The Best Ever CRE Show

Latest Episodes:

JF3760: Why Failed 1970s Subdivisions Could Be Your Next Gold Mine ft. Mason McDonald & Dan Haberkost Dec 20, 2024

Show notes

In this episode of the Next Level CRE Show, Dan Haberkost and Mason McDonald join host Matt Faircloth to discuss land development and investment strategies. They explore different approaches from basic lot flips to complex subdivisions, sharing insights on market selection, financing challenges, and working with local municipalities. The pair explain how they find off-market land deals and overcome traditional financing hurdles through creative funding solutions. They discuss opportunities in "failed subdivisions" from past decades that may now have potential due to population growth, while emphasizing the importance of thorough due diligence and understanding local regulations before pursuing land development projects.

Mason McDonald & Dan Haberkost | Real Estate Background

RM Golden, GroundUp Fund
Based in: Colorado Springs, CO
Say hi to them at:
LinkedIn
www.masonrmcdonald.com

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3759: Ex-Banker's Secret to Getting Bank REO Deals and Landing 'Toxic' Assets ft. Sam Morris Dec 19, 2024

Show notes

In this episode of the Best Ever CRE Show, Sam Morris, CEO of Sunset Capital, joins host Ash Patel to discuss his experience in both multifamily and self-storage investments. Morris leverages his banking background to identify distressed opportunities and work with lenders. He explains how his vertically integrated company focuses on Texas markets, manages properties in-house, and maintains strong relationships with investors. Morris provides insights into the current state of both asset classes, with multifamily experiencing more distress while self-storage remains relatively stable. He also discusses his company's growth strategy, the importance of having strong teams, and his perspective on Federal Reserve policy and market conditions.

Sam Morris | Real Estate Background

CEO of Sunset Capital
Based in: Katy, TX
Say hi to them at:
www.sunset-capital.com
LinkedIn

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3758: Capitalizing on Fear, Overplayed Distress, and Strong Data in the Southeast ft. David Moghavem Dec 18, 2024

Show notes

In this episode of the Best Ever CRE Show, David Moghavem, director of East Coast Acquisitions for Tryon Properties, joins host Slocomb Reed to discuss multifamily investing in the current market. Moghavem details Tryon's recent acquisitions in Orlando and Atlanta, emphasizing their focus on properties with strong in-place cash flow and positive leverage rather than speculative appreciation. He explains how their vertical integration and market knowledge help them identify opportunities, particularly during periods of market uncertainty. The conversation covers Tryon's approach to managing floating rate debt from 2021-2022 acquisitions and the importance of analyzing deals on an untrended basis to protect downside risk.

David Moghavem | Real Estate Background

Director of Acquisitions at Trion Properties
Based in: Miami, FL
Say hi to them at:
LinkedIn
Twitter

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3757: Why Smart Money is Betting on Strip Malls ft. Gregg Katz Dec 17, 2024

Show notes

In this episode of Horizon with John Chang, Gregg Katz discusses retail trends and consumer spending. Katz shares insights on holiday retail sales, consumer debt levels, and the evolving retail landscape. They analyze department store performance, with Nordstrom emerging as a strong performer while others like Macy's and Kohl's show concerning signs. The conversation also covers mall transformations, the success of open-air retail centers, and investment opportunities in retail real estate given limited new construction pipelines. Katz emphasizes the growing importance of catering to aging populations and sees significant runway left in retail investment despite current market caution.

Gregg Katz | Real Estate Background

Based in: Atlanta, Georgia
Say hi to them at:
LinkedIn

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3756: How to Test 'Lazy' Brokers, Landing National Tenants, and the Trends Shaping Retail ft. Pete Montgomery & Josh Rothstein Dec 16, 2024

Show notes

In this episode of the Best Ever CRE Show, retail brokers Pete Montgomery (CMC Properties) and Josh Rothstein (Onsite Retail Group) join host Ash Patel to discuss trends and insights in commercial retail real estate. They cover topics including landing national tenants, repurposing second-generation restaurant spaces, the evolution of shopping centers, and working with local municipalities. The pair emphasize the importance of relationships, responsiveness, and social media presence in successful commercial brokerage, while also discussing current market challenges like restaurant industry changes and shifts in retail space utilization.

