In ”Real Angle”, our host, Joshua Kahr, interviews owners, managers, and thought leaders in commercial real estate investment and development. We seek out the unusual and innovative investment strategies that separate them from the rest of the pack.
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Learning is best accentuated when you learn from vicarious experiences and not just your own. This is a place where Puneet Khurana, Manish Dhawan and Nooresh Merani, interview interesting people from different walks of life. This is our endeavor to unearth the value system and thought process of maverick decision makers from the world of Investing, Psychology, Business, & Others.
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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
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SumZero is the world’s largest online community of professional buyside investors. We gather expert insights on specific trades and macro trends affecting the public markets.
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Brief Audio Book Non-fiction book summary briefly ( #BriefAudioBook )
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Richard Cook - Traversing For Value
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Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh…
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Mobile Home Investing, Sam Hales @ SG Communities
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In this conversation, Joshua Kahr speaks with Sam Hales of SG Communities about mobile home parks and manufactured communities. They discuss the reasons why Sam got into mobile home parks, the challenges of finding product, the lack of new park development, and the perception problem associated with mobile home parks. They also touch on the financi…
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Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So
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In this episode of the Business Brew, host Bill Brewster sits down with the esteemed investor Bruce Berkowitz. They delve deep into Berkowitz's illustrious career, from his strategies during the financial crisis to his current outlook on various investment opportunities, including midstream energy and Florida real estate. Berkowitz shares anecdotes…
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State of the Real Estate Accounting Industry, Howard Altshuler @ Weaver
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In this conversation, Joshua Kahr and Howard Altshuler discuss the state of the accounting industry and the Fort Worth real estate market. They explore the growth and opportunities in the Fort Worth area, the impact of the pandemic on the office market, and the strategic growth of accounting firms through acquisitions and private equity investments…
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Blake Haxton - Industrials and High Yield
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Blake Haxton, analyst at Brandywine Global Asset Management's High Yield and Corporate Strategies Group, joins the Business Brew. This discussion focuses on the companies Blake covers as well as his views on markets generally. Blake tends to focus on "old economy" industries so prepare yourself for plenty of energy discussion. Bill and Blake also d…
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Multi-tenant Flex Industrial Investing, Grant Reaves @ Stoic Equity Partners
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Grant Reaves, Managing Director and Co-Founder of Stoic Equity Partners, discusses the industrial real estate market. Stoic primarily invests in multi-tenant flex industrial properties in the Southeast region of the United States. They focus on secondary markets that offer in-place yield and potential for rent growth. The demand for flex industrial…
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Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics
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Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on…
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High Leverage Balance Sheet Lending, Maxwell Wu @ Fulcrum Lending
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In this conversation, Joshua Kahr speaks with Maxwell Wu, CEO of Fulcrum Lending, about their lending business in the multifamily space. They discuss Fulcrum's high-leverage lending approach, their transition from being a correspondent for Freddie and Fannie to a balance sheet lender, and the importance of technology in their operations. They also …
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Exploring Land Development in Texas, Alexander Vitenas @ Land Based Strategies
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In this conversation, Josh Kahr speaks with Alex Vitenas about land development. They discuss the process of land development in Texas, including tax foreclosures and auctions. Alex shares his experience in purchasing distressed assets and flipping properties. He also talks about his funding strategies and the importance of finding the right deals.…
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Building a Vertically Integrated Real Estate Company in New Orleans, Michael Merideth @ VPG Enterprise
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Michael Merideth, CEO of VPG Enterprise, discusses his journey with Joshua Kahr in real estate and the growth of his company. VPG Enterprise is a vertically integrated real estate company based in New Orleans, specializing in affordable housing. Michael started investing in small rental properties in 2011 and has since grown the company to include …
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Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane stops by The Business Brew to discuss what his firm is doing in the private markets. Stoic lane is focused on acquiring controlling positions primarily in short term rental management and back office solutions for entrepreneurs. The entity is structured as a corporation with shares rather th…
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Benchmarking Performance, with Norman Miller, Professor Emeritus at the University of San Diego
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In this conversation, Joshua Kahr and Norman Miller, a professor emeritus at the University of San Diego, discuss various aspects of real estate investment. He explains the evolution of family offices and the challenges of benchmarking in real estate. Miller emphasizes the importance of long-term thinking and net present value in investment decisio…
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Transitioning from LP to GP, Diana Lin @ Navi Ventures
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In this conversation, Josh speaks with Diana Lin from Navi Ventures. We discuss her role in the company and their focus on value-add multifamily properties. She shares the markets they operate in, including Arizona, DFW, and New Mexico. Diana explains how she transitioned from being an architect to launching her own real estate venture. She emphasi…
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Bill drops in to give a podcast status update and let the listeners know what is going on. Come see him at The CFA Society of New York on June 25th. If you are interested in the golf events please send your information to businessbrewgolf@gmail.com. Thank you as always for listening!
