Real Estate Investment Insights

Real Estate Investment Insights

By Derek Doke & Jordan ElliottBusinessEducationInvesting
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Real Estate Investment Insights episodes

  • Legacy Planning Episode 2 - Succession Planning

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    Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.

    46 min
  • Legacy Planning Episode 1 - Why Have a Trust

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    Jordan and I sit down with Phil Cook CPA, Sr Director with Pacific Trust Company and Bridger Trust Company to discuss the value of setting up a trust and how to best position yourself for success with the right trustee.  Whether your estate is $10m or over $50m,  Phil lays out the strategy and plan for what to consider and who should be on your team.

    45 min
  • Management Services Episode 13 - Selling a Business with Real Estate

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    I sit down with NAI President, Jordan Elliott, and International Business Associate's President, Gregory Kovsky, and Head of Business Development, Curt Maier, to discuss selling your business and real estate.

    Topics Discussed:

    1)  Steps for a successful sale of your business

    2)  What to look for in representation

    3)  Current trends in selling your business today

    4)  How to backfill vacant space with a franchise

    50 min
  • Current CRE Market From An Attorneys Perspective

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    I sit down with real estate attorney, Robert Sargeant, to discuss the current CRE market and how he views the market we are in from the type of work he is engaged to perform for his clients. It was a very interesting way of looking at the market and provided me with some great insights as to what might be on the horizon. We discussed how "mark to market" might force some property owners to have to sell their holding(s).

    42 min

About Real Estate Investment Insights

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Real Estate Investments Insights (REAL-Talk), a podcast that provides insights and knowledge to commercial real estate enthusiasts, brokers, investors, property owners, and those who provide…