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🎙️EPISODE SUMMARY
Welcome to Commercial Connections, where I help property owners and investors make smarter commercial real estate decisions with confidence.
I’m René Nelson, CCIM, a broker and advisor dedicated to helping Oregon apartment and retail property owners build wealth, avoid costly mistakes, and create long-term stability.
In this episode, I sit down with Ryan Imbrie, CCIM, Managing Director at SVN Imbrie Real Estate Group and a five-time Oregon CCIM “Transaction of the Year” winner. Ryan brings 20+ years of perspective on how data, due diligence, and collaboration are reshaping retail and investment strategy across the Pacific Northwest.
Together, we cover:
⦿ How a Walgreens sale uncovered the hidden risks inside “safe” credit-tenant leases
⦿ What the $2.7M to $225K Portland property auction reveals about community-driven investing
⦿ The tools and data (like Placer.ai) top brokers use to understand tenant performance and site health
⦿ How retail assets are quietly rebounding while multifamily cap rates compress
⦿ Why clear communication and collaboration, not ego, are the keys to closing complex deals
If you’re looking for clear, actionable insight to strengthen your investment strategy, this is where it all begins.
📝 EPISODE THEMES
00:00 – Intro & premise: why retail still deserves a second look
01:12 – The Walgreens case study: uncovering a broken rent-to-sales ratio
03:46 – Seven owners, one sale: overcommunication as the ultimate deal skill
06:52 – Modeling future value: applying CCIM tools to price risk and cash flow
10:58 – Retail resurgence: how “neighborhood strip centers” became community anchors
13:25 – Rite Aid, Walgreens, and the changing face of credit tenants
16:02 – Data-driven diligence: how Placer reveals tenant strength and site traffic
19:38 – Oversight matters: inspections, maintenance, and protecting long-term value
22:24 – Broker leadership: training teams and growing future dealmakers
25:56 – The Portland story: transforming a $2.7M asset heading to auction at $225K
28:41 – Lessons in persistence: why community wins can justify tough deals
31:05 – Career roots: Ryan’s path from corporate sales to CCIM leadership
34:08 – SVN’s collaborative model: cooperation, culture, and client-first mindset
36:15 – Mentorship in motion: when “the easy button” is just good leadership
38:49 – Last word: peel back the onion—every deal has layers worth understanding
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
Welcome to Commercial Connections, where I help property owners and investors make smarter commercial real estate decisions with confidence.
I’m René Nelson, CCIM, a broker and advisor dedicated to helping Oregon apartment and retail property owners build wealth, avoid costly mistakes, and create long-term stability.
In this episode, I sit down with Doug Palmer, veteran commercial inspector, former electrical contractor, and founder of Palmer Property Inspections. With over 20 years of experience inspecting apartments, office buildings, and mixed-use properties across Oregon, Doug brings a practical, no-nonsense look at how small oversights can become major liabilities.
Together, we cover: ⦿ How a “routine” inspection uncovered raw sewage beneath a property and saved a deal from collapse ⦿ Why proactive presale inspections protect sellers from costly surprises ⦿ The $48K electrical repair that didn’t add a dime to NOI, and how to avoid the same mistake ⦿ What insurance companies are flagging in today’s tighter underwriting environment ⦿ How recalled heating systems, outdated panels, and old plumbing create unseen fire and safety risks
If you’re looking for clear, actionable insight to strengthen your investment strategy, this is where it all begins.
📝 EPISODE THEMES
00:00 – Intro & premise, what commercial inspections reveal before a sale
01:22 – Doug’s background, from electrical contractor to full-time inspector
03:10 – First impressions at the curb, age, maintenance, and property condition clues
05:02 – Raw sewage discovery, when galvanized pipes fail and no one knows
06:48 – Methodical inspections, Doug’s process for multifamily buildings
08:40 – Mold vs. mildew, what’s really behind “black spots” and tenant complaints
11:15 – Venting myths, why 1960s and 70s exhaust fans often lead to attic damage
14:57 – The Portland case, leaks, moisture, and a deal nearly lost to crawlspace issues
18:54 – System updates, electrical panels, heaters, and what insurance requires
20:42 – Recalled cadet heaters, unseen fire hazards still in active use
23:04 – Tenant safety, how small oversights create major liability
24:18 – Insurance inspections, what carriers now require and how to prepare
26:35 – The $48K Springfield case, costly electrical upgrades and shrinking coverage
28:12 – Wiring and fire risk, why old panels and shorted circuits are a deadly mix
30:26 – Smoke detectors, maintenance responsibility, and property owner liability
34:08 – Water leaks and neglect, how small issues signal bigger system failures
36:44 – Brand-new property surprises, faulty shower valves and moisture tracking
38:20 – The sulfur water problem, lessons from a 45-unit complex in Keizer
40:03 – What buyers should check during due diligence, from tanks to asbestos
43:02 – The $48K contamination story, real costs of ignoring buried risks
44:58 – Lessons in persistence, ownership, and long-term property stewardship
45:35 – Closing thoughts, proactive maintenance as wealth protection
💌 STAY AHEAD YOUR WAY
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If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this week’s episode of Commercial Connections, we get practical about launching (or rebooting) a CRE brokerage in 2026. I break down the real foundations—database discipline, a purpose-built software stack, credibility signals (like CCIM), and the operating habits that keep you out of analysis paralysis.
