Masters of Moments
Masters of Moments features conversations with top entrepreneurs and business leaders about hospitality, real estate investing, and company building. The podcast explores the ideas, strategies, and approaches that brought guests to where they are today. It targets seasoned investors, upstart entrepreneurs, and anyone looking to break into real estate and hospitality investing. Host Jake Wurzak is the CEO of DoveHill Capital Management and Wurzak Hotel Group, a vertically integrated hospitality investment platform. Since 2011, he has led the investment of $1.5 billion in hotel assets across the country.
Episodes
How to Develop Profitable Boutique Hotels - Ethan Orley - Managing Partner at Oliver Hospitality
In this episode of Masters of Moments, Jake Wurzak sits down with Ethan Orley to unpack his unconventional path into boutique hotel development and management. What started as a post-GFC leap of faith on a 28-room hotel in Knoxville evolved into a design-driven hospitality platform focused on secondary and tertiary markets. Ethan shares how creativity, operational intensity, and disciplined real e
How Omni Aligns Real Estate, Operations, and Guest Experience - Kurt Alexander - President of Omni Hotels & Resorts
In this episode of Masters of Moments, Jake Wurzak sits down with Kurt Alexander to unpack how Omni Hotels has built a differentiated hospitality platform by staying deeply rooted in ownership, operations, and long-term thinking. Kurt shares his unconventional path from accounting and investment banking into hotel operations, including the formative experience of working every frontline role at Om
Wrapping up 2025: Wins, Losses, and Predictions for The Hospitality Industry
In this solo year end episode of Masters of Moments, Jake Wurzak reflects on the highs, lows, and hard lessons from 2025 across his hospitality portfolio and broader business journey. He walks through recent acquisitions, operational wins, and exits, while candidly unpacking mistakes around debt timing, goal setting, and team management. Jake also shares how shifting guest preferences, declining R
Experience is the New Asset Class - Sean Hehir - President & CEO - Trinity Investments
In his return to Masters of Moments, Sean Hehir joins Jake Wurzak for a deeper dive into the future of hospitality, technology, and investment strategy. Building on their first conversation, Sean shares how his firm has embraced AI to transform operations and asset management, using data to predict market shifts and enhance efficiency across a global portfolio. He also discusses the evolving lands
Elevating Hospitality Through Light, Sound, and Space - John Grossman - CEO of Grossman Company Properties
In his second appearance on Masters of Moments, John Grossman joins Jake Wurzak for a deep dive into the philosophy behind his company’s approach to design, operations, and long-term ownership in hospitality.
John discusses why “not fighting the building” remains a guiding principle for every renovation, how his team balances creativity with practicality, and the mindset that drives their additi
Inside Dovehill's Latest Acquisition - Charles Paloux - Chief Investment Officer - Dovehill
In this episode of Masters of Moments, host Jake Wurzak sits down with his colleague and DoveHill’s Chief Investment Officer, Charles Paloux, to discuss their firm’s recent acquisition of the White Barn Inn in Kennebunkport, Maine. Jake and Charles take listeners behind the scenes of the deal, from the story of how it came together to the strategy behind investing in luxury experiential hotels. Th
The Culinary Brilliance Behind Hilton & Wolfgang Puck - Adam Crocini, SVP of Global Design, Wellness, and Food & Beverage @ Hilton
In this episode of Masters of Moments, Jake Wurzak sits down with hospitality leader Adam Crocini for a deep dive into the intersection of food, beverage, and hotel design. Adam shares his journey from working as a teenage barback in Connecticut to shaping global hospitality experiences with iconic brands like Wolfgang Puck, Capella Hotels, and Hilton. Together, they explore how restaurant culture
Building the Boutique for the Outdoors - Ben Weinberg - Co-Founder & Co-CEO at Trailborn
In this episode, Jake Wurzak sits down with Ben Weinberg to discuss the intersection of entrepreneurship, hospitality, and real estate. Ben shares his journey from investment banking into building Trailborn, a brand focused on transforming three-star properties into four-star experiences in iconic outdoor destinations.
The conversation covers the strategy behind unlevered value creation, the com
Building a REIT in Hospitality - Jay Shah - Executive Chairman of Hersha Hotels & Resorts
Hersha Hospitality Trust (NYSE: HT) is a self-advised real estate investment trust in the hospitality sector, which owns and operates luxury and lifestyle hotels in urban gateway and regional resort markets. The Company’s 25 hotels totaling 3,811 rooms are located in New York, Washington, DC, Boston, Philadelphia, South Florida, and California.
