• Legacy Planning Episode 2 - Succession Planning
    Dec 18 2024

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    Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.

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    45 mins
  • Legacy Planning Episode 1 - Why Have a Trust
    Oct 29 2024

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    Jordan and I sit down with Phil Cook CPA, Sr Director with Pacific Trust Company and Bridger Trust Company to discuss the value of setting up a trust and how to best position yourself for success with the right trustee. Whether your estate is $10m or over $50m, Phil lays out the strategy and plan for what to consider and who should be on your team.

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    45 mins
  • Management Services Episode 15 - Out of Area CRE Owners & Investors
    Jul 16 2024

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    I sit down with NAI Elliott President, Jordan Elliott to discuss what out of area and international investors and property owners should look for and consider when investing in and owning commercial real estate in unfamiliar markets, when it comes to how to manage the asset/investment.

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    25 mins
  • Management Services Episode 14 - First Downturn As An Owner
    May 25 2024

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    In this episode we discuss what new CRE owners may be going through and what they should do during a downturn in the market. If you purchased CRE after 2010, you will get some valuable insights into what to lookout for and how to survive/thrive.

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    28 mins
  • Management Services Episode 13 - Selling a Business with Real Estate
    Feb 27 2024

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    I sit down with NAI President, Jordan Elliott, and International Business Associate's President, Gregory Kovsky, and Head of Business Development, Curt Maier, to discuss selling your business and real estate.

    Topics Discussed:

    1) Steps for a successful sale of your business

    2) What to look for in representation

    3) Current trends in selling your business today

    4) How to backfill vacant space with a franchise

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    49 mins
  • Management Services Episode 12 - Succession Planning & Strategies
    Feb 23 2024

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    I sit down with NAI President, Jordan Elliott, and Scott Greve, Senior Real Estate Advisor with wealth advisory firm Brighton Jones, to discuss family succession planning when investment real estate is involved.

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    28 mins
  • Management Services Episode 11 - Kicking Off 2024 With Evaluations
    Jan 31 2024

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    I sit down with NAI Elliott President, Jordan Elliott, to discuss strategies and best practices for evaluating your investment property. We also discuss the difference between being a Landlord and a Property Owner. Kicking off 2024!

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    29 mins
  • Management Services Episode 10 - 2023 Year In Review
    Nov 27 2023

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    I sit down with NAI Elliott President, Jordan Elliott, to review 2023 from an asset and property management perspective and we discuss our thoughts about what property owners and investors should be thinking about going into 2024.

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    38 mins