We discuss:
⦿ Building your core CRM and contact-capture workflow—because CRE is a contact sport.
⦿ Upfront spend that pays back: RealNex + Buildout, and why you should “bite the bullet.”
⦿ Turning rent rolls into OMs/BOVs fast—time is your scarcest asset.
⦿ Credibility and speed to competence: CCIM basics, mentorship, and 1031 literacy.
⦿ Anti-paralysis playbook: decide, act, and keep the phone ringing with intentional outreach.
📝 EPISODE THEMES
00:00 – Intro & premise: starting a brokerage from scratch 00:52 – Database first: clean CRM, notes, and market intel you can retrieve
03:38 – “Bite the bullet” on software; Buildout vs. RealNex
05:06 – Workflow in practice: templates that produce OMs/BOVs quickly
08:57 – Differentiating with CCIM; fluency in NOI, cap rates, underwriting
10:24 – Why credentials and education matter to new-to-CRE clients
11:42 – Apprenticeship reality: ~18–24 months to learn deals, diligence, 1031 basics
14:58 – Commission myths vs. pipeline; budgeting for tools that save deals
16:21 – Insurance shocks & headwinds pushing some owners toward passive NNN
17:33 – How to advise amid macro noise: focus on facts, not headlines
22:49 – The antidote to “I don’t know”: pick a lane, make the call, move
24:02 – Daily outreach cadence: purposeful calls, market touchpoints, relationship rhythm
25:19 – Consistency compounds: small decisive actions → pipeline → closings
#CommercialConnections #CREInvesting #1031Exchange #FinancialLiteracy #MultifamilyHousing #OregonRealEstate #PassiveIncome
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If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this week’s episode of Commercial Connections, I speak with Joshua Ungerecht, Managing Partner at ExchangeRight and former CEO/CIO of wealth management firm Telus Capital. Joshua brings clarity to complex investment vehicles including DSTs and REITs, and shares his career journey from theology to finance.
We discuss:
⦿ How DSTs work and why they’re becoming popular in CRE
⦿ The 1031 exchange process and how passive income strategies tie in
⦿ The importance of capital preservation, income stability, and exit planning
⦿ Misconceptions investors have in the current macro environment
If you’re guiding owners through legacy real‐estate transitions or exploring passive strategies yourself, this episode delivers grounded expertise for confident decision‑making.
📝 EPISODE THEMES
00:00 – Introduction and Guest Background
00:32 – Joshua Ungerecht’s Journey into Wealth Management
02:03 – Building ExchangeRight: Principles and Pillars
03:33 – From Seminary to Strategy: Joshua’s Career Pivot
07:40 – DSTs Explained + ExchangeRight’s Differentiator
13:47 – Investor Misconceptions and Market Misreads
23:32 – The 1031 Exchange Process (Step‐by‐Step)
35:36 – Faith‑Based Values in a Commercial Context
39:23 – Advice for Landlords Seeking Passive Income
43:05 – Final Thoughts and Where to Learn More
🔗 CONNECT WITH RAE NOMURA
LinkedIn: https://www.linkedin.com/in/raenomuramaiccim/
Book A Call: https://calendly.com/rae-nomura
Email: rae.nomura@svn.com
Phone: (503) 575 8065
#CREInvesting #1031Exchange #DSTs #REITs #PassiveIncome #CommercialRealEstate #InvestmentStrategy #MultifamilyHousing #FinancialLiteracy
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections, I’m joined by Rob Cohen—longtime entrepreneur, business broker, and consultant. With over 25 years of experience launching, scaling, and selling businesses, Rob shares his journey from New York to Eugene and dives into:
⦿ The complexities of the restaurant and brewery industries
⦿ Shifting market dynamics including labor shortages and cannabis competition
⦿ Key insights into business brokering, lease assignments, and property ownership
⦿ How the SBA and financing play critical roles in successful business sales
⦿ What sellers often overlook when preparing their business for the market
Whether you’re a current business owner or a would-be buyer, this episode offers practical advice for navigating the challenges and maximizing the opportunities in business transactions.
