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Doxa Takes
Chase Lee, CFA
26 episodes
3 days ago
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
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Investing
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All content for Doxa Takes is the property of Chase Lee, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
Show more...
Investing
Business
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Lending amid Uncertainty w/ Paul Reilly (Ep.22)
Doxa Takes
33 minutes 8 seconds
8 months ago
Lending amid Uncertainty w/ Paul Reilly (Ep.22)

We're honored to welcome back Paul Reilly, VP of Business Banking at a Northern Virginia community bank. He shares insights on today's lending landscape, the state of commercial real estate, and how policy uncertainty is shaping small business investment decisions. Just as in episode 9, Paul offers a valuable perspective on how his clients are navigating this up and down environment. Enjoy!

(3:11) Quick Market Update

(6:00) Lending Environment

(10:00) Gov't Multipliers

(15:40) NoVa Data Centers

(17:35) CRE

(25:45) Value of Relationships

(29:01) Rates & Credit

Nothing we say here is investment advice – we don't know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We're here just chatting and of course you're welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase, David, and Paul and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠⁠⁠⁠⁠⁠⁠https://doxacap.com/terms-conditions/

⁠⁠⁠⁠⁠⁠⁠⁠Music by ⁠⁠⁠⁠⁠⁠⁠Agent Method

Doxa Takes
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.