On The Edge Podcast Por Malcolm Davies arte de portada

On The Edge

On The Edge

De: Malcolm Davies
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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.On The Edge Economía Finanzas Personales
Episodios
  • Middle-Market Deals: Composition Strategies and Recapitalization with Neville Rhone of Arc Capital
    Feb 24 2026

    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

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    34 m
  • Finance Fundamentals: The Mechanics of Debt Investing with Kamau Coleman of Offset Capital
    Jan 29 2026

    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

    Más Menos
    28 m
  • Private Equity Playbook: 20 Years of Real Estate Investment Wins with Jeff Reder of CenterSquare
    Dec 18 2025

    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

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    33 m
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