Wealth Management Invest

Wealth Management Invest


Latest Episodes

WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love
August 28, 2023

Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios

WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb
July 17, 2023

Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains plenty of opportunity for investment. In this episo

WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton
June 20, 2023

While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment opportunities. In this episode, David Bodamer speak

WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp
May 30, 2023

Real estate investments arent new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity? I

WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan
April 17, 2023

There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternat

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