June 2021 – WealthStyle Podcast

Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

By wealthstylepodcast | June 21, 2021

When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities.

In this episode, Platinum Premier’s Zameer Upadhya and Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate.

They highlight how the organization’s investments and high-quality real estate improvements can provide stable returns for investors and secure economic assets for communities.

Zameer and Chris discuss:

Platinum Premier Global Equity’s mission to provide unique real estate opportunities
COVID-19’s impact on the commercial real estate industry
How real estate creates value for people
Why real estate isn’t a passive investment
Reasons to integrate commercial real estate into your overall portfolio
And more

Resources:

Fundrise

Connect with Zameer Upadhya and Chris Chambers:

Connect with Iván Watanabe:

About Zameer Upadhya:

Zameer Upadhya is Platinum Premier Global Equity’s co-founder and CEO, a real estate private equity firm focused on multi-family and hotel value-add development opportunities. The team improves the properties through hands-on management and targeted value-add initiatives striving for solid returns for investors and strong economic assets for communities.

About Chris Chambers:

Chris is Platinum Premier Global Equity’s CFO. He has been investing in real estate since 2004. His investments concentrated on residential real estate projects, increasing profits, and enhancing cash flow. His background lends him nearly 15 years of relevant financial expertise in real estate, financial planning, long-term planning, capital allocation, capital-efficient profitable growth, auditing, and investment strategies.

Data and rates used were indicative of market conditions as of the date of original publication. Opinions, estimates, forecasts and statements of financial market trends were based on the current market conditions as of the date of recording and are subject to change without notice. Past performance is not a guarantee of future results.

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Must-Know Business Exit Planning Considerations With Jeremy Suarez

By wealthstylepodcast | June 7, 2021

New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals.

How do they do it?

Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role in helping small, privately-owned businesses successfully plan their business exit. Plus, he shares must-know considerations every business owner should know for a smooth business takeover.

Jeremy discusses:

Tomoro’s approach to helping individuals and their businesses with transition and exit planning
When the right time is to start planning for your business exit
Easing the business takeover process with employee retention
Common exit planning mistakes
Consequences of not planning your business exit or transition
And more

Connect With Jeremy Suarez:

Connect With Iván Watanabe:

About Jeremy Suarez:

Jeremy joined Tomoro as a managing partner in 2014. When working with individual households on their wealth creation strategies; the focus is on all areas of wealth accumulation, protection, and distribution. As a certified exit planning professional, Jeremy supports business owners with a full range of business continuity, succession, and exit planning recommendations; with a core focus of optimizing value.

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