The Brinkman Report

Brinkman Real Estate
The Brinkman Report

The Brinkman Report brings you the latest insights into multifamily investments in the Intermountain West region. Kevin Brinkman, founder and CEO of Colorado-based Brinkman Real Estate, talks to industry experts in every facet of the business to go beyond the headlines. In this monthly podcast, he and his guests will discuss the most current data and first-hand experiences from professionals in capital markets, acquisitions, and investment, focusing on the unique dynamics within Intermountain West multifamily.

Épisodes

  1. Episode 6: From Dorm Room Dreams to Commercial Real Estate Titan

    1 OCT.

    Episode 6: From Dorm Room Dreams to Commercial Real Estate Titan

    In this episode, we sit down with Marcel Arsenault, a real estate entrepreneur and philanthropist, to hear his incredible journey from making ice cream in his dorm room to becoming one of the largest private owners of commercial real estate in the western United States, with investments totaling $5.1 billion in acquisition value. Marcel shares the key strategies that have helped him navigate the ups and downs of the real estate industry—what he calls the "real estate rodeos"—and offers his grim forecast for the economy and thus the real estate buying opportunities that will likely arise in 2025. Beyond business, Marcel and his wife have turned their success into a force for good by establishing foundations aimed at solving some of the world's biggest challenges. As participants in The Giving Pledge, they are committed to using their wealth to make a lasting impact. Don't miss this inspiring conversation with one of real estate's most dynamic figures. ABOUT MARCEL ARSENAULT marsenault@realcapitalsolutions.com Marcel approaches the real estate business from an academic perspective, constantly reading and analyzing the industry to better understand the story behind the story of real estate cycles. His company, Real Capital Solutions, has purchased and managed more than 395 real estate assets, totaling approximately $5.1 billion in acquisition value. RCS currently has $2.4 billion in Assets Under Management. Marcel is one of the most active private owners of commercial real estate in the western United States. By constantly monitoring developments in the real estate industry, he tries to be ahead of the game. Marcel describes himself as a “real estate theorist who lives in the real world.” During his career, Arsenault has completed workouts on more than 10 million square feet of property acquired during the RTC and savings and loan crisis and accurately predicted the housing-led U.S. recession, selling 80 percent of his portfolio at market peak. His considerable entrepreneurial experience has enabled him to build strong teams and direct rapidly growing companies. He is frequently contacted by the media to share his expertise; he’s appeared in INC Magazine, Colorado Real Estate Journal, TIME Magazine and Bloomberg News. Marcel Arsenault is also the Founder & Chairman of One Earth Future Foundation. One Earth Future Foundation leads initiatives to improve systems that prevent armed conflict through governance. To date, Marcel and his wife Cynda have contributed over $100 million to OEF and two related foundations. With 75 current employees, OEF is growing rapidly and expects to employ over 400 in the next 10 years. OEF’s areas of focus include: Enhancing maritime cooperation: Oceans Beyond Piracy (OBP) works to facilitate such cooperation around maritime piracy, and Secure Fisheries brings attention to global trends around illegal, unreported, and unregulated, fishing (which precipitates conflict and generated Somali piracy). OBP played an integral part in the release of 26 hostages after being held by Somali pirates in 2016. Arsenault obtained a B.Sc. degree from McGill University and pursued a Ph.D. in molecular biology at the University of Colorado before embarking on his entrepreneurial career.