Jay is involved in all areas of the business with a
Building a Scalable Hotel Brand in High-Barrier Leisure Markets - Matthew Mering - EVP of Hospitality - Waterton
In this episode of Masters of Moments, Jake Wurzak sits down with Matthew Mering to explore the evolution of lifestyle hotels and the founding story behind Outbound Hotels. From his early experiences in the hospitality industry, starting with bartending at Club Med to co-founding a nightclub while attending business school. Matthew shares how his path ultimately led to building a distinct hotel br
The Street Smart Success Podcast - Jake Wurzak
This episode is a repost of Jake's appearance on the Street Smart Success Podcast, hosted by Roger Becker. You can learn more about Street Smart Success here - https://www.streetsmartsuccess.com/
Jake shares his journey from working in his family's hotel business to building a portfolio of unique, experience-driven hotels. The conversation explores why commoditized limited-service hotels have b
Deploying Over $2B into Mispriced Real Estate - Ian Ross - Founder at Somera Road
Ian Ross founded SomeraRoad in 2016, bringing a fresh, entrepreneurial approach to opportunistic real estate in growing secondary cities nationwide. He has since led the firm’s rapid expansion, overseeing nearly $2.5 billion in acquisitions of 25+ million square feet in more than 70 unique markets. Ian has also augmented SomeraRoad’s core value-add business, building new verticals in industrial ne
![Why Florida is the Future of Luxury Real Estate - Isaac Toledano - Co-Founder of BH Group [2024]](https://megaphone.imgix.net/podcasts/c8dc0978-569a-11f0-b5d1-4383041057bf/image/edb42738478afcc0c8fa78fb9e2d52e8.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Why Florida is the Future of Luxury Real Estate - Isaac Toledano - Co-Founder of BH Group [2024]
In this episode of Masters of Moments, Jake Wurzak sits down with Isaac Toledano for a wide-ranging conversation on his entrepreneurial journey, development philosophy, and deep commitment to Florida real estate. Isaac reflects on his early start in business at age 15 in Israel, how his risk appetite has evolved, and why partnerships are at the center of his approach. He offers a behind-the-scenes
Lessons from Scaling a $400K Restaurant into a $6M Flagship - Jeremy Sasson - CEO @ Heirloom Hospitality
Jeremy Sasson joins Jake Wurzak to unpack his obsessive, guest-first approach to hospitality and share how he’s built a thriving portfolio of restaurants without external investors or debt.
The conversation traces Jeremy’s evolution from a post-college startup grind to crafting some of Detroit’s most beloved dining experiences. He explains how design, service, and team alignment all flow from a
Coaching Call: Creating Investor Reports People Will Love
In this solo Coaching Call episode of Masters of Moments, Jake Wurzak breaks down how to create investor reports that people actually want to read. Drawing from his experience in real estate and hospitality, Jake walks through the fundamentals of reporting with clarity, consistency, and purpose.
He shares the essential elements of an effective update, including what data to include, how to tailor
Inside the Playbook for Operational Excellence Across Hotel Types - Greg Kennealey - CEO @ Peregrine Hospitality
In this episode of Masters of Moments, host Jake Wurzak sits down with Greg Kennealey, CEO of Peregrine Hospitality, for an in-depth conversation on building and operating a diversified hotel platform with a focus on performance, alignment, and long-term value creation. With a career that includes time at Strategic Hotels and KSL Capital, Greg brings both institutional experience and an owner-oper
The BEST Asset Class in Commercial Real Estate - Hunt Rose - Partner at TruCore Investments
In this episode of Masters of Moments, host Jake Wurzak sits down with Hunt Rose, co-founder of TruCore Investments, to dive into the business of Class B industrial real estate and what makes it one of the most resilient, overlooked asset classes in today’s market. Drawing on his experience in brokerage and acquisitions, Hunt explains how TruCore’s national platform finds value in under-managed, s
Building Retail Platforms That Endure Across Cycles and Challenges - Brian Harper - 11North Partners
In this episode of Masters of Moments, host Jake Wurzak sits down with Brian Harper, co-founder of 11North Partners and former CEO of RPT Realty, to discuss leadership, reinvention, and the enduring relevance of retail real estate.
With a background spanning General Growth Properties, Rouse Properties, and RPT, Brian brings decades of insight from navigating some of the most complex moments in
Inside the Success of Vision Hospitality Group - Mitch Patel - Founder of Vision Hospitality Group
Channeling a passion for the hospitality industry, Mitch Patel established Vision Hospitality Group in 1997 on a foundation of values that guide the organization to this day.
