Tag: Chris Osmond
Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

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Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment?

Join Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, as he sits down with Rob Ireland, Managing Director at Continental Realty Assets (CRA). Together, they explore the impact of multifamily real estate, uncovering its multitude of benefits, strategic approaches, and current market trends. 

Learn how Centura’s strategic partnership with CRA is designed to deliver exceptional investment outcomes and redefine your wealth management strategy!

Talking points include: 

  • Reducing or deferring taxes through strategic investments
  • The consistency and tax advantages of multifamily real estate
  • The impact of the housing crisis and high financing costs on new housing
  • Long-term demand for multifamily housing due to supply constraints
  • The importance of alignment between Centura and investment partners
  • And more!

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About Our Guest:

Robert Ireland joined CRA in 2007 and served in various acquisition, research, and asset management roles until 2014 when he was appointed as CRA’s Director of Acquisitions. During his tenure at CRA, Robert has played a key role in identifying, negotiating, and closing more than $600MM in multifamily acquisitions across the country. As Director of Acquisitions, Robert is responsible for leading CRA’s acquisitions, due diligence, and research teams to identify markets that meet CRA’s investment criteria, uncover dislocations of value, conduct financial analysis, set accretive business plans, and negotiate and close transactions. Robert is also focused on building and fostering relationships with CRA’s various family offices and individual and institutional capital partners.

After graduating from Colorado State University in 2006 with a degree in Finance and Real Estate, Robert’s career has been focused on the multifamily industry, with experience in both brokerage and acquisitions. He resides in Denver with his wife and two sons and is an avid fly fisherman.
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

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Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification.

Yet, many investors find their portfolios thin of these investments.

In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and learn how Centura Wealth Advisory (Centura) approaches alternatives based on its overarching investment philosophy.

Chris discusses:

  • Understanding the role of alternative asset classes in a diversified portfolio
  • The “core-satellite” strategy to navigate alternative investments in a risk-controlled manner
  • Centura’s comprehensive due diligence process
  • Where Centura adds significant value compared to competitors
  • And more

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Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)

Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)

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Are you worried about the impact of the 2024 election on the markets and your investments?

Especially when geopolitical tensions, the uncertainty of tax law changes, the ousting of the Speaker of the House, and the threat of a government shutdown are adding to the stress?

In this episode, Matt Griffith, CFP®, Senior Wealth Advisor, and Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer, speak with Michael Townsend, Managing Director, Legislative and Regulatory Affairs at Charles Schwab & Company. Join them as they explore potential market implications of the upcoming U.S. presidential elections.

Michael discusses:

  • An overview of the current political landscape
  • The ongoing speculation of Biden, Trump, or both dropping out
  • Potential implications of a divided government and/or a split Congress
  • How markets have historically performed before and after elections
  • The importance of cutting through the noise (and emotions) and focusing on long-term goals
  • And more

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About Our Guest:

Michael is Schwab’s Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers.

Michael is the host of Schwab’s WashingtonWise podcast, which explores the intersection between policy, politics, the markets, and the economy. He is a featured speaker at dozens of employee, client, adviser, and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets.

Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine. He holds an M.A. in English from George Mason University and a B.A. in English from Bowdoin College.
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)

Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)

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With its young population, strong tailwinds, and supportive political regime, India might be the next bright spot for investors.

In this episode, Chris Osmond, Chief Investment Officer speaks with Manu Rikhye, partner at GrowX Venture Management and Merak Ventures, about the Indian investment landscape and how to navigate the risks. Join them to learn about diversifying your portfolio outside of the U.S. markets, especially in private equity.

Chris and Manu discuss:

  • Major trends that are driving private equity investment opportunities in India
  • Sectors in India that are experiencing the most momentum 
  • Increasing interest of US firms in India’s venture capital ecosystem
  • Centura Wealth Advisory’s rigorous approach to due diligence for identifying top-tier asset managers
  • And more

Resources:

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About Our Guest:

An accomplished professional with 16 years of all‐round contribution in financial services, Manu has extensive experience in the offshoring industry and distressed debt management space – with expertise in core business strategy, M&A, and inspirational leadership. A founding member of the Midland Credit Management India Pvt. Ltd, a wholly owned subsidiary of US-based Encore Capital Group, he was responsible for strategy, business plans, budgets, and P&L for the India Debt Recovery Operations for Encore’s US, UK and Australia & New Zealand portfolios. In 2015, Manu led the acquisition of Baycorp, a leading debt purchasing and contingency collections company based in Australia and New Zealand. Prior to Encore, Manu has worked with established brands including Global Vantedge and GE Capital International Services.
Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)

Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)

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High-interest rates have caused both stocks and bonds to perform poorly in recent months.