📝 EPISODE THEMES
00:00 – The SantaCon Side Hustle
00:29 – Introducing Rob Cohen
01:44 – Rob's Journey from NY to Eugene
03:56 – Restaurant Industry Challenges
04:50 – The Brewery Market Shift
06:31 – Cannabis Impact on Alcohol Industry
07:54 – Labor Shortages in Restaurants
10:47 – Rob’s Secret to Restaurant Success
11:22 – The Business Broker’s World
16:54 – Preparing to Sell a Business
20:28 – Misconceptions & Global Buyers
23:15 – Real Estate’s Role in Business Deals
24:12 – Assigning Leases During Sales
25:16 – Why Owning Property Matters
26:31 – Trends and Opportunities in Business Sales
28:42 – Hot Industries and Market Demand
32:49 – Rise of Ghost Kitchens
36:54 – Top Advice for Sellers
38:26 – Favorite Sales and Lessons Learned
45:28 – Brokerage Growth and Future Plans
48:28 – Wrap-Up and Final Thoughts
🔗 CONNECT WITH ROB COHEN
Website: www.rjcforbusiness.com
Phone: (541) 520-8012
LinkedIn: https://www.linkedin.com/in/rob-c-971506187/
#BusinessBrokerage #CREPodcast #Entrepreneurship #RestaurantIndustry #SmallBusinessSales #BusinessOwnership #LeaseNegotiations #1031Exchange #SBAloans #OregonRealEstate
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections, I talk with David Monroe, a multifamily investment consultant, CCIM instructor, and founder of an AI-powered software platform for commercial real estate professionals.
David shares his journey from helicopter mechanic to multifamily strategist and tech innovator. We discuss:
⦿ The evolution of AI in real estate and how it's reshaping prospecting and underwriting
⦿ How tools like CRE Brokerage Pro and Acquisition Pro can streamline your business
⦿ Real-world examples of communication pitfalls (including texting sellers)
⦿ What federal texting regulations mean for your marketing strategy
⦿ The power of AI for smarter deal analysis, email campaigns, and client relationships
Whether you’re tech-curious or actively looking to improve your CRE workflow, this episode is packed with future-ready insights.
📝 EPISODE THEMES
00:00 – The Million Dollar Mistake
00:24 – Introduction to Commercial Connections Investing
01:09 – Meet David Monroe: From Helicopter Mechanic to AI Innovator
03:10 – Strategic Partnering and Building Wealth in Real Estate
04:10 – The AI Revolution in Real Estate
06:40 – Focusing on the 98%: Building Relationships in Multifamily
08:47 – AI Tools for Commercial Brokers
14:53 – The Evolution of AI and Its Impact on Real Estate
17:32 – Acquisition Pro: Features and Benefits
22:48 – Ownership and Content Control
23:12 – Automation Tools and Support
24:08 – Consultation and Success Stories
24:48 – Email Marketing Pitfalls
27:48 – AI and Proprietary Information
31:20 – Text Messaging Regulations
38:50 – Acquisition Pro and Masterclasses
40:33 – Introducing CRE Brokerage Pro
43:54 – Conclusion and Contact Information
🔗 CONNECT WITH DAVID MONROE
LinkedIn: https://www.linkedin.com/in/davidmonroe45/
Company: goacquisitionpro.com
Youtube: youtube.com/@strategicconsultant
Facebook: https://www.facebook.com/groups/brokeragetoconsulting
Email: david@davidmonroeccim.com
#AIinCRE #CREBrokers #RealEstateTech #CREMarketing #DealUnderwriting #MultifamilyInvesting #PropTech #CommercialConnections #1031Exchange #CCIM
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections, I sit down with Justin Huelshoff, a commercial lending expert with over 25 years of experience, to unpack the realities of financing in today’s market.
We discuss:
⦿ The difference between commercial bankers and brokers—and how that impacts your deal
⦿ What today’s lending environment looks like for multifamily and CRE borrowers
⦿ The truth about SBA loans, 504 vs. 7a, and common stumbling blocks
⦿ Why your financial package matters—and what lenders actually want to see
⦿ The importance of shopping options and asking tough questions as a borrower
Whether you're an active investor or just beginning to explore commercial real estate financing, this episode delivers valuable guidance to navigate 2025’s lending landscape with clarity.
📝 EPISODE THEMES
00:00 – Introduction to the Art of the Deal
00:39 – Meet Justin Huelshoff: Commercial Lending Expert
01:39 – Banker vs. Broker: Key Differences
03:20 – Navigating the Lending Landscape
06:47 – Understanding the Financial Package
10:52 – SBA Loans: Challenges and Changes
18:28 – Advice for Aspiring Investors
25:40 – Conclusion and Final Thoughts
🔗 CONNECT WITH JUSTIN HUELSHOFF
Linkedin: https://www.linkedin.com/in/justin-huelshoff-57a00453/
Email: jhuels1029@comcast.net
Phone: (503) 502 3154
#CREfinance #CapitalStack #SBAloans #DebtStrategy #CommercialLending #CREinvesting #MultifamilyFinance #PassiveIncome #2025Investing #InterestRates2025 #CommercialConnections
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections, I sit down with Gary Kelley, risk management consultant and partner at PCF Insurance, to break down the shifting landscape of commercial property insurance.