With an unwavering commitment to excellence, Mitch oversees every aspect of the company, from investment procurement to the seamless execution of daily operations. Additionally, he oversees strategic development and impl
Inside America's Most Generous Real Estate Company - Micah Lacher - Principal @ Anchor Investments
In this episode of Masters of Moments, host Jake Wurzak sits down with Micah Lacher, founder of Anchor Investments, for a deeply personal and wide-ranging conversation about real estate, entrepreneurship, and the power of second chances. From growing up in a struggling household in North Memphis to building a respected investment and development firm in Nashville, Micah’s story is both gritty and
Building Service Businesses with an NFL Mindset - Jesse Rack - CEO of Rack Electric
In this episode of Masters of Moments, host Jake Wurzak sits down with Jesse Rack, founder and CEO of Rack Electric, to unpack one of the most impressive and unconventional entrepreneurial stories in the home services industry.
Jesse shares his journey from Queens, New York, where he played college football and briefly pursued the NFL, to running a fast-growing business empire focused on electric
Coaching Call - How to Raise Capital
In this special “Coaching Call” Jake Wurzak goes solo to share everything he’s learned from over a decade of raising capital in real estate. Drawing on personal experience—from his first $7 million deal with no clear path to funding, to building DoveHill into a hospitality investment platform—Jake walks through the real, unfiltered playbook for getting deals financed.
This episode is packed with
Building a $12 Billion+ Real Estate Empire - Patrick Carroll - Founder and CEO of CARROLL
Patrick Carroll is the founder and CEO of CARROLL, a prominent real estate investment company. From a young age, Patrick Carroll envisioned building a real estate company from the ground up. The ambitious entrepreneur leveraged what was initially a multi-family and retail assets company into a leading real estate empire.
As CEO, Patrick helps define and implement strategic plans designed to furt
Inside The Triple Net Lease Kingdom - Chris Hatch - Principal at Forza Commercial
In this episode of Masters of Moments, I sit down with Chris Hatch, Principal at Forza Commercial, to break down the high-stakes world of retail real estate development. Chris grew up in a real estate family, learning the business from the ground up, and those early lessons shaped how he approaches site selection, deal structuring, and scaling development projects today.
We dive into:
How to ide
Monetizing Underutilized Spaces and Disrupting a $40 Billion Industry - Katharine Lau - CEO of Stuf
Katharine is CEO and Co-Founder of Stuf, one of Fast Company’s World’s Most Innovative Companies in 2022. She was named to Inc. Magazine’s Female Founders 100 list in the same year. Katharine is passionate about reinventing consumer experiences in the physical world and leads the company’s strategic vision and overall strategy in transforming the self-storage industry.
From 2015-2020, Katharin
Leveraging Food Services Success into a Hospitality Real Estate Portfolio - Adam Guy - CEO of Upper Crust Food Services
In this episode of Masters of Moments, I sit down with Adam Guy to explore his unconventional path from Missouri to multi-industry success. Adam’s journey started early—performing illusion shows at just seven years old—which soon evolved into a full-fledged business, booking corporate gigs across the Midwest.
His entrepreneurial instincts didn’t stop there. After a stint in basketball and communi
Hospitality Strategic Growth: Leveraging Small Deals for Bigger Wins - Coaching Call w/ Jake Wurzak
In this episode of Masters of Moments, I share my experiences in hospitality and real estate investment, from raising $6 million for a preferred equity deal to handling unexpected challenges in hotel management. I also discuss the shift toward experiential and lifestyle hotels and why smaller investment opportunities can offer strong returns.
I also discuss how technology improves hotel operati
Creating Spaces with Purpose: Balancing Aesthetics, Functionality, and Investment – Antonia Botero - Principal @ MADDPROJECT
Antonia Botero takes us on a deep dive into the evolution of taste in architecture, shaped by her experiences with historic buildings in New York City. We explore the power of intentional design—how the seamless blend of interior and exterior aesthetics can transform a space—and the unique challenges of adaptive reuse projects.
Antonia also shares her journey from architecture to development, hig
Concepting Your Dream Hotel - Jake Wurzak
In this episode of Masters of Moments, I take a step back to reflect on how far the show has come and express my gratitude to every listener who’s been part of this journey. If you’ve been enjoying the conversations, I’d love for you to leave a review and send in your dream guest suggestions—your input helps shape the show's future!
