Tag: Real Estate
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)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Connect with Chris Osmond:

Connect with Centura Wealth Advisory:
Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Real estate investors often use a 1031 exchange to defer taxes.

However, a direct 1031 exchange is not possible if you want to transfer your real estate investment into publicly traded REIT shares.

In this episode, Sean Clark, Director of Financial Planning, and Mark Kenny, Advanced Planner, discuss alternative tax deferral strategies using UPREITs and DownREITs.

Sean and Mark discuss:

  • A brief overview of 1031 exchanges
  • How UPREITs and DownREITs work — and the difference between them
  • How the team at Centura Wealth Advisory navigates these transactions
  • Liquidity, diversification, and wealth transfer benefits of UPREITs and DownREITs
  • And more

Connect With Centura Wealth Advisory:

About Our Guest:

Mark Kenny is a Senior Wealth Planner at Centura Wealth Advisory. He provides advanced tax, estate, and wealth planning to high-net-worth clients. He has over 25 years of experience in estate planning, retirement planning, investments, business succession planning, and family wealth transfers. 
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)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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:

Connect With Centura Wealth Advisory:

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.
The Current Commercial Real Estate Landscape in Southern California (Ep. 50)

The Current Commercial Real Estate Landscape in Southern California (Ep. 50)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Are you looking for lucrative real estate opportunities in Southern California?

If yes, then this episode is for you.

In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices. Eric shares insights on the current commercial real estate landscape in Southern California, along with potential investment opportunities for both individuals and businesses.

Eric discusses:

  • Recent trends in multi-family, office, and industrial real estate
  • Key variables that can impact commercial real estate moving forward
  • Current real estate inventories in the San Diego County
  • Areas that are gaining more traction from real estate investors
  • And more

Connect With Eric Northbrook:

Connect With Centura Wealth Advisory:

About Our Guest:

As Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices, Eric Northbrook oversees Voit’s operations and directs a team of brokerage professionals who work together to provide clients with a single-point of service for all of their commercial real estate requirements. Prior to joining Voit, Northbrook served as Executive Director of Brokerage Services for Cushman & Wakefield of San Diego. While there, his focus was on the Central San Diego County and I-15 Corridor specializing in tenant and corporate representation. He is an expert in representing institutional owners in the marketing and leasing of quality Class A office space. Prior to Cushman & Wakefield, Northbrook was with Colliers International for 12 years, where he was a consistent top producer.
36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower

36. Leveraging Real Estate as Part of Charitable Planning With Wendy Beerbower

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Have you ever thought about donating real estate?

Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community.

In this episode, Dana Levin, client Relationship Manager at Centura’s Philanthropic Strategies, speaks with Wendy Beerbower, Senior Vice President at Eisenhower Health Foundation. They explore a variety of simple and tax-efficient ways to donate real estate (or other highly appreciated assets) to the charities you care about deeply.

Wendy discusses:

  • Why current market conditions and existing tax laws are optimal to donate real estate
  • How to use charitable remainder trusts (CRUTs) to donate real estate without losing your continuous income stream
  • Ways to leverage retained life estates for a tax deduction for a future gift
  • Tips for nonprofit leaders to attract more real estate donors
  • And more

Connect With Wendy Beerbower:

Connect With Centura Wealth Advisory:

About Our Guest:

Wendy Beerbower is the Senior Vice President –– planned and major gifts at Eisenhower Health Foundation, where she has been making an impact for the past four and a half years. Wendy has an interesting background holding a real estate license since 2007, and having worked in real estate at Coldwell Banker and in the FinTech and financing space with EquityKey, in both real estate and nonprofit. She is experienced in all facets of business development process management, including strategic planning, effective people management, and innovative marketing solutions.

Archives

Categories