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Bouncing Blue Balls E1

April 4, 2022 by Karen

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Phoenix Business Radio
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Bouncing Blue Balls E1

For the launch, Carla sits down with teammates Aaron Dutcher and Audra Travis of MHG Commercial. The trio discuss what MHG Commercial is, who they help, and how they support each other.

You’re never as strong as you think you are until you have to go through it –Aaron Dutcher

Find out if there is there a real estate bubble burst looming. How is the current market different than 2008?

Listen to find out what “Resimmercial” means and how MHG Commercial found the perfect niche at the crossroads of residential & commercial real estate. How are industrial buyers affecting the Phoenix market and the average home/commercial buyer? Find out what makes the balls of blue bounce.

MHG Commercial’s vetted and experienced advisors have a wide range of complementary professional expertise that encompasses every aspect of commercial real estate from office to industrial development, raw land to luxury commercial, and multifamily to subdivision development.

My Home Group is one of the fastest growing real estate brokerages in the United States. With the addition of the commercial division in 2019, the team has grown at an astonishing rate, adding more team members to total 15 agents as of March 2023.

Aaron-Dutcher-Smashing-Through-WallsAaron Dutcher’s career in real estate started in Y2K. He was reunited with a hometown buddy who convinced him that people actually did rent houses and a career in investment real estate was born. Since then he has encountered every aspect of real estate from residential to luxury, single family to development and raw land to commercial. Always approaching each enterprise with his grassroots mentality and always focused in real estate investing. In supervising everything from VA assumptions to subdivision development, Aaron excels at out of the box thinking and transactions that require a more hands-on approach and ingenuity.

As an Associate Broker and Executive Director along with other skilled and ambitious people, he managed a real estate portfolio in excess of 500M and purchased/sold over 4000 properties during his administration. As a natural progression of real estate investing his first commercial deal was in 2004, and it hasn’t stopped. Never being one to let the market determine his outcome, Aaron is certainly not scared to reinvent his model to shift with the ebb and flow of the market. As foreclosures entered the marketplace, Aaron was able to lead the charge with his company at the courthouse steps to purchase thousands of properties, not only for individual investors but also for large institutional and REIT buyers. He then shifted into fix-and-flips alongside wholesale properties.

Aaron became a broker in 2006 and has been a branch manager, managing broker, and designated broker. From 2010 to 2015, along with his partner, he ran and operated his boutique brokerage. He was slowing down the pace, reducing the clients, and building multiple businesses. Aaron has owned and sold a number of his own businesses, subsequently giving him a knack for working with local and regional business owners to purchase and sell their own businesses as well as purchase and lease their commercial real estate.

Connect with Aaron on LinkedIn, Facebook and Instagram.

Audra-Travis-Smashing-Through-WallsAudra Travis moved from Ann Arbor Michigan to Tempe Arizona in 1992 with the intention of enrolling in Arizona State University teaching program with hopes and dreams of teaching Junior High School Science. She was placed in a teaching program in Tempe immediately. As it turns out teaching was not in her future.

During this transition Audra served as the maître de at various fine dining establishments further refining her customer centric views. Following the restaurant years, Audra worked for a family-owned Acura shop, writing service and co-founding the Phoenix NSX club hosting events and race days.

Audra developed an interest in real estate and felt that real estate, coupled with her previous experience, was a logical fit the foreseeable future. Audra had the pleasure to land her first real estate position with John Hall & Associates where she met John Johnson, co-founder and co-owner of Utah based builder, J. Ballard Homes. This position launched Audra into managing and operating the property management arm of J. Ballard Homes in Salt Lake City.

However, Audra was not done. She saw a need for yet another arm and after bringing the right people together, Park Place Homes was born, which developed a 42 lot luxury subdivision in the area known as “The Point of the Mountain” and created luxury homes named after Hollywood starlets such as “The Monroe”. She also created “The Design House” , which allowed clients to design and upgrade their home new homes for both J. Ballard and Park Place Luxury Homes.