This time, I’m diving deep into the art of bringing a boutique h
Coaching Call: Maximizing Your Hotel Investment - Lessons, Strategies, and Insights
In this episode, Jake emphasizes the importance of having a team for unbiased insights, building cushion into deals, and learning from both your mistakes and others.
He shares an in-depth look at his process for underwriting hotel deals, including revenue assumptions, expense analysis, financing structures, and the role of pro forma models.
Jake also touches on the significance of community an
Navigating NYC & Miami's Toughest Markets: Development Insights with Matthew Baron - President and Founder of Baron Property Group
Matthew Baron is the Founder and President of BPG, Formed in 2021, BPG has an active development pipeline totaling nearly 4 million square feet and over 3,600 new residential units, valued at over $2 billion. Under Matthew Baron’s leadership, the company’s current portfolio includes large-scale mixed-use and rental residential development projects in Long Island City, Queens, and Manhattan’s Washi
Hotel Investing Mistakes - Jake Wurzak
On this solo episode, we deep-dive into common mistakes when investing in the hospitality space. Enjoy!
Connect & Invest with Jake:
Follow Jake on X: https://x.com/JWurzak
1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching
Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo
Topics:
(00:00:00) - Intro
(00:02:19) - There is no substitute for experience
(00:05:00) - Location, loca
How to Spot Million-Dollar Deals: Avi Greenbaum’s Real Estate Blueprint - CEO of Triple Double RE
In this episode, I sit down with Avi Greenbaum to discuss his entrepreneurial journey and the decisions that defined his career. Avi shares his early ventures, including trading baseball cards as a child and running a travel business in college, which laid the groundwork for his approach to business. We explore how his ability to spot opportunities and his drive led him from Wall Street trading de
Best of 2024: Selling a Micro-Hotel for $1M per Key - Isaac French - Founder of Experiential Hospitality
Isaac French crafts micro-resorts & boutique hotels. He designed, built, and sold the massively popular Live Oak Lake in Waco, Texas for $1M per key. He also founded Experiential Hospitality, an exclusive course and community for the next generation of hospitality trailblazers.
On this episode, Jake and Isaac discuss:
Building and Selling Live Oak Lake
What's next for Isaac
Naivety as an adva
How to Successfully Plan Motel to Lifestyle Hotel Conversions + Group Q&A
In this episode, we dive deep into the complexities and opportunities of converting older mom-and-pop motels into modern, vibrant lifestyle hotels, particularly in resort areas.
We discuss the importance of understanding the market, creative financing options, successful case studies, programming and amenities, renovation scopes and plans, and risk management.
Additionally, we cover listener qu
The Restaurant Development Masterclass - John Meadow - Founder & President of LDV Hospitality
John Meadow is the founder and president of LDV Hospitality, a boutique hospitality group that was founded on his realization of the ambition to bring the dream of “La Dolce Vita,” to everyday life.
Focused on concept and business development, John drives the creative process for the company, envisioning restaurants and bringing them to life, as well as forging new partnerships with hotel develop
Inside East West Partners: CEO Chris Frampton on Crafting Iconic Developments
As Managing Partner, Chris oversees all of the company’s development and sales activities. With East West pioneering new communities in Charleston, Denver, Snowmass, Deer Valley and Kauai, Chris works with folks from coast to coast and helps guide these destinations toward the future. From his perspective, the agenda is actually quite simple, “We build places that put people first, where the exper
Entrepreneurship, Investing, and Whisky with NHL MVP Chris Pronger - Founder of JRNY
Chris Pronger is a former NHL MVP who played 19 years in the league before embarking on his journey into entrepreneurship with his adult beverage business.
JRNY is a Canadian whisky created by the Brothers Sean and Chris Pronger with award-winning distillery Niagara Falls Craft Distillers Whisky.
This episode was originally released March 2024
On this episode, Jake and Chris discuss:
- Life in
Coaching Call: Blackberry Farm Inspirations + Q&A
In this special coaching-call episode, we deep dive into what has made Blackberry Farm a successful hospitality operation before getting into some Q&A where we discuss:
- Advice to independent developers
- Operating agreements w/ restaurants
- Scaling w/ investors vs. bootstrapping & a ton more!
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Take the Hospitality I
Turning Wall Street Expertise into a Multi-Million Dollar Value-Add Multifamily Business with Gabe Bodhi, CEO of Tekton Group
Gabe has led more than $50mm of multi-family investments in metro Denver, across more than 500 apartment units in Denver, Lakewood and Aurora. Gabe is also the co-manager on over $25mm of multi-family investments (164 units) in Los Angeles.
