Podcasts on relevant real estate topics for family offices from family office experts and real estate industry leaders
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The name says it all. CCIM Connections podcast, the companion to The CCIM Institute’s quarterly magazine, features leading industry personalities tackling the topics that matter most to commercial real estate professionals today. You’ll hear their stories, their insights, and their best practices to inspire, motivate, and make a tangible difference in how you do business. Visit us at www.cirepodcast.com
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Welcome to The Lead Sponsor Podcast where host David T. Robinson interviews $100M+ real estate investors, syndication sponsors, and investment fund managers from all across the country. We extract their strategies, systems, and secrets to help you on your commercial real estate investing journey.
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Dee Brown is the President and CEO of The P3 Group, the nation’s largest African American owned public-private partnership real estate developer. Each week Dee will talk with business executives, community leaders, and entertainers about their family, investments, careers, and how their success is impacting their community and legacy. If you’re looking for insight on what it takes to be successful, this is the podcast that will take you beyond the deal! The Sky’s the Limit with Dee Brown CEO ...
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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 esta…
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Ep. 123 - Maximizing Real Estate Returns for Families: Insights from a Multi-Family Office Expert
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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 o…
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In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities? In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critica…
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Ep. 122 - Family Office Real Estate Legal Strategies: A Discussion on Tax Planning, Asset Protection and Securities Compliance
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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 sha…
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Trusts and Estate Planning for International Clients
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Hosts Kris Stegall and Celeste Moya are joined by International Wealth specialists Robert Smith and Steve Hare to discuss financial and estate planning in a globalized world. The conversation covers what companies and individuals need to know when investing in other countries. They discuss various tax-related issues, including capital gains tax hik…
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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 importanc…
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How do high-networth families use life insurance as a wealth-building tool? In this episode of Planning Reimagined, we continue the series of the family office and welcome Jay Judas to discuss the intricacies of using life insurance in estate planning for affluent families. This discussion covers the strategic implementation of irrevocable trusts t…
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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 l…
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In this podcast, we uncover the bold Vision 100 initiative spearheaded by The CCIM Institute's Canadian chapters. With a laser-focused mission to double the number of CCIM Designees by 2025, this movement is set to redefine commercial real estate expertise nationwide. Hear from Steve Da Cruz, CCIM, as he discusses how Vision 100 aims to assert CCIM…
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How protected is your wealth? Celeste welcomes Yadira Anzueto to dive into the intricate world of risk management and insurance for affluent families. Yadira, a licensed insurance expert, discusses the vital role of risk management in family planning, revealing how proper insurance can be a family's primary defense against unexpected catastrophic l…
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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 t…
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In the latest episode of Planning Reimagined, Celeste and Kris are joined by Charmaine Tang, President of Orca, to explore the evolving landscape of family offices and the pivotal role of technology in enhancing their efficiency and effectiveness. Charmaine brings her expertise to the table, discussing issues such as succession, transitioning withi…
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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, pa…
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Nate Worthen is the primary founder and principal of Professional Real Estate Services in Salt Lake City. He has been responsible for more than $2.1 billion in closed real estate sales spanning more than 1,600 transactions in more than 40 countries. In this episode, we discuss the actions successful people take to hold themselves and the people aro…
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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, …
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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 …
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Celeste and Kris are joined in the episode of Planning Reimagined by David Friedman, Partner at Forbes Banister International. David talks about the evolving landscape of family offices, the role of technology in managing family wealth, and the shifting paradigms in investment strategies. He also talks about how technology revolutionizes ownership …
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Preparing Heirs for Success: The Key Steps in Family Business Succession
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In this episode, Celeste is joined by Courtney Joyner Gage and Michael Mazzone to dive even deeper into the world of family wealth management, estate planning, and business succession. They explore the critical importance of communication and thoughtful planning in ensuring that family legacies are preserved and enhanced through generations. They d…
