Adieu to the brew: Saying goodbye to season 2 of Coffee Break

Time really does fly when you’re having a good time, sipping on a hot cup of Java and shooting the breeze with the industry’s top performers. It seems like we just started, but it has already been 20 episodes.

And what better way to celebrate this season than by revisiting our most popular episodes?

This season we decided to mix things up a bit, and deliver short and punchy 20(ish)-minute episodes. The result manifested in more episodes, a versatile guest list, and diverse topics of conversation, which made it harder to choose the absolute best episodes. After thoughtful consideration and hours of heated debates among our editorial team, here they are. 

So grab your mug one last time this year, and let’s dive into the highlights!

Ben Reinberg – When there’s chaos, there’s opportunity

With nearly three decades of experience in real estate, Ben Reinberg, CEO of Alliance Consolidated Group of Companies, LLC. has a unique vantage point into the upcoming challenges of commercial real estate, and he’s not mincing words about it.

Modified Date & Time : 21 Dec 2023, 05:47 pm

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Michael Salafia –  The untapped opportunity of net lease investments

The next time you drive past a Wendy’s, walk into a CVS, or pull up to a gas station, you’ll think of them in real estate investment terms – or, more specifically, net lease investments.

This is what Michael Salafia and STAX Equity do and do well. We talked with Michael not only about his experience in the net lease investment space but also about Stax’s unique use of advanced AI and Machine Learning to analyze and underwrite thousands of properties at scale.

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Litan Yahav – It’s about the operator, not the asset

“Most LPs understand that not all deals will succeed as expected. But what’s important is the communication. So, if the GP is constantly communicating the situation, the LPs are satisfied with the level of communication that the GP provides, even if the deal fails.

Communication is super important across the board. And obviously, if they have a good platform for that, it helps.”

Not often do GPs get a chance to get up close and personal with LPs’ concerns and point of view. 

In this Coffee Break episode, Litan Yahav, CEO and Co-Founder of Vyzer, a tech startup helping LPs centralize their investment management in one platform, gave us that invaluable vantage point into LPs’ current state of mind.

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Jon Siegel – Time heals many wounds in this business

Jon Siegel has three decades of experience in real estate investments. Having seen it all makes it easier for him to be cautious of trends, navigate turbulent financial seas, and keep his eyes fixed on the horizon when making investment decisions.

In this episode, Jon shares a cautiously optimistic view of where the markets are heading and provides his investment strategy for the near future.

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Rich Bouchner – History doesn’t repeat Itself, but It often rhymes

“If you like Apple and Apple dips, what do you do? You buy more. If you don’t believe in Apple, then you sell or hold. It’s the same for real estate. If it’s a property you believe in, sometimes if you put a couple of more dollars in you’re going to be happy in 3-5 years”.

Rich Bouchner has been connecting investors with opportunities for decades across all asset classes, and he’s learned a thing or two. In this episode, he joins us to bust the myth that “this time is different”, shares his personal experience with real estate cycles throughout his career, and emphasizes the importance of understanding the market cycle while staying true to your investment thesis.

Rich also shares priceless insights on tax abatements, and they can drive the profitability of a project.

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Ahsan Daredia – 20-35% IRR, that’s our sweet spot

“We don’t charge any promote fees. We are a true partnership setting, and there’s no waterfall distribution. If you put in 100K, you’ll get your 100K plus profit back. We make money because we’re good, and we’re the biggest stakeholder in each project with 20-25% equity in the project.”

Ahsan Daredia did the corporate America tour: he was in corporate finance, operations, and consulting.

Then he returned home to the family’s real estate business as Principal of Investor Relations and Marketing in the Dhanani Private Equity Group, a Houston-based company with more than $1B in AUM and an outstanding IRR track record.

In this episode, he shares a glimpse into the unique recipe for their partnership model and continued success.

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See you next season!

We would like to thank our guests once again. This season couldn’t have been so successful without them.

If you’d like to be a guest in season 3, please reach out to our graceful host, Asaf Raz, through his LinkedIn page or at [email protected].

See you next season!

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Author

Asaf Raz

Asaf is Agora’s Head of Marketing and a growth expert providing consulting services to tech startups and VCs. Asaf is also the host of The Deal Makers Podcast, where he hosts top CRE talents for conversations where they share their success stories and industry insights.

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