Wealth Management Invest

Wealth Management Invest


Latest Episodes

WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers
March 20, 2023

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to

WMRE Common Area: A CRE Economist’s View of Current Market Conditions
February 21, 2023

David Bodamer is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, in discussing economic trends impacting commercial real estate, such as demographics, fundraising,

WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)
September 29, 2022

Commercial real estate has been a notorious laggard when it comes to adopting technology. But a surge of investment in proptech in recent years is helping to transform many business practices within t

WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75)
August 22, 2022

Due to intense competition, supply chain and labor challenges, the time it takes to build new logistics real estate properties across the country has lengthened. This is coming at a time when the nati

WMRE Common Area: The Latest Outlook on the Future of Offices with Julie Whelan (Ep.74)
July 18, 2022

After two years of employees working partly or fully remotely, offices are not seen as the necessities they once were. Most occupiers are wrestling with hybrid strategies, although a true consensus on

Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher
June 21, 2022

In this episode, David Bodamer is joined by William Maher, director of strategy and research at RCLCO Fund Advisors, ULI Washington member, and ULI Spring 2022 Real Estate Economic Forecast survey res

Episode 72: The Rising Popularity of Single-Family Rental Investments
June 06, 2022

In this episode, David Bodamer shares insights from the WMREs 2022 report on the investment and development climate for single-family rentals. He dives into what the current markets are like, whats

Episode 71: A Look at the First Quarter Commercial Real Estate Investment Numbers with Darin Mellott
May 24, 2022

After a record breaking fourth quarter in 2021, the momentum continued into the first quarter of 2022 with a 45 percent year-over-year increase in U.S. commercial real estate investment volume. What h

Episode 70: What Family Offices Want from CRE Investments
March 14, 2022

High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. Its a way of diversifying their portfolios and, unlike for other investors, it is som

Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle
February 28, 2022

Accredited investors have more options for investing in commercial real estate than ever before. Public equities are one way, but private direct investments are another attractive option. In this epi