The Altbook Podcast

Mercer Street's Alex Libin on 1031/DST Opportunities in Richmond, Virginia

Mercer Street [https://www.mercerstreetpartners.com/] is a real estate investment firm that strives to apply institutional-level acquisition and asset management tactics to middle-market transactions. The management team at Mercer has collectively acquired and managed over $3.5 billion in real estate investments across a multitude of asset classes including hospitality, multifamily, office, industrial, retail, and ground leases. We sat down with Managing Partner, Alex Libin, to discuss the firm, strategy and current 1031-eligible deals in Richmond, VA.

Senior Housing Trends with Bourne Financial Group's Jade Miller

Bourne Financial Group specializes in developing, acquiring, and operating seniors housing communities, leveraging over 50 years of owner-operator experience across senior housing, office, hospitality, retail, restaurant and other real estate sectors. We sat down with Bourne's President of Capital Markets, Jade Miller, at the most recent FactRight due diligence conference in Scottsdale, Arizona to discuss the unique characteristics and trends impacting investments in senior housing facilities.

CORE Pacific's Justin Morehead on Class A Multifamily DSTs

CORE Pacific Advisors (CORE) is a leading commercial real estate investment firm focused primarily on core and value-add real estate offerings. CORE's current deal, CPA Arbour Commons, utilizes a Delaware Statutory Trust (DST) structure, enabling investors to seamlessly transition proceeds from a 1031 exchange into this new venture. We had the opportunity to discuss this and more with CORE's CEO, Justin Morehead, at the FactRight due diligence conference in Scottsdale, Arizona

Bonus Depreciation & Gas Stations with NAI Legacy's Duane Lund

Duane Lund is the CEO of NAI Legacy, a full-service commercial real estate firm specializing in tax-efficient real estate investment solutions. Their team boasts a combined 150 years of experience in the commercial real estate sector with over $6 billion of brokerage, investment, and property management experience. We recently sat down with Duane to discuss the use of bonus depreciation in real estate investing and their most recent 1031-eligible offering, NAI KG FC DST.

RealSource's Joe Hart on the Factor-Based, Private Multifamily REIT

RealSource Properties, Inc. is a private REIT (Real Estate Investment Trust) focused on acquiring and improving multifamily properties in secondary growth markets, driving higher occupancy and value on properties. We sat down with RealSource's Joe Hart at the recent FactRight due diligence conference in Scottsdale, Arizona to discuss the firm's research-based origins and their disciplined, factor-based approach to investing in multifamily real estate projects.