Best Family Office Real Estate Institute Podcasts (2024)

1
Ep. 120 - Single Family Rental Investing: A Family Office Perspective 26:14

3d ago26:14

26:14

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…

1
Vision 100: Revolutionizing CCIM Presence in Canada with Steve Da Cruz, CCIM 28:00

12d ago28:00

28:00

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…

1
Ep. 119 - Navigating Mexico's Real Estate Market: A Guide for Family Offices 39:20

17d ago39:20

39:20

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…

1
Ep. 118 - Navigating Mexico's Real Estate Market: A Guide for Family Offices 33:29

1M ago33:29

33:29

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…

1
Achieving Success Through Accountability: A Conversation with Nate Worthen, CCIM 24:10

1M ago24:10

24:10

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…

1
DJ Van Keuren discusses Opportunity Zones with Lisa Fu from PERE News 20:47

1M ago20:47

20:47

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, …

1
Understanding REITS with Martin Kollmorgen 35:57

1M ago35:57

35:57

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 …

1
Ep. 117 - Transforming Real Estate: The Keller Williams Journey with Co-founder Joe Williams 48:29

3M ago48:29

48:29

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…

1
The Office Revival: Unveiling Trends, Perspectives, and the New Normal With Evelyn Ward, CCIM 28:51

3M ago28:51

28:51

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…

1
Ep. 116 - Mastering Family Real Estate Businesses: Operational Strategies and Generational Growth 43:32

3M ago43:32

43:32

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…

1
Ep. 115 - Cross-Border Real Estate Investment: Insights from MSF Capital's Michael Felman 40:34

3M ago40:34

40:34

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…

1
Ep. 114 - Optimizing Real Estate Strategies: An Insightful Discussion with Jack Ablin of Cresset Partners 19:26

4M ago19:26

19:26

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…

1
Level-Up Your Business With Rod Santomassimo, CCIM 28:32

4M ago28:32

28:32

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…

1
A Discussion on the Top 10 Issues in Commercial Real Estate with Kathleen Rose, CCIM, CRE 30:35

5M ago30:35

30:35

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…

1
Ep. 113 - Greatness Is A Choice 40:48

6M ago40:48

40:48

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…

1
Leading From Within With Heather Kreiger, CCIM 22:34

6M ago22:34

22:34

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…

1
Ep. 112 - The Benefits of Long Term Real Estate Investing 38:33

6M ago38:33

38:33

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…

1
Ep. 111 - Low Leverage and Investing in Today’s Market 35:04

7M ago35:04

35:04

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 …

1
Paying it Forward with Ellen Hsu, CCIM 24:38

7M ago24:38

24:38

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…

1
Ep. 110 - Family Office Governance & Investment Policy Statements 38:25

7M ago38:25

38:25

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 …

1
Ep. 109 - Investing in a Dislocated Market 32:16

8M ago32:16

32:16

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…

1
Ep. 108 - The Current State Of The Debt Market Place 26:11

8M ago26:11

26:11

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 …

1
Faith and Family: How Commercial Real Estate Paved a Prosperous Path for Candis Pressley, CCIM 21:08

8M ago21:08

21:08

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 …

1
Ep. 107 - Self Storage And The Current Environment 28:50

9M ago28:50

28:50

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…

1
Ep. 106 - Sticking To The Basics In Alternative Investing 31:57

9M ago31:57

31:57

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…

1
Ep. 105 - The Current Status Of Opportunity Zones March 2023 40:57

9M ago40:57

40:57

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…

1
Hit Hard, Run Fast, and Turn Left: From Sports to Commercial Real Estate with Landon Williams, CCIM 24:10

9M ago24:10

24:10

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…

1
Ep. 104 - Family Office Relationships 31:39

10M ago31:39

31:39

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 …

1
Ep. 103 - The Impact Of Family Governance On Real Estate Investments 24:30

10M ago24:30

24:30

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…

1
Leveling Up: Life Lessons on Leadership with The CCIM Institute’s Senior Instructor, Bo Barron, CCIM 21:44

10M ago21:44

21:44

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…

1
Ep. 102 - Owning Your Own Real Estate Assets within the Family Office 32:21

11M ago32:21

32:21

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…

1
Ep. 101 - Using Consultants To Make Family Office Investments 36:51

11M ago36:51

36:51

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…

1
Now Trending: Using LinkedIn to Build Conversation and Community with Faraz Cheema, CCIM 21:38

12M ago21:38

21:38

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…

1
Mastering 8 Mindsets to Guarantee Your Success in the Real Estate Brokerage Business 17:06

1y ago17:06

17:06

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…

1
Southern California’s Response to COVID-19 with Ryan McKenzie, CCIM 23:28

1y ago23:28

23:28

Ryan McKenzie, CCIM, is vice president with Kidder Mathews. A native of Los Angeles, he details the challenges and opportunities in the industrial space following the global pandemic. With low vacancy and persistent demand, the sector remains strong, while McKenzie discusses other pressing topics in CRE like technology, AI, and infrastructure.…

1
Communication Is Crucial in a Dynamic CRE Market with Mark Polon, CCIM 21:33

1+ y ago21:33

21:33

Mark Polon, CCIM, is president of Polon Consulting in Middle Haddam, Conn., and has been an instructor with the CCIM Institute since 1989. He joins the podcast to discuss how professionals can best prepare themselves for success in commercial real estate and how effective communication is an essential tool in this business. An expert in appraisals …

