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Real Estate Investment Insights
Derek Doke & Jordan Elliott
58 episodes
6 months ago
Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
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Investing
Education,
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All content for Real Estate Investment Insights is the property of Derek Doke & Jordan Elliott 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.
Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
Show more...
Investing
Education,
Business
Episodes (20/58)
Real Estate Investment Insights
Legacy Planning Episode 2 - Succession Planning
Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
Show more...
10 months ago
45 minutes

Real Estate Investment Insights
Legacy Planning Episode 1 - Why Have a Trust
Send us a text Jordan and I sit down with Phil Cook CPA, Sr Director with Pacific Trust Company and Bridger Trust Company to discuss the value of setting up a trust and how to best position yourself for success with the right trustee. Whether your estate is $10m or over $50m, Phil lays out the strategy and plan for what to consider and who should be on your team.
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1 year ago
44 minutes

Real Estate Investment Insights
Management Services Episode 15 - Out of Area CRE Owners & Investors
Send us a text I sit down with NAI Elliott President, Jordan Elliott to discuss what out of area and international investors and property owners should look for and consider when investing in and owning commercial real estate in unfamiliar markets, when it comes to how to manage the asset/investment.
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1 year ago
25 minutes

Real Estate Investment Insights
Management Services Episode 14 - First Downturn As An Owner
Send us a text In this episode we discuss what new CRE owners may be going through and what they should do during a downturn in the market. If you purchased CRE after 2010, you will get some valuable insights into what to lookout for and how to survive/thrive.
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1 year ago
27 minutes

Real Estate Investment Insights
Management Services Episode 13 - Selling a Business with Real Estate
Send us a text I sit down with NAI President, Jordan Elliott, and International Business Associate's President, Gregory Kovsky, and Head of Business Development, Curt Maier, to discuss selling your business and real estate. Topics Discussed: 1) Steps for a successful sale of your business 2) What to look for in representation 3) Current trends in selling your business today 4) How to backfill vacant space with a franchise
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1 year ago
49 minutes

Real Estate Investment Insights
Management Services Episode 12 - Succession Planning & Strategies
Send us a text I sit down with NAI President, Jordan Elliott, and Scott Greve, Senior Real Estate Advisor with wealth advisory firm Brighton Jones, to discuss family succession planning when investment real estate is involved.
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1 year ago
28 minutes

Real Estate Investment Insights
Management Services Episode 11 - Kicking Off 2024 With Evaluations
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss strategies and best practices for evaluating your investment property. We also discuss the difference between being a Landlord and a Property Owner. Kicking off 2024!
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1 year ago
29 minutes

Real Estate Investment Insights
Management Services Episode 10 - 2023 Year In Review
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to review 2023 from an asset and property management perspective and we discuss our thoughts about what property owners and investors should be thinking about going into 2024.
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1 year ago
38 minutes

Real Estate Investment Insights
Current CRE Market From An Attorneys Perspective
Send us a text I sit down with real estate attorney, Robert Sargeant, to discuss the current CRE market and how he views the market we are in from the type of work he is engaged to perform for his clients. It was a very interesting way of looking at the market and provided me with some great insights as to what might be on the horizon. We discussed how "mark to market" might force some property owners to have to sell their holding(s).
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1 year ago
41 minutes

Real Estate Investment Insights
Management Services Episode 9 - The Value Is In The Lease
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss the various types of leases and how each type of lease can and does affect the value of your property.
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2 years ago
40 minutes

Real Estate Investment Insights
Management Services Episode 8 - Can You Retire From Being A Landlord?
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss how switching your mindset from being a hands-on landlord to that of a property owner can allow you to find time to pursue other joys in life.
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2 years ago
33 minutes

Real Estate Investment Insights
Management Services Episode 7 - Considerations For Market Uncertainty
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss what investment property owners should be considering in uncertain markets (financing, risk management, leases, and maximizing property value).
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2 years ago
41 minutes

Real Estate Investment Insights
Management Services Episode 6 - Enhancing Returns and Streamlining Operations
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss how to enhance returns and streamline operations by working with a full service provider.
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2 years ago
32 minutes

Real Estate Investment Insights
Management Services Episode 5 - Asset Management vs Property Management
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss the difference between an Asset Manager and a Property Manager. We explore best practices and strategies for building your team of advisor.
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2 years ago
34 minutes

Real Estate Investment Insights
Management Services Episode 4 - Family Succession Planning
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss what families should consider when evaluating what they should do when it comes to their investment property portfolio with regards to succession planning...hold, sale, or?
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2 years ago
27 minutes

Real Estate Investment Insights
View The Whole Picture of Commercial Real Estate Cycles
Send us a text I sit down with fellow CCIM, Michael Rohm, to discuss his recent article in the National Association of Realtors magazine titled "View The Whole Picture of Commercial Real Estate Cycles". Mike walks us through is perspective of why we should consider national trends when evaluating commercial real estate, but we really need to consider our local market psychology and the local consumer mindset when evaluating price and driving local market conditions.
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2 years ago
30 minutes

Real Estate Investment Insights
Management Services Episode 3 - Technology and Property Management
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss the impact of technology on property management and how to use technology to help keep property owners in compliance and potentially more profitable.
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2 years ago
33 minutes

Real Estate Investment Insights
Management Services Episode 2 - What To Expect From A PM Company/Manager
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss what to expect from a property management company/manager and how to manage expectations. Together we break down the types of services that may be offered and how to be sure you get the services that best works for your situation.
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2 years ago
32 minutes

Real Estate Investment Insights
Management Services Episode 1 - What To Know Before Hiring A Property Management Company
Send us a text I sit down with NAI Elliott President, Jordan Elliott, to discuss what to look for when hiring a commercial property management company. Together we break down the type of questions you should ask and what to avoid when engaging a property management company.
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2 years ago
36 minutes

Real Estate Investment Insights
Working & Investing Together With Your Spouse
Send us a text I sit down with couples coach, Frank Lind of Get The Edge Coaching Group, to discuss working and investing together with your spouse. Frank provides great insights on how to get and keep the two of you on the same page while working towards your cohesive plans and goals.
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2 years ago
28 minutes

Real Estate Investment Insights
Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.