We explore:
⦿ Why sudden cancellations and new inspection requirements are on the rise
⦿ How weather events and COVID-19 have changed underwriting criteria
⦿ Steps property owners can take to prepare for inspections and avoid non-renewals
⦿ The role of long-term relationships with agents and underwriters in protecting coverage
⦿ The pitfalls of annual insurance shopping and the true cost of water claims
If you’ve experienced rising premiums, surprise inspections, or a canceled policy—this episode gives you proactive strategies to reduce risk and protect your investments.
📝 EPISODE THEMES
00:00 – The Impact of COVID-19 on Real Estate
00:31 – Introduction to the Episode
00:36 – Insurance Cancellations and Coverage Challenges
01:27 – Understanding the Surge in Insurance Claims
10:05 – The Role of Underwriters in Insurance
20:04 – Proactive Measures for Property Owners
22:11 – Handling Insurance Cancellations
25:04 – The Importance of Relationships in Insurance
29:49 – The Underwriting Process
31:33 – The Changing Landscape of Insurance Requirements
33:20 – Impact of Credit Scores on Commercial Insurance
35:08 – The Importance of Long-Term Relationships with Insurance Agents
38:08 – The Pitfalls of Shopping for Insurance Annually
44:02 – When to Report a Claim and When to Pay Out of Pocket
47:26 – The Significance of Water Claims in Underwriting
50:10 – Subprime Insurance and State Fair Plans
52:36 – Final Thoughts and Advice for Property Owners
🔗 CONNECT WITH GARY KELLEY
LinkedIn: https://www.linkedin.com/in/garyjkelley/
Email: Gary@riceinsurance.com
Phone: (360) 734 1161
#CommercialInsurance #RiskManagement #CREStrategy #MultifamilyInvesting #PropertyInsurance #Underwriting #InsuranceTips #CommercialConnections
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️ EPISODE SUMMARY
In this episode of Commercial Connections, I sit down with Logan DeVos, CEO of SMI Fund Management, to explore the journey from rookie broker to managing an $81 million real estate portfolio.
Logan shares:
⦿ His path from early entrepreneurial ventures to high-impact multifamily deals
⦿ The power of value-add acquisitions and repositioning underperforming assets
⦿ Strategic insights on gross rent multipliers, renovation efficiency, and market timing
⦿ Case studies on properties like Vicinity Apartments and Hickory Lake
⦿ Advice for scaling a CRE portfolio while mitigating risk
Whether you're new to investing or planning your next major acquisition, this episode delivers practical wisdom from a high-performing investor.
📝 EPISODE THEMES
00:00 – Introduction to Value-Add Real Estate Investing
00:47 – Meet Logan DeVos: Real Estate Mogul
02:19 – Logan's Early Entrepreneurial Ventures
03:49 – Scaling Up: From Single Family Homes to Multifamily Units
05:03 – Understanding Value-Add Acquisitions
09:01 – Gross Rent Multiplier and Investment Strategies
12:08 – Lessons Learned in Real Estate
14:48 – Repositioning Underperforming Assets
15:13 – Case Study: Vicinity Apartments in Corvallis
24:38 – Challenges and Strategies in Student Housing
33:10 – Cost and Efficiency in Renovations
37:00 – Hickory Lake Property: A Success Story
38:25 – Conclusion and Contact Information
🔗 CONNECT WITH LOGAN DEVOS
Logan DeVos CEO: SMI Fund Management - (541) 990 3795
Email: info@smire.com
Website: https://smifundmanagement.com/
#ValueAddInvesting #MultifamilyRealEstate #CREStrategy #CommercialConnections #RealEstateInvesting #PropertyRepositioning #StudentHousing #CREGrowth
💌 STAY AHEAD YOUR WAY
Want smarter insights, market trends, and strategies delivered straight to your inbox? Join the Commercial Connections Newsletter — a quick, actionable read for brokers, investors, and CRE professionals. 👉 Subscribe now
📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I’m joined by Bo Barron, CCIM (host of the Commercially Speaking podcast), and Michael Hironimus, CCIM, creator of Implementing AI in CRE: A Practical Guide.
We explore how AI is reshaping the commercial real estate landscape—from streamlining deal flow and marketing to supporting new brokers in the field. Bo shares how launching a podcast has boosted his visibility and deal pipeline, while Michael offers practical tips on using AI tools for competitive advantage.
Whether you’re curious about AI, mentoring younger brokers, or growing your own platform, this episode is full of forward-looking insights.
