On The Edge

Malcolm Davies

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A podcast designed to truly show how commercial real estate deals actually get done. The strategies, the relationships, the connections and the structures that help real estate owners and developers to thrive in any market condition.

9월 30일

Aligning with Institutional Investors Unlocks Success with Leo Simpser of LLJ Ventures

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Leo Simpser, Founder and Managing Director of LLJ Ventures. Leo discusses his unique vision for creating value in multiple asset classes, how LLJ aligns with investor interests, and how his company stays nimble while being able to assess risk objectively. Gain a greater understanding of: The Educational Value of Failure Unlocking Institutional Deals How Developers Work with LLJ Ventures Current Equity Market Outlook Benefits of Fully Aligning with Partners and Investors Contact: Way Capital LLJ Ventures Leonardo Simpser on LinkedIn @WayCapitalCRE on X @WayCapitalCRE on Instagram Way On the Edge on Youtube

34분
8월 29일

Creative Financing Using CPACE Lending with Jared Schlosser of Peachtree Group

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Jared Schlosser, Executive Vice President of Hotel Lending at Peachtree Group about creative ways to capitalize deals in today's financial environment. Peachtree is one of the fastest-growing investment companies in the US, focusing on the hospitality space. Gain a greater understanding of: Commercial Property Assessment for Clean Energy (CPACE): How to Leverage it Combining CPACE, Construction, and Bridge loans Structural differences between CPACE, Mezzanine. And JVA Retroactive CPACE Funding for Pre-project Funding CPACE Restrictions and Opportunities Hospitality Market Lending Overview Contact: Way Capital Peachtree Group @jaredschlosser on LinkedIn @WayCapitalCRE on X @WayCapitalCRE on Instagram Way On the Edge on Youtube

34분
8월 5일

Capital in Lower & Middle Equity Markets with David Butler of Argosy Real Estate Partners

In this episode, Host Malcolm Davies, founder of Way Capital, speaks with David Butler, co-CEO and Managing Partner of Argosy Real Estate Partners. Argosy creates diversified opportunistic, value-added, core-plus real estate investment portfolios through joint ventures with operating partners. Gain a greater understanding of: Argosy Real Estate Partners: Who They Are & What They Do Navigating Low and Mid-Market Equity Markets Fund and Asset Management and Strategy Cycles Working Through Asset and Economic Challenges Benefits of Geographically Diverse Locations Future Projections for the CRE Space Contact: Way Capital Argosy Real Estate Partners on LinkedIn Malcolm Davies on LinkedIn @WayCapitalCRE on X @WayCapitalCRE on Instagram Way On the Edge on Youtube

37분
6월 27일

The Relationship Advantage in CRE with Bryan Gross of Arena Investors

In this episode, Host Malcolm Davies, founder of Way Capital is joined by Bryan Gross, Director of Real Estate with Arena Investors. For nine years, Arena Investors has been providing creative solutions for those seeking capital in special situations as a global institutional asset manager. Listen in to gain a greater understanding of: Cost of certainty of execution Borrower accountability Finding unique, and creative sources of capital in a capital-starved market Ascending the capital stack in real estate Middle-market institutional-level deals Short-term predictions for the CRE market Contact: Way Capital Arena Investors Malcolm Davies on LinkedIn @WayCapitalCRE on X @WayCapitalCRE on Instagram Way On the Edge on Youtube Shareables: “We are in a capital-starved market where we are looking for unique sources of capital to solve challenges in the commercial real estate industry.” — Malcolm Davies, Founder Way Capital #thisistheway “In the last 15 years, we've never seen a larger spread between the transitional cost of capital versus a stabilized cost of capital.” — Malcolm Davies, Founder Way Capital #thisistheway "Time kills deals. And, because lenders have the power right now, borrowers are feeling the pressure." — Bryan Gross, Director, Real Estate, Arena Investors “We position ourselves in the capital structure to find a way to protect our investment first, and then, if there is an outside opportunity, we may go deeper in the capital structure with a participating equity component.” — Bryan Gross, Director, Real Estate, Arena Investors “It's really hard to determine value today because one of the key pieces of value is cap rates and cap rates are very much backward-looking.” — Bryan Gross, Director, Real Estate, Arena Investors

34분

4개의 에피소드

A podcast designed to truly show how commercial real estate deals actually get done. The strategies, the relationships, the connections and the structures that help real estate owners and developers to thrive in any market condition.

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Malcolm Davies
방송 연도

2024년
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4
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On The Edge

On The Edge

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Aligning with Institutional Investors Unlocks Success with Leo Simpser of LLJ Ventures

Creative Financing Using CPACE Lending with Jared Schlosser of Peachtree Group

Capital in Lower & Middle Equity Markets with David Butler of Argosy Real Estate Partners

The Relationship Advantage in CRE with Bryan Gross of Arena Investors

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