The recession hit and Audra was forced pivot into flipping homes where she did the bulk of the work herself – leaving only a few items to the pros. Her favorite tools are the sawzall and 45 lb jackhammer! She also began seminar for first time home buyers and decided to approach one of her neighbors about investing in multifamily homes, which led to her first commercial deal. She worked in both commercial and residential real estate and coined the term “Rezimercial Agent”, but in November 2019 she joined Aaron Dutcher’s team, MHG Commercial Real Estate, to focus primarily on commercial real estate.

About Show

Smashing Through Walls is geared toward a guide through complex commercial real estate and finance topics while adding humor and anecdotes along the way. Discover what is going on in the valley and beyond with host Carla Magee, broker at MHG Commercial.

About Our Host

Carla-Magee-MHG-Commercial1Carla Magee’s background is designed with the investor in mind. After obtaining her finance degree from the University of Washington in Seattle, she worked for large corporations like Boeing and Microsoft. With a critical eye and flair for analytics, she was able to shave millions in lost profits, managing cross-functional teams by utilizing her Green Belt in Six Sigma and Masters Certification in Project Management.

Ultimately she realized that she couldn’t be contained in an office environment working for the corporate world. Being an investor herself, she came into real estate as an investment & multifamily property specialist, effectively applying her education & skillset. Carla excels in helping investors make sound decisions for their financial goals, in real estate negotiations, and takes deep pride in educating homebuyers and sellers.

On a personal note, Carla is a busy wife & mother to two daughters. In addition to an ever growing career and podcast, she also enjoys volunteering and being active in the community. She has a deep love for Arizona and although she travels whenever possible, she always finds her way back to the beautiful Sonoran Desert.

Connect with Carla on LinkedIn.

About Our Sponsor

MHG Commercial emerged from the highly successful and innovative residential brokerage: My Home Group. MHG Commercial’s vetted and experienced advisors have a wide range of complementary professional expertise that span over 100 years of cumulative experience. mhg-commercial-logo

Encompassing every aspect of commercial real estate from office to industrial development, raw land to luxury commercial, and multifamily to subdivision development. We excel at out of the box thinking and transactions that require a more hands-on approach and ingenuity.

No matter the property type or service need, our commercial advisors are committed to your objectives. Combined with business finesse and unsurpassed market intelligence, MHG Commercial brokers help you determine and surpass your business goals.

Follow MHG Commercial on Facebook and Instagram.

Tagged With: Arizona real estate, Big glass buildings, commercial land, commercial real estate, commercial sales and leasing, Multi family housing, real estate investing

Jeff Hammond of SVN-Creviston Realty and Tim Husted of Taillefer Commercial Group

March 29, 2022 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
Jeff Hammond of SVN-Creviston Realty and Tim Husted of Taillefer Commercial Group
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Jeff Hammond, Brian Peart, Tim Husted, Bruno Taillefer

Jeff Hammond/SVN Creviston Realty

The SVN brand was founded in 1987 out of a desire to improve the commercial real estate industry for all stakeholders through cooperation and organized competition. SVN is now a globally recognized commercial real estate brand united by a shared vision of creating value with clients, colleagues and their communities. When you choose SVN, you mobilize the entire SVN organization of experts and all their trusted relationships to act on your behalf. This shared network is the SVN Difference.

Tim Husted/Taillefer Commercial Group

The Taillefer Commercial Group brings industry knowledge, integrity, and high level of communication to every client and project. Researching every customer’s need to ensure Taillefer Commercial Group is bringing only the best options for their investors, business owners, and clients. No matter what your timeline or daily schedules consists of, Taillefer’s group of agents can assist in making any site visits, meetings and closings work for their clients.

