Recap with Brandon Roth

Ep. 15 - Genesis Capital (Clint Arrowsmith)

Clint Arrowsmith is the CEO for Genesis Capital, which is one of the top bridge and construction lenders in the country. Our conversation covered many topics, including:  * Genesis Capital's history * Overview of their loan programs  * Competitive advantages  * BTR legislation  * Impacts of rising rates * Areas for growth over the next 12 months If you have any questions, please send me an email at brandon.roth@ipausa.com. Check out www.crecapitalinsights.com for my weekly capital markets newsletter.

Ep. 14 - LifeCo Financing (Kevin Connolly - Aegon Asset Management)

Kevin Connolly oversees Aegon Asset Management's Commercial Mortgage Lending platform. Our conversation covered many topics, including:  * How he got started in CRE * Aegon Asset Management history * How insurance company lending works * Aegon's various loan programs, criteria, & pricing * CM ratings and how they impact pricing * The types of deals they're winning most frequently * How insurance companies compare to other lender types If you have any questions, please send me an email at brandon.roth@ipausa.com. Check out www.crecapitalinsights.com for my weekly capital markets newsletter.

Ep. 13 - CMBS Financing (Eric Smith - Deutsche Bank)

Eric Smith is a CMBS loan originator at Deutsche Bank. Over the past 28 years, he has closed more than 1,300 CMBS loans.  Our conversation covered many topics, including: - What is CMBS and how does it work? - Why is there a higher concentration of multifamily in CMBS pools today? - What's the role and impact of CMBS rating agencies? - Why is Fitch the primary rating agency? - What is a B-piece? - History of CMBS (1.0 vs. today) - Is CMBS becoming more borrower-friendly post-closing? - What are the most common asset types for CMBS?  - What are the typical loan sizes, leverage, and pricing? - What are the primary benefits for a borrower? - Takeaways from MBA CREF in San Diego If you have any questions, please send me an email at brandon.roth@ipausa.com. Check out www.crecapitalinsights.com for my weekly capital markets newsletter.

Ep. 12 - Multifamily Market in 2026 (IPA - Alex Tartaglia)

Alex Tartaglia is part of IPA's multifamily investment sales team in Northern California. They've sold approximately 50% of all institutional multifamily sales in the Bay Area over the past 10 years, including $2B in 2025.  Our conversation covered many topics, such as: - 2025 recap & what's driving more sale transactions - Buyer profiles and target returns - How NOAH deals work  (Property Tax Welfare Exemption) - Submarkets in highest demand - Property performance trends  - Demand drivers in the Bay Area - Undewriting (rent growth, exit caps, etc.)  - Acquisition financing  - NMHC recap - Rent-to-income ratios - 2026 forecast If you have any questions, please send me an email at brandon.roth@ipausa.com.

Ep. 11 - Starting a GP Fund (The Martin Group - Stephen Siri)

Stephen Siri is Co-Managing Principal of The Martin Group, a privately held real estate investment firm located in Oakland, CA. Founded in 1984, the company has acquired, developed, and invested in more than 24 million square feet. The firm specializes in multifamily, student housing, and mixed-use real estate projects throughout California. Our conversation covers many topics, including: - The Martin Group's investment strategy - Starting a GP fund (benefits, lessons learned, etc.) - State of the market in Oakland - Recent deals in Oakland, Berkeley, and San Mateo --- If you’d like to receive market updates that cover my weekly conversations with various capital providers, visit www.crecapitalinsights.com