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 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez

Posted April 5, 2021 • 00:31:13

In this episode, David Bodamer is joined by Carlos Rodriguez, CEO of Driftwood Capital, an umbrella company with three new funds for investors in the hotel...

Episode 54: Results of the 2021 CRE Capital Raising Survey –– With Brandon Sedloff

Posted March 22, 2021 • 00:32:48

In this episode, David Bodamer discusses the results of Juniper Squares 2021 CRE Capital Raising Survey with Brandon Sedloff, the founding senior vice...

Episode 53: Why the Opportunities in Real Estate Are Endless –– With Mark Rose

Posted March 8, 2021 • 00:37:04

In this episode, David Bodamer speaks with Mark Rose, the CEO and chairman of Avison Young, a full-service commercial real estate company. Together, they...

Episode 52: Logistics is Location! Location! Location! –– With Melinda McLaughlin

Posted February 22, 2021 • 00:34:04

In this episode, David Bodamer has an in-depth conversation with Melinda McLaughlin, the vice-president of research at Prologis, about how automation and...

Episode 51: Enduring the Waiting Game: 2020 Retail Through the Eyes of a Transactional Broker –– With Tom Lagos

Posted February 8, 2021 • 00:26:21

In this episode, David Bodamer is joined by Tom Lagos, an executive director with Institutional Property Advisors, an arm of Marcus & Millichap Real...