The Kirsh Connection

Andrew Kirsh

Welcome to The Kirsh Connection. In each episode, Andrew Kirsh interviews real estate industry leaders. We'll hear their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.

  1. 5d ago

    Inside a Real Estate Family Office with Adam Weinbaum of A&M Capital Real Estate

    Inside a Real Estate Family Office with Adam Weinbaum of A&M Capital Real Estate   Adam Weinbaum, Managing Director at Alvarez & Marsal Capital Real Estate, joins me to discuss how a real estate family office thinks about risk, capital and opportunity. We cover why the market misprices development risk, the blessing and curse of being a generalist, why “capital has a personality,” and why more pain still needs to be realized in today’s market.   We discuss:  Why the Market Misprices Development RiskBeing a Real Estate Generalist: A Blessing and a curse“Capital Has a Personality” — Why Fund Life MattersThe Pain in Real Estate Still Needs to Be Realized   *Learn more about Adam* • LinkedIn: https://www.linkedin.com/in/adam-weinbaum-5587324/ • Alvarez & Marsal Capital:  https://www.amcapitalre.com/team/adam-weinbaum   *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   *Don't miss an episode of The Kirsh Connection* • Apple Podcasts: https://apple.co/3GT1hoM • Spotify: https://spoti.fi/3OQrd6j • ListenNotes:https://www.listennotes.com/podcasts/the-kirsh-connection-andrew-kirsh-4frZReOA3-i/ • iHeartRadio:https://www.iheart.com/podcast/269-the-kirsh-connection-240080264/   Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Andrew on Twitter: https://x.com/atkirsh   • Sklar Kirsh LLP LinkedIn:https://www.linkedin.com/company/sklar-kirsh-llp • Sklar Kirsh LLP Instagram:https://www.instagram.com/sklarkirsh/?hl=en #realestate   #sklarkirsh #podcast #realestatepodcast

  2. Oct 8

    The Opportunity in Asset-Based Lending with Angela Kay, President of Basepoint

    The Opportunity in Asset-Based Lending with Angela Kay, President of Basepoint   In this episode, I sit down with Angela Kay, President ofBasepoint, to discuss the evolving asset-based lending market and the growing opportunity for non-bank lenders. We discuss: Basepoint’s lending strategy and how the firm provides credit to institutions that finance Main Street America.Cracking the institutional capital code — what it takes to attract institutional fund investors and build credibility with sophisticated capital partners.Why today’s market is creating attractive lending opportunities, including the scarcity of capital as regional banks have pulled back and how that is creating opportunities to provide higher-yielding debt.Succeeding as a woman in finance and Angela’s perspective on building a career and leadership position in a historically male-dominated industry.    Learn more about Angela • LinkedIn: https://www.linkedin.com/in/angela-kay-56b9142b/ • Basepoint : https://basepointgroup.com/team/   “Angela Kay is President of BasePoint Advisors LLC ("BPA"), an investment adviser registered with the U.S. Securities and Exchange Commission, and also serves as Global Head of Capital Markets at BasePoint Capital LLC, an affiliate of BPA that is a commercial service provider to separately organized lending subsidiaries. See Items 10 and 11 of BPA's Form ADV Part 2A. This content reflects Ms. Kay's personal views and is provided for general informational purposes only. It is not investment, legal, or tax advice, or an offer or solicitation to invest in any fund.”   *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   *Don't miss an episode of The Kirsh Connection* • Apple Podcasts: https://apple.co/3GT1hoM • Spotify: https://spoti.fi/3OQrd6j • ListenNotes:https://www.listennotes.com/podcasts/the-kirsh-connection-andrew-kirsh-4frZReOA3-i/ • iHeartRadio:https://www.iheart.com/podcast/269-the-kirsh-connection-240080264/   Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Andrew on Twitter: https://x.com/atkirsh   • Sklar Kirsh LLP LinkedIn:https://www.linkedin.com/company/sklar-kirsh-llp • Sklar Kirsh LLP Instagram:https://www.instagram.com/sklarkirsh/?hl=en #realestate   #sklarkirsh #basepoint #podcast #realestatepodcast

  3. Sep 25

    Institutional Multifamily for the Private Investor — with Nick Matus, President of Benedict Canyon Equities

