Wealth Management Invest

Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the con

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Recent Episodes

Episode 70: What Family Offices Want from CRE Investments

Posted March 14, 2022 • 00:22:05

High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. It’s a way of diversifying their portfolios...

Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle

Posted February 28, 2022 • 00:30:54

Accredited investors have more options for investing in commercial real estate than ever before. Public equities are one way, but private direct investments...

Episode 68: A Look at Institutional Investors’ Plans for CRE

Posted January 31, 2022 • 00:32:48

INREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published its latest annual study exploring the aspirations...

Episode 67: What to Expect From CRE in 2022

Posted January 18, 2022 • 00:27:11

As we enter a new year, there is still a lot of uncertainty when it comes to the U.S. economy, the direction of interest rates and the COVID-19 pandemic....

Episode 66: Finding CRE Deals Amid Uncertainty with Eric Birnbaum

Posted December 13, 2021 • 00:18:48

In this episode, David Bodamer is joined by Eric Birnbaum, founder and CEO of Dreamscape Companies, a real estate investment firm specializing in acquiring...