Editorial Director, Investments, at https://xitter.gq/t.co/Ac9QeLUVcI and host of the Wealth Management Invest podcast.
Pittsburgh
Joined August 2011
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David Bodamer retweeted
The pullback from the brink may stem the market tailspin.
But still the big question to me is what did the last several weeks do to business investment, hiring etc.
+ We now have tariffs on everyone. Gigantic tariffs on China. And another ~90 days of other uncertainty.
David Bodamer retweeted
There are a number of people who view addressing the national debt as the North Star for economic policy. I’m kinda skeptical, but whatever.
What I’m wondering is. If you have a $36 trillion debt burden. Is that easier to handle as a richer country or a poorer one
David Bodamer retweeted
Wealth Management Invest #Podcast with David Bodamer
@DavidBodamer speaks with Jack Shannon, a senior analyst on @MorningstarInc’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. spr.ly/6013cGca7
David Bodamer retweeted
Here's where we at after 90 minutes. $361m total. As a group that number would rank them about 15th overall in ETF volume (about what $TLT and $EEM trade), which is Top 1%. But again compared to a normal ETF launch, which rarely see more than $1m on Day One, all of them have cleared that number and then some.
David Bodamer retweeted
Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result.
By @DavidBodamer for @wealth_mgmt spr.ly/6013j72zP
David Bodamer retweeted
In this episode, @DavidBodamer speaks with Bluerock CEO Ramin Kamfar on how the firm built its interval funds. Bluerock Total Income+ Real Estate Fund is the largest real estate interval fund and second largest interval fund with $6B+ in assets.
LISTEN | bit.ly/40CDQI7
David Bodamer retweeted
Host @DavidBodamer speaks with @CadreRE Founder and CEO @RyanAWms about the company's goal to transform real estate investment and increase access through the use of technology, and much more in this episode of the WMRE Common Area Podcast.
LISTEN | bit.ly/3QiOAH1
David Bodamer retweeted
Using recent WMIQ research, @DavidBodamer and @Forumre5280 CIO Jay Miller explore the company's focus on multifamily real estate and various investment options emphasizing how alt investments provide opportunities for average investors.
LISTEN | bit.ly/3t0qI2V
David Bodamer retweeted
In this episode of the Common Area podcast, host @DavidBodamer and @USCFInvestments President and CEO John Love discuss the role of commodities in investment portfolios, the democratization of commodity investing through ETFs and more.
LISTEN | bit.ly/3sxeLl3
David Bodamer retweeted
In this episode, @DavidBodamer speaks with AEW Capital Management's Michael Acton who describes what he sees happening within the current real estate market and how investors could benefit.
LISTEN | bit.ly/3pbmzaJ
You can't talk about the evolution of #commercialrealestate as an modern asset class without tracking Sam Zell's career. #realestate #cre businesswire.com/news/home/2…
Here's an interview I did with Sam Zell back in 2012. wealthmanagement.com/investm…
David Bodamer retweeted
In a session at #MICUS last week, the panel explicitly took up the question of whether the traditional 60/40 portfolio is dead. @DavidBodamer recaps what they had to say:
wealthmanagement.com/alterna…
David Bodamer retweeted
Is the traditional 60/40 portfolio dead? @DavidBodamer recaps the debate on portfolio construction that played out during the Morningstar Investment Conference in Chicago this week. #MICUS
wealthmanagement.com/alterna…
David Bodamer retweeted
In this episode, @sanctuarywp's Patrick McGowan comes on the podcast to discuss how the RIA is assessing alternative investment opportunities and structures.
LISTEN | bit.ly/3UGWBHs
ALT WMRE presents Common Area Podcast
David Bodamer retweeted
For #CRE, awash in negative headline after negative headline, is there some good news hiding in plain sight?
It seems so! The Producer Price Index (PPI) print this morning showed that construction costs are now declining for both multifamily and nonresidential buildings. 1/n
David Bodamer retweeted
NEW ODD LOTS
@TheStalwart & I do an (even deeper dive into stress in the commercial real estate market with @JimCostelloCRE, including what exactly it means for banks - as well as big debt funds that have been snapping CRE assets up for years.
bloomberg.com/news/articles/…
David Bodamer retweeted
Twenty years ago today - Songs: Ohia’s 'Magnolia Electric Co' was released 🖤⚡️
"I will try and know whatever I try, I will be gone, but not forever”
David Bodamer retweeted
Had a great conversion with @DavidBodamer on WMRE's Common Area podcast. We talked about the outlook for commercial property throughout 2023, and some of the challenges facing the office sector. Listen in here: wealthmanagement.com/office/…