This episode was originally released October 2023
On this episode, Jake & Gabe discuss:
Going from Wall St. into Real Estate
Building Generational Wealth
Uniting Hotel Operators & Institutional Investors - Vamsi Bonthala - CEO of Arbor Lodging
Vamsi Bonthala is the Chief Executive Officer and co-founder of Arbor Lodging Partners, an award-winning national hotel investment firm. Vamsi has overseen approximately $1 billion of transaction volume since the inception of Arbor Lodging Partners, where he leads all company activities including general corporate strategy, investor relations, strategic relationships, acquisitions, dispositions, a
Building a $12 Billion+ Real Estate Empire - Patrick Carroll - Founder and CEO of CARROLL
Patrick Carroll is the founder and CEO of CARROLL, a prominent real estate investment company. From a young age, Patrick Carroll envisioned building a real estate company from the ground up. The ambitious entrepreneur leveraged what was initially a multi-family and retail assets company into a leading real estate empire.
As CEO, Patrick helps define and implement strategic plans designed to furt
Creating, Acquiring, and Scaling Brands - Arash Azarbarzin - CEO of Highgate
Highgate is internationally recognized as a dominant operator across diverse markets and asset types. They have arms in asset management, development, investor management, and technology that have helped grow them into one of the most successful hospitality companies in the world.
This episode was originally released June 2023
On this episode, Jake & Arash discuss:
Key components to creating a
Coaching Call: Delivering Bad News to Investors, Structuring Operating companies, F&B Leases, Incentive Structures and More!
In this special coaching-call episode, we talk about overcoming the unexpected challenges that often pop up in real estate projects and how to communicate effectively with investors when things don’t go as planned. We also break down how to structure hotel operating businesses, including why it can be a good idea to use separate LLCs, how to handle employee benefits, and the advantages of S corpor
Surviving Real Estate Downturns with Noah Breakstone - CEO of BTI Partners
As the CEO of BTI Partners, Noah brings over 30 years of real estate finance, construction and development experience to the table with over $3.5 billion in transactions across a wide variety of asset classes.
This episode was originally released November 2023
On this episode, Jake and Noah discuss:
- Spotting patterns in cycles to take advantage of
- Debt positioning
- Identifying great locatio
The Art of Raising a Fund with Matt Adler, Founder & Managing Principal of Adler Real Estate Partners
Adler Real Estate Partners is an entrepreneurial real estate company pursuing a vertically integrated niche strategy which invests in multi-tenant light industrial and related business parks. The Company is highly focused on a specific market sector, enabling it to generate favorable risk-adjusted returns.
Formed in 2012 as an independent company, the firm carries in its DNA the successful 50-year
Preferred Equity Deep Dive + Q&A
This episode is a deep dive into Preferred Equity with audience Q&A. Enjoy!
Connect & Invest with Jake:
Follow Jake on Twitter
Take the Hospitality Investing Masterclass
Learn How to Invest with DoveHill
Topics:
(00:00:00) - Intro
(00:02:32) - Introducing preferred equity
(00:06:15) - Preferred equity and returns
(00:13:03) - Last Dollar Basis
(00:15:55) - Basic structures of preferred equity
(0
From Blackstone to Opterra: Glenn Alba’s Hospitality Journey and Investment Philosophy
Opterra Capital is real estate investment sponsor and operating partner, capital markets advisor, and asset manager with significant experience in all sectors of commercial real estate. Founded by Glenn Alba, a former Managing Director at Blackstone with over 23 years experience in real estate, Opterra Capital seeks to leverage this expertise towards value-add acquisition and proactive investment
Balancing Tradition and Innovation: Modernizing Family-Run Hotels - Mahavir Patel - President & CEO - Aatmos
Mahavir Patel is President & CEO of Aatmos, which focuses on investing in communities with growing demand and limited supply, investing in capital and culture. They partner with Marriott, Hilton, and IHG, as well as some of the most provocative creatives and curators in the country.
Links:
Aatmos
Mahavir on LinkedIn
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Transforming the Ultra-Luxury Hospitality Market - Cyrus Vazifdar - Managing Director at HWE
Cyrus Vazifdar is a Managing Director in the Hospitality Investment Advisory practice at Hodges Ward Elliott. He specializes in institutional-grade hotel and resort property transactions throughout North America, including investment advisory and equity placements.