1
Andrew Young - Managing Partner of NorthRock Companies | TLS249 51:06

1+ y ago51:06

51:06

21 Projects and $1.3Billion in 4 Years In this interview, Andrew Young, the founder and CEO of NorthRock Companies, shares his journey in the real estate industry, starting from his false start in the space to building a substantial portfolio of over 6,000 units and a billion dollars in acquisitions in just a few years. He talks about the challenge…

1
Don Wenner - Founder and CEO of DLP Capital | TLS248 58:45

1+ y ago58:45

58:45

$4 Billion in AUM, Raising $474 Million in One Year, Building an Elite Organization Starting a real estate business is challenging, but with the right advice and support, it can be a rewarding experience. In this episode, I speak with Don Wenner, the founder of DLP Real Estate Capital and the author of a new book entitled “Building an Elite Organiz…

1
Sam Rust - Managing Parter at Lifebridge Capital | TLS247 48:19

1+ y ago48:19

48:19

13 Deals & $400 Million in AUM in 4 Years, Integrating Property Management, Strategies for Navigating 2023 Are you looking to transition into real estate investing but don't know where to start? Today's guest Sam Rust is a managing partner at Life Bridge Capital and a full-time investor in commercial real estate. Sam graduated from Thomas Edison St…

1
Using Technology to Build Relationships in CRE with Robert Hand, CCIM 21:17

1+ y ago21:17

21:17

Robert Hand, CCIM, is the president of Louisiana Commercial Realty, a New Orleans-based firm that operates in all major commercial sectors. He joins the podcast to discuss the state of CRE in the Louisiana market, which has undergone significant changes due to national economic trends and natural disasters. Hand also details the importance of techn…

1
Ryan Tobias - Managing Partner at Triad Real Estate Partners | TLS246 51:56

1+ y ago51:56

51:56

21 Projects & 1.5B in Acquisitions; Ground Up Multifamily Development; Opportunity Zones; Transition from Broker to Developer For many brokers, transitioning into investing can be a natural career progression, but it may be difficult to take the first step. In today's episode, I talk with Ryan Tobias, a Founding Partner at Triad Real Estate Partner…

1
The Benefits of Build-to-Rent Development | Andy McMullen TLS245 47:08

1+ y ago47:08

47:08

In this episode of the "The Lead Sponsor" podcast, Andy McMullen, Managing Partner at Legacy Acquisitions, explores the benefits of Build-to-Rent (BTR) developments. BTR is a new concept in the real estate world, where purpose-built rental properties are designed to provide long-term, high-quality housing to tenants. Andy walks us through how legac…

1
7 Deals, $220 MM, Moving from Broker to Lead Sponsor, Finding Partners and Deals - with Dan Salonis | TLS243 44:52

1+ y ago44:52

44:52

Dan oversees all aspects of the Progress Realty Partners’ Based out of New Jersey, operations, including investment strategy, asset management and tenant negotiations. June 2019, 7 Properties, 220MM Total 70 Lead sponsor. Show Highlights: Business Overview Yield Driven Private Equity Firm Industrial, Retail Centers, Multiamily East Coast, Demograph…

1
$450M over 65 Projects, Flex Industrial/Medical Office, Institutional Investors vs Private Investors with Brian C. Adams | TLS242 51:30

1+ y ago51:30

51:30

Brian C. Adams is the President and Founder of Excelsior Capital, Based out of Nashville TN. Excelsior is a private equity firm that has acquired over 65 Total Projects worth over $450M in Acquisition Value Show Highlights: Business Overview Syndication Model versus Fund Model Type of assets they focus on. How his leadership team is structured Mark…

1
Expanding Your Business Through Consulting and Investing with Patricia Lynn, CCIM 24:35

1+ y ago24:35

24:35

Patricia Lynn, CCIM, is the principal/founder of Lynnk, a commercial real estate consultant company, and ExceedCE, a continuing education firm focused on real estate. She joins the podcast to discuss what makes for successful consultants and investors, how to get started with these endeavors, and the importance of lifelong education to business ach…

1
Interview with Mike Consol of IREI on Family Office Real Estate 32:00

1+ y ago32:00

32:00

Welcome to the "Interview with Mike Consol of IREI on Family Office Real Estate" episode. Mike Consol, editor of Real Assets Adviser, one of seven titles published by Institutional Real Estate, Inc. (IREI), joins us to discuss family office real estate. With a professional journalism career spanning since 1983, Mike is responsible for the magazine'…

1
Successfully Navigating Recessions with a Data Driven Approach - with Bruce Fraser | TLS241 34:05

1+ y ago34:05

34:05

Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of approximately $750M in investor assets. He has overseen over o…

1
Real Estate Financing Secrets: How to Structure Deals - with Rob Beardsley | TLS240 46:15

1+ y ago46:15

46:15

Rob is a Principal at Lone Star Capital where he oversees acquisitions and capital markets for the firm and has acquired over $350M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifam…

1
19 Deals, $232 Million, Utilizing Ukrainian Refugee Labor, and Critical Asset Management Reports - with Iven Vian | TLS239 56:53

1+ y ago56:53

56:53

Iven Vian is the Co-Founder and Chief Operating Officer of Anthem Capital. Having retired as a Lieutenant Colonel from the Air Force after 20 years, he is passionate about the operational excellence and execution of his apartment communities and their impact on their surrounding communities. Iven’s mission is to grow Anthem Apartments to 300 commun…

Podcasts Worth a Listen

Family Office Real Estate Institute Podcasts

Podcasts Worth a Listen

Quick Reference Guide