On The Edge

Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, speaks with Adrian Berger, Managing Director of Acquisitions at Cypress Equity Investments (CEI), to discuss creative deal flows and capitalizing on the Low-Income Housing Tax Credit (LIHTC).   Adrian highlights the value of relationship equity and why networking remains the most valuable asset in a developer's portfolio. H...

Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, sits down with Aaron Krawitz, Founder & CEO of Bravo Capital and Bravo Property Trust, to discuss how HUD outpaces the market with higher proceeds and better interest rates than other lending options.   Aaron provides a realistic look at HUD timelines and best practices to refinance existing HUD debt to capture favorable te...

Malcolm Davies, founder of Way Capital, sits down with Greg Ames, Southern California Market Leader at Trammell Crow, to explore the company's unique development and investment strategies.   Greg shares insights into Trammell Crow's rigorous interview process and the specific traits that drive success in the commercial real estate industry. He outlines actionable lessons for aspiring professionals...

Malcolm Davies, founder of Way Capital, welcomes Neville Rhone, Co-Founder and Managing Partner at Arc Capital Partners, to discuss extracting recapitalization opportunities in the middle-market segment through solid relationships.   Neville breaks down deal structuring in the middle market, Arc's geographic strategy, and the essential role that integrity and communication play in achieving long-t...

Malcolm Davies, founder of Way Capital, welcomes Kamau Coleman, Principal Partner at Offset Capital. Kamau has over two decades of experience in all aspects of commercial real estate.   Kamau describes the financial architecture of debt investing and explains its role as a strategic investment approach. His insights, combined with his perspective on cultivating the foundational partnerships essent...

Malcolm Davies, founder of Way Capital, welcomes Jeff Reder, Managing Director, Private Equity Real Estate at CenterSquare Investment Group. Jeff's distinguished 20-year career in real estate investment disciplines is a testament to his expertise. This conversation reveals the core success strategies that have defined his enduring professional journey.   Jeff shares his strategies for navigating m...

Host Malcolm Davies, founder of Way Capital, speaks with Deborah Smith, CEO of The CenterCap Group. Deborah shares strategies for capturing niche markets, to uncover hidden opportunities that others overlook, the art of investing in business relationships, maximizing the exit value of your business, and what it will take to attract more women into commercial real estate.   Gain a greater understan...

Host Malcolm Davies, founder of Way Capital, speaks with John Drachman, Co-Founder and Head of Capital Markets for Waterford Property Company and Adjunct Professor at USC. As a mentor to aspiring real estate professionals, John highlights the hard skills essential to brokering commercial real estate deals and the soft skills vital for cultivating strong, lasting client relationships.   Gain a grea...

Host Malcolm Davies, founder of Way Capital, speaks with Gian Pazzia, Chairman and Chief Strategy Officer at KBKG, about mitigating tax responsibilities for passive commercial real estate investment income. Gian describes expert strategies for rapid depreciation, tax credits and deductions, and cost segregation studies.   Gain a greater understanding of:   Cost Segregation Study Saves Income Tax R...

Host Malcolm Davies, founder of Way Capital, speaks with Dan Cooperman, Head of Investments at Mavik Capital Partners, about how integrating EQ, strong relationships, and a nuanced understanding of modern financing can elevate a Commercial Real Estate investment strategy. Dan shares insights about how Mavik leverages its relationships with existing sponsors and utilizes NAV loans.   Gain a greater...

Host Malcolm Davies, founder of Way Capital, speaks with Daniel Cho, Managing Director of Range Summit Capital, about middle-market LP equity investments. Discover the unique business models and sponsors that flourish in this often-overlooked sector, and learn Daniel's hard-earned strategies for achieving success with traditionally lower capital demands and faster returns.   Gain a greater underst...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Cubby Sporrong, VP of Real Estate Private Equity at Angelo Gordon (AG). Their discussion covers the pivotal role of women in real estate private equity, how AG leverages strategic relationships with operating partners, and how comprehensive risk management creates value and generates returns for investors.   Gain a greater u...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Jackson Brissette, Co-founder and Managing Principal of Jofa Capital about the strategies he and his partner use to find deals that can be turned around quickly and use capital in a uniquely and interesting way.   Gain a greater understanding of:   Basis Trumps Performance Niche Bankruptcy Asset Classes Capitalizing on Local...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Dennis Allen Managing Director of Wolverton Capital about the strategies Wolverton utilizes to make them a sought-after multi-family development partner, and a new way to think about contingencies and cost overruns.   Gain a greater understanding of:   Strategies for Secondary Market Multi-family Development  Evaluating Yiel...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Michael Cohen, CIO and Managing Director of Lenox West Capital. Michael shares insights about working as a CIO in a family office, finding the perfect balance in limited partnerships, and considering macro-trends when making investment decisions.   Gain a greater understanding of:   Working in a Family Office Investing in In...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Leo Simpser, Founder and Managing Director of LLJ Ventures. Leo discusses his unique vision for creating value in multiple asset classes, how LLJ aligns with investor interests, and how his company stays nimble while being able to assess risk objectively.   Gain a greater understanding of:   The Educational Value of Failure...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Jared Schlosser, Executive Vice President of Hotel Lending at Peachtree Group about creative ways to capitalize deals in today's financial environment. Peachtree is one of the fastest-growing investment companies in the US, focusing on the hospitality space.   Gain a greater understanding of:   Commercial Property Assessment...

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with David Butler, co-CEO and Managing Partner of Argosy Real Estate Partners. Argosy creates diversified opportunistic, value-added, core-plus real estate investment portfolios through joint ventures with operating partners.   Gain a greater understanding of:   Argosy Real Estate Partners: Who They Are & What They Do Navigating...

In this episode, Host Malcolm Davies, founder of Way Capital is joined by Bryan Gross, Director of Real Estate with Arena Investors. For nine years, Arena Investors has been providing creative solutions for those seeking capital in special situations as a global institutional asset manager. Listen in to gain a greater understanding of: Cost of certainty of execution Borrower accountability Finding...