I sat down with host Dave Wolcott on The Wealth Strategy Secrets of the Ultra Wealthy podcast to pull back the curtain on what’s really happening in today’s commercial real estate landscape. We talked about my own entrepreneurial journey, starting from my upbringing in a financially sophisticated family, and how that foundation led me into private equity and large-scale real estate deals. Throughout the conversation, we candidly discuss the challenges facing syndicators and investors in the current market, and why disciplined underwriting and choosing the right partners are more critical than ever. We also demystify common misconceptions about the housing shortage, emphasize the importance of liquidity alongside returns, and I share how the Boardwalk Wealth team’s innovative development strategies are helping us deliver cash flow faster while minimizing risk, especially in the Midwest.
Check out the video here:
