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Real Estate Investment Insights

Real Estate Investment Insights

De : Derek Doke & Jordan Elliott
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 Real Estate Investments Insights (REAL-Talk), a podcast that provides insights and knowledge to commercial real estate enthusiasts, brokers, investors, property owners, and those who provide professional services to the industry through the sharing of best-practices on industry topics and trends.© 2025 Real Estate Investment Insights Economie Finances privées
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  • Legacy Planning Episode 2 - Succession Planning

    Legacy Planning Episode 2 - Succession Planning
    Dec 18 2024

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    Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
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    45 min
  • Legacy Planning Episode 1 - Why Have a Trust

    Legacy Planning Episode 1 - Why Have a Trust
    Oct 29 2024

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    Jordan and I sit down with Phil Cook CPA, Sr Director with Pacific Trust Company and Bridger Trust Company to discuss the value of setting up a trust and how to best position yourself for success with the right trustee. Whether your estate is $10m or over $50m, Phil lays out the strategy and plan for what to consider and who should be on your team.
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    45 min
  • Management Services Episode 15 - Out of Area CRE Owners & Investors

    Management Services Episode 15 - Out of Area CRE Owners & Investors
    Jul 16 2024

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    I sit down with NAI Elliott President, Jordan Elliott to discuss what out of area and international investors and property owners should look for and consider when investing in and owning commercial real estate in unfamiliar markets, when it comes to how to manage the asset/investment.
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    25 min
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