Artwork

Контент предоставлен Family Office Real Estate Institute. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Family Office Real Estate Institute или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Player FM - приложение для подкастов
Работайте офлайн с приложением Player FM !

Ep. 107 - Self Storage And The Current Environment

28:50
 
Поделиться
 

Manage episode 423107318 series 3579397
Контент предоставлен Family Office Real Estate Institute. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Family Office Real Estate Institute или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

SELF STORAGE AND THE CURRENT ENVIRONMENT

Isaac Rothermel – Principal of Storage Investment Capital.

Are you looking for insights on self storage investments? Join us as we talk with Isaac Rothermel from Storage Investment Capital! Hear how self storage properties are yielding higher returns than other classes such as student housing and multifamily. Plus, find out why brokers have had no problem selling storage properties between 2019 to mid-2022. Get the real estate industry's premier insight into investing in self storage properties with this must-watch episode of Family Office Real Estate Insights!

  continue reading

42 эпизодов

Artwork
iconПоделиться
 
Manage episode 423107318 series 3579397
Контент предоставлен Family Office Real Estate Institute. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Family Office Real Estate Institute или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

SELF STORAGE AND THE CURRENT ENVIRONMENT

Isaac Rothermel – Principal of Storage Investment Capital.

Are you looking for insights on self storage investments? Join us as we talk with Isaac Rothermel from Storage Investment Capital! Hear how self storage properties are yielding higher returns than other classes such as student housing and multifamily. Plus, find out why brokers have had no problem selling storage properties between 2019 to mid-2022. Get the real estate industry's premier insight into investing in self storage properties with this must-watch episode of Family Office Real Estate Insights!

  continue reading

42 эпизодов

Все серии

×
 
Guest: Nav Takhar - Off Plan & Investment Consultant - Haus & haus In this episode of the Family Office Real Estate Institute Podcast, host TJ van Kieren sits down with investment consultant Nav, who is based in Dubai. Nav provides a comprehensive overview of the booming real estate market in Dubai and the unique opportunities it presents for family offices and high-net-worth investors. Dubai has experienced remarkable growth and development over the past few decades, with only 25% of the city currently built out. The government has ambitious 2040 and 2072 master plans that guide all new construction, ensuring a cohesive and forward-thinking approach to urban planning. Nav explains the dynamics of Dubai's population, which is 90% expats, and the recent changes that have allowed non-residents to own freehold properties. He delves into the influential role of the five royal families that drive much of the real estate and other key industries in the UAE. The discussion covers the legal and investment frameworks in Dubai, including the application of Sharia law and the unique payment structures for off-plan properties. Nav also highlights the tax benefits, such as 0% income tax and capital gains tax, that make Dubai an attractive destination for international investors. Listeners will gain insights into the flow of funds in and out of Dubai, as well as strategies for setting up trusts, entities, and obtaining residency visas to capitalize on the real estate opportunities. Nav provides guidance on how family offices and investors from the US can effectively enter the Dubai market. This episode is a must-listen for anyone interested in diversifying their real estate portfolio or exploring the rapidly evolving real estate landscape in Dubai.…
 
Guest: Mark Allen | President & Chief Development Officer | Royal Oak Realty Trust This podcast episode provides an in-depth discussion and comparison of private REITs versus public REITs. Mark Allen from Royal Oak REIT explains their private REIT structure, acquisition strategy, and operations. Key topics covered include the differences in liquidity, valuation methodology, return profiles and investment horizons between private and public real estate investment trusts. Royal Oak focuses on acquiring high-quality, net leased industrial properties occupied by investment-grade tenants across secondary and tertiary U.S. markets. The interview discusses Royal Oak's buy-and-hold investment approach, low property turnover, and historically consistent returns around 10% annually delivered through reliable dividend income. Royal Oak determines share price on a quarterly basis using multiple valuation reports and metrics to arrive at a determined share value. Listeners learn about Royal Oak's limited redemption policies for investors, quarterly reporting, and organic growth having raised over $450M with over 1,100 investors. The podcast provides useful context on private REIT structures, net lease real estate, investment strategy, risk management, and performance.…
 
