On this episode of Counting Capital, we are joined by special guest Dr. Komal Sri-Kumar of Sri-Kumar Global Strategies. We explore why Dr. Sri-Kumar is critical of the Federal Reserve’s dual mandate and its politically influenced rate decisions and discuss his investment outlook relating to cautious asset allocation, favoring alternatives and real estate while warning of risks in AI and inequitable fiscal policy.

On this episode of Counting Capital, we are joined by Trevor Schuesler, Executive Vice President at Buchanan Street Partners. We explore the democratization of alternative investments and how alternative assets like real estate, private credit, and private equity have become accessible to a broader range of investors beyond just large institutions. We discuss how modern portfolio construction has evolved from the traditional 60/40 stock-bond allocation to include alternatives, in the search for better risk-adjusted returns. We examine key considerations for alternative investment selection, including manager evaluation, understanding what drives performance, the risks of mark-to-market pricing in private assets, and why real estate often serves as a foundational alternative investment due to its combination of equity-like returns, bond-like cash flows, and tax advantages.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Spencer Levy, Chief Strategist and Economic Advisor at CBRE, for a wide-ranging discussion on the shifting real estate landscape. Levy explains that the market has moved back to the future from a financialized, cap rate–driven era to an operator’s market where value creation hinges on active, experience-focused asset management across both traditional and alternative property types. He shares his investment outlook, favoring supplyconstrained disfavored markets, liveworkplay submarkets, and niche sectors like buildtorent, industrial outdoor storage, and manufactured housing, while emphasizing communication skills, preparation, and client understanding as keys to long-term success in real estate.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Newport Beach Mayor Joe Stapleton, who shares how his passion for leadership and community service was shaped by his upbringing, mentors, and a life-changing experience at the Boston Marathon. Together, they explore Stapleton’s journey from financial advisor to civic leader, the economic drivers and budget of Newport Beach, and his vision for building a lasting legacy through responsible governance and community engagement.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Jeff Berman, General Partner at Camber Creek, to discuss the intersection of real estate, venture capital and technology. Our guest Jeffrey Berman shares insights on how Camber Creek leverages technology to drive efficiency and value in real estate assets. The conversation also delves into Camber Creek's investment strategy, emphasizing a disciplined approach to selecting companies that not only benefit their real estate partners but also have the potential to deliver strong venture returns.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Charles Byerly, President and CEO of Westport Properties, and Feerooz Yacoobi, Senior Vice President of Buchanan’s self-storage business. Together, they explore the evolution of self-storage as an institutional-grade asset class, its user base, and the industry's outlook for 2025. The conversation examines elements such as the correlation between self-storage demand and housing market dynamics, investment appeal, and the current competitive leasing environment.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Co-Founder, President and CEO Timothy Ballard. Together, they review the evolution of the real estate investment industry over the past 35 years and explore how the real estate market has transformed from a "wild, wild West" with limited institutional capital to a sophisticated, data-driven sector. The conversation highlights Buchanan Street Partners' entrepreneurial approach, their shift towards high net worth and family office investors, and their perspective on real estate investment opportunities in 2025.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Bob Cluck, Chairman of Canterbury Consulting. They discuss his extensive experience in the investment consulting industry, including the journey from Kidder Peabody to founding Canterbury Consulting in 1988, where he now oversees approximately $40 billion in assets under management. The conversation also highlights the differences between managing investments for endowments and foundations versus high-net-worth individuals, emphasizing the unique objectives and challenges each client type presents.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Doug Brien, Co-Founder and CEO of Mynd. Together, they explore the myriad lessons learned from Doug’s NFL career as a Super Bowl–winning place kicker and how they are applicable in an entrepreneurial context. They also examine the evolution of the single family rental real estate business model, the disruptive nature of technology, and cultivating a winning corporate culture.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by John Murray, Managing Director and Portfolio Manager at PIMCO, to discuss his career trajectory and insights into PIMCO's real estate investment strategies. Mr. Murray shares the keys to his professional success and delves into PIMCO's methodologies surrounding allocation of a real estate investment portfolio.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Eric Hovde, Chairman and CEO of Sunwest Bank. Together, they delineate the banking business model and its critical role in the national economy, while also examining the industry's regulatory landscape and the rise of private credit. They further delve into the history and development of Sunwest Bank, highlighting the challenges faced during financial crises and the strategic decisions that fueled its growth.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Katie Koch, President and CEO of The TCW Group. Together, they chart Katie’s career from her beginnings as an intern at Goldman Sachs to her current position at TCW. They also delve into the importance of diversifying with alternative investments, opportunities and challenges in the current financial marketplace, and maintaining work/life balance within a demanding professional role.