However, looking beyond stocks and bonds, private credit and direct lending have emerged as particularly attractive options for those seeking higher yields and lower volatility.

In this episode, Chris Osmond speaks with Philip Hasbrouck, Senior Managing Director and Co-Head of Cliffwater’s asset management business. Together, they simplify private credit and direct lending, discussing their benefits, risks, and relevance in the current environment.

Chris and Philip discuss:

  • Cliffwater’s growth in the alternative investment space to over $10 billion in AUM
  • How private credit can serve as a hedge against rising interest rates
  • Key risks associated with direct lending (compared to traditional corporate bonds)
  • Interval Funds vs. BDCs(Business Development Companies) — what you need to know as an investor
  • And more

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About Our Guest:

Philip Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Philip leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships. Prior to joining Cliffwater in 2018, Philip held various positions with CAIS, TCW Group, and J.P. Morgan. He earned a BS in Commerce and Finance from Santa Clara University.
Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

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The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes.

One such alternative asset class is private equity, which has become highly accessible to individual investors today.

In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow River Capital, about the benefits of including private equity in your portfolio.

Jeremy discusses:

  • How private equity differs from public equity
  • Why access to private equity is no longer limited to institutional investors
  • How the Bow River Evergreen Fund dispels common myths related to evergreen funds
  • The current and future scope of private equity
  • Centura Wealth Advisory’s comprehensive due diligence process
  • And more

Resources:

Connect With Jeremy Held:

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About Our Guest:

Jeremy Held, CFA, is responsible for Bow River Capital’s registered asset management business including investment oversight, research and product development. Prior to joining Bow River Capital in 2019, Jeremy was the Director of Research and Chief Investment Officer (CIO) at ALPS Advisors, a Denver-based asset manager that specializes in registered fund vehicles focused on real assets and alternative investments. Jeremy began his career at ALPS in 1996 and helped lead a variety of business initiatives over two decades, including the launch of the firm’s asset management business in 2007. As CIO, Jeremy was responsible for manager selection and oversight and was ultimately responsible for all aspects of the ALPS Advisors business, overseeing 44 registered investment companies and more than $20 billion in assets. 

Jeremy graduated from the University of Colorado with a degree in International Business. He is a CFA® charter holder and a member of the CFA Society of Denver. Jeremy is on the board of Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver.
How To Earn Greater Returns in a Risky Environment (Ep. 61)

How To Earn Greater Returns in a Risky Environment (Ep. 61)

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Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”

In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.

Roby and Chris discuss:

  • A brief overview of the Fed’s recent actions — and their market implications
  • Why cash flow is more important than the rate of return
  • How private real estate, private equity, and private credit can be a useful addition to your portfolio
  • The benefits of structured notes in risk management
  • And more

Resources:

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Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

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With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money.

In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates.

Paul discusses:

  • How real estate in general responds to inflationary pressures
  • The advantages of multifamily over other types of real estate investments
  • Latest trends in cap rates and cost of debt that real estate investors should know about
  • How inflation is impacting the affordability gap between single-family homes and apartment renting
  • And more

Connect With Paul Kaseburg:

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About Our Guest:

Paul Kaseburg joined MG Properties in 2010 and is responsible for the firm’s acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of approximately 18,000 units totaling $3 billion in total consideration. Paul has 17 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MG, he held various roles in commercial real estate debt and equity acquisitions, development, and financing. He has a background in corporate M&A and venture capital investing at Northrop Grumman (NOC). Paul holds a Bachelor of Science degree in Mechanical Engineering from the University of Notre Dame, and an MBA in Finance and Entrepreneurship from the UCLA Anderson School of Management.

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