    51 min
  2. Episode 4: Private Markets and Economic Scenarios

    1 AOÛT

    Episode 4: Private Markets and Economic Scenarios

    This month’s episode is all about the economy and peaking under the hood to see where professionals with the most skin in the game are placing their bets. We welcome Joe Hegener, Chief Investment Officer and founder of Asterozoa Capital Management, an alternatives investment manager and advisor. Joe and Kevin talk about recent developments in the economy, the many moving parts of the U.S. election, growing geopolitical tensions, fiscal policy, and more, and the predictions of the downstream effects on capital markets. Joe speaks to where he sees the economy going, his predictions on interest rates and the yield curve, and the many scenarios he’s watching to determine investment strategy for his clients. JOE HEGENER BIO: Joe is the CIO and founder of Asterozoa Capital Management. Previously, Joe was CIO of an event-driven hedge fund, where he developed and implemented fund strategy. Joe also worked on a high-discretion fixed income trading desk at PIMCO, contributing to structuring trades for $125 billion in assets under management across varying strategies, asset classes, and investment guidelines. Before PIMCO, Joe worked in portfolio analytics and advisory for institutional clients at BlackRock, serving as a key point of contact to the CIO and CRO of pension funds, central banks, and insurance companies as well as groups internally. Joe graduated from the University of Pennsylvania with a degree in Economics. JOE HEGENER CONTACT INFO: joe@asterozoacapital.com / 858.692.8461 / www.asterozoacapital.com

    38 min
  3. Episode 2: Predictions for the economy and capital markets in 2024 and beyond

    4 JUIN

    Episode 2: Predictions for the economy and capital markets in 2024 and beyond

    In this month's episode of The Brinkman Report, Kevin welcomes two industry experts from CBRE to talk about what we can expect in the near and long term from the economy, capital markets, supply, rent growth, cap rates, and more. They share their predictions for the impact to multifamily investments throughout the mountain states, grounded in their first-hand experiences and the most up-to-date market data and trends. Learn more about our guests below! Brady O’Donnell Vice Chairman of Debt & Structured Finance CBRE Capital Markets ⁠brady.odonnell@cbre.com⁠ ⁠https://www.linkedin.com/in/brady-o-donnell-80988311/⁠ Brady O’Donnell provides leadership for CBRE Debt & Structured Finance Services in Colorado. He builds advantage for his clients through his extensive network of Freddie Mac, Fannie Mae, HUD, Life Insurance Company, Commercial Mortgage Backed Securities (CMBS), bank, and bridge lender relationships. With clients ranging from institutional real estate funds to local private capital investors, Brady, together with his group of Debt & Structured Finance professionals, assesses the needs of each client in developing a financing solution tailored to ownership strategies. With access to CBRE’s fully integrated, global platform, clients benefit from unparalleled resources critical to the financing process, including investments sales, marketing, research, valuation, property management and leasing. Matt Vance Vice President and Americas Head of Multifamily Research & Senior Economist CBRE, CBRE Econometric Advisors matthew.vance@cbre.com https://www.linkedin.com/in/mattvancecbre/ Matt Vance serves as Vice President and Americas Head of Multifamily Research for CBRE. Matt is also a Senior Economist with the CBRE Econometric Advisors—the firm’s data science and forecasting arm. His work is grounded in economic theory and designed to support a wide range of client investment strategies. Matt is a frequent speaker at leading industry events and his research is regularly cited throughout the media including The Wall Street Journal, New York Times, Newsweek and many others.

    30 min

Notes et avis

5
sur 5
5 notes

À propos

The Brinkman Report brings you the latest insights into multifamily investments in the Intermountain West region. Kevin Brinkman, founder and CEO of Colorado-based Brinkman Real Estate, talks to industry experts in every facet of the business to go beyond the headlines. In this monthly podcast, he and his guests will discuss the most current data and first-hand experiences from professionals in capital markets, acquisitions, and investment, focusing on the unique dynamics within Intermountain West multifamily.

Pour écouter des épisodes au contenu explicite, connectez‑vous.

Recevez les dernières actualités sur cette émission

Connectez‑vous ou inscrivez‑vous pour suivre des émissions, enregistrer des épisodes et recevoir les dernières actualités.

Choisissez un pays ou une région

Afrique, Moyen‑Orient et Inde

Asie‑Pacifique

Europe

Amérique latine et Caraïbes

États‑Unis et Canada