    On this episode of The Kirsh Connection, I sit down with Nick Matus, President of Benedict Canyon Equities, to discuss the current multifamily investment landscape and how private investors can access an institutional approach to the asset class. Nick shares his perspective on how the dramatic rise in interest rates has challenged the multifamily industry —but also why those same challenges are creating opportunities for well-positioned investors. We discuss the differences between working for an institutional equity provider and an operator, when institutional capital may meaningfully return to the transaction market, and how experienced operators navigate investments when deals don’t go according to plan.   We discuss: Why today’s challenging interest-rate environment may create significant opportunitiesInstitutional equity provider vs. operator: the differences in perspective and approachWhen will institutional equity providers start transacting again?Navigating challenged deals and working through investments when things don’t go as planned    *Learn more about Nick* • LinkedIn: https://www.linkedin.com/in/nicholas-matus-32a4414/ • Benedict Canyon Equities : http://bceproperties.com/leadership/nicholas-matus/   *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   *Don't miss an episode of The Kirsh Connection* • Apple Podcasts: https://apple.co/3GT1hoM • Spotify: https://spoti.fi/3OQrd6j • ListenNotes:https://www.listennotes.com/podcasts/the-kirsh-connection-andrew-kirsh-4frZReOA3-i/ • iHeartRadio:https://www.iheart.com/podcast/269-the-kirsh-connection-240080264/   Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Andrew on Twitter: https://x.com/atkirsh   • Sklar Kirsh LLP LinkedIn:https://www.linkedin.com/company/sklar-kirsh-llp • Sklar Kirsh LLP Instagram:https://www.instagram.com/sklarkirsh/?hl=en #realestate   #sklarkirsh #bce #podcast #realestatepodcast

  4. Sep 17

    Finding Opportunistic Opportunities with Dan Feldman

    Finding Opportunistic Opportunities with Dan Feldman   Dan Feldman, President of Sunroad Enterprises, joins me to share lessons from the company's five decades of opportunistic investing and navigating changing market cycles.   We discuss why demand for traditional automobiles has increased despite the rise of driverless technology, where Dan sees compelling opportunities in today’s market, why there is a credible argument both for and against investing in virtually every market in the country, and how AI has completely transformed asset management.   *Learn more about Dan* • LinkedIn:  https://www.linkedin.com/in/dan-feldman-1a7225139/ • Sunroad: https://sunroadenterprises.com/executive-profiles/dan-feldman/   *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   *Don't miss an episode of The Kirsh Connection* • Apple Podcasts: https://apple.co/3GT1hoM • Spotify: https://spoti.fi/3OQrd6j • ListenNotes:https://www.listennotes.com/podcasts/the-kirsh-connection-andrew-kirsh-4frZReOA3-i/ • iHeartRadio:https://www.iheart.com/podcast/269-the-kirsh-connection-240080264/   Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Andrew on Twitter: https://x.com/atkirsh   • Sklar Kirsh LLP LinkedIn:https://www.linkedin.com/company/sklar-kirsh-llp • Sklar Kirsh LLP Instagram:https://www.instagram.com/sklarkirsh/?hl=en #realestate   #sklarkirsh #sunroadenterprises #podcast #realestatepodcast

  5. Sep 2

    Half a Century of Brokerage – Carl Muhlstein on the Evolution of Los Angeles Real Estate

    After nearly 50 years in commercial real estate, Carl Muhlstein has seen Los Angeles transform—and the brokerage business transform with it.   Carl joins The Kirsh Connection to discuss why he still loves the real estate business after five decades, whether technology is helping or hurting the development of the next generation of brokers, and the dramatic decline of Downtown Los Angeles from the city’s longtime business center. We also discuss the changing entertainment industry, the consolidation of major studios, and what the Paramount/Warner Bros. combination could mean for Los Angeles real estate. It’s a conversation about what has changed, what hasn’t, and what five decades in the business can teach the next generation of real estate professionals.   We discuss:   50 Years Later, He Still Loves the Real Estate Business -- After nearly half a century in brokerage, Carl Muhlstein explains what keeps him excited about real estate.   Is Technology Making Young Brokers Better—or Holding Them Back? -- Carl discusses whether technology is accelerating young brokers’ careers—or preventing them from developing the skills that made earlier generations successful.   What Happened to Downtown Los Angeles? -- Downtown LA was once the undisputed power center of the city. Carl explains how it got there—and what the exodus of major global companies means for its future.   Hollywood Consolidation Is a Real Estate Story -- Carl discusses the transformation of the entertainment industry and what the Paramount/Warner Bros. combination could mean for Los Angeles real estate.     Learn more about Carl: Connect with Carl on LinkedIn: https://www.linkedin.com/in/carl-muhlstein-a2799/ Muhlstein CRE: https://www.muhlsteincre.com/about     *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn  their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   Don't miss an episode of The Kirsh Connection: • Listen on Apple Podcasts: https://apple.co/3GT1hoM • Listen on Spotify: https://spoti.fi/3OQrd6j • Listen on Anchor: https://podcasters.spotify.com/pod/sh... • Listen on Listen Notes: https://lnns.co/7ICHmPQyXnU   Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Connect with Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Connect with Andrew on Twitter: https://x.com/atkirsh • Visit Andrew's business website: https://www.sklarkirsh.com/profession... • Follow Sklar Kirsh LLP on LinkedIn: https://www.linkedin.com/company/sklar-kirsh-llp • Follow Sklar Kirsh LLP on Instagram: https://www.instagram.com/sklarkirsh/?hl=en   The Kirsh Connection is produced and edited by Ashley Thays