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Take the Hospitality Investing Masterclass: https://l
Building the Future of Luxury Home Co-Ownership - Austin Allison - CEO & Co-Founder at Pacaso
Austin co-founded Pacaso to make the dream of second home ownership a reality for more people after experiencing the profound effect it had on his own life. Pacaso is Austin’s second startup. In 2008, he founded Dotloop in his hometown of Cincinnati, a company that created software to seamlessly manage real estate transactions. Zillow acquired Dotloop in 2015, and Austin continued to run Dotloop a
A Deep Dive on GP Fees [Replay]
On this solo episode, Jake dives into GP fees. He explains why GPs should charge fees, the differences between deal shops and Real estate private equity firms, how to build great returns, the types of fees you will see from GPs, what to charge as a GP and more.
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Take the Hospitality Investing Masterclass: https://lear
Why Florida is the Future of Luxury Real Estate - Isaac Toledano - Co-Founder of BH Group
Isaac's primary focus centers on luxury residential properties, prime land holdings, office spaces, and mixed-use assets strategically positioned in prime locations. BH Group mitigates risk exposure by targeting large-scale, value-adding prospects within specialized markets while maximizing returns. BH Group has forged partnerships with leading real estate firms in the United States, successfully
Navigating Hospitality Investments - Sean Hehir - CEO of Trinity Investments [Replay]
Sean is a Principal and Managing Partner of Trinity Investments as well as the President and Chief Executive Officer of Trinity Investments and Trinity Fund Advisors LLC. He oversees the firms’ investment activities, including sourcing and executing investment opportunities, formulating investment strategies, and structuring acquisitions and dispositions. Prior to joining Trinity, Mr. Hehir worked
How to Raise Capital During Tough Times - Coaching Call + Q&A
We're at the start of a new Real Estate cycle! In today's episode, we discuss how to raise capital during tough times. Enjoy!
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Take the Hospitality Investing Masterclass: https://learn.jakewurzak.com/
Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo
Topics:
(00:00:00) - Intro
(00:02:32) - Introduction: The ca
The Family that Transformed Fort Lauderdale - Dev Motwani - Managing Partner of Merrimac Ventures [Replay]
Dev Motwani serves as Managing Partner of Merrimac Ventures, a Fort Lauderdale-based real estate firm focusing on value-added investment and development opportunities. Property types owned and operated include hotels, condos, retail, office, and rental apartments primarily in South Florida but also throughout the United States.
On this episode, Jake and Dev discuss:
Growing up in the family hote
Developing Culture in an $8.5 Billion Organization - Rob Lowe - Co-CEO of Lowe Enterprises [Replay]
As Co-CEO, Rob Lowe focuses on operations both at the corporate level and across its real estate activities. Additionally, Rob and Mike co-chair the firm’s wholly-owned hospitality affiliate, CoralTree Hospitality Group. He is a past Trustee and President of the Palisades Presbyterian Church, is currently on the Board of Managers at the Palisades-Malibu YMCA and is an active member of Urban Land
Navigating Institutional & Family Real Estate with Chris Tourtellotte - Managing Director at LaTerra Development
Chris Tourtellotte serves as a Managing Director of LaTerra. Chris is responsible for overseeing the Development group, sourcing and closing new acquisitions, sourcing debt and equity for LaTerra’s projects, and growing LaTerra’s apartment and mixed-use development platform, which currently includes over 3,000 apartment units under construction or in the pipeline.
Before joining LaTerra, Mr. Tour
Redefining Experiential Hospitality - Atit Jariwala, Founder and CEO of Bridgeton
Atit Jariwala is a real estate executive who has been involved with real estate management and investment his entire life. As a partner and co-founder of several real estate companies, Atit has been involved in acquiring, developing, and managing dozens of properties across the United States. In total, Atit has been involved in acquiring and developing over $2.5 billion of real estate throughout t
Mastering Multifamily and Build-for-Rent Strategies with Bard Kligerman - Co-Founder and CEO of CT Realty Trust
Bard Kligerman is a seasoned real estate developer with over two decades of experience. Co-founding CT Realty Trust (CRT) in 2009 with his father Robert, Bard has led the firm to invest over $220M in a variety of real estate ventures including single-family communities and multifamily apartments throughout Connecticut. Under his leadership, CRT has become a key player in the local real estate mark
How to Structure Co-GP Deals - Coaching Call + Q&A
On today's episode we deep-dive into structuring Co-GP Deals in an inside look at our Group coaching calls. Enjoy!