📝 EPISODE THEMES
00:00 – Introduction and Podcast Benefits
00:42 – Meet the Hosts and Guests
02:21 – The Power of Podcasting
06:31 – AI in Commercial Real Estate
09:46 – Leveraging AI Tools
15:12 – AI in Education and Training
26:35 – Future of AI in Real Estate
28:40 – The Future of Junior Brokers in Real Estate
29:03 – AI’s Impact on Commercial Real Estate
29:47 – The Importance of Mentorship in a Tech-Driven Industry
32:24 – Educational Systems and AI Integration
34:32 – Practical AI Applications for Brokers
36:01 – The Art of Prompting AI
43:35 – SEO and AI: The Changing Landscape
50:55 – Commercial Real Estate: Real or Ridiculous?
01:01:58 – Conclusion and Final Thoughts
🔗 CONNECT WITH BO BARRON
Podcast: https://open.spotify.com/show/4omTZAPlCBYgJrqBuXrdCG?si=1a41ae1a0fb04b13 Facebook: https://www.facebook.com/commerciallyspeaking
LinkedIn: https://www.linkedin.com/in/bobarron/
Youtube: https://www.youtube.com/@commerciallyspeaking
Instagram: https://www.instagram.com/commerciallyspeaking/
🔗 CONNECT WITH MICHAEL HIRONIMUS
Implementing AI in CRE: https://www.implementingaiincre.com/
PropTech Integrations: https://www.proptechintegrations.com/
#AIinCRE #CommercialRealEstate #TechAndRealEstate #CREMarketing #PodcastingForBrokers #1031Exchange #MultifamilyInvesting #CREInnovation #Mentorship #CCIM #CommercialConnections
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📅 BOOK A CALL
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🎙️EPISODE SUMMARY
In this episode of Commercial Connections, I sit down with podcast producer Brittny to share some of the worst advice I’ve seen clients receive—and what to do instead.
We dig into:
⦿ Why working with a qualified CPA is essential for 1031 exchanges
⦿ The risks and realities of seller financing
⦿ Creative financing tools like self-directed IRAs
⦿ Ethical red flags in deals and how to address them
⦿ Advice for young investors getting started in commercial real estate
Whether you're buying, selling, or advising others, this episode offers practical strategies for navigating complex deals with confidence and integrity.
📝 EPISODE THEMES
00:00 – Introduction and Host Welcome
01:03 – Worst Advice in Commercial Real Estate
02:19 – Importance of Having a CPA
04:13 – Seller Financing Risks and Considerations
11:58 – Creative Financing Strategies
18:19 – Advice for Young Investors
23:11 – Conclusion and Final Thoughts
#CommercialConnections #SellerFinancing #CreativeFinancing #1031Exchange #RealEstateEthics #CREBroker #InvestmentStrategy #MultifamilyInvesting #PassiveIncome
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️ EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I sit down with Cody Crist, a partner at Trinity Real Estate Investment Services and a leading expert in single-tenant net lease investments.
We explore:
⦿ Why Dollar General stores are a favorite for passive CRE investors
⦿ The structure and appeal of triple net (NNN) lease deals
⦿ Key site selection and development strategies used by Dollar General
⦿ Cap rate trends, REIT activity, and institutional involvement
⦿ Lease term evolution, expansion strategy, and long-term cash flow planning
Whether you're exploring passive income, building your 1031 pipeline, or looking for low-maintenance CRE assets, this episode breaks down how NNN properties like Dollar General can help investors generate stable returns.
📝 EPISODE THEMES
00:00 – Welcome and Guest Introduction
02:05 – Understanding Dollar Stores and Triple Net Leases
05:04 – Lease Structures and Investment Benefits
08:17 – Dollar General’s Development Process
17:36 – Investor Considerations and Strategies
24:29 – Understanding the Unique Market of Dollar General Stores
25:27 – The Importance of Population Density in Store Performance
27:20 – Cap Rates and Market Trends for Dollar General
29:44 – REITs and Institutional Investments in Dollar General
31:22 – Dollar General’s Expansion and Remodeling Strategy
35:31 – Lease Terms and Investment Strategies
5:17 – The Evolution of Dollar General Leases
47:06 – Final Thoughts and Advice for Investors
🔗 CONNECT WITH CODY CRIST
LinkedIn: https://www.linkedin.com/in/cody-crist-04478983/
Email: cody@trinityreis.com
#TripleNet #NNNInvesting #DollarGeneral #PassiveIncome #CommercialRealEstate #1031Exchange #REITs #MailboxMoney #CREBroker #CREPodcast #InvestmentProperty #NetLeaseDeals #CREStrategy #RealEstateInvesting #CapRates #CashFlowInvesting #CommercialConnections
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️ EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I’m joined by podcast director Brittny to unpack the real-world ups and downs of joint ventures in commercial real estate.