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Ep. 117 - Transforming Real Estate: The Keller Williams Journey with Co-founder Joe Williams
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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 delv…
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A Guide to Multigenerational Estate Planning
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We know that making sure your family is taken care of is important to building your legacy. However, have you actually thought about true generational wealth building and why it means so much more than making sure your family has assets past your life? In this episode of Planning Reimagined, Kris and Celeste welcome Mark Auten to discuss personal a…
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The Office Revival: Unveiling Trends, Perspectives, and the New Normal With Evelyn Ward, CCIM
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Evelyn Ward, CCIM is Senior Vice President for Agency Leasing and Land Services with Transwestern in Houston. With nearly 20 years of commercial brokerage experience, Evelyn focuses on agency leasing for office, as well as tenant and owner/user representation throughout the greater Houston area. Ward’s expertise lies in market knowledge, negotiatio…
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Ep. 116 - Mastering Family Real Estate Businesses: Operational Strategies and Generational Growth
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Guest: Guest: David Stanford - Founder of RealFoundations Join us for a riveting episode of Family Office Real Estate Insights as we welcome David Stanford from RealFoundations. In this episode, DJ Van Keuren dives deep into the challenges and opportunities faced by family-owned real estate businesses, from small startups to those in the midst of g…
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Guest: Michael Felman - President and CEO of MSF Capital Advisors Join us on this insightful episode of Family Office Real Estate Insights, featuring Michael Felman of MSF Capital Advisors. With years of experience in both the legal and investment sectors, Michael brings a wealth of knowledge on cross-border investments, family office operations, a…
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In this episode of Planning Reimagined, Celeste, Michael, and Kris are joined by Jeff Bermis, Co-Founder of 1031 Specialists, to discuss wealth management through real estate and the intricacies of 1031 exchanges for tax deferment. They unravel the complexities of swapping investment properties, the evolution of Delaware Statutory Trusts, and the p…
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Welcome back to another wealth-building episode on the Robin Glen podcast, where your host, Celeste Moya and welcomes Kris Stegall and Michael Mazzone to dive deep into the world of real estate investing. In today’s episode, they discuss the complexities of diversifying your real estate portfolio, understanding the intricate tax implications, and s…
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Welcome to the first episode of planning reimagined.Robin Glen
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Ep. 114 - Optimizing Real Estate Strategies: An Insightful Discussion with Jack Ablin of Cresset Partners
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Guest: Jack Ablin - Founding Partner and Chief Investment Officer at Cresset Join us on another enlightening session of Family Office Real Estate Insights, where we have the privilege of hosting Jack Ablin, a distinguished figure from Cresset Partners, frequently seen on CNBC and Fox Business, and an accomplished author of numerous books. In this e…
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Rod Santomassimo, CCIM, is the founder and President of the Massimo Group, CRE Perform, and Co-Founder of CREInvestor.Coach and CRE Listing Launcher. The Massimo Group is the world's #1 commercial real estate broker coaching and consulting organization, assisting over 4,200 commercial real estate professionals in building their desired business and…
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Kathleen Rose, CCIM, CRE, is a Founder, President, and CEO of Rose and Associates Southeast, Inc. She has combined decades of development and commercial real estate experience to build a boutique woman-owned consulting practice. Rose is a Chief Problem Solver consultant, facilitator, instructor, developer, investor, speaker, and author. She receive…
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Guest: Ethan Penner - Author and Creator of The CMBS Market In this enlightening discussion, DJ Van Keuren sits down with Ethan Penner, author and real estate financial pioneer, to dive deep into the themes from Penner's new book Greatness is a Choice. Ethan Penner delves deep into the concept of contrarianism, emphasizing the profound power of sel…
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Heather Kreiger, CCIM, is the Regional Research Director of Lee & Associates of Eastern and Western Pennsylvania. Her expertise spans research, marketing, operations, sales, and leasing, encompassing a diverse range of commercial and industrial projects. Heather's commitment to the industry is evident through her active involvement in local, statew…
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Guest: Peter Linneman - Professor Emeritus, Wharton School of Business In a podcast with DJ Van Keuren, real estate expert Peter Linneman advocates for long-term holding and low leverage to minimize market risks. Drawing from his experience with Sam Zell, Liniman emphasizes understanding downside risks and adjusting leverage based on property types…
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Guest: Louis Dubin - Managing Partner at Redbrick LMD In the upcoming episode of Family Office Real Estate Insights, we're joined by Louie Dublin from Redbrecht to discuss the current landscape of real estate investment. Louie shares his company's focus on developing nearly 2,000 residential units in Washington, D.C., most of which are market-rate …
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Ellen Hsu, Founder & the Executive Director of Prominent Real Estate Services and Co-Founder & Managing Director of Promont Management, stands as an emerging figure in the real estate domain. She brings a collection of specialized disciplines having worked at eXp Realty (Vice President of Operations, Canada), Ernst & Young LLP (Transaction Real Est…
