Diversification with Real Estate Investing — with Paul Nardozzi, Managing Director at Forum

Whenever you're ready, we can help you in one of two ways: Take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement   This week on Wealth Wisdom, Paul Nardozzi — Managing Director at Forum — joins us to break down what investors need to understand about today’s real estate market.   Mortgage rates are hovering around 6%, most homeowners are locked into rates below 4.5%, and the traditional real estate playbook has been completely rewritten. Paul brings over 20 years of experience in real estate debt, credit, and equity — and explains how investors can navigate a market defined by high rates, limited supply, and the rising power of rentals.   We dive into what’s really happening in housing, how Forum is opening access to institutional-level real estate deals, and why “higher for longer” might actually create opportunity for smart investors.   We get into: 🏠 Why so many homeowners are staying put — and how that’s driving rental demand 📈 The 34% cost gap between owning and renting a home 🏢 How multifamily and student housing are thriving despite rate pressure 💰 How Forum structures its debt and equity vehicles for individual investors 🧱 The rise of private credit and what makes real estate-backed lending different ⚙️ Why AI data centers are shaping the next wave of real estate investment 💭 How “higher for longer” rates could redefine long-term wealth building 👨‍👩‍👧 Paul’s personal take on wealth, family, and cash flow   A huge thank you to Paul for joining us and sharing his insights on how to think differently about real estate, opportunity, and long-term investing in today’s market.   TIMESTAMPS: 00:29 Special Guest Introduction: Paul Nardozzi 01:16 Impact of Fed Rate Cuts on Real Estate 02:43 Challenges in Home Ownership 03:30 Rising Demand for Rentals 06:03 Generational Shifts in Housing Preferences 07:02 Tech Industry Updates and Job Cuts 08:37 Amazon's Strategic Job Cuts 10:34 Meta's Investment in AI and Data Centers 14:45 Forum's Investment Strategy and Philosophy 16:43 Forum's Debt and Equity Vehicles 20:42 Focus on Multifamily and Student Housing 23:18 Exploring Real Estate Investment Opportunities 24:10 Challenges in Real Estate Development 25:24 Current Market Trends and Strategies 27:01 Focus on Multifamily Housing 29:28 Private Credit and Real Estate 34:20 Client Portfolio Management 41:46 Rapid Fire Questions