  6. Aug 25

    Finding Opportunity in Niche Real Estate with Amachie Ackah of Clay Cove Capital

    On this episode of The Kirsh Connection, I sit down with Amachie Ackah, Co-Founder of Clay Cove Capital, to discuss how his firm identifies investment opportunities at the intersection of private equity, operating businesses and real estate. We discuss why Clay Cove focuses on growing niche sectors such as art storage, early childhood education andalternative hospitality; why they prefer building platforms rather than making one-off investments; how they encourage operating partners to own their real estate and turn a liability into an asset; and how they identify operating leverage that can drive value across a platform.   A great conversation about looking beyond traditional realestate asset classes to find opportunities others may be overlooking.  We discuss:   Finding Growth in Overlooked Real Estate Niches - Whereare the next interesting real estate opportunities? Amachie explains why Clay Cove is following the growth of businesses like art storage, early childhood education and alternative hospitality—and the real estate opportunities thatcome with them.   Why Invest in Platforms, Not Just Properties? - Clay Cove isn't simply looking for individual real estate investments. Amachie explains why they prefer investing behind operating platforms and how that approach can create opportunities to scale.   Turn Your Rent Into an Asset - If an operating business is going to occupy real estate for years, why keep paying someone else rent? Amachie explains why Clay Cove encourages its operating partners to purchase their real estate—turning a long-term liability into an asset. Finding Operating Leverage - Buying assets is only part of the equation. Amachie discusses how Clay Cove looks for operating leverage within its investments and how improvements at the platform level can drive value acrossthe business.     Learn more about Amachie: Connect with Amachie on LinkedIn: https://www.linkedin.com/in/amachie-ackah-0441842a5/ Clay Cove: https://www.claycovecapital.com/our-team/amachie-ackah     *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn  their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   Don't miss an episode of The Kirsh Connection: • Listen on Apple Podcasts: https://apple.co/3GT1hoM • Listen on Spotify: https://spoti.fi/3OQrd6j • Listen on Anchor: https://podcasters.spotify.com/pod/sh... • Listen on Listen Notes: https://lnns.co/7ICHmPQyXnU   Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Connect with Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Connect with Andrew on Twitter: https://x.com/atkirsh • Visit Andrew's business website: https://www.sklarkirsh.com/profession... • Follow Sklar Kirsh LLP on LinkedIn: https://www.linkedin.com/company/sklar-kirsh-llp • Follow Sklar Kirsh LLP on Instagram: https://www.instagram.com/sklarkirsh/?hl=en   The Kirsh Connection is produced and edited by Ashley Thays

  7. Aug 18

    From $200/SF to $800/SF: How Jofa Capital Finds Value Where Others Aren’t Looking w/Jackson Brissette and Brian Novak

