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

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    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
  • Capturing Niche Markets in Commercial Real Estate with Deborah Smith of The CenterCap Group
    Nov 20 2025

    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

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    34 m
  • Succeeding in Commercial Real Estate: What You Need to Know with John Drachman of Waterford
    Oct 28 2025

    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

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    40 m
  • Cost Segregation Study Can Lower Tax on Commercial Real Estate Investments with Gian Pazzia of KBKG
    Sep 30 2025

    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

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    27 m
  • The Human "Edge" in Commercial Real Estate with Dan Cooperman of Mavik Capital
    Aug 28 2025

    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

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    28 m
  • Best LP Equity Investments: Middle Market Opportunities for Sponsors with Daniel Cho of Range Summit Capital
    Apr 16 2025

    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
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    31 m