Family Office Real Estate Institute Podcast

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.

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.

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!

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!

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!

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.

THE CURRENT STATUS OF OPPORTUNITY ZONES MARCH 2023

Jimmy Atkinson – Founder of Opportunity Db & Wealth Channel.

Don't miss this episode of Family Office Real Estate Insights, where we speak with Jimmy Atkinson, founder of Opportunity DB and Wealth Channel about the current status of Opportunity Zones! In this exclusive interview, Jimmy shares his insights on the greatest tax incentive ever created and discusses how COVID-19 has impacted fundraising, transaction trends, and more. Learn from the industry expert himself why Opportunity Zones should be a factor in your real estate investments this March 2023.

FAMILY OFFICE RELATIONSHIPS

Guest: Joe Hess - Principal at C9 Advisors

Join Joe Hess, Principal at C9 Advisors, as we explore the world of family office relationships. With over ten years of experience in commercial real estate markets and as a licensed CA Real Estate Broker, Joe brings valuable insights to the table. Discover the keys to building successful relationships within the family office landscape, and gain a deeper understanding of the role of family offices in commercial real estate advisory. Don't miss out on Joe's expertise and experience in this engaging conversation.

THE IMPACT OF FAMILY GOVERNANCE ON REAL ESTATE INVESTMENTS

Tom Orradre – Managing Member of RanchHarbor

Are you interested in learning about how family governance can impact real estate investments? Then don't miss this episode of Family Office Real Estate Insights featuring Tom Orradre from Single Family Office Ranch Harbor! In this interview, Tom will discuss his experience in the formation of Ranch Harbor and the benefits of investing in real estate from a family perspective. Tune in to gain valuable insight into this complex and fascinating industry. Don't wait - watch now!

OWNING YOUR OWN REAL ESTATE ASSETS WITHIN THE FAMILY OFFICE

Robert Hayman – Principal at Hayman Properties

Join us as we dive into the world of owning real estate assets within the family office, with our guest Robert Hayman, Principal at Hayman Properties. As the Chief Executive Officer of Hayman Properties, Robert brings over 30 years of real estate experience and a track record of innovative strategies leading to exceptional profits. Discover the insights and expertise behind building and managing a significant and growing portfolio of real estate within the family office structure. Don't miss this opportunity to gain valuable knowledge from this seasoned entrepreneur and real estate expert.