We cover:
⦿ How to build trust and create a strong JV business plan
⦿ Lessons from navigating family dynamics in real estate partnerships
⦿ Structuring deals, managing exits, and protecting your equity
⦿ Airbnb regulations, shifting market trends, and smart JV strategy tips
This episode offers both seasoned insight and practical advice for anyone exploring joint ventures as a path to building long-term wealth through CRE.
📝 EPISODE THEMES
00:00 – Introduction to Joint Ventures
01:41 – Personal Experience with Joint Ventures
02:39 – Challenges and Lessons Learned
05:51 – Managing and Exiting Properties
09:39 – Advice for New Investors
18:37 – Airbnb Regulations and Market Trends
21:21 – Final Thoughts and Recommendations
27:09 – Conclusion and Contact Information
#RealEstateInvesting #JointVentures #CommercialRealEstate #WealthStrategy #InvestingTips
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🎙️ EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I’m joined by Isaac Grant, a CCIM and commercial real estate advisor with deep roots in both banking and brokerage.
Isaac shares his journey from working as a teller to becoming a trusted strategist in the Eugene-Springfield market. We discuss:
⦿ Navigating today’s market across multifamily, industrial, and office sectors
⦿ How CCIM training empowers better deal analysis and negotiation
⦿ Creative ideas for how banks and lenders can adapt to high interest rates
⦿ Real-world examples of complex deals, pricing adjustments, and lender solutions
⦿ Predictions on interest rates, value-add challenges, and where new opportunities may emerge
This episode is packed with grounded insights and strategies for CRE professionals and investors alike.
📝 EPISODE THEMES
00:00 – Jaw-Dropping Wealth and Market Stagnation
01:05 – Introduction to the Podcast and Guest
02:57 – Isaac Grant’s Journey from Banker to Broker
05:50 – The Impact of CCIM Designation
15:54 – Navigating Tough Deals in a Challenging Market
21:37 – Negotiating a Price Reduction
22:19 – Current Banking and Lending Landscape
23:54 – Challenges for Value-Add Investors
26:32 – Proposed Solutions for Banks and Investors
7:47 – Future of Interest Rates and Market Predictions
29:16 – Q&A: Real Estate Investing Insights
35:16 – Opportunities in Eugene Springfield Market
39:54 – Industrial Real Estate and Local Economy
40:19 – Conclusion and Contact Information
🔗 CONNECT WITH ISAAC GRANT
Phone: ( 541) 525-6907
Email: Isaac@cwwalker.net
LinkedIn: https://www.linkedin.com/in/isaac-grant-ccim-98955126a/
Isaac Grant’s Podcast Episode with Bo Barron - Commercially Speaking - https://www.youtube.com/watch?v=EOQi0UDXn1U&t=181s&ab_channel=CommerciallySpeaking
#CommercialRealEstate #RealEstateInvesting #CREDeals #MultifamilyInvesting #InvestmentStrategies #EugeneRealEstate #SpringfieldRealEstate #IndustrialRealEstate #OregonInvesting #RealEstateGrowth
💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I’m joined by special guest Michelle McCoy, a seasoned lender with deep experience across multiple financial institutions.
We explore:
⦿ Key differences between commercial and residential lending
⦿ The loan application and underwriting process
⦿ Loan covenants, personal guarantees, and rent sensitivity
⦿ How interest rates, refinancing, and local market conditions impact deal structure
⦿ The growing importance of relationships with local lenders
Whether you're financing your next multifamily property or navigating today’s shifting lending environment, this conversation offers practical, relationship-based insight for borrowers and investors alike.
📝 EPISODE THEMES
00:00 – Welcome and Guest Introduction
02:26 – Understanding Commercial Loans
04:03 – Loan Structures and Requirements
07:17 – Banking and Lending Environment
10:15 – SBA Loans and Owner-Occupied Properties
11:52 – Loan Underwriting Process
13:17 – Challenges in Securing Loans
14:40 – Loan Covenants and Financial Reporting
17:08 – Market Conditions and Rent Analysis
19:42 – Innovative Business Ideas
22:06 – Interest Rate Sensitivity Analysis
23:06 – Impact of Rent Increases on Loan Performance
24:08 – Foreclosure Predictions and Market Outlook
25:54 – Understanding Personal Guarantees in Commercial Loans
27:54 – Refinancing Strategies and Market Trends
34:13 – Importance of Local Lenders and Relationships
38:23 – Conclusion and Future Outlook
#CommercialLending #BusinessLoans #CommercialLoans #LoanFinancing #InvestmentFunding #InterestRates #Refinancing #LoanCovenants #MarketTrends #FinancialPlanning
💌 STAY AHEAD YOUR WAY
Want smarter insights, market trends, and strategies delivered straight to your inbox? Join the Commercial Connections Newsletter — a quick, actionable read for brokers, investors, and CRE professionals. 👉 Subscribe now
📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I sit down with Zoe Swartz, a seasoned real estate appraisal expert and business owner, to unpack the nuances of valuing multifamily properties in today’s Oregon market.