    From $200/SF to $800/SF: How Jofa Capital Finds Value Where Others Aren’t Looking featuring Jackson Brissette and Brian Novak   Jackson Brissette and Brian Novak join The Kirsh Connection to break down Jofa Capital’s investment strategy through the lens of their Hawthorne airplane hangar deal. We discuss why they pursue complicated transactions, the importance of maintaining optionality, and how they turned a purchase at under $200 per square foot into a sale at more than $800 per square foot just three years later. We also discuss why finding great deals is harder than finding capital, the advantage of “fishing” where others aren’t, and why mission-critical real estate in the South Bay is benefiting from the growth ofadvanced manufacturing.   We discuss: Going from under $200/SF to over $800/SF in three years -- Jofa Capital gravitates toward complicated deals where there are multiple potential paths to create value. Jackson and Brian explain why optionality is so important to their investment strategy—and how that approach helped turn their Hawthorne acquisition at under $200 per square foot into a sale at more than $800 per square foot just three years later.Fish Where Others Aren’t Fishing -- How do you find attractive opportunities when everyone is chasing the same deals? Jackson and Brian explain Jofa Capital’s philosophy of “fishing in an area of the lake where others are not” and why looking where there is less competition can create an investment advantage.Good Deals Are Harder to Find Than Capital -- There is plenty of capital looking for a home—but far fewer great deals. Jackson and Brian discuss why sourcing compelling opportunities has become harder than raising capital and why the ability to identify the right investment is increasingly valuable.Mission-Critical Real Estate in the Heart of Advanced Manufacturing -- The Hawthorne airplane hangar wasn’t just another industrial property. Jackson and Brian explain why its location in the South Bay—the epicenter of Southern California’s advanced manufacturing and aerospace ecosystem—made the property mission-critical real estate.  Learn more about Jackson and Brian: Connect with Jackson on LinkedIn: linkedin.com/in/jacksonbrissette Connect with Brian on LinkedIn: https://www.linkedin.com/in/brian-novak-821885270/ Jofa Capital: https://www.jofacapital.com/about   *******************************************   In each episode of The Kirsh Connection, Andrew Kirsh interviews industry leaders to learn  their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   Don't miss an episode of The Kirsh Connection: • Listen on Apple Podcasts: https://apple.co/3GT1hoM • Listen on Spotify: https://spoti.fi/3OQrd6j • Listen on Anchor: https://podcasters.spotify.com/pod/sh... • Listen on Listen Notes: https://lnns.co/7ICHmPQyXnU Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Connect with Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Connect with Andrew on Twitter: https://x.com/atkirsh • Visit Andrew's business website: https://www.sklarkirsh.com/profession... • Follow Sklar Kirsh LLP on LinkedIn: https://www.linkedin.com/company/sklar-kirsh-llp • Follow Sklar Kirsh LLP on Instagram: https://www.instagram.com/sklarkirsh/?hl=en   The Kirsh Connection is produced and edited by Ashley Thays

  8. Aug 12

    Contrarian Apartment Investing: Why Advanced Real Estate Is Betting Big on Southern California

    Contrarian Apartment Investing: Why Advanced Real Estate Is Betting Big on Southern California, my conversation with Paul Julian, President of Advanced Real Estate   In this episode, Paul Julian shares why Advanced Real Estatehas built one of Southern California's premier multifamily platforms by taking a long-term, often contrarian approach to investing.   We discuss: Why Advanced Real Estate built its own 50,000-square-foot manufacturing facility to produce HVAC systems, cabinetry, plumbing components, carpentry, and other materials—and how that vertical integration creates a competitive advantage.Why Advanced invests exclusively in Southern California, and why Paul believes the region continues to offer the best long-term fundamentals. Why Paul made a bold $200 million bet on a Class A Hollywood apartment community at a time when many institutional investors were pulling back from Los Angeles.Why higher interest rates create buying opportunities for disciplined, never sell apartment investors rather than reasons to sit on the sidelines. How Advanced's X Fund allows owners of land, single-family homes, smaller apartment buildings and other assets to contribute their properties and ultimately exchange into a diversified institutional-quality multifamily fund.    Learn more about Paul Julian: Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-julian-0a8467310 Advanced Real Estate: https://www.advancedrealestate.com/who-we-are   *******************************************   In each episode of The Kirsh Connection, Andrew Kirshinterviews industry leaders to learn  their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.   Don't miss an episode of The Kirsh Connection: • Listen on Apple Podcasts: https://apple.co/3GT1hoM • Listen on Spotify: https://spoti.fi/3OQrd6j • Listen on Anchor: https://podcasters.spotify.com/pod/sh... • Listen on Listen Notes: https://lnns.co/7ICHmPQyXnU Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate Department. Sklar Kirsh LLP is a boutique law firm providing services in corporate law, real estate, entertainment, bankruptcy, and litigation.   • Connect with Andrew on LinkedIn: https://www.linkedin.com/in/andrewkirsh/ • Connect with Andrew on Twitter: https://x.com/atkirsh • Visit Andrew's business website: https://www.sklarkirsh.com/profession... • Follow Sklar Kirsh LLP on LinkedIn: https://www.linkedin.com/company/sklar-kirsh-llp • Follow Sklar Kirsh LLP on Instagram: https://www.instagram.com/sklarkirsh/?hl=en   The Kirsh Connection is produced and edited by Ashley Thays

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5
out of 5
15 Ratings

About

Welcome to The Kirsh Connection. In each episode, Andrew Kirsh interviews real estate industry leaders. We'll hear their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.

Information

  • Creator
    Andrew Kirsh
  • Years Active
    2022 - 2026
  • Episodes
    115
  • Rating
    Explicit
  • Copyright
    © Andrew Kirsh
  • Show Website
    The Kirsh Connection

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