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Setting Up A First Fund, Diego Hurtado @ Navio Consulting
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Diego Hurtado, Principal at Navio Consulting, discusses fund management and raising funds for small to medium-sized developers. Navio Consulting helps these developers build and set up real estate investment funds, and then assists in managing them. The typical fund structure involves adhering to Regulation D, Rule 506(c), which allows for the mark…
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Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you can find something that is a real growth opportunity …
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Staffing a Family Office, Brian Adams, Principal @ Mack International
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It's not easy to build a management team for family offices. In this episode, I speak with Brian Adams, Principal at Mack International. We discuss his transition from the commercial real estate industry to executive search for family offices. He explains the unique challenges of hiring for family office positions, including the need for candidates…
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Data Driven Development in Boston, Eric Doroski @ Zanzibar Capital
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Summary In this conversation, Joshua Kahr speaks with Eric Doroski, Managing Partner at Zanzibar Capital, about their focus on the Boston market and their investment and development pipeline. They discuss the challenges in the current market, including the lack of debt and equity, and the impact of interest rates. Eric shares insights into their cu…
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Consuelo Mack - Host of WealthTrack
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Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack. Bill was very happy Consuelo said yes to coming on the sho…
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Online Fundraising and CrowdStreet, Ian Formigle @ CrowdStreet
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In this conversation, Ian Formigle, Chief Investment Officer at CrowdStreet, discusses the role of CrowdStreet as an online platform for individuals to invest in commercial real estate projects. He explains how CrowdStreet acts as a broker-dealer and offers investment opportunities in various asset classes and geographies. Ian also highlights the g…
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Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
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Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/ Bill pinged H…
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Energy Rights and Power Production, Chris Pawlik @ EPR Squared
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Chris Pawlik, co-founder of EPR Squared, explains the concept of energy producing retail realty and how the company offers a sale leaseback of energy rights to property owners. By developing energy rights behind the meter, property owners can decrease operating expenses and increase net operating income. The agreements typically last around seven y…
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Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy. Note: This episode was reco…
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The Efficiency of Multi-Family Offices, Jason Mandel @ Mandel Family Office
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SummaryIn this conversation, Jason Mandel, CEO of the Mandel Family Office, discusses the basics of family offices and the services they provide. He explains the difference between single family offices and multi-family offices, highlighting the benefits of the latter. Mandel emphasizes the importance of holistic financial advice and the role of a …
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Financing Energy Projects for CRE, Chad Blevins @ Repower Holdings
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Chad Blevens from Repower Holdings discusses their unique approach to financing energy improvement projects in commercial real estate. Repower Holdings aims to provide capital for energy improvement projects that are part of larger real estate deals, offering an equity position in the overall asset. This approach aligns the interests of the energy …
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S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar
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S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar by Stoic Investment ManagersAv Stoic Investment Managers
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Urban Infill Development in San Diego, John Allen @ Streamline Development Group
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In this conversation, Josh Kahr speaks with John Allen, founder and president of Streamline Development Group. They discuss John's unconventional route into real estate development and the focus of Streamline Development on urban infill projects in San Diego. They also explore the high demand for rental properties in San Diego, the presence of nati…
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Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …
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From Acquisitions to Asset Management, Roundtable with Montgomery Partners
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In this interview, Josh Kahr gets to sit down with the whole team at Montgomery Partners and talk about the lifecycle of the asset - from acquisition to fundraising to asset management. They are a long-term value-add investor in the multifamily space. They focus on the B to C class space in markets such as California, Colorado, and Nevada, and are …
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Matthew Sweeney - Discussing Value
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Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got st…
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Tax Appeal and Tax Assessments, David Wolfe @ Skoloff and Wolfe
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In this conversation, Joshua Kahr speaks with David Wolfe, managing partner at Skoloff and Wolfe (https://www.skoloffwolfe.com/), about tax appeals and property tax assessments. They discuss the challenges property owners face with assessments and revaluations, the importance of understanding assessment ratios, and the deadlines for tax appeals. Th…
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Investing in the Rodeo Region, Brian Wilson @ Bow River Capital
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In this conversation, Joshua Kahr speaks with Brian Wilson, Managing Director of Real Estate at Bow River Capital (bowrivercapital.com). They discuss Bow River Capital's investment strategy, regional focus on the "Rodeo Region", and how they find quality operators to partner with. They also explore the current market conditions and the timing of ca…
