In this episode, Cadre's Chief Investment Officer Dan Rosenbloom joins Founder & CEO Ryan Williams to discuss the firm’s house view on today’s markets. The two dig into the impact of interest rates, rising operating costs, and opportunities on the horizon for investors. Dan also shares important lessons from his professional journey, including his experience facing challenging deals and the keys to building an expansive network. 

Resources and Additional Reading:

Learn more about Cadre's real estate investment platform and insights at Cadre.com.

Check out our Video and Blog that will accompany each episode.

Connect with Us:

    •    Follow Cadre on X/Twitter @cadreRE for updates and content.

    •    Connect with Cadre on LinkedIn for more insights and news.

Jump To:

(00:37) Dan Rosenbloom's Background and Career

(02:43) Lessons from Early Career

(06:30) Breaking Down Asset Valuation 

(09:34) Current Market Considerations

(15:16) Building Relationships in the Sector  

(21:23) A Look Ahead at the Coming Year

Ryan’s Debrief: Stay tuned after the interview to listen to Ryan break down some of the most important takeaways from the episode, and today we further define and discuss cap rates and their importance. 

Thank you for joining "The Real Estate of Mind" podcast. We'll be back with another episode next month. Stay tuned for more insightful conversations and experienced perspectives on the commercial real estate industry.

In this inaugural episode of The Real Estate of Mind, host Ryan Williams sits down with seasoned real estate investor and mentor, Mike Fascitelli. After a decade leading the real estate investment division at Goldman Sachs, Mike spent 16 years at Vornado Realty Trust as President and later CEO. He and Ryan explore insights from market cycles, dislocations from interest rate hikes, as well as Mike’s career. Then they unpack what trends and history can tell us about today’s market. As the conversation concludes, Mike encourages listeners to persevere in today's challenging markets. While there are compelling opportunities, investors must exercise discipline, conviction, and persistence to navigate through cycles successfully.

Resources and Additional Reading:

Cadre: Learn more about Cadre's real estate investment platform and insights.

Check out our Video and Blog that will accompany each episode.

Connect with Us:

• Follow Cadre on X/Twitter @cadreRE for updates and content.
• Connect with Cadre on LinkedIn for more insights and news.

Jump To:

(2:04) Comparison of Current Market to Past Cycles

(03:27) Assessment of the Current Market Stability

(04:52) Homeownership and Rental Market

(09:55) Office Market and Adaptive Reuse

(12:25) Importance of Data in Real Estate Investing

(14:11) Focus on Defensive Investments

Ryan’s Debrief: Stay tuned after the interview to listen to Ryan break down some of the most important takeaways from the episode, including how interest rates are affecting our current market and where in the cycle we are right now. 

Thank you for joining "The Real Estate of Mind" podcast. We'll be back with another episode next month. Stay tuned for more insightful conversations and experienced perspectives on the commercial real estate industry.