Welcome to Price Discovery: Money & Mindset!
This is Episode #5 and you’ll hear Host Jordan Rodriguez interview Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. Watch the video episode on YouTube and listen to the audio episode on Apple Podcasts, Spotify, and your other favorite podcast spots – Follow and leave a 5-star review if you’re enjoying the show!
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Learn more about Price Discovery: Money & Mindset
Price Discovery: Money & Mindset Episode #5: Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger
Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They’re an expert real estate investment advisory that started in 1968. Hear why it’s important to consider the real estate before selling your business, how a sale leaseback works, how to get the right people at the table, how the market has changed in recent years, and how to understand the opportunities and risks with your real estate. This episode covers everything from REITs to business assets. Here’s a small sample of what you will hear in this episode:
What are Kevin & Blair’s roles at the table?
Why is real estate overlooked as a business asset?
What is a sale leaseback?
Why would you want to create liquidy with assets on the balance sheet?
How does a sale leaseback work?
Who else is part of this process?
How has the space changed over the years?
What’s next in real estate investing?
Connect with Blair and Kevin on LinkedIn and at WWMRealEstate.com, and connect with Jordan at WSWealthManagers.com.
Check out the episode and show notes below for much more detail.
Show Notes
Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger
[0:19] Welcome to Price Discovery: Money & Mindset
[0:45] Connect with Blair and Kevin on LinkedIn and at WWMRealEstate.com, and connect with Jordan at WSWealthManagers.com
[1:47] What are Kevin & Blair’s roles at the table?
[3:24] Why is real estate overlooked as a business asset?
[3:52] Balance Sheet
[5:28] Why would you want to create liquidy with assets on the balance sheet?
[8:08] Private Equity (PE)
[9:12] Family Business
[12:05] What is a Sale Leaseback?
[16:58] How does a sale leaseback work?
[21:05] Who else is part of this process?
[23:55] How has the space changed over the years?
[25:35] What’s next in real estate investing?
[27:12] Return on Equity (ROE)
[28:05] Landlord
[28:34] REIT (Real Estate Investment Trust)
[31:55] What final thoughts do Blair & Kevin have?
[35:26] Connect with Blair and Kevin on LinkedIn and at WWMRealEstate.com, and connect with Jordan at WSWealthManagers.com
[35:53] Subscribe to Price Discovery: Money & Mindset on your favorite podcast platform and YouTube, and learn more about Jordan at WSWealthManagers.com
[35:55] Price Discovery: Money & Mindset is brought to you by Wernick Spear Wealth Managers and Chagrin Valley Business Strategies. Opinions expressed by Jordan and guests are their own and do not represent investment advice, solicitation, or the like.
What is Price Discovery: Money & Mindset?
Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers.
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