Boots on the Ground

In this episode, we're flipping the script and bringing on one of our borrowers. We'll dive into his journey executing bold, unconventional projects and break down today’s macro environment, including interest rate uncertainty, institutional housing policy, and where capital is flowing in commercial real estate.The contents of this presentation are not intended to provide legal, investment, accounting, regulatory or tax advice. As such, in no case, should this presentation be used as a substitute for consultation with professional legal, investment, accounting, regulatory, tax, or other competent advisors.   Information contained herein has been compiled by RRA Capital ("RRA") and other sources which are deemed reliable.   Notwithstanding, RRA has not independently verified any of the information set forth in this Presentation.   Recipients of this presentation must verify any information contained herein independently and shall not rely on RRA with respect thereto.  RRA and its affiliates, employees, representatives and guests expressly disclaim all liability relating to or resulting from the use of this Presentation or any errors therein or omissions therefrom, or in any other written or oral communication transmitted or made available to interested parties in connection herewith.The thoughts and statements made by guests are not endorsements or testimonials of RRA nor should any statements made serve as a basis for making investment decisions. All statements made are for the sole purpose of providing context to the market commentary presented. Any past performance or projects mentioned does not guarantee or imply future results.

In this episode, Boots sits down with Jim Costello, Co-Lead of Global Research at MSCI and a respected voice in commercial real estate research. They'll cover economic uncertainty, tariffs, inflation, office and retail recovery, industrial supply, multifamily distress, capital flows, private credit, and the role of foreign investment in U.S. real estate.The contents of this presentation are not intended to provide legal, investment, accounting, regulatory or tax advice. As such, in no case, should this presentation be used as a substitute for consultation with professional legal, investment, accounting, regulatory, tax, or other competent advisors.   Information contained herein has been compiled by RRA Capital ("RRA") and other sources which are deemed reliable.   Notwithstanding, RRA has not independently verified any of the information set forth in this Presentation.   Recipients of this presentation must verify any information contained herein independently and shall not rely on RRA with respect thereto.  RRA and its affiliates, employees, representatives and guests expressly disclaim all liability relating to or resulting from the use of this Presentation or any errors therein or omissions therefrom, or in any other written or oral communication transmitted or made available to interested parties in connection herewith. 

In this debut episode of Boots on the Ground, the team sets the stage for a new kind of real estate podcast focused on what’s actually happening in the field. Rather than relying on headlines or high-level commentary, we're showing you the realities of private credit.The conversation features Charles Dougherty, Economist at Wells Fargo and highlights why success in today’s market requires more than just capital, demanding instead discipline, local insight, and a hands-on approach.The contents of this presentation are not intended to provide legal, investment, accounting, regulatory or tax advice. As such, in no case, should this presentation be used as a substitute for consultation with professional legal, investment, accounting, regulatory, tax, or other competent advisors.   Information contained herein has been compiled by RRA Capital ("RRA") and other sources which are deemed reliable.   Notwithstanding, RRA has not independently verified any of the information set forth in this Presentation.   Recipients of this presentation must verify any information contained herein independently and shall not rely on RRA with respect thereto.  RRA and its affiliates, employees, representatives and guests expressly disclaim all liability relating to or resulting from the use of this Presentation or any errors therein or omissions therefrom, or in any other written or oral communication transmitted or made available to interested parties in connection herewith.