CLA Talks: Real Estate Investments
Need help navigating the real estate market?
Chad Sanderson of The Bascom Group joins CLA’s Tony Hallada to share his thoughts on multifamily real estate in the current investment climate.
- Chad Sanderson, Senior Principal of Business Development and Acquisitions, The Bascom Group
- Tony Hallada, Principal, CliftonLarsonAllen Wealth Advisors, LLC
- Evolution of their real estate investment and operating philosophies
- How to adapt and react quickly to changing business cycles
- The effect of demographic, social, economic, and political trends on multifamily investment opportunities
- Market takeaways from the recent pandemic
The Bascom Group is a private equity firm specializing in multifamily, commercial, non-performing loans, and real estate-related investment and operating companies. Founded by Derek Chen, Jerome Fink, and David Kim in 1996, the Bascom Group has completed over $21B in multifamily and commercial value-added transactions, including 648 multifamily community transactions and 172,000 units. Joining the Bascom Group in 2004, Chad Sanderson has helped fund, restructure, refinance, and directly acquire multifamily, value-added investments, including several lender REOs, foreclosures, and other distressed assets.
For more CLA Real Estate Videos visit CLA Talks Real Estate.
The material presented here is intended to be educational in nature and should not be construed as financial advice. Such advice should be the result of a discussion with both your tax advisor and your financial advisor based on your individual circumstances. The purpose of this presentation is purely informational. It is not intended to promote any product or service and should not be relied on for accounting, legal, tax, or investment advice. The views expressed are those of CLA Wealth Advisors and intended for a broad audience. They are subject to change at any time and do not take your individual circumstances into account. Past performance does not imply or guarantee future results. Investing entails risks, including possible loss of principal. Diversification cannot assure a profit or guarantee against a loss. Investing involves other forms of risk that are not described here. For that reason, you should contact an investment professional before acting on any information in this presentation. See our full disclaimer here.