Family Office Real Estate Institute Podcast

Ep. 114 - Optimizing Real Estate Strategies: An Insightful Discussion with Jack Ablin of Cresset Partners

Guest: Jack Ablin - Founding Partner and Chief Investment Officer at Cresset

 

Join us on another enlightening session of Family Office Real Estate Insights, where we have the privilege of hosting Jack Ablin, a distinguished figure from Cresset Partners, frequently seen on CNBC and Fox Business, and an accomplished author of numerous books. In this engaging conversation, Jack delves into the turbulent changes witnessed in the real estate market over the last year, including the expansion of cap rates and the rise in interest rates, affecting both private and public markets.

Discover Jack's insightful analysis on how these shifts impact various sectors, from REITs to commercial office spaces, and learn about the implied cap rates that are pushing into double digits. Jack brings his vast experience of nearly 40 years in the market to discuss the potential future of real estate investments and the economic outlook amidst these challenging times.

Further into the discussion, we explore the dynamics of debt in the real estate sector, the strategic importance of maintaining lower leverage, and the emerging opportunities on the debt side compared to equity. Jack also shares valuable tax strategies for families in the current environment, highlighting the benefits of private placement life insurance and the incredible potential of Opportunity Zone investments.

This episode is a treasure trove of knowledge for anyone interested in understanding the real estate market's complexities and navigating through its cycles with informed strategies. Whether you're a seasoned investor or just starting, Jack's expertise and insights offer valuable guidance for making informed decisions in real estate investments.

Don't miss out on this insightful conversation with Jack Ablin. Subscribe for more Family Office Real Estate Insights and stay tuned for our next episode, where we continue to explore the fascinating world of real estate investing.

Ep. 113 - Greatness Is A Choice

Guest: Ethan Penner - Author and Creator of The CMBS Market

 

In this enlightening discussion, DJ Van Keuren sits down with Ethan Penner, author and real estate financial pioneer, to dive deep into the themes from Penner's new book Greatness is a Choice. Ethan Penner delves deep into the concept of contrarianism, emphasizing the profound power of self-esteem and trusting oneself. In his book, Penner addresses the importance of real confidence and the continuous journey of self-reflection, suggesting that true self-worth isn't stagnant but is earned and reassessed daily. Drawing from personal experiences and valuable life lessons, he explores the nuances of wisdom, the role of youthful fervor in the world, and the significance of remaining open and ever-eager to learn. Penner's perspective, encapsulated in 70 thought-provoking chapters, is not just a guide for business but a profound exploration of life, growth, and finding one's true self.

Ep. 112 - The Benefits of Long Term Real Estate Investing

Guest: Peter Linneman - Professor Emeritus, Wharton School of Business

 

In a podcast with DJ Van Keuren, real estate expert Peter Linneman advocates for long-term holding and low leverage to minimize market risks. Drawing from his experience with Sam Zell, Liniman emphasizes understanding downside risks and adjusting leverage based on property types. The discussion also explores emerging trends like real estate tokenization and Opportunity Zones, both offering benefits but requiring caution. Both hosts stress the importance of fully understanding an investment and see real estate as a means to preserve family wealth The podcast is a treasure trove of information for anyone—from family offices to individual investors—interested in the real estate investment landscape.

Ep. 111 - Low Leverage and Investing in Today’s Market

Guest: Louis Dubin - Managing Partner at Redbrick LMD

In the upcoming episode of Family Office Real Estate Insights, we're joined by Louie Dublin from Redbrecht to discuss the current landscape of real estate investment. Louie shares his company's focus on developing nearly 2,000 residential units in Washington, D.C., most of which are market-rate housing. Amid rising interest rates and economic uncertainties, Louie emphasizes the importance of low leverage in their investment strategy. He reveals that Redbrecht typically leverages less than 40% for construction debt, a conservative approach that has enabled them to secure a non-recourse construction loan over $100 million. The conversation also delves into Opportunity Zones, where Louie highlights the benefits and challenges. With insights from one of the largest family office real estate studies, this episode promises to offer valuable perspectives for both family offices and individual investors considering multifamily real estate. Don't miss it!

