Podcast
Recap with Brandon Roth
Hosted by Brandon Roth · ENGLISH
Conversations with commercial real estate capital providers
15episodes
Episodes
Newest firstAll episodes
Ep. 15 - Genesis Capital (Clint Arrowsmith)
3d ago00:32:38Tap to summarizeClint Arrowsmith is the CEO for Genesis Capital, which is one of the top bridge and construction lenders in the country.Our conversation covered many topics, including: Genesis Capital's historyOverview of their loan programs Competitive advantages BTR legislation Impacts of rising ratesAreas for growth over the next 12 monthsIf you have any questions, please send me an email at brandon.roth@ipausa.com.Check out www.crecapitalinsights.com for my weekly capital markets newsletter.
Transcribe →Ep. 14 - LifeCo Financing (Kevin Connolly - Aegon Asset Management)
3w ago00:36:53Tap to summarizeKevin Connolly oversees Aegon Asset Management's Commercial Mortgage Lending platform.Our conversation covered many topics, including: How he got started in CREAegon Asset Management historyHow insurance company lending worksAegon's various loan programs, criteria, & pricingCM ratings and how they impact pricingThe types of deals they're winning most frequentlyHow insurance companies compare to other lender typesIf you have any questions, please send me an email at brandon.roth@ipausa.com.Check out www.crecapitalinsights.com for my weekly capital markets newsletter.
Transcribe →Ep. 13 - CMBS Financing (Eric Smith - Deutsche Bank)
Feb 1701:00:58Tap to summarizeEric Smith is a CMBS loan originator at Deutsche Bank. Over the past 28 years, he has closed more than 1,300 CMBS loans. Our conversation covered many topics, including:- What is CMBS and how does it work?- Why is there a higher concentration of multifamily in CMBS pools today?- What's the role and impact of CMBS rating agencies?- Why is Fitch the primary rating agency?- What is a B-piece?- History of CMBS (1.0 vs. today)- Is CMBS becoming more borrower-friendly post-closing?- What are the most common asset types for CMBS? - What are the typical loan sizes, leverage, and pricing?- What are the primary benefits for a borrower?- Takeaways from MBA CREF in San DiegoIf you have any questions, please send me an email at brandon.roth@ipausa.com.Check out www.crecapitalinsights.com for my weekly capital markets newsletter.
Transcribe →Ep. 12 - Multifamily Market in 2026 (IPA - Alex Tartaglia)
Feb 700:41:03Tap to summarizeAlex Tartaglia is part of IPA's multifamily investment sales team in Northern California. They've sold approximately 50% of all institutional multifamily sales in the Bay Area over the past 10 years, including $2B in 2025. Our conversation covered many topics, such as:- 2025 recap & what's driving more sale transactions- Buyer profiles and target returns- How NOAH deals work (Property Tax Welfare Exemption)- Submarkets in highest demand- Property performance trends - Demand drivers in the Bay Area- Undewriting (rent growth, exit caps, etc.) - Acquisition financing - NMHC recap- Rent-to-income ratios- 2026 forecastIf you have any questions, please send me an email at brandon.roth@ipausa.com.
Transcribe →Ep. 11 - Starting a GP Fund (The Martin Group - Stephen Siri)
Jan 2400:39:12Tap to summarizeStephen Siri is Co-Managing Principal of The Martin Group, a privately held real estate investment firm located in Oakland, CA. Founded in 1984, the company has acquired, developed, and invested in more than 24 million square feet. The firm specializes in multifamily, student housing, and mixed-use real estate projects throughout California.Our conversation covers many topics, including:- The Martin Group's investment strategy- Starting a GP fund (benefits, lessons learned, etc.)- State of the market in Oakland- Recent deals in Oakland, Berkeley, and San Mateo---If you’d like to receive market updates that cover my weekly conversations with various capital providers, visit www.crecapitalinsights.com
Transcribe →Ep. 10 Bridge-to-Agency Financing (Joe Pizzutelli - M&T)
Sep 2500:37:04Tap to summarizeJoe Pizzutelli is the Head of National Production for M&T's agency platform, as well as their on-balance sheet multifamily bridge platform focused on transitional and lease-up multifamily assets across the country.Our conversation covers many topics, including:- Lending programs- Loan modifications- Outlook for 2026If you’d like to receive my weekly market update based on lender conversations, visit www.crecapitalinsights.com
Transcribe →Ep. 9 Hospitality-to-Multifamily Conversions (Ryan Sudeck - Sage Investment Group)
Jul 2600:33:55Tap to summarizeRyan Sudeck is the CEO of Sage Investment Group, which is a development company that specializes in converting hotels to multifamily and now manages 2,671 units across six states. Our conversation covers how they execute their business model from start to finish and includes: - Market Selection- Deal Sourcing- Underwriting- Capital Raising- Construction management- Lease-upIf you're an investor that'd like to explore investment opportunities with Sage, please visit their website: https://sageinvestment.com/
Transcribe →Ep. 8 Starting a Multifamily Investment Company (Bo Diamond - Caisson Capital)
Feb 2, 202500:42:27Tap to summarizeBo Diamond is the co-founder of Caisson Capital Partners, which is a multifamily investment and development company based in Arkansas. Prior to starting this new company, Bo held roles at Ackman-Ziff, UBS, Barclays, and Wells Fargo Securities.Our conversation covered the steps he took to go from a successful investment banking and brokerage career, to founding his own real estate company and buying large apartment communities. This includes:- Caisson's Strategic Focus- Deal Sourcing- Acquisition Due Diligence- Capital Raising- Asset ManagementIf you're an investor that'd like to reach Bo so you can explore his future investment opportunities, you can email him at bdiamond@caissoncap.com.
Transcribe →Ep. 7 - Agency Lending (Paul Lewis - IPA)
Sep 21, 202401:15:09Tap to summarizePaul Lewis is the National Director of Agency Financing for IPA Capital Markets. Prior to joining IPA, Paul spent over 23 years at Fannie Mae heading several production and credit teams that support its multifamily lenders.Our conversation covered many topics, such as:- Overview of Fannie Mae and Freddie Mac- The asset types they'll finance- How the securitization process works- Agency underwriting- Factors that influence pricing- How the agencies treat ground leases, PACE, and preferred equity- Lease-up deals- Supplemental loans- Guarantor requirements- Operating covenants- Rate buydowns- Loan documentation- What the agencies are especially focused on todayIf you have any questions, please send me an email at brandon.roth@ipausa.com.
Transcribe →Ep. 6 - Multifamily Market (Alex Tartaglia - IPA)
Jun 27, 202400:37:31Tap to summarizeAlex Tartaglia is part of IPA's multifamily investment sales team in Northern California. They've sold approximately 50% of all institutional multifamily sales in the Bay Area over the past 10 years, including nearly $400M year-to-date. Our conversation covered many topics, such as:- Current BOV, tour, and bid activity compared to 2023- Going-in vs stabilized cap rates by risk profile- How buyers are thinking about negative leverage- Buyer demand for different regions of the Bay Area- Where buyers are getting more aggressive on their underwriting- Seller motivation and priorities- Distressed sales- Impact of affordability restrictions- When deal volume will be back to pre-pandemic levelsIf you have any questions, please send me an email at brandon.roth@ipausa.com.
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