WealthManagment Invest

Wealth Management Invest

News EN ↓ 120 episodes

Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.

Author

WealthManagment Invest

Category

News

Podcast website

nreiweekender.blubrry.net

Latest episode

Jun 29, 2026

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Episodes

Episode 70: What Family Offices Want from CRE Investments 14.03.2022

High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. It’s a way of diversifying their portfolios and, unlike for other investors, it is sometimes a long-term play that plays a role in estate planning and generational wealth strategies. In this episode, David Bodamer is joined by Belinda Schwartz, partner and chair of Herrick Feinstein. B...

Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle 28.02.2022

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 episode, David Bodamer is joined by Ian Formigle, chief investment officer of CrowdStreet, to explore how accredited investors can access private real estate and to discuss the firm’s recent report on th...

Episode 68: A Look at Institutional Investors’ Plans for CRE 31.01.2022

INREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published its latest annual study exploring the aspirations for institutional investors into the real estate sector over the next two years. In this episode, David Bodamer is joined by Iryna Pylypchuk, director of research and market information at INREV. Iryna shares some of the information obtained in the...

Episode 67: What to Expect From CRE in 2022 18.01.2022

As we enter a new year, there is still a lot of uncertainty when it comes to the U.S. economy, the direction of interest rates and the COVID-19 pandemic. However, for the commercial real estate industry, the projections for 2022 continue to look quite positive.   In this episode, host David Bodamer is joined by Dan Spiegel, senior vice president and managing director with Coldwell Banker Commercia...

Episode 66: Finding CRE Deals Amid Uncertainty with Eric Birnbaum 13.12.2021

In this episode, David Bodamer is joined by Eric Birnbaum, founder and CEO of Dreamscape Companies, a real estate investment firm specializing in acquiring and repositioning multifamily and hospitality properties.  Eric shares his experience launching and building a new company during the pandemic, what kinds of deals they have pursued during the past two years and its plans for 2021. the firm.  E...

Episode 65: WMRE: Where It Started and How It’s Going 15.11.2021

It’s been almost one year since NREI announced a full rebrand to WMRE, a change that represented the status of the company within the WealthManagement.com portfolio.  In this episode, David Bodamer discusses the brand change from NREI to WMRE, revealing why they chose to rebrand and how it’s changed how they cover the commercial real estate industry. David shares how they managed the curveballs  2...

Episode 64: What To Expect When Returning To The Office With David Smith 18.10.2021

As the world begins to reopen, more and more people are returning to work in person. With more people going back to the office, what can we expect in this post pandemic world? In this episode, David Bodamer is joined by David Smith from Cushman & Wakefield. David Smith discusses the latest report from Cushman & Wakefield about the return to offices and what you can expect as you make the m...

Episode 63: How To Get A Loan From Home With Dan Gorczycki 04.10.2021

After more than a year of uncertainty for businesses, being able to access and apply for mortgages and loans from home is more beneficial than ever. In this episode, David Bodamer is joined by Dan Gorczycki with True Rate Services. Dan discusses how modern technology changes how you can apply for and find a quote for mortgages or loans quickly and effectively from home. He dives into how the pande...

Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace 23.08.2021

Understanding the current situation for seniors housing affects everyone on different levels, whether you realize it or not. The seniors housing industry reflects how many other industries are doing, and is heavily affected by the state of the economy.  In this episode, David Bodamer sits down with Beth Burnham Mace, chief economist and director of outreach at the National Investment Center for Se...

Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi 26.07.2021

During 2021, the importance of technology has become more apparent than ever. Understanding the technology industry can really help business professionals to not only make better decisions for their company, but also stay on top of advancements and new products.    In this episode, David Bodamer speaks with Colin Yasukochi, executive director of CBRE Tech Insight Center, about the 2021 Scoring Tec...

Episode 60: The Changing World of Distribution with Chad Buch and George Cutro 05.07.2021

As e-commerce continues to change the way we live our day-to-day lives, there have been some major impacts in the world of transportation and distribution that could affect you in ways you have never considered. In this episode, David Bodamer is joined by Chad Buch and George Cutro, JLL researchers, as they discuss areas within the industrial world you might not think about such as cold storage, t...

Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy 31.05.2021

Investing in REITs can help diversify an investor’s portfolio, which can decrease overall portfolio risk.  In this episode, David Bodamer is joined by Abby McCarthy, senior vice president of investment affairs with Nareit, as they talk about what financial advisors should know about investing in REITs.  Abby discusses: The common misconceptions and big questions financial advisors often have about...

Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein 17.05.2021

In this episode, David Bodamer is joined by Randy Blankstein, president of The Boulder Group, a boutique investment real estate service firm specializing in single tenant net lease properties.  David and Randy discuss everything from the effects of COVID on the industry to the potential change in how 1031 exchanges will be taxed and what industry pros are doing to communicate with lawmakers in Was...

Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan 03.05.2021

With the rollout of vaccines and the end of lockdown orders in several states, the economy is beginning to recover – which means new opportunities for institutional investors. In this episode, David Bodamer is joined by Dori Nolan, senior vice president of National Client Services at Berkadia to talk about a recent merger that led to the formation of Berkadia Institutional Solutions, Powered...

Episode 56 – The Government as a Tenant –– with William Hill 19.04.2021

In this episode, David Bodamer speaks with William Hill, vice-chairman of Federal Investor Services Group with Newmark in Washington D.C. David and William (Bill) discuss how the government as a tenant fared during the pandemic for investors in the commercial real estate market. You will learn: The role Newmark plays in the commercial real estate market During the pandemic, how it has been having...

Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez 05.04.2021

In this episode, David Bodamer is joined by Carlos Rodriguez, CEO of Driftwood Capital, an umbrella company with three new funds for investors in the hotel sector. They take care of  everything from development, to acquisitions and even preferred equity.  The pandemic has been particularly hard on the hotel industry, so what does that mean for investors? Listen in and see that the future is bright...

Episode 54: Results of the 2021 CRE Capital Raising Survey –– With Brandon Sedloff 22.03.2021

In this episode, David Bodamer discusses the results of Juniper Squares 2021 CRE Capital Raising Survey with Brandon Sedloff, the founding senior vice president of sales.  Juniper Square is transforming the private funds industry with easy-to-use software and solutions that streamline fundraising, investment operations and investor reporting. You will learn: How Juniper Square is bringing CRE into...

Episode 53: Why the Opportunities in Real Estate Are Endless –– With Mark Rose 08.03.2021

In this episode, David Bodamer speaks with Mark Rose, the CEO and chairman of Avison Young, a full-service commercial real estate company. Together, they discuss how this last year has provided the opportunity for not only Avison Young, but for the real estate industry as a whole to grow faster and further than ever before. You will learn: Mark’s predictions for what the future of the office will...

Episode 52: Logistics is Location! Location! Location! –– With Melinda McLaughlin 22.02.2021

In this episode, David Bodamer has an in-depth conversation with Melinda McLaughlin, the vice-president of research at Prologis, about how automation and the COVID-19 pandemic have impacted the global logistics chain. You will learn: What opportunities are available to someone who’s interested in investing in the logistics space How the pandemic has brought awareness to shortfalls in the supply ch...

Episode 51: Enduring the Waiting Game: 2020 Retail Through the Eyes of a Transactional Broker –– With Tom Lagos 08.02.2021

In this episode, David Bodamer is joined by Tom Lagos, an executive director with Institutional Property Advisors , an arm of Marcus & Millichap Real Estate Investment Services. Tom has spent the last 27 years as a transactional broker, specializing in the area of shopping centers. Tom talks about how slow and dismal 2020 was for the retail sector considering that in-person meetings and walkin...

Episode 50: Why Single Family Rental Housing is Currently on the Rise –– With David Howard 25.01.2021

In this episode of Common Area Podcast, David Bodamer is joined by David Howard, the executive director at National Rental Home Council (NRHC), to discuss how the single family rental housing market is faring in early 2021. Together, David and David discuss all the facets of single family rental housing, from who is investing in this market to which demographics are forcing this market to expand....

Episode 49: The Middle Market CRE Investment Opportunity – – With Sam Isaacson 11.01.2021

In this episode of Common Area, David Bodamer talks to Sam Isaacson, president of Walker & Dunlop Investment Partners (WDIP) about the opportunities the firm sees in assets worth less than $100 million across most property types. WDIP is commercial real estate investment firm now comprised of 31 investment professionals who manage approximately $1.2 billion. In this episode, you will learn: Ho...

Episode 48: Reasons Why Cities Survive Pandemics –– With Matt Pestronk 21.12.2020

In this episode of Common Area Podcast, David Bodamer talks with Matt Pestronk, president and co-founder of Post Brothers: an industry leading multi-family development company that focuses on Class “A” apartment buildings in Philadelphia. The two discuss ground-level insights into the multi-family sector, how it has fared throughout 2020, and what can be expected in 2021.   In this episode, you wi...

Episode 47 – 2020’s Lessons Learned in Senior Housing –– With Beth Burnham Mace 07.12.2020

In this episode of Common Area Podcast, David Bodamer is joined by Beth Burnham Mace, the chief economist and director of capital markets outreach at the National Investment Center for Senior Housing and Care (NIC): A non-profit organization that provides options and support for senior housing and care by bringing capital into the industry.  In this episode, you will learn: What has made some sect...

Episode 46: Highlights From CBRE’s Market Outlook 2021 –– With Richard Barkham 23.11.2020

In this episode of Common Area Podcast, David Bodamer discusses the recent report published by CBRE, CBRE Market Outlook 2021, with the CBRE’s Chief Global Economist and Head of America’s Research, Richard Barkham.  In this episode, you will learn: What real estate’s recovery looks like for 2021 How much the outcome of the presidential election will affect this sector What the return to office sce...

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