Recap with Brandon Roth

Bo Diamond is the co-founder of Caisson Capital Partners, which is a multifamily investment and development company based in Arkansas. Prior to starting this new company, Bo held roles at Ackman-Ziff, UBS, Barclays, and Wells Fargo Securities. Our conversation covered the steps he took to go from a successful investment banking and brokerage career, to founding his own real estate

Paul Lewis is the National Director of Agency Financing for IPA Capital Markets. Prior to joining IPA, Paul spent over 23 years at Fannie Mae heading several production and credit teams that support its multifamily lenders. Our conversation covered many topics, such as: - Overview of Fannie Mae and Freddie Mac - The asset types they'll finance - How the securitization process works

Alex Tartaglia is part of IPA's multifamily investment sales team in Northern California. They've sold approximately 50% of all institutional multifamily sales in the Bay Area over the past 10 years, including nearly $400M year-to-date. Our conversation covered many topics, such as: - Current BOV, tour, and bid activity compared to 2023 - Going-in vs stabilized cap rates by risk pr

Max Nipon is a principal with Montgomery Street Partners, as well as the president of their ground lease vehicle called Ground Lease REIT. Our conversation covers the following topics: - Overview of Montgomery Street Partners and Ground Lease REIT - How ground leases are used as a financing tool - How their ground leases are sized, priced, and structured - Common scenarios where sp

Chris Robbins is the co-founder of GreenRock and is one of the leaders in the C-PACE industry having closed nearly $500M in C-PACE transactions. Our conversation answers the following questions about PACE financing: - What is it? - What are the primary benefits? - What are the three most common use cases? - What are PACE eligible measures? - How is the amount of capital determined?

Erik Hanson is an investment sales broker for JLL that has been selling office buildings in San Francisco for the past 15 years. His team has been especially busy over the past 12 months selling most of the deals you see in the news like 60 Spear, 115 Sansome, etc. Our conversation covered many topics, including: - Summary recap of the office market from 2009 to today - Recent tran

Jeremy Driscoll is a managing director for Principal Asset Management. He has been with the firm for 21 years and has closed over $10 billion in total loan volume. The conversation covers many topics including: - Various loan programs available - Loan sizing and pricing - Pref equity sizing and pricing - Underwriting standards - How life company pricing works (e.g. CM rating and it

Shawn Cully is a managing director in the San Francisco office for Prime Finance. He has been with the firm for 14 years and has closed over 200 bridge loans surpassing $5 billion in total loan volume. The conversation covers many topics including: - Background on how Prime Finance was started - The reasons why Prime has consistently been one of the top debt funds in the country. -