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  • Ep. 137 - Investing Where Others Won’t:A Global Family Office Real Estate Strategy
    2025/12/25

    Guest: Bruce Talley - Worldwide Sales, Business Development Professional In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Bruce Talley to explore a rarely discussed corner of global real estate investing: residential opportunities in Ukraine during and after conflict.

    Bruce shares his unconventional path from investment banking and international development to founding destination service businesses across Russia, Brazil, Japan, and now Ukraine. Drawing on decades of experience in post-Soviet and frontier markets, he explains why residential real estate in cities like Kyiv, Lviv, and Odessa may be deeply undervalued despite ongoing geopolitical risk.

    The conversation dives into how individual apartment ownership works in Ukraine, why foreign investors can legally hold assets through onshore entities, and how historical precedents from Poland, the Czech Republic, and the Baltics shaped this investment thesis. Bruce also outlines his fund’s focus on diversification, unlevered returns, downside protection, and long-term exit strategies tied to European institutional buyers.

    This episode offers a thoughtful, risk-aware discussion for family offices evaluating international real estate, contrarian strategies, and post-conflict markets, while emphasizing disciplined underwriting, capital preservation, and long-term value creation. 🎧 Listen on Spotify, Apple Podcasts, and Libsyn 🌐 Learn more at www.fore.institute

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    41 分
  • Ep. 136 - The Art of the Family Office: Building Structure, Strategy & Legacy
    2025/12/04

    Guest: Justin Bakewell – Head of Client Strategy

    In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren welcomes Justin Bakewell, Managing Director, Strategy & Head of Mid-Atlantic at Pitcairn (formerly Brightside Partners). Justin shares how Pitcairn guides families through the complexities of multi-generational wealth—aligning purpose, values, and financial strategy. The conversation explores how family offices can strengthen communication, formalize governance, and create enduring investment frameworks that preserve both capital and legacy. From investment policy statements to succession planning, Justin offers rare insights into how families can move from reactive financial management to intentional, principle-based decision-making. This episode provides clear, actionable wisdom for advisors and family office leaders seeking to build resilience and long-term impact. 🎧 Listen on Spotify, Apple Podcasts, and Libsyn 🌐 Learn more at www.fore.institute

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    37 分
  • Ep. 135 - Sports Meets Real Estate: Opportunities for Family Offices with United Soccer League (USL)
    2025/09/11

    Guest: Justin Papadakis - Deputy CEO & Chief Real Estate Officer at USL

    In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Justin Papadakis, Deputy CEO and Chief Real Estate Officer at the United Soccer League (USL).

    Justin shares how real estate development has become a cornerstone of USL’s growth strategy, from building state-of-the-art soccer-specific stadiums to creating mixed-use districts that serve as anchors for community development. He discusses the intersection of sports, real estate, and city planning, and how leagues like USL are leveraging real estate to fuel expansion, attract investors, and deliver long-term value.

    This conversation covers the challenges and opportunities of stadium development, the economics of professional sports real estate, and what family offices can learn from the USL’s innovative approach to growth. From the economics of stadium finance to lessons family offices can apply in their own portfolios, this conversation goes deep into the powerful intersection of sports and real estate.

    Learn more at www.fore.institute

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    44 分
  • Ep. 134 - Real Estate Finance Strategy, Reporting, and Risk for Family Offices
    2025/08/14

    Guest: Cory Bultinck – Partner, Wipfli LLP

    In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren speaks with Cory Bultinck, Partner at Wipfli LLP, about the vital role that accounting, reporting, and financial structure play in real estate investing for family offices. Cory shares insights gained from decades of working with ultra-high-net-worth families, uncovering how many offices unintentionally expose themselves to risk by underestimating the importance of proper financial systems.

    The conversation explores common mistakes made in real estate accounting, why entity structuring is often neglected, and how families can better prepare for future transitions of wealth and asset ownership. Cory explains why internal controls and regular reporting are essential not just for compliance, but for protecting long-term legacy and maximizing returns. This episode offers practical advice for both newly formed and well-established family offices looking to bring more financial clarity and discipline to their real estate portfolios.

