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On The Edge

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Rating
★★★★★
5
from
2 reviews
This podcast has
20 episodes
Explicit
No
Date created
2024/07/10
Latest episode
2026/09/21
Average duration
33 min.
Release period
46 days

Description

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.

Podcast episodes

Check latest episodes from On The Edge podcast


The Capital Stack: Masterclass in C-PACE Tranching with Cory Jubran of Nuveen Green Capital
2026/09/21
Description: Commercial Real Estate veteran and founder of Way Capital, Malcolm Davies, sits down with Cory Jubran, Senior Director—West Coast Originations at Nuveen Green Capital, to break down the mechanics of structured finance. Listeners learn how to optimize the capital stack using C-PACE fixed-rate capital, navigate the nuances of retroactive financing, and build strategic bank partnerships.   Cory offers unique insights into C-PACE fixed-rate capital. As an early mover in the space, he recently closed one of the largest C-PACE loans to date. His focus on strategic partnerships, combined with Nuveen's distinctive tranching process, is a proven formula for success in Commercial Real Estate.   Gain a greater understanding of:   Create Value to Advance Your Career Structured Finance with C-PACE Tranching to Partner with Banks Retroactive & Construction C-PACE Navigating the Nuances of C-PACE Financing
Flexible Co-GP Structures Build Better Deals with Adrian Berger of Cypress Equity Investments
2026/05/19
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
The HUD Advantage: Maximizing Proceeds, Rates, and Refinancing Strategies with Aaron Krawitz of Bravo Capital
2026/04/14
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
The Trammell Crow Blueprint: Cultivating Talent, Strategy, and Vision in CRE with Greg Ames of Trammell Crow
2026/03/17
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
Middle-Market Deals: Composition Strategies and Recapitalization with Neville Rhone of Arc Capital
2026/02/24
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
Finance Fundamentals: The Mechanics of Debt Investing with Kamau Coleman of Offset Capital
2026/01/29
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
Private Equity Playbook: 20 Years of Real Estate Investment Wins with Jeff Reder of CenterSquare
2025/12/18
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
Capturing Niche Markets in Commercial Real Estate with Deborah Smith of The CenterCap Group
2025/11/20
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
Succeeding in Commercial Real Estate: What You Need to Know with John Drachman of Waterford
2025/10/28
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
Cost Segregation Study Can Lower Tax on Commercial Real Estate Investments with Gian Pazzia of KBKG
2025/09/30
Host Malcolm Davies, founder of Way Capital, speaks with Gian Pazzia, Chairman and Chief Strategy Officer at KBKG, about mitigating tax responsibilities for passive commercial real estate investment income. Gian describes expert strategies for rapid depreciation, tax credits and deductions, and cost segregation studies.   Gain a greater understanding of:   Cost Segregation Study Saves Income Tax Reasons Against Cost Segregation Studies Tax Credits & Energy Incentives on Commercial Real Estate Investments Cost Segregation Study Software Qualify for Real Estate Professional Status
The Human "Edge" in Commercial Real Estate with Dan Cooperman of Mavik Capital
2025/08/28
Host Malcolm Davies, founder of Way Capital, speaks with Dan Cooperman, Head of Investments at Mavik Capital Partners, about how integrating EQ, strong relationships, and a nuanced understanding of modern financing can elevate a Commercial Real Estate investment strategy. Dan shares insights about how Mavik leverages its relationships with existing sponsors and utilizes NAV loans.   Gain a greater understanding of:   High EQ is Imperative in Commercial Real Estate Leverage Relationships with Sponsors Recognizing Foundationally Good Deals  Net Asset Value (NAV) Loans
Best LP Equity Investments: Middle Market Opportunities for Sponsors with Daniel Cho of Range Summit Capital
2025/04/16
Host Malcolm Davies, founder of Way Capital, speaks with Daniel Cho, Managing Director of Range Summit Capital, about middle-market LP equity investments. Discover the unique business models and sponsors that flourish in this often-overlooked sector, and learn Daniel's hard-earned strategies for achieving success with traditionally lower capital demands and faster returns.   Gain a greater understanding of:   The Sweet Spot of Middle Market LP Equity Investments Quality Sponsor Relationships are Key Recycling Capital in Unique Business Plans Exit Strategies that Benefit Sponsors & Investors
Women in Real Estate PE, Strategic Partnerships & Risk Management for Investor Returns with Cubby Sporrong of TPG Angelo Gordon
2025/03/31
In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Cubby Sporrong, VP of Real Estate Private Equity at Angelo Gordon (AG). Their discussion covers the pivotal role of women in real estate private equity, how AG leverages strategic relationships with operating partners, and how comprehensive risk management creates value and generates returns for investors.   Gain a greater understanding of:   Relationships Matter with Operating Partners of Angelo Gordon Experience + Risk = Success in Real Estate Private Equity Sourcing Deal Flow and Managing Connections Due Diligence Risk Analysis Generates Returns
The Agnostic Edge: Finding Quick Turnaround Deals with Jackson Brissette of Jofa Capital
2025/02/14
In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Jackson Brissette, Co-founder and Managing Principal of Jofa Capital about the strategies he and his partner use to find deals that can be turned around quickly and use capital in a uniquely and interesting way.   Gain a greater understanding of:   Basis Trumps Performance Niche Bankruptcy Asset Classes Capitalizing on Local Markets Mastering Product, Market, & Structure Agnostics Responsiveness is Key to New Business   Contact: Way Capital Jofa Capital LLC Jackson Brissette on LinkedIn @WayCapitalCRE on X @WayCapitalCRE on Instagram Way On the Edge on Youtube
Secondary Market Multi-Family Development Strategies with Dennis Allen of Wolverton Capital
2024/12/18
In this episode, Host Malcolm Davies, founder of Way Capital, speaks with Dennis Allen Managing Director of Wolverton Capital about the strategies Wolverton utilizes to make them a sought-after multi-family development partner, and a new way to think about contingencies and cost overruns.   Gain a greater understanding of:   Strategies for Secondary Market Multi-family Development  Evaluating Yield on Cost and Equity Checks IRR-based Waterfall Structure Contingencies & Cost Overruns Multi-family Development Forecast   Contact: Way Capital Wolverton Capital LLC Dennis Allen on LinkedIn @WayCapitalCRE on X @WayCapitalCRE on Instagram Way On the Edge on Youtube

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