Top Realtors of Atlanta is proudly presented by

Tagged With: brian peart, bruno taillefer, commercial capital limited, commercial real estate, Creviston Realty, Jeff Hammond, Keller Williams, real estate, real estate agents, realtors, svn, SVN Creviston Realty, Taillefer Commercial Group, Tim Husted, top realtors, top realtors of atlanta, top realtors podcast

The S&N Team and The Baylis Group

March 8, 2022 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
The S&N Team and The Baylis Group
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Bruno Taillefer, Nitin Arora, Surabhi Arora, Shana Baylis and Brian Peart

Nitin & Surabhi Arora/The S&N Team (Keller Williams)

The S&N Team is helping you make new memories. Turning their passion into their profession, Nitin and Surabhi Arora were eagerly researching real estate properties for their family and also helping their friends find the best homes when a good friend suggested they get a real estate license. Since then, they have become the husband-and-wife team in the real estate business who are passionate about helping people find the best homes and create new memories in them.

Sincerity, diligence, and integrity have been their working values and they were soon recognized as one of the top agents in the north Atlanta area. Their areas of expertise include first-time home buyers as well as in-state and out-of-state buyers and investors. Their team is growing and continuously helping families buy and sell their homes. Through their clients’ thoughtful reviews, they are committed to guiding people to make informed decisions in today’s real estate market.

Shana Baylis/The Baylis Group (Keller Williams)

The Baylis Group is a real estate company that is changing lives through real estate. They help their clients achieve their real estate dreams by offering the best service, communication, and skills with their expert home selling specialists. They are here to impact, empower, and serve their clients, agents, and the community.

Top Realtors of Atlanta is proudly presented by

 

Tagged With: Baylis Group, brian peart, bruno taillefer, commercial capital limited, commercial real estate, Keller Williams, Nitin Arora, real estate, real estate agents, realtors, residential real estate, S & N Team, Shana Baylis, Surabhi Arora, Taillefer Commercial Group, top realtors, top realtors of atlanta, top realtors podcast

Debra Forrest, Forrest Consulting & Associates, Inc.

December 3, 2021 by John Ray

Forrest Consulting
North Fulton Business Radio
Debra Forrest, Forrest Consulting & Associates, Inc.
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Debra Forrest, Forrest Consulting & Associates, Inc. (North Fulton Business Radio, Episode 416)

With a deep background in commercial real estate valuations, Debra Forrest, President and Principal Broker at Forrest Consulting and Associates, brings value-added experience to her brokerage practice. Debra and host John Ray discussed various aspects of the current commercial real estate market, common mistakes tenants make, the value of appraisals, tax assessments, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Forrest Consulting & Associates, Inc.

Forrest Consulting & Associates, Inc. (FCA) is an emerging commercial and investment real estate practice offering clients comprehensive solutions when buying and selling commercial properties.  Our specialty is maximizing value in commercial assets. Our goal is to help clients get it right from the start because the value is created when you buy. and avoid overpaying. FCA solution strategies are designed to help:

1. Business owners open new locations that maximize production
2. Investors increase equity through the process of acquiring, managing, and disposing of assets
3. Commercial property owners reduce tax liabilities

Forrest Consulting & Associates, Inc. is a registered brokerage firm with the Georgia Real Estate Commission.

Company Website | LinkedIn | Facebook

Debra Forrest, President & Principal Broker, Forrest Consulting & Associates

Debra Forrest, President & Principal Broker, Forrest Consulting & Associates

Debra Forrest brings 24-years of experience in commercial real estate valuations into her brokerage and asset management practice. Her analysis has helped clients make investment and financial decisions involving retail, office, multi-family, commercial land, distressed properties and more.

Debra is a retired Georgia Hearing Officer, presiding more than eight years over property tax appeals at the Fulton County Board of Equalization. She has rendered fair market value decisions in disputes between county tax appraisers and owners of complex commercial properties throughout Atlanta, Midtown, Buckhead, Sandy Springs, and many in Alpharetta, including the Avalon development.

She is a graduate of the University of Mississippi (Ole Miss) with a B.B.A. in Real Estate and has been in real estate ever since.

