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On The Edge

On The Edge

Written 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
  • Flexible Co-GP Structures Build Better Deals with Adrian Berger of Cypress Equity Investments
    May 19 2026

    Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, speaks with Adrian Berger, Managing Director of Acquisitions at Cypress Equity Investments (CEI), to discuss creative deal flows and capitalizing on the Low-Income Housing Tax Credit (LIHTC).

    Adrian highlights the value of relationship equity and why networking remains the most valuable asset in a developer's portfolio. He describes CEI's creative Co-GP deal-making opportunities and how they are navigating LIHTC in the current market.

    Gain a greater understanding of:

    • Commercial Real Estate: Where Family Office Meets Family Business

    • A Network Built on Trust is a Valuable Asset

    • Key Aspects of Cypress Equity Investment's Co-GP Structure

    • Navigating the Low-Income Housing Tax Credit (LIHTC)

    • Fee-driven Credit Enhancement Programs

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    31 mins
  • The HUD Advantage: Maximizing Proceeds, Rates, and Refinancing Strategies with Aaron Krawitz of Bravo Capital
    Apr 14 2026

    Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, sits down with Aaron Krawitz, Founder & CEO of Bravo Capital and Bravo Property Trust, to discuss how HUD outpaces the market with higher proceeds and better interest rates than other lending options.

    Aaron provides a realistic look at HUD timelines and best practices to refinance existing HUD debt to capture favorable terms. He highlights the collaboration of BRAVO and HUD to provide financing and guidance for the Skilled Nursing sector.

    Gain a greater understanding of:

    • HUD Leads in Proceeds & Rates

    • HUD 223(f) Loan & Prepayment Program

    • Realistic HUD Timelines

    • Refinance Existing HUD Loans

    • BRAVO & HUD Support Skilled Nursing Sector

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    36 mins
  • The Trammell Crow Blueprint: Cultivating Talent, Strategy, and Vision in CRE with Greg Ames of Trammell Crow
    Mar 17 2026

    Malcolm Davies, founder of Way Capital, sits down with Greg Ames, Southern California Market Leader at Trammell Crow, to explore the company's unique development and investment strategies.

    Greg shares insights into Trammell Crow's rigorous interview process and the specific traits that drive success in the commercial real estate industry. He outlines actionable lessons for aspiring professionals and describes how his passion for the field and confidence in the future of capital markets fuel his ongoing success.

    Gain a greater understanding of:

    • The Trammell Crow Work Ethic Ethos

    • The Entrepreneurial Spirit & Structure of Trammell Crow

    • Examining Pursuit Exposure in CRE Opportunities

    • Maintaining Real Estate Control

    • Fall in Love with Big Visionary Projects

    • Optimistic Sentiment Toward Future Capital Investments

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    37 mins
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