Guest: Jimmy Atkinson - Founder of OpportunityZones.com In this episode of the Family Office Real Estate Institute podcast, host DJ Van Keuren sits down with Jimmy Atkinson, the founder of Opportunity Zones.com, to discuss the current state and future of the Opportunity Zones program. They explore the bipartisan origins of the initiative, the political dynamics surrounding it, and the potential implications of the upcoming election on the program's trajectory. Atkinson provides valuable insights into the nuances of Opportunity Zone investments, the challenges faced by investors, and the potential impact on local communities. This episode is a must-listen for anyone interested in understanding the complexities and opportunities within the Opportunity Zones landscape.…
 
This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities into portfolios. He highlights some of the top performing sectors like industrial warehouses, driven by e-commerce growth, and multifamily apartments. Consol also notes opportunities in senior housing real estate to serve an aging population. The interview provides insights into global capital flows into U.S. real estate and how automation is transforming industrial and manufacturing properties. Consol shares plans to feature a different family office each month, anonymizing sensitive details, to help readers understand different investment models. This interview offers a comprehensive overview of current real estate trends and ideas for family offices seeking to diversify beyond traditional stock and bond allocations. #realestate #familyoffice #podcast #realassets #investmentstrategies #multifamily #industrial #seniorhousing #e-commerce #automation #globalcapital #portfolioallocation #endowmentmodel #wealthpreservation #legacyplanning…
 
DJ Van Keuren interviews freelance writer John Egan about his extensive experience covering real estate investments by family offices and high net worth individuals. Egan has been writing about this topic for over 10 years for publications like National Real Estate Investor. In the podcast, Egan discusses trends he has observed over the past decade, like a growing interest among these investors in stable, income-producing assets that provide yield. He notes many family offices and high net worth individuals have moved away from treating real estate purely as an equity play and are looking more at cash flowing assets and debt investments. Egan also shares his view that these investors have expanded beyond gateway markets in search of yield and are finding opportunities in secondary and tertiary markets where competition is less and they can get higher returns. The discussion provides valuable insights into how the strategies and philosophies of family offices and high net worth individuals have evolved when it comes to real estate and explores new areas they are exploring for diversification and stable income generation. #familyofficestrategies #realestatecycles #secondarymarkets #tertiarymarkets #yieldinvesting #netlease #singletenant #debtinvesting #portfoliostrategies #assetallocation…
 
Ed from Red Swan discusses how the company is pioneering the tokenization of commercial real estate through security token offerings. By issuing digital assets on the blockchain that represent fractional ownership in properties, Red Swan is opening up investment opportunities previously unavailable to most accredited investors. Tokenizing real estate provides sponsors with a way to raise capital more efficiently while maintaining ownership, and gives investors the ability to build diversified portfolios with reduced minimum investments. Ed from Red Swan provides transparency into property performance and valuation methods through quarterly financial statements on the tokens. This helps investors understand how to price their tokens when seeking liquidity. By addressing common concerns around valuation and exit options, Ed from Red Swan aims to make investing in digital real estate assets as seamless as traditional markets. Their platform represents an innovative approach that could reshape how family offices and high-net-worth individuals access and manage real estate holdings. #RealEstateTokenization #SecurityTokens #STO #BlockchainInvesting #CrowdfundingRealEstate #DigitalAssets #FamilyOfficeInvestments #AccreditedInvestor #CommercialRealEstate #RealEstateCrowdfunding #BlockchainForRealEstate #RedSwan #PropertyInvestments #AlternativeInvestments…
 
