Wealth Management Invest
By WealthManagment Invest
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Subscribers: 5
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Episodes: 105
Description
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 conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.
| Episode | Date |
|---|---|
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
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May 20, 2025 |
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CAIS’s Brad Walker on Making Alternative Investments Accessible
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Apr 21, 2025 |
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Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel
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Mar 17, 2025 |
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Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard
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Feb 24, 2025 |
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Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy
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Feb 12, 2025 |
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Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins
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Dec 18, 2024 |
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Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives
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Nov 25, 2024 |
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Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone’s Bob Long
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Oct 21, 2024 |
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Wealth Management INVEST: Trends in Advisor Portfolio Construction
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Sep 30, 2024 |
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Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar
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Sep 16, 2024 |
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Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
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Jul 23, 2024 |
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Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach
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Jun 17, 2024 |
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Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
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May 20, 2024 |
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WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities
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Apr 29, 2024 |
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WealthManagement INVEST: Trends and Innovations in Alternative Investments
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Apr 15, 2024 |
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Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow
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Mar 18, 2024 |
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Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios
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Feb 19, 2024 |
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Wealth Management INVEST: How Private Markets Are Becoming More Accessible
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Jan 29, 2024 |
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REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers
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Dec 11, 2023 |
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WMRE Common Area: Exploring Interval Funds With Ramin Kamfar
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Nov 13, 2023 |
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WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams
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Oct 16, 2023 |
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WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller
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Sep 18, 2023 |
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WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love
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Aug 28, 2023 |
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WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb
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Jul 17, 2023 |
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WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton
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Jun 20, 2023 |
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WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp
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May 30, 2023 |
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WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan
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Apr 17, 2023 |
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WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers
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Mar 20, 2023 |
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WMRE Common Area: A CRE Economist’s View of Current Market Conditions
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Feb 21, 2023 |
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WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)
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Sep 29, 2022 |
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WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75)
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Aug 22, 2022 |
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WMRE Common Area: The Latest Outlook on the Future of Offices with Julie Whelan (Ep.74)
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Jul 18, 2022 |
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Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher
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Jun 21, 2022 |
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Episode 72: The Rising Popularity of Single-Family Rental Investments
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Jun 06, 2022 |
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Episode 71: A Look at the First Quarter Commercial Real Estate Investment Numbers with Darin Mellott
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May 24, 2022 |
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Episode 70: What Family Offices Want from CRE Investments
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Mar 14, 2022 |
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Episode 69: Best Places to Invest in Real Estate in 2022 with Ian Formigle
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Feb 28, 2022 |
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Episode 68: A Look at Institutional Investors’ Plans for CRE
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Jan 31, 2022 |
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Episode 67: What to Expect From CRE in 2022
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Jan 18, 2022 |
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Episode 66: Finding CRE Deals Amid Uncertainty with Eric Birnbaum
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Dec 13, 2021 |
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Episode 65: WMRE: Where It Started and How It’s Going
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Nov 15, 2021 |
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Episode 64: What To Expect When Returning To The Office With David Smith
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Oct 18, 2021 |
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Episode 63: How To Get A Loan From Home With Dan Gorczycki
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Oct 04, 2021 |
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Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace
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Aug 23, 2021 |
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Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi
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Jul 26, 2021 |
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Episode 60: The Changing World of Distribution with Chad Buch and George Cutro
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Jul 05, 2021 |
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Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy
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May 31, 2021 |
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Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein
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May 17, 2021 |
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Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan
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May 03, 2021 |
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Episode 56 – The Government as a Tenant –– with William Hill
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Apr 19, 2021 |
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Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez
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Apr 05, 2021 |
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Episode 54: Results of the 2021 CRE Capital Raising Survey –– With Brandon Sedloff
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Mar 22, 2021 |
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Episode 53: Why the Opportunities in Real Estate Are Endless –– With Mark Rose
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Mar 08, 2021 |
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Episode 52: Logistics is Location! Location! Location! –– With Melinda McLaughlin
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Feb 22, 2021 |
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Episode 51: Enduring the Waiting Game: 2020 Retail Through the Eyes of a Transactional Broker –– With Tom Lagos
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Feb 08, 2021 |
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Episode 50: Why Single Family Rental Housing is Currently on the Rise –– With David Howard
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Jan 25, 2021 |
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Episode 49: The Middle Market CRE Investment Opportunity – – With Sam Isaacson
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Jan 11, 2021 |
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Episode 48: Reasons Why Cities Survive Pandemics –– With Matt Pestronk
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Dec 21, 2020 |
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Episode 47 – 2020’s Lessons Learned in Senior Housing –– With Beth Burnham Mace
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Dec 07, 2020 |
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Episode 46: Highlights From CBRE’s Market Outlook 2021 –– With Richard Barkham
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Nov 23, 2020 |
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Episode 45 – A Shelter in the Storm: How the Hospitality Industry Is Enduring 2020
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Nov 09, 2020 |
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Episode 44: Is the Office Dead?
