On The Edge
by Malcolm Davies
Latest episode
QOZ 1.0 vs. QOZ 2.0: Commercial Real Estate Opportunities with CIM &…
QOZ 1.0 vs. QOZ 2.0: Commercial Real Estate Opportunities with CIM &…
About this podcast
A podcast designed to truly show how commercial real estate deals actually get done. The strategies, the relationships, the connections and the structures that help real estate owners and developers to thrive in any market condition.
Episodes
The newest 20 of 21 episodes
- QOZ 1.0 vs. QOZ 2.0: Commercial Real Estate Opportunities with CIM & Way Capital · 32 min · Episode 21Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, speaks with two Principals at CIM, Garett Bjorkman and Robert Dupree, about the changes from 2017's…
- The Capital Stack: Masterclass in C-PACE Tranching with Cory Jubran of Nuveen Green Capital · 36 min · Episode 20Description: Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, sits down with Cory Jubran, Senior Director—West Coast Originations at Nuveen Green…
- Flexible Co-GP Structures Build Better Deals with Adrian Berger of Cypress Equity Investments · 31 min · Episode 19Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, speaks with Adrian Berger, Managing Director of Acquisitions at Cypress Equity Investments (CEI), to…
- The HUD Advantage: Maximizing Proceeds, Rates, and Refinancing Strategies with Aaron Krawitz of Bravo Capital · 36 min · Episode 18Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, sits down with Aaron Krawitz, Founder & CEO of Bravo Capital and Bravo Property Trust, to discuss how…
- The Trammell Crow Blueprint: Cultivating Talent, Strategy, and Vision in CRE with Greg Ames of Trammell Crow · 37 min · Episode 17Malcolm Davies, founder of Way Capital, sits down with Greg Ames, Southern California Market Leader at Trammell Crow, to explore the company's unique development and investment…
- Middle-Market Deals: Composition Strategies and Recapitalization with Neville Rhone of Arc Capital · 34 min · Episode 16Malcolm Davies, founder of Way Capital, welcomes Neville Rhone, Co-Founder and Managing Partner at Arc Capital Partners, to discuss extracting recapitalization opportunities in…
- Finance Fundamentals: The Mechanics of Debt Investing with Kamau Coleman of Offset Capital · 28 min · Episode 15Malcolm Davies, founder of Way Capital, welcomes Kamau Coleman, Principal Partner at Offset Capital. Kamau has over two decades of experience in all aspects of commercial real…
- Private Equity Playbook: 20 Years of Real Estate Investment Wins with Jeff Reder of CenterSquare · 33 min · Episode 14Malcolm Davies, founder of Way Capital, welcomes Jeff Reder, Managing Director, Private Equity Real Estate at CenterSquare Investment Group. Jeff's distinguished 20-year career…
- Capturing Niche Markets in Commercial Real Estate with Deborah Smith of The CenterCap Group · 34 min · Episode 13Host Malcolm Davies, founder of Way Capital, speaks with Deborah Smith, CEO of The CenterCap Group. Deborah shares strategies for capturing niche markets, to uncover hidden…
- Succeeding in Commercial Real Estate: What You Need to Know with John Drachman of Waterford · 40 min · Episode 12Host Malcolm Davies, founder of Way Capital, speaks with John Drachman, Co-Founder and Head of Capital Markets for Waterford Property Company and Adjunct Professor at USC. As a…
- Cost Segregation Study Can Lower Tax on Commercial Real Estate Investments with Gian Pazzia of KBKG · 27 min · Episode 11Host Malcolm Davies, founder of Way Capital, speaks with Gian Pazzia, Chairman and Chief Strategy Officer at KBKG, about mitigating tax responsibilities for passive commercial…
- The Human "Edge" in Commercial Real Estate with Dan Cooperman of Mavik Capital · 28 min · Episode 10Host Malcolm Davies, founder of Way Capital, speaks with Dan Cooperman, Head of Investments at Mavik Capital Partners, about how integrating EQ, strong relationships, and a…
- Best LP Equity Investments: Middle Market Opportunities for Sponsors with Daniel Cho of Range Summit Capital · 31 min · Episode 9Host Malcolm Davies, founder of Way Capital, speaks with Daniel Cho, Managing Director of Range Summit Capital, about middle-market LP equity investments. Discover the unique…
- Women in Real Estate PE, Strategic Partnerships & Risk Management for Investor Returns with Cubby Sporrong of TPG Angelo Gordon · 35 min · Episode 8In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Cubby Sporrong, VP of Real Estate Private Equity at Angelo Gordon (AG). Their discussion covers the…
- The Agnostic Edge: Finding Quick Turnaround Deals with Jackson Brissette of Jofa Capital · 25 min · Episode 7In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Jackson Brissette, Co-founder and Managing Principal of Jofa Capital about the strategies he and his…
- Secondary Market Multi-Family Development Strategies with Dennis Allen of Wolverton Capital · 32 min · Episode 6In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Dennis Allen Managing Director of Wolverton Capital about the strategies Wolverton utilizes to make them…
- Family Office Investment Strategies with Michael Cohen of Lenox West Capital · 32 min · Episode 5In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Michael Cohen, CIO and Managing Director of Lenox West Capital. Michael shares insights about working as…
- Aligning with Institutional Investors Unlocks Success with Leo Simpser of LLJ Ventures · 34 min · Season 1 Episode 4In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Leo Simpser, Founder and Managing Director of LLJ Ventures. Leo discusses his unique vision for creating…
- Creative Financing Using CPACE Lending with Jared Schlosser of Peachtree Group · 34 min · Season 1 Episode 3In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Jared Schlosser, Executive Vice President of Hotel Lending at Peachtree Group about creative ways to…
- Capital in Lower & Middle Equity Markets with David Butler of Argosy Real Estate Partners · 37 min · Season 1 Episode 2In this episode, Host Malcolm Davies, founder of Way Capital, speaks with David Butler, co-CEO and Managing Partner of Argosy Real Estate Partners. Argosy creates diversified…