DJ Van Keuren sits down with Garb Mechigian of CTC MyCFO for an in-depth discussion on real estate investing through family offices. With over 22 years of experience working directly with high net worth families, Garb provides valuable perspective on common challenges and best practices. He explains the differences between single and multi-family offices and how that impacts real estate strategies. Garb also discusses the infrastructure and expertise typically required for direct real estate deals versus fund investments. The conversation delves into allocation percentages, partner selection, property analysis and management. Garb shares key lessons learned from past mistakes and offers guidance on maximizing income and total returns based on family objectives. Real estate professionals, family office executives and investors will gain insightful takeaways on navigating this important asset class. #FamilyOffice #RealEstate #Investing #MultiFamilyOffice #SingleFamilyOffice #DirectInvesting #FundInvesting #PropertyAnalysis #PartnerSelection #Allocation #Returns #Income #TotalReturns #ExpertAdvice #BestPractices #CTCMyCFO…
 
This in-depth podcast features Tom Handler, a leading expert in family office law and wealth management from Handler Thayer law firm. He discusses strategies for optimizing family office real estate investments through advanced tax planning, sophisticated asset protection structures, and navigating the complex web of securities regulations. Tom shares his decades of experience advising ultra-high net worth families and family offices on common planning mistakes to avoid. He highlights the ubiquitous role of real estate in family office portfolios and optimal entity structures like LLCs, multiple member LLCs, and series LLCs to maximize liability protection and minimize taxes. The discussion also covers the growing trend of direct co-investments between families and ensuring compliance with murky broker-dealer and investment adviser registration rules. Tom warns of the SEC's broad interpretation of these rules and the risks of inadvertent violations. For families and their advisors, this educational resource provides valuable guidance on professionally managing real estate assets through interdisciplinary legal, tax and financial planning expertise.…
 
This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs and goals beyond just policy placement. Listeners learn about common coverage gaps found in new family offices and the importance of educating subsequent generations. Excellent case studies demonstrate how proactive risk management and the right insurance solutions can protect not only assets but also a family's reputation and legacy. Attendees will gain actionable insights for developing comprehensive programs, building trusted long-term partnerships, and successfully stewarding wealth across generations through challenges. This presentation highlights the value of taking a bird's-eye view and cultivating a culture of transparency, accountability and wealth preservation. #FamilyWealth #LegacyPlanning #Succession #TrustManagement #Governance #Policy #Procedures #Controls #Compliance #ClaimsAdvocacy #LenderRequirements #InvestorRelations #TransactionalRisk #ConstructionRisk #EmploymentPractices #PrivacyProtection #EnvironmentalRisk #Cybersecurity #DataBreach #Reputation #Litigation #DefenseCosts #PremiumCostOptimization…
 
Josh Roche, a veteran in the family office of Lloyd Capital Partners, shares over a decade of insights into investing in single family rental properties. He details how the family office entered the market early on in 2004 by flipping distressed homes in the Southwest US for profit. Roche recounts how the entrance of large institutional investors like Colony Capital in 2011-2012 impacted their strategy. He explains how the single family rental asset class has evolved from a fragmented mom and pop market to one now gaining attention from big investors. Roche provides valuable perspectives on return expectations including 6-8% unlevered cash flow yields, capital appreciation potential, and opportunities for family offices to partner with local operators or exit to institutions. The discussion offers a comprehensive overview of the challenges, opportunities, and future outlook for this growing but still emerging sector. #RealEstatePodcast #FamilyOfficePodcast #SingleFamilyHomes #DistressedInvesting #InstitutionalInvestors #CapitalPartners #ColonyCapital #CashFlowReturns #CapitalAppreciationReturns #GroundUpDevelopment #LocalMarketInsights #FamilyOfficeCoInvestment #FamilyOfficeExits…
 