Ep. 110 - Family Office Governance & Investment Policy Statements

Guest: Andrew Pitcairn - Family Council Chair/Director | Pitcairn MFO

In this enlightening conversation, we explore the multifaceted role of education in wealth management and legacy planning with Andrew Pitcairn of Pitcairn, emphasizing that it goes beyond financial literacy to include understanding one's family history and values. We discuss the holistic approach of a true family office, which encompasses investments, family dynamics, and transitions. The conversation also delves into the complexities of transitioning from a single-family to a multi-family office, the importance of Family Councils, and the role of governance in maintaining family unity. We wrap up by discussing the significance of real estate as a hard asset in legacy building, underscoring the idea that a strong investment portfolio and good governance are interdependent. This discussion aims to provide valuable insights for families looking to preserve their wealth and legacy for future generations.

Ep. 109 - Investing in a Dislocated Market

Investing in a Dislocated Market

Guest: Rick Courtney - CEO of Essential Realty Partners

Rick Courtney from Essential Realty Partners discussed the concept of a dislocated market," which occurs due to financial system stress that causes mispricing of assets.

Increasing interest rates have caused significant distress in the marketplace and shifted the need for organizations to hedge their debt.

The shift has caused a shockwave among organizations whose budgets did not anticipate the magnitude of change, while also creating negative leverage situations for multifamily operators.

In order to prepare for future capital stacks, it is important for organizations to take into account worst case scenario sensitivity analysis in order to mitigate downside risk.

Ep. 108 - The Current State Of The Debt Market Place

THE CURRENT STATE OF THE DEBT MARKET PLACE

 

David Turley – Principal of Cronheim Mortgage.

 

Discover the current state of the debt marketplace with David Turley of Cronheim Mortgage. He has been in the business for 23 years and shares valuable insights on where institutional capital sources and securitized sources are headed. Plus, find out why some banks have stopped lending after being "flushed" with cash during the pandemic. Get all the latest information from this thought leader and industry expert!

Ep. 107 - Self Storage And The Current Environment

SELF STORAGE AND THE CURRENT ENVIRONMENT

 

Isaac Rothermel – Principal of Storage Investment Capital.

 

Are you looking for insights on self storage investments? Join us as we talk with Isaac Rothermel from Storage Investment Capital! Hear how self storage properties are yielding higher returns than other classes such as student housing and multifamily. Plus, find out why brokers have had no problem selling storage properties between 2019 to mid-2022. Get the real estate industry's premier insight into investing in self storage properties with this must-watch episode of Family Office Real Estate Insights!

Ep. 106 - Sticking To The Basics In Alternative Investing

STICKING TO THE BASICS IN ALTERNATIVE INVESTING

 

Andy Hagans of the Alternative Investment Podcast.

 

Looking to get involved in alternative investments? Learn from the experts and find out how to navigate the tricky waters of investing. Join Family Office Real Estate Insights with special guest Andy Hagans as he and DJ Van Keuren discuss key strategies for navigating real estate markets and investing smartly. Get the advice you need to make informed decisions - tune into our latest episode today!

Ep. 113 - Greatness Is A Choice

Guest: Ethan Penner - Author and Creator of The CMBS Marke

In this enlightening discussion, DJ Van Keuren sits down with Ethan Penner, author and real estate financial pioneer, to dive deep into the themes from Penner's new book Greatness is a Choice. Ethan Penner delves deep into the concept of contrarianism, emphasizing the profound power of self-esteem and trusting oneself. In his book, Penner addresses the importance of real confidence and the continuous journey of self-reflection, suggesting that true self-worth isn't stagnant but is earned and reassessed daily. Drawing from personal experiences and valuable life lessons, he explores the nuances of wisdom, the role of youthful fervor in the world, and the significance of remaining open and ever-eager to learn. Penner's perspective, encapsulated in 70 thought-provoking chapters, is not just a guide for business but a profound exploration of life, growth, and finding one's true self.