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

WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp

Posted May 30, 2023 • 00:26:52

Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that...

WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan

Posted April 17, 2023 • 00:27:08

There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private...

WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

Posted March 20, 2023 • 00:37:44

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment...

WMRE Common Area: A CRE Economist’s View of Current Market Conditions

Posted February 21, 2023 • 00:27:07

David Bodamer is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, in discussing economic trends impacting commercial...

WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)

Posted September 29, 2022 • 00:27:26

Commercial real estate has been a notorious laggard when it comes to adopting technology. But a surge of investment in proptech in recent years is helping...