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On The Edge

On The Edge

By: Malcolm Davies
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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.On The Edge Economics Personal Finance
Episodes
  • Private Equity Playbook: 20 Years of Real Estate Investment Wins with Jeff Reder of CenterSquare
    Dec 18 2025

    Malcolm Davies, founder of Way Capital, welcomes Jeff Reder, Managing Director, Private Equity Real Estate at CenterSquare Investment Group. Jeff's distinguished 20-year career in real estate investment disciplines is a testament to his expertise. This conversation reveals the core success strategies that have defined his enduring professional journey.

    Jeff shares his strategies for navigating market uncertainty. Focusing on private equity and commercial real estate fundamentals, Jeff highlights the critical roles of institutional investing and the importance of capitalizing on operating partners to thrive in challenging market cycles.

    Gain a greater understanding of:

    • Strategies for Career Longevity in Private Equity Real Estate

    • Public Markets Impact Private Markets

    • Checklist for Institutional Portfolio Success

    • Capitalize on Operating Partners

    • 2026-2027 Private Equity Real Estate Forecast

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    33 mins
  • Capturing Niche Markets in Commercial Real Estate with Deborah Smith of The CenterCap Group
    Nov 20 2025

    Host 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 opportunities that others overlook, the art of investing in business relationships, maximizing the exit value of your business, and what it will take to attract more women into commercial real estate.

    Gain a greater understanding of:

    • Investing in Business Relationships

    • Maximizing Exit Value

    • Capturing Niche Markets

    • Attracting Women to Commercial Real Estate

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    34 mins
  • Succeeding in Commercial Real Estate: What You Need to Know with John Drachman of Waterford
    Oct 28 2025

    Host 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 mentor to aspiring real estate professionals, John highlights the hard skills essential to brokering commercial real estate deals and the soft skills vital for cultivating strong, lasting client relationships.

    Gain a greater understanding of:

    • Executing a Business Plan in Commercial Real Estate

    • Investing in 2009's Market vs. Today's Market

    • Geographic Shifts in Market Dynamics

    • How Successful Entrepreneurs Adapt to Change

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    40 mins
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