Sep 13, 2022

The Prosperity Report – Where is Real Estate Headed?

Listen to the Podcast Here

Real Estate – Does it Make you Confident or Nervous?

Your own sentiment may vary depending on what type of real estate investment you hold, when you bought it, and what the market is doing. We’ll talk about both residential and commercial, what makes the Southern California market different, what’s happening with inventory, and some insights on real estate deals that most people aren’t even aware of.

To help bring some sense to all this, today we have two guests:

  • Suzi Dailey is the founder of Dailey by the Sea, a Coastal boutique Luxury real estate firm with over $1B in sales. She has served high-profile clientele from all over the world, including Brazil, China, Dubai, England, India, and Sweden. You’ll see her quoted in magazines such as Oprah, Women’s Day, and Reader’s Digest.
  • Andrew Morrow has a 20-year track record of helping business owners and tenants rent and acquire real estate assets. He is currently Executive Managing Director at Cushman and Wakefield where he specializes in corporate tenants that have supply chain and operations across Southern CA and the Western United States.

Listen in as we explore:

  • 0:00 – Prosperity Report Introduction

  • 0:53 – Mark Chandik Introduces Guests Suzi Dailey and Andrew Morrow

  • 1:55 – Should SoCal homebuyers wait to buy?

  • 3:09 – How interest rates affect commercial real estate

  • 4:40 – Minimizing surprises when buying residential real estate

  • 6:32 – What does the next 12 months in commercial real estate look like?

  • 8:29 – What will the next 12 months in the SoCal real estate market look like?

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

DISCLAIMER
The information contained in the multimedia content (“Video and Audio Content”) posted represents the views and opinions of the original creators or that of the individual being interviewed. The mere appearance of Video and Audio Content on the Site does not constitute an endorsement by FDP or its affiliates. FDP does not represent any connection to any specific product concepts that might be discussed. If you wish to understand the products and services offered by FDP, you should consult the Form CRS and disclosure documents like ADV Part 2A and 2B.

The Video and Audio Content has been made available for informational and educational purposes only. It is not intended to supply specific tax, legal or investment advice or to be a substitute for professional advice or guidance. Always seek the advice of a qualified registered representative, investment advisor representative, accountant, or attorney with any questions you may have regarding your specific circumstances.

Investment Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. FDP Wealth Management LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Insurance License 0675533/0H92100

Reproduction Prohibited without Express Permission. Copyright FDP Wealth Management. All rights reserved. Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC | 130 Springside Drive Suite 300 Akron, OH 44333-2431 | 800.765.5201. FDP Wealth Management, LLC is a separate entity from Valmark Securities, Inc. If you do not want to receive further editions of this weekly newsletter, please contact me at (949) 855-4337 or e-mail me at info@fdpwm.com or write me at 8841 Research Drive, Suite 100, Irvine, CA 92618. FDP Wealth Management, LLC, Valmark Securities, Inc. and their representatives do not offer tax or legal advice. You should consult your tax or legal professional regarding your individual circumstances. Indices are unmanaged and cannot be invested directly in. Past performance is not a guarantee of future results.

TRENDING PODCASTS

The Prosperity Report – A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde

After a long and productive career, our Guest Dan Ugalde took an interesting approach when exiting his company: he chose to liquidate rather than sell.

The Prosperity Report – A Look at Exit Strategies for the Business Owner with Guest Ben Julianel

We will be discussing exit strategies for business owners with our guest Ben Julianel. Your business is not simply what you do with your time and talent, it’s a sizable asset.

The Prosperity Report – When are Annuities a Good Choice? – with guest Zach Hurst, CFP

Our guest Zach Hurst, CFP, CLU, will help us explore annuities so you can have a knowledgeable opinion instead of a knee-jerk reaction when you hear this much-talked-about term.

The Prosperity Report – Benefits of an ESOP in the Construction Industry with guest Michael Harden

Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses transferring ownership of your construction business to an ESOP and other factors to consider when deciding if/when to sell.

The Prosperity Report – 30 yrs of Profitability Insights for Contractors, with Guest Warren Hennagin, CPA

With 30 years of financial experience in the construction industry, our guest Warren Hennagin CPA, MST, CCIFP, CGMA discussed profitability insights for contractors.

Subscribe to the Podcast

Also Available On…