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Oct 26, 2020 |
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Episode 43: A Window of Opportunity For Great Leadership During COVID-19
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Oct 12, 2020 |
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Episode 42 – Highlights from the CBRE 2020 Scoring Tech Talent Report –– With Colin Yasukochi and Lexi Russell
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Sep 28, 2020 |
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Episode 41: Efforts to Achieve Gender Parity in the CRE Industry Are Far From Complete –– With Wendy Mann
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Sep 14, 2020 |
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Episode 40 – 2020 Midyear Outlook
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Aug 10, 2020 |
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Episode 39: How Malls Are Being Used for More Than Just Shopping
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Jul 13, 2020 |
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Episode 38: Real Estate Management and Diversity
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Jun 29, 2020 |
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Episode 37: Trends in Logistics Real Estate During COVID-19
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Jun 15, 2020 |
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Episode 36: How COVID-19 is Changing the Real Estate Landscape
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Jun 01, 2020 |
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Episode 35: How the Education Sector is Coping With COVID-19
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May 18, 2020 |
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Episode 34: Diagnosing the Medical Office Space During COVID-19
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May 04, 2020 |
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Episode 33: The Status of Commercial Lending and Borrowing During COVID-19
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Apr 20, 2020 |
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Episode 32 – COVID-19’s Impact on the Commercial Real Estate Market
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Apr 06, 2020 |
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NREI Common Area – Episode 31 COVID-19 Update: Some REITs are Getting Hammered, Others are Well In-Demand
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Mar 25, 2020 |
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NREI Common Area – Episode 30 – Will the REIT Markets Hold Strong in 2020?
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Mar 16, 2020 |
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NREI Common Area – Episode 29 – AKS Capital Partners Acquired by Walker & Dunlop
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Mar 02, 2020 |
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NREI Common Area – Episode 28 – Mega-Merger: Simon Property Group to Buy Taubman Centers
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Feb 16, 2020 |
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NREI Common Area – Episode 27: How the Grocer Consolidation Will Impact Shopping Center Landlords
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Jan 29, 2020 |
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NREI Common Area – Episode 26: What Does the CRE Industry Think About Trump’s Performance?
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Jan 18, 2020 |
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NREI Common Area – Episode 25: Industries Top Stories for CRE of 2019
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Dec 30, 2019 |
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NREI Common Area – Episode 24 – A View From the North: Takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum
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Dec 16, 2019 |
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NREI Common Area – Episode 23 – NREI Research Series: Light at the End of the Tunnel for the Retail Sector
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Nov 25, 2019 |
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NREI Common Area – Episode 22 – Will McDonald’s Grill up a New Real Estate Strategy?
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Nov 11, 2019 |
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NREI Common Area – Episode 21 – Hot Stories of the Week: October 25, 2019
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Oct 25, 2019 |
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NREI Common Area – Episode 20 – Hot Stories of the Week: October 18, 2019
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Oct 18, 2019 |
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NREI Common Area – Episode 19 – Hot Stories of the Week: October 11, 2019
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Oct 11, 2019 |
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NREI Common Area – Episode 18 – Hot Stories of the Week: October 4, 2019
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Oct 04, 2019 |
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NREI Common Area – Episode 17 – Hot Stories of the Week: September 27, 2019
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Sep 27, 2019 |
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NREI Common Area – Episode 16 – Hot Stories of the Week: September 20, 2019
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Sep 20, 2019 |
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NREI Common Area – Episode 15 – Hot Stories of the Week: September 13, 2019
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Sep 13, 2019 |
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NREI Common Area – Episode 14 – Hot Stories of the Week: September 6, 2019
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Sep 06, 2019 |
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NREI Common Area Episode 13 – NREI Research Series: Seniors Housing Market Study, August 30, 2019
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Aug 30, 2019 |
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NREI Weekender – Episode 12 – Hot Stories of the Week: August 23, 2019
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Aug 23, 2019 |
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NREI Weekender – Episode 11 – Hot Stories of the Week: August 16, 2019
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Aug 16, 2019 |
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NREI Weekender – Episode 10 – Hot Stories of the Week: August 9, 2019
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Aug 09, 2019 |
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NREI Weekender – Episode 9 – Hot Stories of the Week: August 2, 2019
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Aug 02, 2019 |
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NREI Weekender – Episode 8 – Hot Stories of the Week: July 27, 2019
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Jul 26, 2019 |
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NREI Weekender – Episode 7 – Hot Stories of the Week: July 20, 2019
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Jul 20, 2019 |
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NREI Weekender Episode 6 – NREI Research Series: Annual REITs Study Review, July 13, 2019
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Jul 13, 2019 |
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NREI Weekender – Episode 5 – NREI Research Series: The Multi-family Sector, June 29, 2019
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Jun 29, 2019 |
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NREI Weekender – Episode 4 – The Changing Environment in Manhattan Retail: June 22, 2019
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Jun 22, 2019 |
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NREI Weekender – Episode 3 – Hot stories of the Week: June 15, 2019
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Jun 15, 2019 |
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NREI Weekender – Episode 2 – Hot stories of the Week: June 9, 2019
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Jun 09, 2019 |
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Episode 1 – Hot stories of the Week: Challenges Ahead for Fund Managers and Millennials Struggle With Rising Rents
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Jun 01, 2019 |