Andrew Pitcairn, chair of the family council at multi-generational Pitcairn family office, discusses strategies for establishing inclusive family governance and holistic wealth management approaches. He shares lessons from over 100 years of experience in navigating family growth, change, and succession over seven generations. Speaker 1 emphasizes the importance of addressing both investment decisions and soft skills like communication, education, and family dynamics. The speakers advise new families to seek expert guidance in crafting tailored governance structures like family councils and investment policy statements. These tools can facilitate transparent decision-making, prevent misunderstandings between generations, and support next generation involvement. When implemented together with tailored wealth strategies, inclusive governance and multi-generational planning approaches can help preserve family legacies. #MultiGenerationalFamilyOffices #FamilyWealthPreservation #FamilySuccessionPlanning #IntergenerationalCommunication #FamilyEducation #FamilyDecisionMaking #HolisticFamilyAdvisory #ExpertFamilyConsulting #LegacyPlanning #FamilyBusinessConsulting…
 
Discover the strategic advantages and opportunities for family offices in Mexico's dynamic real estate market in this detailed discussion with Aldo González from Fenik Investments. This video provides an in-depth analysis tailored for family investors looking to diversify and stabilize their portfolios with international real estate investments, particularly in the burgeoning Mexican market. Aldo sheds light on the significant benefits of investing in industrial and residential sectors, emphasizing investments in U.S. dollars to minimize exchange rate risks. He also elaborates on the concept of nearshoring, which is reshaping the industrial landscape in Northern Mexico, attracting U.S. businesses seeking proximity to home markets. Critical for success, Aldo discusses the necessity of establishing trustworthy local partnerships to effectively manage investments, comply with local regulations, and enhance investment returns. Key Insights: The advantages of dollar-denominated investments in Mexico’s real estate for reducing currency risks. The critical role of local partnerships in navigating the complexities of the Mexican real estate market. Economic impacts of nearshoring on industrial real estate demands and the unique opportunities it creates for family offices.…
 
Welcome to "DJ Van Keuren Discusses Opportunity Zones with Lisa Fu from PERE News," an episode of the PERE News Podcast hosted by Lisa Fu. In this insightful discussion, DJ Van Keuren of the Hayman Family Office joins Lisa to explore the much-talked-about investment opportunity for 2019: Opportunity Zones. Together, they delve into the strategies, trends, and expert insights surrounding these unique investment areas. Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives to help you navigate the world of Opportunity Zones. Tune in as Lisa and DJ Van Keuren uncover the secrets to success in Opportunity Zone investments.…
 
Welcome to the "Understanding REITs with Martin Kollmorgen" episode. In this episode, we delve into the world of Real Estate Investment Trusts (REITs) with Martin Kollmorgen. Together, we explore the fundamentals of REITs, their benefits, and the strategic role they can play in a diversified investment portfolio. Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives on REITs. Tune in as Martin Kollmorgen shares his expertise and insights into understanding and leveraging REITs for successful real estate investing.…
 
Guest: Joe Williams - Co-founder of Keller Williams In this episode, Joe Williams, the co-founder of Keller Williams, sharing his incredible journey in the real estate industry. From starting in retail to becoming a pivotal figure in real estate, Joe's story is a testament to resilience, innovation, and the power of relationships. Mr. Williams delves into the origins of Keller Williams, discussing the challenges and opportunities that shaped the company into a global real estate powerhouse. He opens up about his personal journey, the early days of his career, and the strategic decisions that led to Keller Williams' disruptive approach to real estate brokerage. Discover the insights on: The foundational principles behind Keller Williams' success. Joe's unique entry into the real estate industry at just 19 years old. The impact of significant economic events on the real estate market and how Keller Williams navigated these challenges. The revolutionary business model that shifted the focus to empowering agents, transforming the traditional brokerage relationship. The importance of culture, leadership, and innovation in sustaining growth and adapting to changing market dynamics. Joe's insights are invaluable for anyone interested in the evolution of the real estate industry, the power of innovation in traditional markets, and the stories of perseverance behind one of the most recognized names in real estate.…
 
Loading …

Добро пожаловать в Player FM!

Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.

 

Краткое руководство

Слушайте это шоу, пока исследуете
Прослушать