    Learn more at www.fore.institute

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    33 分
  • Ep. 133 - From Passive Losses to 1031s: Tax Strategy Deep Dive
    2025/07/17

    In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Scott Snow, CPA, Partner at ProVision, to explore the often-overlooked world of real estate tax strategy. Scott brings decades of experience advising high-net-worth individuals and family offices on maximizing deductions, managing passive losses, leveraging cost segregation, and structuring 1031 exchanges. Together, they break down:

    • The most common tax mistakes real estate investors make
    • Passive vs. active income and how it affects deductions
    • The truth about depreciation, cost segregation, and real estate professional status
    • When to use 1031 or 721 exchanges—and why timing matters
    • Why hiring the right CPA can be the difference between stagnation and scalable wealth

    Whether you're a seasoned investor or a family office executive, this episode offers actionable tax insights that can significantly impact your bottom line.

    🎧 Available on Youtube Spotify, Apple Podcasts, and more.

    📍 Learn more at www.fore.institute

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    24 分
  • Ep. 132 - Creative Campuses: A New Approach to Real Estate Investment
    2025/04/08
    Guest: Stuart & Daren Laureano - Southern California Equity, Inc. In this fascinating episode of Family Office Real Estate Institute Insights, Darren Laureano and Stu Laureano from Southern California Equity unveil their groundbreaking approach to real estate investment. Specializing in creative office spaces and entertainment production campuses, they reveal how they're transforming industrial buildings into vibrant hubs for digital media, tech, and content creators. Dive deep into their unique investment strategy that focuses on adaptive reuse, sustainability, and serving the innovation economy. Learn how they identify and develop properties in key markets like Los Angeles, Austin, Nashville, and Miami, creating flexible spaces that attract premium tenants in the tech and media industries. Discover the secrets behind their successful approach, including their proprietary acquisition targeting system, their focus on urban infill locations, and how they're meeting the evolving needs of modern content creators. From sound stages to AI development spaces, this episode provides an insider's look at the future of commercial real estate. Whether you're an investor, real estate professional, or simply curious about the intersection of creativity and commercial spaces, this conversation offers unprecedented insights into a rapidly evolving market segment.
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    33 分
  • Ep. 101 (Repost) - Using Consultants To Make Family Office Investments
    2025/02/17
    USING CONSULTANTS TO MAKE FAMILY OFFICE INVESTMENTS Larry Wolf – CEO of Red Diamond, Ltd. Discover the benefits and strategies of utilizing consultants for family office investments with Larry Wolf, CEO of Red Diamond, Ltd. With his extensive experience as Chief Executive Officer of a Single Family Office, Larry brings valuable insights on leveraging consultants in the financial services industry. Explore the role of consultants in business and financial planning, mergers and acquisitions (M&A), private equity, and start-ups. Gain expert advice from this seasoned professional, who holds a Bachelor of Science (BS) in Business Administration and Management, General from Miami University. Enhance your investment approach and unlock new opportunities with the guidance of this esteemed industry leader.
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    37 分
  • Ep. 131 - Entrepreneurial Grit and Determination: How Sal Lupoli Transformed a Pizza Business into a Real Estate Powerhouse
    2025/02/04

    Guest: Sal Lupoli - CEO Lupoli Companies Join us as we sit down with Sal Lupoli, a true entrepreneurial trailblazer, to hear the remarkable story of his journey from humble beginnings to building a real estate empire spanning millions of square feet across Massachusetts and New Hampshire. Sal shares how he started with a single pizza shop while still in college, leveraging that business to eventually acquire and transform dilapidated properties into thriving mixed-use developments. Learn about the bold moves, tough decisions, and unwavering determination that fueled his success, as well as the lessons he learned along the way. Beyond just business acumen, Sal's deep commitment to his local communities shines through. Hear how he has created thousands of jobs, invested in education and healthcare initiatives, and given back to the very neighborhoods that helped shape his entrepreneurial journey. This is a must-watch for anyone aspiring to build a lasting legacy, whether in real estate, entrepreneurship, or simply making a positive impact. Sal's story is a testament to the power of vision, grit, and a relentless drive to succeed against all odds.

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    49 分