Zoe shares her path to receiving the prestigious “20 Under 40” award, and together we discuss:
⦿ Appraising multifamily assets and reading profit/loss statements
⦿ The effect of cap rates, market trends, and interest rate shifts
⦿ How student housing is evolving in Eugene-Springfield
⦿ The impact of in-unit laundry, large floorplans, and new developments
⦿ Tips for sellers preparing to bring properties to market
⦿ The importance of professional property management for maximizing returns
We also touch on the importance of consistent data collection and Zoe’s upcoming fall campus survey.
📝 EPISODE THEMES
00:00 – Welcome and Guest Introduction
01:35 – Zoe Swartz’s Background and Achievements
03:28 – Community Involvement and Sponsors Organization
05:21 – Discussion on Multifamily Housing Appraisals
07:33 – Analyzing Profit and Loss Statements
12:00 – Current Market Trends and Cap Rates
18:22 – Impact of Interest Rates on Multifamily Sales
26:01 – Market Fundamentals and Future Outlook
33:39 – Evolution of Student Housing
34:15 – Challenges of Older Properties
35:09 – Income and Expense Volatility
35:25 – Impact of In-Unit Laundry
37:07 – Large Units and Market Demand
38:05 – High Demand for Big Houses
39:13 – New Construction Trends
40:33 – Property Management Insights
42:30 – Preparing Multifamily Properties for Sale
47:57 – Common Mistakes in Property Management
51:54 – Advice for New Investors
52:53 – Future of Eugene Springfield Market
55:02 – Conclusion and Future Plans
🔗 CONNECT WITH ZOE SWARTZ
Website: www.viewpointappraisals.com
Email: zoe@viewpointappraisals.com
Phone: 541-953-3097
#EugeneRealEstate #OregonRealEstate #StudentHousing #MultifamilyProperties #RentalMarket #RealEstateAppraisal #MarketTrends #CapRates #PropertyValuation #RealEstateMarket
In this powerful conversation, I had the pleasure of joining David Moore of Equity Advantage to explore the ins and outs of real estate investment strategy—from 1031 exchanges to DSTs, multi-family property management, seller financing, and beyond. Whether you're an experienced investor or just getting started, this episode is packed with insight on preserving wealth, planning for retirement, and navigating the complexities of property ownership and taxation.
🏡 Key Topics Covered:
- 1031 Exchanges & DSTs
- Triple Net Properties
- Property Management Tips
- Seller Financing & Structured Sales
- Joint Ownership & LLC Considerations
- Tax Implications, Estate Planning & More
STAY AHEAD IN CRE 💌📬 Stay Sharp in Commercial Real Estate
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Join the Commercial Connections Newsletter — a quick, actionable read for brokers, investors, and CRE professionals.
👉Subscribe Now: https://mailchi.mp/1031guru/s9ue8qa0d4
🎧 Listen to this episode on your favorite platform:
Spotify: https://open.spotify.com/episode/5GujmPmEK8DXuqsAXHcxrh?si=edd48bff7b7d4a40
Apple Podcasts:
https://podcasts.apple.com/us/podcast/real-estate-wealth-hacks-1031-121-dst-explained-with/id1760054257?i=1000701146921
Watch on David’s Channel: https://www.youtube.com/watch?v=bwTHzZvpCRk
📺 Liked this conversation?
Check out my own sit-down with David: 👉
"How Can David Moore Help You Master 1031 Exchanges?"
🎥 https://www.youtube.com/watch?v=5aJQJF1lhbA
CONNECT WITH RENÉ NELSON 🎙️
Website: https://www.eugene-commercial.com/
Youtube: https://www.youtube.com/@renenelsonccim1031/videos
LinkedIn: https://www.linkedin.com/in/renenelsonpacwestcommercialrealestate/
Facebook: https://www.facebook.com/profile.php?id=61574316732608
Ready for To Take the Next Step? Book a 15 min Complimentary Discovery Call with René: https://callwithrene.as.me/InitialCall
💌 STAY AHEAD YOUR WAY
Want smarter insights, market trends, and strategies delivered straight to your inbox? Join the Commercial Connections Newsletter — a quick, actionable read for brokers, investors, and CRE professionals.👉 Subscribe now
📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I’m joined by David Moore, CEO of Equity Advantage Incorporated and a nationally recognized expert in 1031 Exchange facilitation.
David walks us through:
⦿ The strategic role of 1031 exchanges beyond tax deferment
⦿ The napkin test, continuity of investing, and phantom gain
⦿ How to approach complex scenarios with Delaware Statutory Trusts (DSTs) and 721 exchanges
⦿ Tax liabilities, holding periods, and planning ahead
⦿ Legal and financial nuances that shape real estate investment outcomes
If you're looking to make smarter, tax-savvy real estate decisions, this conversation is packed with expert insight.