Pete Montgomery & Josh Rothstein | Real Estate Background

CMC PROPERTIES
Based in: Cincinnati, OH
Say hi to them at:
Pete's LinkedIn
Josh's LinkedIn
www.cmcproperties.com

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3755: Self Storage vs Apartments in 2025: Why Storage Got Hit Harder ft. Christal deBoer Dec 15, 2024

Show notes

In this episode of the Best Ever CRE Show, Christal Smith DeBoer, founder of Regency Investment Group, joins host Joe Cornwell to discuss her journey in real estate investing. DeBoer shares her experience transitioning from managing her father's single-family portfolio to investing in multifamily and self-storage properties across the Southeast and Midwest. She discusses her approach to raising capital through organic relationship building, the importance of transparency with investors during challenging times, and shares stories of both successful and challenging deals. DeBoer also highlights current market challenges, particularly in self-storage occupancy, and runs an education program called "My First Million in Multifamily" to help others enter the commercial real estate space.

Christal deBoer | Real Estate Background

DeBoer Management & Investments
Based in: Charleston, SC
Say hi to them at:
LinkedIn
Facebook
www.myfirstmillioninmultifamily.com

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3754: Why AI is Making Tenant Screening Harder Than Ever ft. Sarah May Dec 14, 2024

Show notes

In this episode of the Best Ever CRE Show, Sarah May, founder and principal of Regency Investment Group, joins host Slocomb Reed to discuss changes in Denver's multifamily market since her last appearance in 2022. May shares insights on dealing with new construction supply, negative rent growth, and shifting strategies toward smaller, simpler deals with fewer partners. She discusses challenges with rental fraud, the impact of Denver's affordable housing legislation on new development, and emphasizes the importance of patient, strategic investing in today's market conditions over quick turnarounds.

Sarah May | Real Estate Background

Founder and Principal, Regency Investment Group
Based in: Denver, CO
Say hi to them at:
LinkedIn
www.RegencyInvestmentGroup.com

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3753: Investment Fraud Expert's Warning: 'The Only Thing Wrong With Losing Money is Hiding It' ft. James Brandolino Dec 13, 2024

Show notes

In this episode of the Best Ever CRE Show, James Brandolino, former hedge fund manager and founder of Investment Fraud Solutions, joins host Matt Faircloth. Brandolino shares his personal story of running a fraudulent hedge fund for eight years before turning himself in, and now helps investors and companies prevent fraud. He explains how most investment fraud doesn't start intentionally but evolves from fear and pride when investments underperform. Brandolino provides insights on red flags in investment operations, the importance of transparency, proper disclosures in PPMs, and the risks of relying on third-party IRA custodians for due diligence.

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3752: Why Floor Plate Size Makes or Breaks Office Conversions (And Other Insider Design Secrets) ft. Duanne Render Dec 12, 2024

Show notes

In this episode of the Best Ever CRE Show, Duanne Render, design manager at Gensler, joins host Amanda Cruise to discuss office-to-residential conversions. Render explains Gensler's proprietary algorithm for analyzing building conversion suitability, focusing on key factors like floor plate size, mechanical systems, and facade configuration. He shares insights on market conditions that make conversions viable, including construction costs, property values, and rental rates, while highlighting successful conversion markets like New York and Calgary. Render also discusses the importance of government incentives and the typical analysis process, which starts at $5,000 for initial feasibility studies.

Duanne Render | Real Estate Background

Senior Associate at Gensler
Based in: Toronto
Say hi to them at:
LinkedIn
www.gensler.com

Sponsors:

Altra Running

Sunrise Capital

Learn more about your ad choices. Visit megaphone.fm/adchoices

JF3751: The Truth About Bridge Debt & Why This Former Pro Golfer Stopped Doing Office Deals ft. Billy Brown Dec 11, 2024

Show notes

In this episode of the Best Ever CRE Show, Billy Brown, founder of The Investors Capital Group LL/C and active investor, joins host Amanda Cruise. Brown shares his journey from professional golf to commercial lending and discusses his diverse portfolio, including an 82-unit multifamily property in Kentucky and a triple-net office building in Wisconsin. He provides valuable insights on the 2024-2025 lending landscape, discussing higher interest rates, bridge debt challenges, and the growing trend of private debt lending. Brown also shares hard-learned lessons about team selection, particularly regarding CFOs and property managers, and his shifting investment strategy toward businesses with real estate components rather than traditional investment properties.