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Take the Hospitality Investing Masterclass: https://learn.jakewurzak.com/
Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo
Topics:
(00:00:00) - Intro
(00:01:24) - Buying a piece of land & raisin
A Deep Dive into Value-Add Urban Real Estate with Scott Sherman - Founder & Principal of Torose Equities
Scott is responsible for strategic direction, sourcing investment opportunities, capital markets and operations for the firm.
Prior to launching Torose, Scott co-founded Tricera Capital where he led the charge on strategic direction, capital markets and sourcing investment opportunities. In this role, Scott built a portfolio in excess of $700M over five years and consistently delivered returns in
Building a Vertically Integrated Housing Company with $2bn AUM - Casey Lynch, CEO of Roundhouse [Replay]
Roundhouse is a fully integrated developer and operator of multifamily housing. Starting with a single condominium purchased amidst the financial crisis in 2009, we have since developed and acquired a portfolio of over 5,000 multifamily homes.
Today, Roundhouse focuses exclusively on providing high-quality housing options in emerging cities across the Western United States. In order to deliver sup
Inside the Success of Vision Hospitality Group - Mitch Patel - Founder of Vision Hospitality Group
Channeling a passion for the hospitality industry, Mitch Patel established Vision Hospitality Group in 1997 on a foundation of values that guide the organization to this day.
With an unwavering commitment to excellence, Mitch oversees every aspect of the company, from investment procurement to the seamless execution of daily operations. Additionally, he oversees strategic development and implem
Building a Generational Business - Scott Moss - CEO of Moss Construction [Replay]
In 2004, Scott and his father, Bob, started Moss. Together they created the company’s first winning presentation and managed the company’s first project. Today, Moss employs over 1,600 people across the US with revenue exceeding $3 billion.
As CEO of Moss, Scott inspires and empowers his team to create the exceptional. His innate curiosity drives a culture of continuous learning where insight, e
Scaling the 13th Largest Medical Marijuana Company in Florida - Brady Cobb - Founder of Sunburn Cannabis [Replay]
Selling weed is in Brady Cobb's blood. Using shrimp boats and a suntan lotion company as a cover, his father, Bill Cobb, ran one of the country's largest pot smuggling enterprises in the 1980s, until the federal government arrested him and shut down the $300 million ring during "Operation Sunburn."
The younger Cobb became a lawyer and cannabis lobbyist before founding his own marijuana company,
Cultivating the California Hospitality Experience - Matt Marquis - CEO of Pacifica Hotels [Replay]
Matt Marquis was named CEO of Pacifica Hotels after 7 years as the company's President and succeeded his father who founded the organization in 1970. Pacifica is the largest owner and operator of Boutique hotels on the Pacific Coast.
On this episode, Jake and Matt discuss:
- A walkthrough of converting an independent hotel in Hawaii
- Developing Investor Relations
- Growing and evolving a Mana
How to Lead a Hospitality Operating Team - John Grossman - CEO of Marc & Rose Hospitality [Replay]
John Grossman is the CEO of Marc & Rose Hospitality, a collection of iconic resorts and hidden gems born of the America West with a passion for hard work, hospitality, and high-flying adventure.
This is a replay of the well-received episode #2 of Masters of Moments where Marc & Rose was known as Classic Hotels & Resorts.
In this episode, we discuss:
- Sourcing deals & developing strategy
- Leadi
The Art of Creating Moments in Hospitality - Dupree Scovell - Managing Partner and CIO of Woodbine [Replay]
Dupree is the Managing Partner and Chief Investment Officer of Woodbine. A fully integrated real estate investment and development firm and one of the leading hospitality owners in the country, having completed over $3.6 billion in hotel investments and developed over 11,000 keys across branded and independent projects.
Links:
Woodbine Development
Dupree on LinkedIn
Hotel Emma - San Antonio
Mou
Unboxing a Landscape Resort in The Texas Hill Country - Ben Wolff - Co-Founder of Onera
In this special episode, Jake and Ben break down Ben's new deal, thesis, and strategy, as well as critique his pitch and deck.
Disclaimer: This episode is not an endorsement of Ben's deal or to aid in raising money for Ben's deal, it is opinion only and purely for informational and entertainment purposes.
Links:
Ben on Twitter: https://twitter.com/uniquestaysguy
Ben on LinkedIn: https://www.lin
How to Survive the Next Real Estate Black Swan Event - John Rutledge - Founder, Oxford Capital Group
Oxford Capital Group is an award-winning international real estate investment, development, asset, and property management firm. Oxford Hotels and Resorts, LLC is its wholly owned hotel operating affiliate, which specializes in operating, managing, and branding distinctive, high-design lifestyle hotels, and food & beverage venues.