📝 EPISODE THEMES
00:00 – Introduction: The Communication Shift
00:05 – Planning and Investment Strategies
00:54 – Guest Introduction: David Moore
02:29 – Understanding 1031 Exchanges
03:22 – The Importance of Planning in 1031 Exchanges
04:27 – Navigating Tax Liabilities and Investment Decisions
07:08 – Rules and Requirements of 1031 Exchanges
17:03 – Challenges and Solutions in 1031 Exchanges
26:42 – Tax Implications of Real Estate Transactions
27:11 – Understanding DSTs and 721 Exchanges
28:03 – Holding Periods and Investment Strategies
29:04 – Navigating Complex Real Estate Scenarios
30:42 – Challenges in Real Estate Transactions
33:21 – Market Trends and Economic Factors
39:38 – Foreclosure and Phantom Gain
42:00 – Strategies for Managing Real Estate Investments
50:58 – Final Thoughts and Resources
🔗 CONNECT WITH DAVID MOORE
Website 1031exchange.com
YouTube: https://www.youtube.com/channel/UCbyThSCgw2mJwyIn30aCVEg
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-1031-exchange-brothers/id1760054257
Spotify: https://open.spotify.com/show/2YG7vhSKjcNybTPKArtkbU?si=e169c480f6194e9a Instagram: https://www.instagram.com/equity_advantage/
Phone: 800-735-1031
#RealEstate #Investing #1031Exchange #TaxStrategy #CommercialRealEstate #InvestSmart
💌 STAY AHEAD YOUR WAY
Want smarter insights, market trends, and strategies delivered straight to your inbox?Join the Commercial Connections Newsletter — a quick, actionable read for brokers, investors, and CRE professionals. 👉 Subscribe now
📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️ EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I share my personal and professional journey—from 20 years as a mortgage broker to becoming a CCIM commercial real estate advisor.
I talk about:
⦿ The ethical dilemma that led me to leave the mortgage industry
⦿ Breaking barriers as a woman in a male-dominated field
⦿ Why knowing your numbers and managing property well matters
⦿ How rising interest rates are reshaping investor strategy
⦿ The value of the CCIM designation and lifelong learning
We also look ahead at trends like AI in real estate and strategies for building long-term financial freedom.
📝 EPISODE THEMES
00:00 – Introduction and Guest Welcome
01:23 – René’s Journey into Commercial Real Estate
06:57 – Challenges in the Real Estate Market
08:19 – Advice for New Investors
11:35 – The Importance of Education and Networking
24:30 – Future Trends in Commercial Real Estate
28:29 – Conclusion and Next Episode Preview
#Networking #RealEstateInvesting #EducationMatters #RealEstateAdvice #PodcastEpisode #InvestmentTips
💌 STAY AHEAD YOUR WAY
Want smarter insights, market trends, and strategies delivered straight to your inbox?Join the Commercial Connections Newsletter — a quick, actionable read for brokers, investors, and CRE professionals.👉 Subscribe now
📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call
🎙️ EPISODE SUMMARY
In this episode of Commercial Connections: Investing with Confidence, I sit down with podcast producer Brittny to explore the essentials of due diligence in commercial real estate transactions.
We cover:
⦿ Reviewing financials, leases, and inspection reports
⦿ Key areas to evaluate: building systems, roof, sewer, ADA, and more
⦿ Environmental assessments and legal red flags
⦿ How to use timelines and negotiation strategies to your advantage
⦿ Why CPAs and real estate attorneys are critical to a smooth closing
Whether you’re buying your first multifamily property or planning a strategic exit, this episode will sharpen your due diligence process and reduce risk at every step.
📝 EPISODE THEMES
00:00 – Introduction to Commercial Investing
01:11 – Understanding Due Diligence
02:29 – Reviewing Financial Documents
03:15 – Inspecting Leases and Properties
04:05 – Importance of Thorough Inspections
05:23 – Roof and Sewer Inspections
15:01 – Negotiating Repairs and Concessions
18:58 – ADA Compliance and Accessibility
22:54 – Hot Water Heater Safety Measures
23:45 – Understanding Phase 1 Environmental Inspections
25:57 – The Importance of Environmental Questionnaires
30:02 – Costs of Various Inspections
30:44 – Due Diligence Process and Timelines
32:53 – Preliminary Title Reports and Easements
37:20 – The Role of Real Estate Attorneys
39:33 – Benefits of Using LLCs for Property Ownership
42:42 – Final Thoughts on Due Diligence
#RealEstateInvesting #Proforma #CCIM #CapRate #InvestingTips #PropertyManagement #RealEstateFinance