Debra is a licensed Georgia Real Estate Broker and Certified General Real Property Appraiser. She is a member of the Atlanta Commercial Board of Realtors and Candidate Member of the CCIM Institute (Certified Commercial Investment Member).

LinkedIn

Questions and Topics Discussed in this Episode

  • What is the difference between real estate vs real property?
  • What are the different types and lease structures and how do you help prospective tenants understand the terms?
  • What tenants should know when leasing office space for their family business.
  • What tenants should know when leasing retail space for their family business.
  • What is the biggest concern business owners have when buying or selling commercial real estate?
  • Do you perform Broker Price Opinions (BPO)?

 

North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: commercial lease, commercial real estate, commercial tenants, Debra Forrest, Forrest Consulting and Associates, John Ray, North Fulton Business Radio

Brandon Wheeless, ALUX Properties

October 26, 2021 by John Ray

Brandon Wheeless, ALUX Properties
North Fulton Business Radio
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Brandon Wheeless, ALUX Properties

Brandon Wheeless, ALUX Properties (North Fulton Business Radio, Episode 403)

Blending healthcare with lifestyle and fitness is the unique concept behind The Bailey, a first-of-its-kind mixed use development coming to Alpharetta. ALUX Properties is the company behind The Bailey, and ALUX Chairman & CEO Brandon Wheeless joined host John Ray to share details of this exciting new development, his entrepreneurial journey, other ALUX projects, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

The Bailey

A beautiful, tech-centric wellness center.

A jaw-dropping medical rehab facility.

Exquisite hospitality suites. The Bailey will exhibit elite aesthetics, capture human physiology, incorporate current environmental principles, and tie it all within the context of luxury.

The Bailey will redefine the look, feel, and meaning of “country clubs” everywhere.

Website

ALUX Properties

ALUX is a development company that designs residential and commercial spaces that utilize innovative technological solutions to enhance their client’s experience.

They are solidifying our brand to become a leading name in the residential and commercial real estate development industry – trusted for innovative design, superior quality, and unmatched reliability. Through continued collaboration of industry experts from conception to completion, they deliver quality and dynamic projects that will undoubtedly meet and exceed the needs of their clients.

They offer a comprehensive range of development and management services that include Residential and Commercial Development, Construction Management, Consulting, and Property Management.
Company website

Brandon Wheeless, CEO and Chairman, ALUX Properties

Brandon Wheeless, CEO and Chairman, ALUX Properties

The mastermind and driving force behind The Bailey development is Brandon Wheeless, a U.S. Armed Forces Veteran who is the founder, CEO and Chairman of Atlanta-based ALUX Properties, a global luxury design, building and management firm. Leveraging innovative technological solutions, the company is committed to enhancing quality of life – one project at a time – and serving as a trusted source for cutting-edge design, superior quality and unmatched reliability in the real estate sector.

Over the past decade, Wheeless has honed his expertise in commercial real estate and construction developing an array of industrial, office, retail, institutional and mixed-use structures. He began his career in project management while serving in the U.S. Navy, and later the U.S. Army, from 2006 to 2017, piloting ambitious logistical operations for personnel and equipment movement to stations and bases around the world – including managing a fleet of 750 vehicles.

Following his PMP accreditation and acquisition certifications, the Army appointed him to execute several infrastructure building projects for local and international bases. These ground-up, large-scale developments ranged in budget size from $2 million to over $2.7 billion. Wheeless takes projects from conception to ribbon-cutting, incorporating forward-thinking energy efficiency and environmental remediation initiatives along the way. He founded ALUX Properties in 2017.

In addition to his professional accomplishments, Wheeless is a former NCAA Division I basketball player who graduated magna cum laude from Norfolk State University, where he played an integral role on the 2012 championship basketball team.

