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
  • Middle-Market Deals: Composition Strategies and Recapitalization with Neville Rhone of Arc Capital
    Feb 24 2026

    Malcolm Davies, founder of Way Capital, welcomes Neville Rhone, Co-Founder and Managing Partner at Arc Capital Partners, to discuss extracting recapitalization opportunities in the middle-market segment through solid relationships.

    Neville breaks down deal structuring in the middle market, Arc's geographic strategy, and the essential role that integrity and communication play in achieving long-term success.

    Gain a greater understanding of:

    • An Interpersonal Oriented Approach to Middle-markets

    • Act Fast — Think Slow

    • How to Extract Better Opportunities for Investors

    • Arc Capital's Deal Composition Sweet Spot

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    34 mins
  • Finance Fundamentals: The Mechanics of Debt Investing with Kamau Coleman of Offset Capital
    Jan 29 2026

    Malcolm Davies, founder of Way Capital, welcomes Kamau Coleman, Principal Partner at Offset Capital. Kamau has over two decades of experience in all aspects of commercial real estate.

    Kamau describes the financial architecture of debt investing and explains its role as a strategic investment approach. His insights, combined with his perspective on cultivating the foundational partnerships essential for long-term deal flow, serve as an indispensable guide for advancing one's career in the financial sector.

    Gain a greater understanding of:

    • Why Invest in Debt?

    • Offset Capital's Anticipated Trajectory

    • Realities of Raising Capital in Commercial Real Estate

    • Community Building in Finance

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    28 mins
  • 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