generation of home buyers. 

In this conversation, Doug and Brendan explore True Life Capital’s distinct role under the parent company, The True Life Companies, and delve into their strategies for acquiring, entitling/designing, and selling properties.

They also discussed:

  • True Life’s mission to address the supply-demand imbalance in the housing market for the next generation of homebuyers.
  • Brendan’s role within True Life Capital, including raising money for funds and working with financial advisors.
  • The relationship between True Life Capital and its parent company, True Life Companies.
  • The market opportunity True Life Capital is based upon, focusing on the supply and demand imbalance in residential real estate.
  • True Life Capital’s strategies: acquire, entitle/design, and sell, with a focus on repurposing obsolete properties in specific cities.
  • The 1-3-5 path to liquidity, a unique growth strategy offering predictable returns to investors within the first year, full investment return by the third year, and completion of the fund by the fifth year.
  • Recent successes with the fund, highlighting two properties in Silicon Valley and Orange County with impressive IRR (Internal Rate of Return) percentages.

 

Resources: 

True Life Capital

 

___

True Life Capital is a division of The True Life Companies, LLC (“The True Life Companies”). Securities offered through Orchard Securities, LLC (“Orchard Securities”). Member FINRA/SIPC. The True Life Companies and Orchard Securities are not affiliated companies. The purchase of securities in The True Life Companies is limited to accredited investors.

Investment opportunities available through True Life Capital are speculative, illiquid, and involve a high degree of risk. It is impossible to accurately predict the results of an investment in any of True Life Capital’s programs. Prospective investors should carefully consider all risks and consult with their own legal, tax, and financial advisors prior to investing. Prospective investors should be able to afford the loss of all or a substantial part of their investment. There are no assurances that any of the objectives outlined here can be achieved. Past performance is not a guarantee of future results.


Episode 159 – There is Always an Opportunity for Real Estate Development with Bernie Wasserman



Bernie Wasserman is the President of Participant Capital, a company that provides individual investors access to Class A real estate development opportunities through a suite of investment vehicles and through their affiliation with Royal Palm Companies.

In this podcast, Doug and Bernie discuss real estate investments, their main drivers, and how Participant Capital positioned itself to serve a plethora of wealth advisors across the globe. 

They also discussed:

  • The kind of advisors Participant Capital serves and the type of funds the firm offers
  • Participant Capital’s relationship with Royal Palm Companies
  • Strategies within private real estate that are positioned to perform well in this high-interest-rate market
  • The considerations when investing in private real estate and how to examine location versus strategy and sector
  • The areas of risk advisors should be more careful in
  • What advisors should consider when selecting managers and funds for their clients
  • The challenges advisors have when accessing real estate investment opportunities today and the evolution of its solutions

 

Resources: 

Participant Capital


Episode 143 – Rooting the Portfolio in Real Estate – With Ian Formigle



Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients 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 make real estate the foundation of clients’ portfolios and how advisors can push the opportunities this asset class provides their clients.

They also discussed:

  • What advisors need to know about the current market conditions
  • The importance for advisors to consider their clients from a foundational perspective, making real estate the foundation of portfolios
  • What advisors should know about the CrowdStreet REIT, a fund launched by the company this year
  • Where this type of real estate fits into client portfolios, and how advisors can position their clients to take advantage of these opportunities 
  • How advisors can best educate their clients about this asset class, and the opportunity it provides them

 

Resources: 

CrowdStreet


Episode 132 – Accessible Private Commercial Real Estate for the Masses – With Thomas McDonald



Thomas McDonald is the Director of Investment Product Development and Portfolio Management for CrowdStreet and serves as a member of the Investment Committee. CrowdStreet is the largest online private equity real estate investing platform, giving individual investors direct access to a range of investment opportunities and online tools needed to manage those investments.

In this podcast, Doug and Thomas discuss the investment opportunities within private commercial real estate and how CrowdStreet advisor’s are changing the accessibility of this asset class.

They also discussed:

  • The investment industry and its current market
  • How financial advisors should be approaching this high inflation and high interest rate environment
  • Why investors and their advisors should be considering private commercial real estate today and in the years to come as a long term investment
  • Where the opportunities are in commercial real estate today and how the CrowdStreet team is capturing them
  • The distinctions within the asset class of private commercial real estate and the investment strategies of core and core plus 
  • How CrowdStreet advisors are changing the accessibility of private commercial real estate investments

Resources: 

CrowdStreet




Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo



Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access the benefits of fully underwritten commercial real estate.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Donal discuss the business of real estate investing and how Lex Markets contributes to the industry. 

They also discussed:

  • Commercial real estate’s historical access problem and its role in, or lack thereof, client portfolios
  • Where the idea for Lex came from and how it evolved
  • The due diligence and structuring of the business
  • How to align client interests with those of the sponsor
  • The registration process with the SEC
  • If advisors can get tax benefits by leveraging amortization or depreciation to minimize their client’s tax burdens

Resources: 

Lex Markets

Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a securities offering. This investment may not be suitable for all investors. Distributions and liquidity not guaranteed. Property performance and performance of property tenants not guaranteed. Diversification does not eliminate the risk of experiencing investment loss.




Episode 56 – Building a City Through Revitalization – With Erik Hayden



Erik Hayden is the founder of Urban Catalyst,  a real estate equity fund focused on ground-up development projects in downtown San Jose.

In today’s episode, Doug and Erik talk about the types of projects in which Urban Catalyst gets involved, and how they choose them. They also discuss:

  • Opportunity zones and opportunity zone funds
  • How Urban Catalyst is more than just a fund manager – they are the developer on all their projects
  • Why they chose to focus on San Jose
  • How their process works from inception to completion
  • How they work within the tax laws to pay out dividends to investors
  • What the future may bring for Urban Catalyst

Resources: Urban Catalyst

 


Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt



Russell Platt is the Co-Founder and CEO of Forum Partners, a global real estate investment and asset management firm. Founded in 2002, Forum is recognized for investing in and alongside public and private real estate companies, with a focus on income and capital preservation. 

In today’s episode, Doug & Russell talk about how Forum Partners finds real estate investment opportunities all over the world. They also discuss:

  • How they find opportunity in distressed retail space
  • What they look out for when considering investment
  • How Forum structures deals between the investors, the institutions and themselves
  • How advisors can take advantage of the opportunities provided by Forum Global
  • How advisors can explain these types of investments to their clients

Resources: Forum Partners

 


Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai



Stephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real estate team draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country, with a focus in office, hospitality and residential asset classes. 

In this episode of Power Your Advice, Doug Heikkinen and Stephan talk about how and why his family immigrated to the United States and founded Sovereign Partners, among other topics.  

  • How the pandemic affected the real estate market
  • How real estate is recovering
  • An overview of distressed real estate and the opportunities it presents
  • Why you should consider real estate investments now

Resources: Sovereign Partners