With his impressive background and achievements in sports, military, and business ventures – all of which demand the utmost in discipline and skill – Wheeless is uniquely positioned to bring his latest dream to life with The Bailey, a first-of-its-kind, multi-use regional development with a tech-centric focus on lifestyle-meets-health features. As the son of an award-winning chef, his passion for creating a world-class hospitality destination like The Bailey comes naturally.

LinkedIn | Instagram

Questions and Topics Discussed in this Episode

  • Share with us your plans for The Bailey, the first-of-its-kind wellness development coming to Alpharetta
  • What are some of your goals for The Bailey and ALUX Properties?
  • Tell us about your experience as a developer
  • What have been some of the challenges and most rewarding aspects of taking on a project of this magnitude?
  • ALUX Properties also opened Aria Spirits – what can you tell us about this recent development and what makes it unique?
  • Is there any advice you could give to business leaders in the area or perhaps something you wish you had known while starting out?
  • Where can we find out more information on The Bailey?

North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Alpharetta, ALUX Properties, Brandon Wheeless, commercial real estate, healthcare club, John Ray, mixed use development, North Fulton Business Radio, real estate development, The Bailey, wellness

John Herbert, Herbert Legal Group

September 21, 2021 by John Ray

Business Beat
Business Beat
John Herbert, Herbert Legal Group
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Herbert Legal Group

Frazier & Deeter’s Business Beat:  John Herbert, Herbert Legal Group

John Herbert of Herbert Legal Group joined this edition of Business Beat with host Roger Lusby to discuss his legal and strategic advisory practice, both domestic and international. John shared what he sees with commercial real estate activity in North Fulton, his work on various investment projects in Africa, assisting international investors in buying U.S. real estate, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Herbert Legal Group

From the smallest start-up to the industry giant, legal solutions are no longer a luxury. Whether it is that one incident that requires intense legal representation or simply issues that arise naturally in the day-to-day business context, companies need a law firm that is on their side.Herbert Legal Group

Herbert Legal Group wants to be an integral member of your business team. Nothing splits up a team more than that unexplained, surprise invoice for services clients were not expecting, did not approve of, or did not understand. Time-based billing creates a wall of separation between team members which can hamper even the best working relationship. So Herbert Legal Group delivers solutions, not minutes.

Company website | LinkedIn

John Herbert, Principal, Herbert Legal Group

John Herbert, Principal, Herbert Legal Group

John Herbert has been practicing law since 1994. In 2013 he decided to transform my practice and the way legal services are delivered to small and medium-sized businesses.

He realized that he was missing out on opportunities because people were afraid to call out of fear that the clock would be running, and they would be hit with a huge bill for his time. At the same time, companies were missing critical legal services out of fear.

Herbert Legal Group’s biggest competition is not other law firms. Their biggest competition is business owners doing nothing. Herbert Legal will take that call. They will take that meeting. If they cannot offer you a solution during that time, then that time is on them. At least you will trust them enough to call them next time.

They are business owners just like you and understand the opportunities and challenges of building something lasting and important. HLG cannot commit to open-ended invoicing from their service providers either. They measure their resources and employ them in a way that creates value for the clients first and the company second. Sound familiar? They treat you the way you want to be treated.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Africa, business attorney, commercial real estate, commercial real estate investing, economic development africa, foreign investment in the U.S., foreign investors, Frazier & Deeter's Business Beat, Frazier and Deeter, Herbert Legal Group, investing in Africa, John Herbert, Roger Lusby

Michael Bull, Bull Realty

June 18, 2021 by John Ray

Michael-Bull-Bull-Realty
North Fulton Studio
Michael Bull, Bull Realty
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Bull Realty

Michael Bull, Bull Realty (The Exit Exchange, Episode 6)

Michael Bull of Bull Realty and host of America’s Commercial Real Estate Show surveys the current health of the commercial real estate market, the advantages of being open to all options regarding selling or leasing a property, how the details in a lease agreement can impair the value of a business, his thoughts on the Atlanta market, and much more. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Bull Realty

Michael Bull founded Bull Realty in 1998 initially with two primary missions: to provide a company of brokers known for integrity and to provide the best disposition marketing in the nation.

