Counting Capital

On this episode of Counting Capital, we are joined by Alex Chaloff, Chief Investment Officer at Bernstein Private Wealth Management, who explains how his firm helps clients build diversified portfolios that balance liquidity, income, stability, and long-term growth. The conversation focuses on alternatives, especially private credit, illustrating how the asset class has grown; what risks come with...

On this episode of Counting Capital, we talk with estate-planning attorney and Albrecht & Barney partner Anson Cain about how proactive planning can help families manage wealth transfer, taxes, philanthropy, and legacy goals. He explains core estate documents, advanced trust strategies, and California-specific issues like property tax changes and out-of-state trust planning. The conversation also...

On this episode of Counting Capital, JLL Capital Markets Director Makenna Peter shares her background, role, and journey as an emerging young leader in a traditionally male-dominated industry. She and host Robert Brunswick dive into the dynamics of the Southern California industrial market, covering asset tiers, tariffs, cap rates, supply demand shifts, and how institutional capital is currently u...

On this episode of Counting Capital, we speak with Paul Westhead, CEO of Rimrock Capital Management, about his firm's approach to multi-sector fixed income investing. We explore how Rimrock utilizes a customized ratings-agnostic philosophy emphasizing capital preservation through a disciplined risk-reward analysis. We also examine Paul's background as the son of legendary basketball coach Paul Wes...

On this episode of Counting Capital, we are joined by special guest Dr. Komal Sri-Kumar of Sri-Kumar Global Strategies.  We explore why Dr. Sri-Kumar is critical of the Federal Reserve's dual mandate and its politically influenced rate decisions and discuss his investment outlook relating to cautious asset allocation, favoring alternatives and real estate while warning of risks in AI and inequitab...

On this episode of Counting Capital, we are joined by Trevor Schuesler, Executive Vice President at Buchanan Street Partners. We explore the democratization of alternative investments and how alternative assets like real estate, private credit, and private equity have become accessible to a broader range of investors beyond just large institutions. We discuss how modern portfolio construction has...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Spencer Levy, Chief Strategist and Economic Advisor at CBRE, for a wide-ranging discussion on the shifting real estate landscape. Levy explains that the market has moved back to the future from a financialized, cap rate–driven era to an operator's market where value creation hinges on active, exper...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Newport Beach Mayor Joe Stapleton, who shares how his passion for leadership and community service was shaped by his upbringing, mentors, and a life-changing experience at the Boston Marathon. Together, they explore Stapleton's journey from financial advisor to civic leader, the economic drivers an...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Jeff Berman, General Partner at Camber Creek, to discuss the intersection of real estate, venture capital and technology. Our guest Jeffrey Berman shares insights on how Camber Creek leverages technology to drive efficiency and value in real estate assets. The conversation also delves into Camber C...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Charles Byerly, President and CEO of Westport Properties, and Feerooz Yacoobi, Senior Vice President of Buchanan's self-storage business. Together, they explore the evolution of self-storage as an institutional-grade asset class, its user base, and the industry's outlook for 2025. The conversation...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Co-Founder, President and CEO Timothy Ballard. Together, they review the evolution of the real estate investment industry over the past 35 years and explore how the real estate market has transformed from a "wild, wild West" with limited institutional capital to a sophisticated, data-driven sector....

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Bob Cluck, Chairman of Canterbury Consulting. They discuss his extensive experience in the investment consulting industry, including the journey from Kidder Peabody to founding Canterbury Consulting in 1988, where he now oversees approximately $40 billion in assets under management. The conversatio...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by  Doug   Brien , Co-Founder and CEO of Mynd. Together, they explore the myriad lessons learned from  Doug 's NFL career as a Super Bowl–winning place kicker and how they are applicable in an entrepreneurial context. They also examine the evolution of the single family rental real estate business mod...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by John Murray, Managing Director and Portfolio Manager at PIMCO, to discuss his career trajectory and insights into PIMCO's real estate investment strategies. Mr. Murray shares the keys to his professional success and delves into PIMCO's methodologies surrounding allocation of a real estate investmen...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Eric Hovde, Chairman and CEO of Sunwest Bank. Together, they delineate the banking business model and its critical role in the national economy, while also examining the industry's regulatory landscape and the rise of private credit. They further delve into the history and development of Sunwest Ba...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Katie Koch, President and CEO of The TCW Group. Together, they chart Katie's career from her beginnings as an intern at Goldman Sachs to her current position at TCW. They also delve into the importance of diversifying with alternative investments, opportunities and challenges in the current financi...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Augie's Quest Chairman Lynne Nieto. Together, they chronicle the life and legacy of founder Augie Nieto, how the movement and charity he and Lynne founded to fight ALS have developed over time, the progress that has been achieved, and the challenges that persist. Thank you for joining us on this ep...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Montage International Chairman and CEO Alan Fuerstman. Together, they examine Alan's expertise surrounding the challenges of maintaining and scaling luxury hospitality brands, the key traits that propel professionals toward career objectives, fostering a robust culture of empowerment in your organi...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Jeff Moorad.   Together, they chronicle Jeff's inspirational career transitions, examine the underestimated power of listening, and explore the personal and professional fulfillment that comes from pursuing your aspirations.   Thank you for joining us on this episode of the Counting Capital Podcast...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Cory Alder. Together, they explore the appeal of a career in real estate to young professionals, the complexities and gratification inherent in the senior-living industry, and the strategic importance of networking and cultivating relationships in any professional endeavor.   To learn more about Ne...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Tony Premer. Together, they explore Tony's strategic real estate investment approach at Pacific Life, how the real estate industry has evolved over recent decades, and entrepreneurial opportunities and challenges in today's investment climate. Thank you for joining us on this episode of the Countin...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Willy Walker, Chairman and CEO of Walker & Dunlop, and host of one of the most popular worldwide podcasts known as   The Walker Webcast .   Together they discuss the growth of Willy's firm, leading a public company, the current multifamily market conditions, the challenges present in today's real e...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Edward Cook of McCarthy Cook & Co.  Together they delve deeply into the office asset class of today's commercial real estate market.  They review the challenges and opportunities in office space faced by real estate investors in the current climate, as well as the changing demands for modern office...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Henrik Cronqvist, Dean of the   Argyros College of Business and Economics at Chapman University.   Together they examine the disruption currently taking place in the world of academia, the challenges of building a world class school of business, and the layers of fulfillment offered by an academic...

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Ben Durrant, Chief Investment Officer of Provenio Capital. Together, they define the distinct asset classes that comprise alternative investing, detail the origins of the current dynamics in the investment space, and examine how these types of investments complement conventional investment categori...