John is also the Founder, Chairman, and CEO of its primary hotel o
Building a $2B+ Real Estate Investment, Operation and Development firm - Greg Freedman - Co-Founder and Co-CEO of BH3 Management
As the Co-Founder and Co-CEO of BH3, Mr. Freedman oversees Investments, Financial Analysis, and Capital Markets across all BH3 transactions, and has expertise in financial analysis, credit, and underwriting. Before cofounding BH3, Mr. Freedman was a principal in a private lending company based in South Florida that financed bridge loans on commercial and residential real estate and oversaw capital
Lessons from a 19 Year NHL Career, Investing & Entrepreneurship - Chris Pronger - Founder of JRNY
Chris Pronger is a former NHL MVP who played 19 years in the league before embarking on his journey into entrepreneurship with his adult beverage business.
JRNY is a Canadian whisky created by the Brothers Sean and Chris Pronger with award-winning distillery Niagara Falls Craft Distillers Whisky.
On this episode, Jake and Chris discuss:
- Life in the NHL, mistakes, and lessons learned
- Develop
Building a Portfolio of Trophy Hotel Assets - Mark Brugger - CEO of DiamondRock Hospitality
Mark W. Brugger is the Co-Founder, President, Chief Executive Officer and Director of DiamondRock Hospitality Company. Mr. Brugger co-founded the Company in 2004 and successfully led its initial public offering (IPO) on the New York Stock Exchange the following year. Mr. Brugger has received recognition for his work at DiamondRock, including being named to the Forbes list of America’s Most Powerfu
Selling a Micro-Hotel for $1M per Key - Isaac French - Founder of Experiential Hospitality
Isaac French crafts micro-resorts & boutique hotels. He designed, built, and sold the massively popular Live Oak Lake in Waco, Texas for $1M per key. He also founded Experiential Hospitality, an exclusive course and community for the next generation of hospitality trailblazers.
On this episode, Jake and Isaac discuss:
Building and Selling Live Oak Lake
What's next for Isaac
Naivety as an adva
Inside the Palisociety Collection of Boutique Hotels - Avi Brosh | Founder of Palisociety
Paligroup is a fully integrated branded real estate development and hospitality operating company that acquires, programs, develops, owns, and operates unique hotels and residences.
Their brands, development, and operational expertise also include specialized retail spaces, highly curated restaurants, bars, and event venues.
Avi Brosh founded Paligroup in 1998 and serves as its Chief Executive
An Infinite Games Mindset - Sieva Kozinsky - Founder of Enduring Ventures
Sieva Kozinsky is the Managing Partner and co-founder of Enduring Ventures, a long-term holding company dedicated to buying and building beautiful businesses and stewarding them with exceptional, values-driven leadership.
On this episode, Jake and Sieva discuss:
Pivoting from being an operator to an investor
Due diligence on potential acquisitions
How to incentivize management teams and CEOs
Deploying over $2B into mis-priced real estate by becoming local experts and leveraging a vertically integrated strategy - Ian Ross: Founder of SomeraRoad
Ian Ross founded SomeraRoad in 2016, bringing a fresh, entrepreneurial approach to opportunistic real estate in growing secondary cities nationwide. He has since led the firm’s rapid expansion, overseeing nearly $2.5 billion in acquisitions of 25+ million square feet in more than 70 unique markets. Ian has also augmented SomeraRoad’s core value-add business, building new verticals in industrial ne
Taking a Family Business to $500M with Brian Rosen - Chairman of InvestBev
Brian Rosen is the founder of the Growth Beverage collective of brands, which includes Sprout Beverage, InvestBev, BevStrat, and Algoma Capital. The Growth Beverage ecosystem serves independent beverage brands at every stage of their growth journey - from inception through exit.
On this episode, Jake and Brian discuss:
- Growing the family business to over $100M
- The reality of Private Equity
-
Investment Waterfalls and How We Structure Our Deals | PLUS Q&A
If you raise capital or invest - this is for you.
I discuss:
(00:00:00) - Intro
(00:04:34) - Promoted Interest
(00:06:00) - What’s a waterfall?
(00:08:28) - How to build a waterfall
(00:15:04) - Advanced structures
(00:18:59) - Nuances
(00:26:44) - Crystallization
(00:30:06) - How we structure our deals
(00:34:34) - Mistakes we’ve made
(00:38:11) - Q&A
Links:
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The Boardroom
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