Now Michael and his brokers provide disposition, acquisition, project leasing, tenant representation, and advisory services in all major property sectors. Michael personally leads a team focused on office investment sales.

Company website | LinkedIn | Facebook | Twitter | YouTube

Michael Bull, President, Bull Realty

Bull Realty
Michael Bull, President, Bull Realty

Michael Bull, CCIM, founder and CEO of Bull Realty, is an active commercial real estate advisor. He is a licensed broker in nine southeast states and has assisted clients with over 6 billion dollars of transactions over his 35-year career. You may know Michael as host of America’s Commercial Real Estate Show. The popular weekly show began broadcasting in 2010 and today is heard by millions of people around the country. Michael and other respected industry analysts, economists and leading market participants share market intelligence, forecasts, and success strategies.

LinkedIn

 

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tagged With: America's Commercial Real Estate Show, Bob Tankesley, Bull Realty, commercial real estate, commercial real estate investing, David Shavzin, Exit Planning Exchange, Michael Bull, XPX Atlanta

Brian C. Adams, Excelsior Capital

May 27, 2021 by John Ray

Excelsior Capital
Nashville Business Radio
Brian C. Adams, Excelsior Capital
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Excelsior Capital

Brian C. Adams, Excelsior Capital (Nashville Business Radio, Episode 14)

Brian Adams of Excelsior Capital joined host John Ray to discuss the commercial estate investments his firm organizes for individuals, families, and family offices. Brian assessed the investment attractiveness of Nashville and other markets, discussed why Excelsior’s approach is much more tax friendly than larger commercial real estate funds, and much more. “Nashville Business Radio” is produced virtually from the Nashville studio of Business RadioX®.

Excelsior Capital

Excelsior Capital is a real estate private equity sponsor based in Nashville, Tennessee that specializes in yield generation by primarily focusing on stabilized income and capital preservation.

Their strategy centers around their belief that real estate assets are undervalued in secondary markets that possess strong underlying economic fundamentals. Within these MSA’s, they target stable assets located in healthy submarkets and have a strong history of occupancy. To capitalize on this strategy, they focus on assets in the $10M-$25M range, which are often overlooked by institutional investors.

Company website | LinkedIn

Brian C. Adams, President and Founder, Excelsior Capital

Excelsior Capital
Brian C. Adams, President and Founder, Excelsior Capital

Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

LinkedIn

Questions and Topics in this Interview

  • Secondary growth markets and key demographic metrics driving change
  • Syndication platforms focused on taxable high net worth investors and family offices
  • Direct Co-Investment structure for RIA’s/boutique wealth management firms/ multifamily offices
  • Rebirth of the suburban office
  • Tax advantages of direct real estate ownership

“Nashville Business Radio” is hosted by John Ray and produced virtually from the Nashville studio of Business RadioX®.  You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Tagged With: Brian C Adams, commercial real estate, commercial real estate investing, Excelsior Capital, family offices, secondary growth market, syndication platforms

Felicia Darling, DTSpade Specialized Real Estate, Jade Getchell, Enlighten Design & Marketing, and Richard Rehme, Intelligent Office (Family Business Radio, Episode 15)

December 11, 2020 by John Ray

DTSpade Specialized Real Estate
Family Business Radio
Felicia Darling, DTSpade Specialized Real Estate, Jade Getchell, Enlighten Design & Marketing, and Richard Rehme, Intelligent Office (Family Business Radio, Episode 15)
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Felicia Darling, DTSpade Specialized Real Estate, Jade Getchell, Enlighten Design & Marketing, and Richard Rehme, Intelligent Office (Family Business Radio, Episode 15)

