Real Crowd Podcast

Dusty Batsell, Executive Vice President of Real Estate at Baceline Group joins us and breaks down the future of consumer markets.

Dusty oversaw the retail leasing, operations, and management for a publicly-traded student housing REIT. Dusty has also sponsored and led the evaluation and adoption of a new retail operating system and built a Retail Asset Management team from scratch.

About Baceline
Baceline Group is a premier, boutique private real estate investment and management company that believes in strengthening American communities. 

Links
To learn more about Baceline, click here.

https://www.bacelinegroup.com

Is working from home here to stay? Have transactions in the office market come to a halt? Are property values and rental rates crashing?

If you’re like a lot of listeners, you have some big questions about what’s happening with office. Which is why we are excited to have a big time guest on the podcast to help answer those questions!

Michael Roessle, Director of US Office Analytics at CoStar Group, joined us on the podcast to provide clarity on the story that the data is telling.

About CoStar Group
At CoStar Group we equip our clients with the information and tools they need to succeed in every aspect of their business, across all asset classes. As the largest commercial real estate information and analytics provider, we take pride in empowering industry professionals with the most compressive data to make decisions with confidence. That’s the power that comes with knowing.

Links

Click here to download the slides from the presentation.

If you'd like to have Chris Bixby and the team over at Mariner Wealth Advisors help offer a second opinion on your portfolio head to: https://www.reallocate.com/get-invite.

Chris Bixby, Senior Wealth Advisor at Mariner Wealth Advisors, joined us for a webinar to discuss incorporating real estate into your financial plan.

Chris is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, Certified Advisor for Senior Living, Retired Income Certified Professional® and an Enrolled Agent with the IRS.

Chris has a particular focus on tax, estate and retirement planning. He helps families manage tax and estate tax ramifications related to achieving their financial goals. He has more than two decades of industry experience.

Matt Larriva is Vice President for Research and Data Analytics at FCP where he leverages data science and quantitative methods to enhance asset selection, management, and disposition across real estate investments. His active research focuses on multivariate timeseries analysis as it applies to cap rate forecasting (Vector Error Correction Methods as models of US Real Estate Markets (working)), and random forest methods as they apply to submarket rent-growth in unstructured data (Semi-Greedy Construction of Oblique-Split Decision Trees (2019)). His work on domestic net migration has been featured in Bloomberg News and Fox Business News.

Prior to joining FCP, Matt worked at Green Street Advisors as the head of the US and UK Quant teams, managing the data efforts in the sell-side real estate research firm. While at Green Street, he focused on REIT trading strategies, data productization, and analytic enhancements. Matt completed his undergraduate degree in economics at the Wharton School of the University of Pennsylvania. He holds a Masters in applied statistics from UCLA and is a CFA charter holder.

FCP is a privately-held real estate investment company based in Chevy Chase, MD currently investing a $755 million comingled fund focused in the Mid-Atlantic, the Southeast US, and Texas. Since its inception in 1999, FCP has invested in or financed more than $8.3 billion in assets and currently owns and manages four funds totaling $3.6 billion in assets.

Links

To learn more about FCP and the researching Matt is doing head to: https://www.fcpdc.com/

Andy Garrison is a Senior Wealth Advisor at Mariner Wealth Advisors.  

Does Mariner sound familiar? Our sister company, ReAllocate, partnered with Mariner Wealth Advisors to give investors the ability to access teams dedicated to helping you build a real estate portfolio based on your personal investment roadmap and financial goals.

If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you head to— BuildMyRoadmap.com.

To learn more about about Mariner Wealth Advisors head to: https://www.marinerwealthadvisors.com/

Welcome to another episode of our Mariner Wealth Advisors special series.

In today’s episode, we are featuring a special conversation that Mariner Wealth Advisors hosted for their advisors and clients. This special chat will cover how the election impacts the economy, estate planning, and some tips on changes you can make to your portfolio to increase tax savings.

In this episode you’ll hear from the below Mariner team members:

Brian Leitner - Head of Wealth Management

Bill Greiner - Chief Economist

Jodi Robinson - Managing Director, Tax Planning & Preparation

Patrick Shaw - Director Senior Wealth Advisor

If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you build a roadmap for your real estate investments head to — BuildMyRoadmap.com.

Brian Leitner, Head of Wealth Management at Mariner Wealth Advisors, joined us on the podcast to kick-off our special Mariner Wealth Advisors podcast series.

In this series, we'll be joined by team members at Mariner Wealth Advisors to discuss wealth management fundamentals including stock market forecasts, financial planning, estate planning, optimizing tax strategies and more.

Does Mariner sound familiar? Our sister company, ReAllocate, partnered with Mariner Wealth Advisors to give investors the ability to access teams dedicated to helping you build a real estate portfolio based on your personal investment roadmap and financial goals.

If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you head to— BuildMyRoadmap.com.

Links

Learn more about about Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/

Check out content produced by Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/insights/ 

Download Emerging Trends in Real Estate at:
https://www.pwc.com/us/en/asset-management/real-estate/assets/pwc-emerging-trends-in-real-estate-2021.pdf

Byron Carlock leads PwC’s U.S. Real Estate Practice. With 28 years of experience serving the industry, Byron brings extensive knowledge of the full real estate life cycle including matters ranging from strategic planning and property transaction advisory to capital formation, and business plan execution. In addition, he has expertise in governance, board matters, mergers and acquisitions and corporate conflict matters. Byron has experience advising major clients including corporate owners and users, developers, hospitality organizations, investors and REITs.

Prior to assuming his current role, Byron served as the CEO and President of CNL Lifestyle Properties, Inc for seven years and served CNL as President of two other REITs over his 11-year tenure there. His resume also includes three years as Executive Vice President and Chief Investment Officer of Post Properties and nine years as Managing Director for Crow Holdings International.

Byron is a CPA, currently a governor of the Urban Land Institute (ULI), a member of Real Estate Roundtable, NAREIT and AFIRE. He is also a board member of Harvard Club of Dallas and a board member emeritus of Harvard Business School.

Byron earned his BBA at Harding University and also participated in the International Asian Studies Program at The Chinese University of Hong Kong, where he was a Rotary Scholar. Byron also earned his MBA at Harvard Business School. Byron has been extensively featured in media such as Fox Business News, and The New York Times, and writes a regular monthly column for National Real Estate Investor.

Links

Connect with Byron Carlock on LinkedIn at: https://www.linkedin.com/in/byron-carlock-b56b9a7

Follow Byron Carlock on twitter at: https://twitter.com/ByronCarlockJr

Learn more about PwC at: https://www.pwc.com/us/en/industries/asset-wealth-management/real-estate.html

Learn more about joining ULI at: https://uli.org/join/

Jackie Greene is the Director of Economics at ITR Economics.

Since 1948, ITR Economics has provided business leaders with economic information, insight, analysis, and strategy. ITR Economics is the oldest privately held, continuously operating economic research and consulting firm in the US.

Links

ITR's Upcoming Webinar - The Results Are In: This Is What Changed for 2021-2022

ITR Economics Blog - https://blog.itreconomics.com/blog

Book Jackie Discussed: Prosperity In The Age Of Decline

Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research and related activities covering the commercial and multifamily real estate markets.

Jamie and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a regular speaker at industry and corporate events; has appeared on CNBC, Bloomberg and in other popular and trade press; and testified before the Congressional Oversight Panel for TARP. Jamie initiated many of MBA's research activities, and created MBA's Peer Business Roundtables and the CREF Careers program.

Links

Stay up to date on the latest research out of MBA at: https://www.mba.org/crefresearch

Learn more about MBA at: https://www.mba.org/