Investing in the Rodeo Region, Brian Wilson @ Bow River Capital

Real Angle: Building Success in Commercial Real Estate

In this conversation, Joshua Kahr speaks with Brian Wilson, Managing Director of Real Estate at Bow River Capital (bowrivercapital.com). They discuss Bow River Capital's investment strategy, regional focus on the "Rodeo Region", and how they find quality operators to partner with. They also explore the current market conditions and the timing of capital deployment. Brian also shares insights on finding and evaluating operators, as well as other interesting investment opportunities in retail and single-tenant net leasing. They conclude by discussing the outlook for 2024 and the importance of considering market fundamentals in investment decisions. Is 2024 the year the equity floodgates finally open?

Chapters

00:00 Introduction and Background

01:11 Overview of Bow River Capital

03:18 Investment Strategy and Partnerships

05:45 Regional Focus

07:13 Investment Opportunities in Non-Coastal Cities

08:46 Timing of Capital Deployment

11:36 Market Fundamentals and Supply

13:57 Importance of Partner Selection

16:23 Dual Strategy of Apartments and Industrial

20:13 Market Timing and Fund Deployment

23:49 Finding and Evaluating Operators

25:28 Other Interesting Investments

32:43 Investment Opportunities in Retail and Single-Tenant Net Leasing

35:22 Investment Opportunities in Income Funds and Subordinate Debt

38:06 Outlook for 2024 and Conclusion

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