Host Anthony Chen welcomes Felicia Darling of DTSpade Specialized Real Estate to discuss commercial real estate issues for business owners. Jade Getchell, Enlighten Design & Marketing, also joined the show to share her work as a “marketing department for hire,” while Richard Rehme, Intelligent Office, discussed how he helps business owners with offices and administrative services. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Felicia Darling, Commercial Brokerage Partner, DTSpade Specialized Real Estate

Felicia Darling, DTSpade Specialized Real Estate
Felicia Darling, DTSpade Specialized Real Estate

DTSpade is an Atlanta commercial real estate firm committed to helping Clients within Healthcare, Medical, Dental, Government, and Pre+Equity organizations make excellent decisions on office space. DTSpade brokers are Partners who work as a team to expertly address client needs. They partner with clients before, during, and after the process to make the commercial real estate transaction work in the client’s favor.

Felicia Darling brings over 20 years of experience in the healthcare industry to commercial real estate. She graduated with honors from Vanderbilt University with a B.S. in Education and Special Education and received her Master’s Degree in Audiology and Speech-Language Pathology from the University of Memphis. Felicia received the National Certification of Clinical Competence from the American Speech-Language-Hearing Association (ASHA) and holds an active Speech-Language Pathology license in three states (Georgia, Indiana, and California). She has worked in various settings including rehabilitation centers, private clinics, skilled nursing facilities, schools, and home health. Felicia has collaborated with physical therapists, occupational therapists, physicians, nurses, social workers, and dietary managers to bring the best quality healthcare to patients. In commercial real estate, Felicia has helped medical practices expand their footprint across Georgia. She has an active real estate license with the Georgia Real Estate Commission. Felicia is also a member of the Atlanta Commercial Board of Realtors. She looks forward to continuing to facilitate growth for businesses.

Company website

Jade Getchell, Owner, Enlighten Design & Marketing

Jade Getchell, Enlighten Design & Marketing
Enlighten Design & Marketing is your marketing department for hire and partner in government contracts. When you work with us, you remain the Chief Marketing Officer, we become your Marketing Director. We don’t believe in hijacking dreams, only helping make them become reality. We do all of this with full confidentiality in place.

Following her passion for graphic design and brand development, Jade Getchell started Enlighten Design & Marketing to help companies promote their own unique story to draw in lifetime customers. Jade specializes in core marketing areas such as communications materials, brand identity, business development, and government contracting materials. Whatever your communication or marketing needs are, Jade and her team are equipped with solutions that assist with success!

Enlighten Design & Marketing works with a range of companies, nonprofits, and government contractors. Jade’s marketing leadership has helped her clients close deals and achieve higher sales thanks to brand awareness and messaging. She has the ability to create communications materials that are easy to read and aesthetically beautiful to win business. She works with clients to identify intentions and implement solutions that ensure repeat business and brand loyalty.

Jade graduated from Kennesaw State University with a degree in Management and Entrepreneurship. She is a wife to an amazing man, a mother to two incredible children, and loves spending time working out, singing, and spending time with her family.

Company website

Richard Rehme, Owner, Intelligent Office

Richard Rehme, Intelligent Office

Work is an activity, not a location. Intelligent Office provides clients with the facilities and administrative support so they can literally work anywhere and still maintain a professional image. They offer conference room and office rental, address and mail services, custom management of incoming calls, support for special projects; literally any service that will help grow a clients’ business. At Intelligent Office, clients only use the services they need and only pay for the services they use. They focus on the routine so clients can focus on the important.

Richard Rehme currently serves as President & Owner of the Intelligent Office locations in Atlanta, Ga. His 20 years of executive business operations and finance leadership with Fortune Global 100 organizations have positioned him as an expert in the field of business efficiency and administrative support services in growing companies.

Company website

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: administrative support, Anthony Chen, commercial real estate, design, DTSpade Specialized Real Estate, Enlighten Design & Marketing, Family Business Radio, Felicia Darling, Intelligent Office, Jade Getchell, marketing, Richard Rehme

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