COVID-19 – WealthStyle Podcast

Strategies for Real Estate Success with Scott Shuman

By WealthStyle Podcast | February 19, 2024

Are you looking to sell your home and need insight into the current market?

Want to know what potential buyers are looking for and what you can do to attract them?

If you’re ready to list your house, make listening to this episode your first to-do!

Join our host Evan Wohl and his guest Scott Shuman, COO of The Sue Adler Team as they discuss the ever-changing real estate landscape. They hone in on how the pandemic and the shift in work habits are nudging folks from the hustle and bustle of city life to the quieter suburbs, and why you might want to hang on to your property as a source of income.

Should you stay or go?

Find out as this episode highlights:

What caused the shift in the real estate market during Covid
How have rising interest rates affected buyer activity and seller hesitation
The importance of finding a trusted real estate advisor before making decisions about home improvements or selling
Why you should consider holding onto property for rental income
Tips and guidance on how to increase the value of your home
Insight into the permits and legal requirements for selling/buying
And more

Resources:

Connect with Evan Wohl:

Connect with Scott Shuman:

About Our Guest:

Scott Shuman, Morristown, grew up in Chatham and has been with The Sue Adler Team since 2010. Scott spearheads all of the team’s operations, and in a nutshell, is responsible for ensuring that the Sue Adler Team runs efficiently and effectively, with client service always at the forefront, creating the best possible experience for our clients. If you have a conversation with Scott, it will instantly become clear how passionate he is about the real estate industry – he is one of the rare people (besides Sue), who got his real estate license as soon as he turned 18! Scott has had his hand in almost every role in the industry from working with buyers and sellers to transaction management, to lead conversion to SEO and online marketing and everything in between.

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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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Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

By wealthstylepodcast | May 24, 2021

With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return.

In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to highlight must-know considerations for when you book your next trip.

You will learn:

Rob’s thoughts on the current travel landscape
Three best practices for those who are thinking about traveling abroad
How the pandemic has switched the way MilesAhead plans for client travel arrangements
The benefits of using credit card points to book, travel, and do everyday purchases
And more!

Join in and find out how MilesAhead can help you resume your travel sooner rather than later!

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From the Election to COVID-19: Investing in Today’s Environment

By wealthstylepodcast | October 19, 2020

With the presidential election just around the corner and the COVID-19 crisis continuing on, 2020 has brought a time of uncertainty for many investors.

To explore our current environment and the investment planning that should go along with it, Iván Watanabe joins Robert Pruett in today’s episode. Robert shares what has been happening as a result of the global pandemic, both in the market and for clients. He also reveals how some of OPUS’ planning ideals have helped clients weather the short-term craziness of the year, all the while staying on track with their long-term plans.

In this episode, you will learn:

How the market has changed as a result of COVID-19
Three buckets you should consider putting money into
Benefits of hiring a professional financial planner
The importance of understanding your personal tax rate
And more!

Tune in now and discover how COVID-19 has impacted the investing landscape — and what you as an investor should keep in mind during this time of uncertainty!

Resources: Opus Private Client, LLC

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COVID-19: What’s Happening on the Hill? — With Joshua Caron

By wealthstylepodcast | October 5, 2020

When it comes to the physical and economic impact of COVID-19, many are questioning what our future could look like, especially from a policy standpoint.

To explore this question, Iván Watanabe joins Joshua Caron for today’s episode. As the vice president of legislative affairs at AALU & GAMA, Joshua shares his insight into the government’s reaction to the economic crisis created by COVID-19, the possible repercussions of the government’s financial aid, and how the government might recuperate post-COVID.

In this episode, you will learn:

The impact of the initial COVID relief efforts
How current events influence the election
About the possibility of liability protection for businesses
How the government could recover from the benefits they’ve granted
And more!

Tune in now to learn how the government has provided relief throughout the COVID-19 crisis — and what it could mean for the country’s financial tomorrow.

Resources: Opus Private Client, LLC | AALU and GAMA | Contact Josh Caron

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