Commercial real estate headlines are loud right now, and most of them leave people confused. One channel says it is collapsing. Another calls it a once-in-a-generation opportunity.

Todd and Kevin sit down with commercial real estate expert Susan Caccia, who brings fifteen years of hands-on experience working with multifamily, office, land, gas stations, and more.

Instead of reacting to fear or hype, Susan breaks down what is actually happening behind the curtain. She shares how depreciation, lending cycles, bonus depreciation rules, and property health all factor into smart decisions. Listeners will also hear how to think about liquidity, diversification, passive losses, and the difference between owning an asset and owning a financial product.

What to expect:

• The real story behind office vacancies
• What qualifies as commercial real estate
• How bonus depreciation works in 2025
• Why diversification and liquidity matter more than ever
• And more!

Connect with Potentia Wealth:

• Potentia Wealth
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson
• LinkedIn: Todd Barney, CEPA®, CIMA®, CPWA®, CFP®

Connect with Susan Caccia:

• LinkedIn: Susan C.
• Vantage Realty
• Instagram: @susancaccia
• Facebook: Susan Caccia
• (415) 608-6292
• susan@vantagesanfrancisco.com

About Our Guest:

With an unwavering dedication to guiding clients through the intricate landscape of real estate investments, Susan leverages a dynamic skill set of data analysis, market acumen, and a client-centric ethos.

Prior to joining Vantage Commercial, Susan honed her expertise at The Trafton Group, where her commitment to realizing clients’ real estate ambitions garnered widespread acclaim. Her professional journey is marked by stints in private equity, where she consistently surpassed investors’ financial objectives in biotech and new media sectors.

Susan’s proficiency extends to the nuts and bolts of property enhancement, drawn from her hands-on involvement in remodeling and up-fitting projects. From her time serving on trade association boards to her immersion within construction trade companies, she possesses a deep-seated understanding of the intricacies that define property potential.

Her track record speaks volumes, characterized by a string of successful deals across multifamily, retail, industrial, and net lease properties. Susan’s adaptability to diverse markets underscores her mastery of the ever-evolving real estate terrain.

Outside her professional endeavors, Susan remains deeply committed to philanthropy and community enrichment, channeling her resources toward housing and educational initiatives. Her genuine drive for excellence, coupled with an unwavering dedication to client satisfaction, cements Susan Caccia’s status as a trusted advisor and stalwart advocate in the competitive realm of commercial real estate.