NAIOP San Francisco Bay Area Chapter

Riding the Wave: Building Industrial Success with Layline's Drew Hess

In this episode, Drew Hess, co-founder of Layline,LLC, joins the podcast to discuss his journey in the commercial real estate industry, focusing on industrial investments. Drew shares his extensive career path, from starting at Arthur Andersen to working with notable firms like AMB Property and Prudential Real Estate Investors. He explains the founding principles of Layline, emphasizing their focus on the Bay Area's industrial sector and their goal to bring institutional experience to a local level. Drew provides insights into the current industrial market trends, challenges posed by rising interest rates, and the impact of COVID-19 on e-commerce and supply chains. He also highlights the importance of mentorship, work ethic, and building strong industry relationships.

PLUS Drew will be the new host of the NAIOP podcast!

NAIOP SFBA 2024 President's Message with Briana Harney DeHaan

In this episode, host Dave Karol, Managing Director at Ridge Capital Investors, sits down with the NAIOP SFBA's esteemed 2024 President, Briana DeHaan, Senior Vice President at Northmarq. Briana brings to the table her extensive experience in commercial real estate financing, having orchestrated over $2 billion in debt and equity transactions, and her visionary leadership for the SFBA chapter.

Briana shares her strategic vision for NAIOP SFBA in 2024, highlighting her commitment to enhancing educational programs and amplifying government affairs initiatives. Listeners will gain insights into her plans to expand Real Estate Insiders (REI) programming, foster professional growth through the Young Professionals Group (YPG), and navigate the political landscape affecting the commercial real estate industry.

 

Riding the Wave: Lessons from a Long-Term Player in Life Science - A Conversation with Wareham Development’s James Goddard

In this engaging episode, host Dave Karol sits down with James Goddard of Wareham Development to delve into the nuances of the Bay Area's life science real estate market. Learn about Wareham's targeted approach to high-barrier markets, how they've adapted to the shifting venture capital landscape, and why nurturing long-term tenant relationships is key. Goddard provides a frank look at Wareham's development strategies, their resilience across market cycles, and imparts practical advice for those in the industry. Join us for a conversation brimming with expert insights and a touch of humor from a seasoned pro.

Riding the Wave: Multi-family Mastery: Unveiling the Secrets of Thriving in Residential Real Estate with Todd Darling

In this episode, Host, Dave Karol, Managing Director at Ridge Capital Investor interviews Todd Darling, COO of Acacia Capital, where he discusses the company's focus on multi-family real estate and its success in the western US market. He shares his background in the industry and how he transitioned from working for a large organization to a smaller private equity group. Todd also talks about the impact of the COVID-19 pandemic on the multifamily market and the opportunities it presents. He emphasizes the importance of understanding regulatory issues when underwriting deals and provides insights into the current state of the market. Lastly, He provides insight into surviving cycles, why he believes that being able to make mistakes is essential for emerging professionals, and why he remains bullish on the Bay Area and the entire West Coast.

 

Timestamps:

0:00 - Introduction

0:49 - Todd Darling's Background and Path to Acacia Capital

3:55 - Acacia Capital's Investment Strategy and Portfolio

9:20 - Impact of COVID-19 on Investment Strategies

11:31 - Acacia Capital's Recent Investment in Sunnyvale

12:41 - Regulatory Considerations and Market Dynamics

21:39 -Advice for Young Real Estate Professionals

23:37 -Closing Remarks

 

Learn more about NAIOP San Francisco Bay Area at www.naiopsfba.org

What’s Happening in Oakland, an Insider’s Perspective, with Isaac Abid

In this episode host David Karol, Managing Director, Ridge Capital Investors interviews Isaac Abid, Partner, HP Investors an investment and development firm based in San Diego and Oakland. 

Abid shares his unique insight into the Oakland market as one of largest commercial real estate owners and as a resident. In December 2022 he was featured an SF Business Times article entitled “Oakland Tried to Create a Living Downtown. It Hasn’t Worked”. He breaks down what is really happening with regard to public safety and City politics and why he remains optimistic about the future of the city.

Addressing the Commercial Real Estate Talent Shortage: The Innovative CREATE Program

In this episode, host Dave Karol, Managing Director at Ridge Capital Investors and industry veteran, Tawni Sullivan discuss the CREATE program and the reality of the enormous talent gap in commercial real estate.

CREATE, The Commercial Real Estate Alliance Tomorrows Employees, is a unique collaboration between NAIOP-SFBA, BOMA SF, BOMA East Bay, and IREM that educates a diverse workforce and connects career-ready candidates to employers. In partnership with San Francisco State University and Merritt College, CREATE provides signature a program that allows students learn the fundamentals of the industry and about career opportunities.

2023 President’s Message with Colby Wick

In this episode host Dave Karol, Managing Director, Ridge Capital Investors interviews Colby Wick, Managing Director, Shorenstein Properties and 2023 NAIOP SFBA Chapter President.  Wick provides insight on the state of Bay Area office and multifamily markets and shares what he is most fired up about as Chapter President including a new taskforce he created to help revitalize downtown San Francisco.

Presidio Bay Ventures - What’s Their Secret Sauce? A Conversation with Founder Cyrus Sanandaji

In this episode host Dave Karol, Managing Director, Ridge Capital Investors interviews Cyrus Sanandaji, Founder and Managing Director of Presidio Bay Ventures a San Francisco based investment and development firm focused on design, construction, and long-term operation of a diverse set of product types. 

The rich and candid conversation includes insights into what drove Sanandaji to start the company after working for the US General Services Administration (GSA) delivering projects for agencies such as the FBI, how his international background shapes his perspective, where he sees the best opportunities for development during these uncertain times and how he’s leveraging his talent and resources to capitalize on them. 

Sanandaji, also a resident of San Francisco, shares his thoughts on the state of the City and how a recent personal experience with crime inspired him to write a “Viewpoint” piece in the San Francisco Business Times.

Exploring the World of Pension Funds with Sally Stocks, Portfolio Manager at CalSTRS

In this episode host Dave Karol, Managing Director, Ridge Capital Investors and interviews Sally Stocks, Portfolio Manager at CalSTRS, the second largest pension fund in the US.  Stocks shares candidly about her role and what drove her decision to join the organization after many years working with them as her client.  She also provides valuable insight into what CalSTRS looks for in their local real estate partners, the importance of Environmental, Social and Governance (ESG) in the equation and why she encourages young professionals to explore the world pension funds along their career path.

Insight from Your NAIOP SFBA Presidents, Past & Present

In this episode host Dave Karol, Managing Director, Ridge Capital Investors and Past NAIOP SFBA Chapter President interviews current Chapter President, Amanda Bates, Vice President, Portfolio Director, EQ Office, and Immediate Past President Adam Lasoff, Managing Director, JLL, Capital Markets Group.

Long time colleagues and friends, they engage in a fun, candid, and meaningful conversation.  Topics include the impact of the pandemic on their lives and careers, role NAIOP has played in their success, their thoughts state of the office market, their advice for young professionals and more!