Q1 2023 State Of The Union - Boardwalk Wealth

Q1 2023 State Of The Union - Boardwalk Wealth

Boardwalk Wealth

54 года назад

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Omar Khan (Founder) and Eric Wong (Chief of Staff) discuss their market outlook at the end of the first quarter of this year, as well as giving an update on the state of the Boardwalk Wealth portfolio.

Contents:

00:00 - start
0:52 - the video agenda
1:11 - why listen to Omar Khan, CFA?
3:23 - MACRO ECONOMIC TRENDS
3:36 - where is the economy going?
8:09 - how do recessions and inflation affect real estate?
9:50 - INTEREST RATES
10:20 - uncertainty and the direction of rates
10:43 - the MOVE index, leading economic indicators, rising rates
13:19 - what types of debt / loans does Boardwalk Wealth use?
15:25 - what are rate caps and how does Boardwalk Wealth use them?
18:02 - RISK MITIGATION STRATEGIES
18:20 - Boardwalk Wealth avoids capital calls
20:50 - why did Boardwalk Wealth pause distributions?
25:50 - what are some of Omar's other risk mitigation strategies?
30:07 - when is it prudent to resume distributions?
32:03 - PORTFOLIO OVERVIEW
32:28 - rent growth and occupancy across the Boardwalk Wealth portfolio
32:52 - how is Boardwalk Wealth handling renos/capex right now?
36:12 - has the exit strategy changed on the acquired multifamily assets?
38:22 - DEAL RETURN EXPECTATIONS
38:45 - returns we have targeted in the past and realistic numbers we see in the near future
40:12 - does Omar foresee other sponsors projecting higher returns to appeal to the old expectations of investors?
43:11 - OUTLOOK FOR FUTURE OFFERINGS
43:34 - Omar talks about how the market is affecting acquisitions
45:06 - right now smart money is looking at multifamily developments and cash flow funds
49:03 - Omar's final thoughts on opportunities in a down market (with long-term thinking)
49:44 - two other videos for further learning -- Interest Rate Caps (https://youtu.be/0h0Leda06zc) and the Quick Service Restaurant Fund (https://youtu.be/iSStlU30h98)

To get access to all upcoming investment opportunities, join our email list: https://www.boardwalkwealth.com/

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"Too Cool" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
http://creativecommons.org/licenses/by/4.0/
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