Cash Flow Connections - Real Estate Podcast

The topic for today is Preparing for the Future: Trends, Technologies, and Economic Shifts in CRE. In this episode, we discuss some of the important changes that are set to take place over the next 5-10 years and these trends should affect your investment strategy. How are self-driving cars going to affect the value of your real estate’s parking lots? What effect will robots and automation have on...

Should you be investing as if interest rates are about to bounce back to 7%? Historically speaking, how does the current lending environment compare to cycles of the past? How can politicians' incentives impact your portfolio and investment strategy?   Today, we are joined by Ethen Penner, Founder and President of Mosaic to answer some of these questions and more. Ethan is a legend in the real est...

Virtually every financial planner on the planet agrees that diversification is absolutely critical for the protection of capital. However, both the guest and I believe that true diversification requires doing much more than simply investing in several different stocks. In fact, there are many elements of diversification, even within real estate including passive vs. active investments, amortized v...

Have you ever asked a sponsor how many phone lines their management company is using for a property? How about the number of onsite dumpsters required to keep the property clean? What about the frequency of pest control visits? Most investors don’t pay close attention to these line items, but the reality is that if you have the ability to identify overspending in these areas, purchase properties b...

If you have invested in a real estate syndication, you have probably seen a Private Placement Memorandum (PPM) which outlines the risks of the investment, the way in which capital is utilized and distributed, and how important decisions are made. These documents can be extremely detail-oriented 150+ page agreements which are quite intimidating to new investors, as well as real estate veterans.   T...

The vast amount of real estate education available focuses on residential real estate, but investors may be leaving money on the table if they don’t consider pursuing commercial properties through syndications. Yes, competing against sophisticated individuals and institutions can be challenging, but investors have the ability to leverage experienced sponsor’s time and expertise with their capital...

The grocer-anchored retail investment strategy makes a lot of sense on paper, but has the space become too crowded to find lucrative investment opportunities? We are joined today by Jay Kerner who is the President and CEO of U.S. Realty Partners, a regional commercial real estate operating company and consulting firm focused on high quality retail properties located in the western U.S.  He has ove...

As it becomes more difficult to find lucrative multi-family investments in today's economic climate, utilizing appropriate leverage and deal structure becomes critical. Also, it is important to identify real estate sponsor's who are willing to wait for unique opportunities, rather than succumb to the urge to take money off the sidelines with less than optimal investment properties.   Today, our gu...

In this episode, we are joined by Chris Tourtellotte of LaTerra Development. Chris has an extensive background in development and acquisitions and is very knowledgable in many aspects of the real estate space.   In this episode we discuss the land entitlement process, which is a unique investment strategy that can be very lucrative, especially in highly desirable markets. LaTerra has taken full ad...

Welcome to the Cash Flow Connections Real Estate Podcast E02. Today we are joined by Michael Episcope, of Origin Investments, to discuss investing in value-add office. Michael has a unique approach to investing and focuses exclusively in growth markets in the U.S. Origin is fast becoming a major player in the office and multi-family space.

Welcome to the Cash Flow Connections Real Estate Podcast E01. In this podcast, we have an incredibly knowledgeable and experienced guest, Jeremy Roll, discuss with us some of the main items he focuses on when conducting due diligence on a commercial real estate investment. In this episode, we discuss mobile home parks, self-storage facilities, retail shopping centers, and multi-family apartments.