Podcast
Everybody's Crushing It!
Hosted by Douglas Blake, Kingswood U.S. · ENGLISH
If you believe what you read on social media, EVERYBODY is crushing it these days. But are they? Let’s dig a little deeper and get real about what’s really happening out there – who is really crushing it, who is not, and why.
4episodes
Episodes
Newest firstAll episodes
Everybody’s Crushing It – Shopoff Realty Investments
May 13, 202200:47:14Tap to summarizeOur topic on today’s episode of Everybody’s Crushing It, is commercial real estate, and my guest is Daniel Oschin, Chief Strategy Officer at Shopoff Realty Investments. a national real estate investment firm that primarily focuses on proactively generating appreciation through the repositioning of commercial, income-producing properties and the entitlement of land assets. Headquartered in Orange County, California, Shopoff Realty Investments uses a multi-disciplined approach that enables the firm to uncover opportunities that others may not capitalize on or recognize. The company’s practiced investment method includes a fundamental analysis of real estate markets supplemented with expertise in entitlement and adaptive reuse strategies. In today’s episode, Daniel and I discuss How his path led him to commercial real estate and to Shopoff Realty Investments The difference between core and opportunistic approaches to real estate investments Shopoff Realty Investments’ Magnolia Tank Farm property in Manhattan Beach and the research, strategic planning & collaboration that has gone into bringing the project to fruition What Daniel thinks drives investor and advisor appetite for one type of alternative investment over another Shopoff Realty Investments’ Dream Hotel project in Las Vegas and their opportunity in developing property in a qualified opportunity zone What Daniel is excited about in Shopoff Realty Investments’ future. Disclaimers: For advisor/institutional use only. Information provided herein does not constitute an offer to sell or solicitation of an offer to buy any security. An investment in a Shopoff limited partnership involves a high degree of risk, including the possible loss of your investment, and is illiquid with an uncertain liquidity date. Securities offered though Shopoff Securities, Inc. Member FINRA/SIPC Certain statements contained herein may constitute “forward looking statements.” An...
Transcribe →Everybody’s Crushing It – Urban Catalyst
Feb 22, 202200:58:03Tap to summarizeOur topic on today’s episode of Everybody’s Crushing It, is commercial real estate, and my guest is Eric Hayden, Founder and Managing Director of Urban Catalyst. Urban Catalyst is a real estate equity fund focused on ground-up development projects in San Jose, California. They are also an opportunity zone fund, and can therefore pass along the opportunity’s own tax benefits along to their investors. In today’s episode, Eric and I discuss Eric’s origin story & why he started Urban Catalyst Did the pandemic work-from-home model ruin commercial real estate? How San Jose and commercial real estate are evolving, and what is coming next How Urban Catalyst’s funds work, and the tax benefits their investors see We also discuss how Urban Catalyst supports multiple initiatives in downtown San Jose community. Among other causes, they donate space in buildings waiting to be renovated to homeless shelters and local artists. They are also active with the Urban Confluence initiative, which envisions an impressive symbolic structure appropriate for this unique region that is recognized as the world-wide center of innovation. Please visit the Urban Confluence website to learn more or to donate. Resources: Urban Catalyst | Urban Confluence Important Disclosures: The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no p...
Transcribe →Everybody’s Crushing It – InvestX
Oct 18, 202100:32:28Tap to summarizeOur topic on today’s episode of Everybody’s Crushing It, is private equity, and my guest, Brian Schaeffer, managing director of InvestX is the perfect person with whom to have this discussion. InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO Giants on a state-of-the-art trading platform, InvestX GEM. They empower broker dealers and advisors with a marketplace, technology and insights for investing and trading in institutional quality private equity without the traditional multimillion-dollar investment minimums. In today’s episode, Brian and I discuss His background & what brought him to InvestX How InvestX sees private equity Why companies are staying private longer How InvestX identifies “Pre-IPO Giants” How InvestX GEM helps democratize access to these types of investments for retail investors We also discuss the importance of leveraging success to give back. Brian’s mother has been a bereavement nurse and a volunteer ALS nurse for more than two decades, so he supports the Joan Dancy & PALS Foundation. He and InvestX are also very active in raising fuds with the St. Jude’s Children’s Research Hospital. Please click on either of the links to learn more or make a donation. Resources: InvestX | Joan Dancy & PALS Foundation | St. Jude’s Children’s Research Hospital
Transcribe →Episode 1: WealthForge – with Mat Dellorso
Sep 18, 202100:33:36Tap to summarizeWelcome to Everybody’s Crushing It, a podcast in which we’ll explore what drives people who are “crushing it”. My inaugural guest is Mat Dellorso, the founder of WealthForge, which provides a technology solution – their industry-leading Altigo platform – developed by regulatory experts to streamline investments into alternative securities. In today’s episode, Mat and I discuss What led him to start WealthForge How he got the idea for Altigo The challenges and triumphs of working to create a frictionless path to ownership for alternative investments How he sees the financial services industry morphing as FinTech becomes more prominent We also discuss the importance of leveraging success to give back. Mat’s wife started Noah’s Children to create a better experience for children receiving curative and palliative care in hospitals in central Virgina. To learn more about the organization and the wonderful work it does, or to make a donation, please click here.
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