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Guest: Andrew Pitcairn - Family Council Chair/Director | Pitcairn MFO In this enlightening conversation, we explore the multifaceted role of education in wealth management and legacy planning with Andrew Pitcairn of Pitcairn, emphasizing that it goes beyond financial literacy to include understanding one's family history and values. We discuss the …
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Investing in a Dislocated Market Guest: Rick Courtney - CEO of Essential Realty Partners Rick Courtney from Essential Realty Partners discussed the concept of a dislocated market," which occurs due to financial system stress that causes mispricing of assets. Increasing interest rates have caused significant distress in the marketplace and shifted t…
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THE CURRENT STATE OF THE DEBT MARKET PLACE David Turley – Principal of Cronheim Mortgage. Discover the current state of the debt marketplace with David Turley of Cronheim Mortgage. He has been in the business for 23 years and shares valuable insights on where institutional capital sources and securitized sources are headed. Plus, find out why some …
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Faith and Family: How Commercial Real Estate Paved a Prosperous Path for Candis Pressley, CCIM
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Faith and Family: How Commercial Real Estate Has Paved a Prosperous Future for Candis Pressley, CCIMIn this episode, we spoke with Candis Pressley, CCIM, who is Founder and CEO at Trinity Property Advisors. Candis acts as a strategic planner and advisor for her clients in their investment real estate goals. She is also relaunching the Philadelphia …
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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…
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STICKING TO THE BASICS IN ALTERNATIVE INVESTING Andy Hagans of the Alternative Investment Podcast. Looking to get involved in alternative investments? Learn from the experts and find out how to navigate the tricky waters of investing. Join Family Office Real Estate Insights with special guest Andy Hagans as he and DJ Van Keuren discuss key strategi…
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THE CURRENT STATUS OF OPPORTUNITY ZONES MARCH 2023 Jimmy Atkinson – Founder of Opportunity Db & Wealth Channel. Don't miss this episode of Family Office Real Estate Insights, where we speak with Jimmy Atkinson, founder of Opportunity DB and Wealth Channel about the current status of Opportunity Zones! In this exclusive interview, Jimmy shares his i…
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Hit Hard, Run Fast, and Turn Left: From Sports to Commercial Real Estate with Landon Williams, CCIM
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Landon Williams, CCIM, is a negotiator. From the ballfield to the commercial real estate market, Williams has set his sights on reaching the best deal for his clients. From professional sports stars to investors, throughout his career, Wiliams has enjoyed leveraging hard data and anecdotal feedback to connect the dots and bring the two sides togeth…
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FAMILY OFFICE RELATIONSHIPS Guest: Joe Hess - Principal at C9 Advisors Join Joe Hess, Principal at C9 Advisors, as we explore the world of family office relationships. With over ten years of experience in commercial real estate markets and as a licensed CA Real Estate Broker, Joe brings valuable insights to the table. Discover the keys to building …
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THE IMPACT OF FAMILY GOVERNANCE ON REAL ESTATE INVESTMENTS Tom Orradre – Managing Member of RanchHarbor Are you interested in learning about how family governance can impact real estate investments? Then don't miss this episode of Family Office Real Estate Insights featuring Tom Orradre from Single Family Office Ranch Harbor! In this interview, Tom…
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Leveling Up: Life Lessons on Leadership with The CCIM Institute’s Senior Instructor, Bo Barron, CCIM
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In a world where the commercial real estate landscape is complex and ever-changing, BoBarron, CEO of Barron Commercial Group, serves as a trusted guide. Bo understands clients' challenges and opportunities when navigating commercial real estate decisions. As a third-generation leader in the industry, former Marine, and Senior Instructor with The CC…
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OWNING YOUR OWN REAL ESTATE ASSETS WITHIN THE FAMILY OFFICE Robert Hayman – Principal at Hayman Properties Join us as we dive into the world of owning real estate assets within the family office, with our guest Robert Hayman, Principal at Hayman Properties. As the Chief Executive Officer of Hayman Properties, Robert brings over 30 years of real est…
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USING CONSULTANTS TO MAKE FAMILY OFFICE INVESTMENTS Larry Wolf – CEO of Red Diamond, Ltd. Discover the benefits and strategies of utilizing consultants for family office investments with Larry Wolf, CEO of Red Diamond, Ltd. With his extensive experience as Chief Executive Officer of a Single Family Office, Larry brings valuable insights on leveragi…
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Faraz Cheema, CCIM, is the Managing Group Principal with Coldwell Banker Commercial Realty. With over 7 years of experience as a financial analyst and 6 years as an asset manager, Faraz has a unique understanding of the investment side of commercial real estate. Recently, Faraz was named top 45 out of 150 LinkedIn influencers in commercial real est…
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Greg Fitzgerald, CCIM, is the founder of Tri-Oak Consulting Group. Fitzgerald jumped into commercial real estate brokerage in two thousand and two out of a strong desire to take charge of his professional destiny. He’s the author of the book “The Broker Success Formula: Mastering 8 Mindsets to Guarantee Your Success in the Real Estate Brokerage Bus…
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