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UK Investing Modeling as a Service, Alex Wilson @ Pantera
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In this conversation, Joshua Kahr speaks with Alex Wilson, COO of Pantera (www.panteratechnology.com), a financial forecasting and investment modeling platform for the real estate industry. They discuss Pantera's services, market focus, and expansion plans. They also explore the challenges and opportunities in the PropTech space, including the silo…
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Cost Segregation, Part 2, Kim Lochridge @ Engineered Tax Services
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In this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Sect…
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Cost Segregation, Part 1, Kim Lochridge @ Engineered Tax Services
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In this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Sect…
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Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers. Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation g…
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Building a Hotel Brand, Ethan Orley @ Oliver Hospitality
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In this conversation, Joshua Kahr speaks with Ethan Orley, managing partner at Oliver Hospitality (www.oliverhospitality.com), about his journey in the hospitality business. They discuss the challenges of operational oversight, the current deals and expansion plans of Oliver Hospitality, and the availability of equity and debt in the hotel industry…
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Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more
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Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more. This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so. The rel…
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Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he e…
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Economic Forecasting for CRE, Malcolm Frodsham @ Real Estate Strategies
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In this interview, I spoke with Malcolm Frodsham, Director of Real Estate Strategies (www.realestatestrategies.co.uk), an economic forecasting firm that focuses on UK commercial real estate markets. We chatted about a diverse range of topics including how one even gets into this line of work. We talked about what economic forecasting is, and how fi…
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Will Thomson On Lithium, Copper, And More
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Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for. You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read. Sponsor Info: Daloopa is …
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Providing Co-Investment for Development, Ashleigh Simpson @ Grosvenor
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In this interview, I chatted with Ashleigh Simpson, Head of Structured Development Finance for Grosvenor's North American property business. Amongst other things, they co-invest with residential developers in for sale and for rent ground-up multi-family developments in the United States and Canada. We discussed what co-investment means and what the…
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Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing
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In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-yea…
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Stoic Point Capital Management discusses their approach and highlights EVLV and JBI
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SumZero had the opportunity to sit down with Raj Shah and Cullen Rose, co-founders of Stoic Point Capital Management.Stoic Point manages two concentrated strategies: Stoic Onshore/Offshore is a long/short fund focused on #small- and #midcap North American securities. Stoic Point Alpha Capital is a long-biased fund focused on unique asymmetric oppor…
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Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits
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In this invigorating discussion, SumZero founder and CEO Divya Narendra had the opportunity to chat with Ted Rosenthal, the founder of TMR Capital. A prolific contributor to SumZero, Ted started TMR right out of college 4 years ago, and shares his insights on current opportunities in the market, and how he has positioned his fund to seize upon them…
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Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management
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In this extensive interview, Joe Bergera, CEO of Iteris, a leader in the Smart Mobility Infrastructure Management industry, discusses various aspects of the company. Topics covered include the financial prospects of the company, the valuation metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He…
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Family Office Strategies for Real Estate, Adam Fruitbine @ Maxx Properties
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I sat down with Adam Fruitbine, CIO at Maxx Properties (www.maxxproperties.com), in this interview. Maxx Properties is a family office that focuses on owning and managing its multifamily real estate portfolio. To start, we discussed what it means to be a family office, how they think about hold periods, and the role of debt. We also talked about th…
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Devin Martin - Finding Your Drive
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Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different. In this episode we discuss his methodology. There is some discussion of ayahuasca and …
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Aggregating Capital, Ron Diamond @ Diamond Wealth Strategies
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In this interview, I spoke with Ron Diamond, CEO of Diamond Wealth Strategies. They are a family office with a focus on commercial real estate. They aggregate capital from over 100 single-family offices and deploy this capital as a collective force alongside their own capital. This collective of capital allows them access to deals that they otherwi…
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The Pros and Cons of Being Public with Andrew Walker
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Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the epi…
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