In this episode, Paul speaks to Jeff Lerman about Joint Ventures. They go in-depth about the role of the Real Estate Attorney, the basics of joint ventures and how they differ from syndications, things to be aware of when putting together a joint venture partnership, and more. About our guest: Jeff is a Co-Funder and Managing Partner at Lerman Law Partners, LLP, a California Real Estate and Estate Planning Law firm focused on investors. He handles acquisitions and sales, entity formation, syndic...
Mar 20, 2023•38 min•Ep. 16
In this episode, Paul speaks to Jeff Adler about political risk. They go in-depth about his 2020 article “Calculating political risk”, his political risk model and how he came to research and model it, his philosophy towards affordability, predictions for the future, and more. About our guest: Jeff is the Vice President of Yardi Matrix, the data division of Yardi Systems, which is a US multifamily, student housing, office, medical office, industrial, retail, and self-storage asset information to...
Dec 28, 2022•52 min•Ep. 15
In this episode, Paul speaks to Jeremy Roll about passive investing. They go in-depth about his path into real estate, diversification in passive investing, his preferred asset classes for predictability, and how to choose sponsors. About our guest: Jeremy is the President at the Roll Investment Group, where he leads efforts to seek passive / managed alternative investment opportunities in Real Estate. He is also a Co-Founder of For Investors By Investors (FIBI), a network of monthly public inve...
Nov 30, 2022•19 min•Ep. 14
In this episode, Paul speaks to Steve Sawicki about Co-Warehousing. They go in-depth about the inner workings of Saltbox, how they manage their locations, and the impact the co-warehousing movement has had in the ecommerce industry. About our guest: Steve is the Director of Real Estate at Saltbox, a pioneer company in the co-warehousing movement that has revolutionized the ecommerce industry. Saltbox offers a purpose/built network or flexible warehouses that target the ecommerce industry and the...
Jun 07, 2022•18 min•Ep. 13
In this episode, Paul speaks to Scott Choppin about workforce housing. They go in-depth about Scott’s background, his urban townhouse model, multi-earner households, and how housing costs and household structures have evolved in recent times. About our guest: Scott is CEO and founder of the Urban Pacific group of Companies, a Real Estate Development Company focused on the innovative UTH (Urban Town House) rental housing model, which was created by them. UTH is a construction housing model that p...
Dec 14, 2021•44 min•Ep. 12
In this episode, Paul speaks to Greg Lyon and Patrick Winters about retail architecture. They go in-depth about working on a project in the middle east vs the US, changes in retail architecture and common mistakes they see clients make. About our guest: Greg Lyon and Patrick Winters are Principals of Nadel Architects. Greg serves as the company’s chairman, and Patrick as the president. Nadel is a Los Angeles leading architectural and design firm. For decades, they’ve been leading the industry in...
Nov 30, 2021•30 min•Ep. 11
In this episode, Paul speaks to Dr. Peter Linneman about the state of the US Economy. They go in-depth about his path into economics, the impact of the COVID-19 pandemic in work dynamics and future opportunities in real estate. About our guest: Peter is Principal at Linneman Associates; CEO of the American Land Fund; and an Emeritus Professor and Founding Chairman of The Wharton School’s Real Estate Department at the University of Pennsylvania. He is also the author of The Linneman Letter, a “on...
Nov 16, 2021•56 min•Ep. 10
In this episode, Paul speaks to Paul Kaseburg about Multifamily investing and how to evaluate real estate sponsors. They go in-depth about his work at the MG Property Group, the current investment climate and macro trends, his acquisition process, and the most common mistakes you can make when deciding whether or not to make a deal. About our guest: Paul is the Chief Investment Officer at the MG Properties Group. He is responsible for the firm’s acquisition, disposition, and capital markets acti...
Nov 02, 2021•44 min•Ep. 9
In this episode, Paul speaks to Matt Larriva about real estate econometrics. They go in-depth about alternative data sources, demographic trends and migration patterns. About our guest: Matt is the director of Research and Analytics at FCP, where he leverages data science and quantitative methods to enhance asset selection, management, and disposition. His focus is on quantitative research, predictive analytics, and data infrastructure. FCP is a privately held real estate investment company that...
Oct 19, 2021•24 min•Ep. 8
In this episode, Paul speaks to Gene Trowbridge about the details of an operating agreement. They go in-depth on the fundamentals of syndication and securities, the three biggest mistakes a syndicator can make, and some key opportunities to take advantage of today. About our guest: Gene is a nationally recognized syndication and securities attorney. He is the funding partner for the Trowbridge law group LLP that concentrates on the syndication of commercial and investment real estate, through bo...
Oct 05, 2021•21 min•Ep. 7
In this episode, Paul speaks to Amy Wan about Blockchain and crowdfunding. They go in-depth about blockchain and title records, the tokenization of real estate, and the advantages of blockchain enabled syndication deals. About our guest: Amy Wan is Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and co-founder and CEO of Sagewise, a legaltech blockchain company. She hosts The Law and Blockchain Podcast and has authored the Bloomberg Law practice gui...
Sep 21, 2021•17 min•Ep. 6
In this episode, Paul speaks to Brian Burke about the fundamentals of investing in passive real estate syndications. They go in-depth about the main issue a passive investor should focus on before investing, and the steps to follow when looking for syndicators to choose from. They also discuss the rise of online platforms for crowdfunding in real estate, having in-house management for numerous locations and chasing opportunities to invest as we come out of Covid. About our guest: Brian Burke is ...
Sep 07, 2021•20 min•Ep. 5
In this episode, Paul speaks to John D’Angelo about the future of technology within real estate. They go in-depth about the reputation of the commercial real estate industry being unwilling to invest in technology and how to bring technological innovations from other industries. They also dive into new technologies being introduced and implemented, the value of social media as a data source, and the application of Artificial Intelligence. About our guest: John is a managing director and leads th...
Aug 24, 2021•26 min•Ep. 4
Paul speaks to Mark Roderick about Crowdfunding in real estate. They go in-depth how the JOBS act that created crowdfunding changed funding portals, advertising, and where the future of raising capital is and what sponsors should focus on and be careful with. About our guest: Mark is a corporate and securities attorney specializing in crowdfunding. Since the JOBS Act of 2012, he has become one of the leading Crowdfunding and Fintech lawyers in the United States. You can catch him speaking at Cro...
Aug 10, 2021•23 min•Ep. 3
About our guest: Anastasia Vladisvavova is a Senior Associate at Eyzenberg & Company. She assists with underwriting analysis and financing memoranda preparation, client management and placement efforts for debt and equity capitalization assignments. She works with commercial real estate owners and developers creating the most beneficial capital structures for them. Before joining their team, Anastasia managed a high-performing residential real estate sales group of 20 agents in Moscow. She a...
Jul 12, 2021•28 min•Ep. 2
About our guest: Eric Flohr is the Senior Vice President of Transformation at Berkadia where he oversees the company’s digital transformation including defining strategy and managing implementation. He drove the creation of Berkadia’s BeEngaged Program which works with selected, highly promising start-ups which transforms commercial real estate by providing mentorship and guidance at the start-up level. Eric also leads Berkadia's technology related M&A efforts. Prior to joining Berkadia, Eri...
Jun 09, 2021•26 min•Ep. 1
