In this conversation, Joshua Kahr speaks with Brian Wilson, Managing Director of Real Estate at Bow River Capital (bowrivercapital.com). They discuss Bow River Capital's investment strategy, regional focus on the "Rodeo Region", and how they find quality operators to partner with. They also explore the current market conditions and the timing of capital deployment. Brian also shares insights on finding and evaluating operators, as well as other interesting investment opportunities in retail and single-tenant net leasing. They conclude by discussing the outlook for 2024 and the importance of considering market fundamentals in investment decisions. Is 2024 the year the equity floodgates finally open?
Chapters
00:00 Introduction and Background
01:11 Overview of Bow River Capital
03:18 Investment Strategy and Partnerships
05:45 Regional Focus
07:13 Investment Opportunities in Non-Coastal Cities
08:46 Timing of Capital Deployment
11:36 Market Fundamentals and Supply
13:57 Importance of Partner Selection
16:23 Dual Strategy of Apartments and Industrial
20:13 Market Timing and Fund Deployment
23:49 Finding and Evaluating Operators
25:28 Other Interesting Investments
32:43 Investment Opportunities in Retail and Single-Tenant Net Leasing
35:22 Investment Opportunities in Income Funds and Subordinate Debt
38:06 Outlook for 2024 and Conclusion
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This podcast is sponsored by Kahr Real Estate Services (https://www.kahrrealestate.com/), a leading provider of in-person and online financial training for the commercial real estate industry.
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