David Pascale - How the Federal Funds Rate Impacts Real Estate

09/16/18 • 71 min

David Pascale joined George Smith Partners more than two decades ago, leaving behind a successful career in intellectual property rights management. Now, as GSP’s most Senior Vice President/Deal Manager, Mr. Pascale has directly overseen the placement of nearly $4 billion capital into commercial real estate. He has an expertise in virtually every aspect of commercial real estate debt placement with distinct specializations in CMBS, bridge loans, credit tenant leases. He has worked extensively on retail, multifamily, hotel, office, and mixed use transactions. With a background in law, Mr. Pascale also brings loan document expertise and is able to explain and negotiate deal points and structure. He serves as an advisor to new company members.

In addition to his primary responsibility of client management, Mr. Pascale has been involved with the marketing of the firm in a number of different capacities and is primarily credited with transforming the firm’s highly regarded FINfacts newsletter from a quarterly to a weekly publication. Mr. Pascale now offers his expertise via a weekly column in FINfacts known as the hugely popular “Pascales Perspective.” This column provides readers detailed information on trends affecting the United States Real Estate Markets by combining national/international macro overviews with specific microeconomic events.

Mr. Pascale is an alumnus of the University of California Los Angeles.

Mr. Pascale is an alumnus of the University of California Los Angeles.

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Mat Sorensen - Investing in Real Estate with a Self Directed IRA and Solo 401k

Mat is a partner at KKOS Lawyers, and serves clients nationwide from its Phoenix, AZ office. Mat’s practice areas include self-directed IRA law, business entity formation, tax law, real estate, and securities law.

Mat is the best-selling author of the First and Second Editions of The Self Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self Directed IRA Handbook, Second Edition was released in May 2018 and First Edition was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and #3 overall Best Seller in January 2014 in the same category. It has sold 20,000 copies and is the most widely used book in the SDIRA industry.

Mat’s practice has a particular emphasis on self-directed retirement plan law. Mat has assisted over 1,000 clients with self-directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self-directed IRAs and 401(k)s. Most of Mat's clients are self-directed retirement account owners structuring investments in real estate, into IRA/LLCs, or into private companies. Mat's clients also include trust companies, financial institutions, insurance companies, hedge funds, and third party administrators. In addition to his legal practice, Mat also serves as an instructor for the Retirement Industry Trust Association's (RITA) Self Directed IRA Professional certification program. RITA is the premier national association representing the self-directed retirement plan industry.

Mat regularly consults self-directed retirement account owners on IRC 4975 and the prohibited transaction rules applicable to self-directed retirement account investments, on UBTI and UDFI taxes, and has successfully represented SDIRA owners before the IRS Appeals Office and the U.S. Tax Court.

Visit https://www.sdirahandbook.com to learn more.

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Daniel Ismail - Analyzing The Office Sector

Daniel is the lead analyst for Green Street's office team and has been with the firm for two years.

His research contributions include initiating coverage of JBG Smith (the spinoff of Vornado’s D.C. assets), deep dives into West Coast office market health, and extensive work on Gateway vs. Non-Gateway markets and office leasing economics. Daniel started his career with Green Street as a research intern during graduate school.

He has a strong background in fundamental research, asset allocation, commercial real estate, and investment manager due diligence. Prior to joining Green Street in 2016, Daniel was an investment analyst for four years at the Automobile Club of Southern California, where he covered equity and fixed income investments for insurance, pension, and corporate portfolios.

Daniel earned an MBA from the Anderson School of Management at the University of California, Los Angeles. He graduated with a Bachelor of Arts in Business Administration and a concentration in Accounting and Finance from California State University, Fullerton. Daniel is a CFA Charterholder.