Counting Capital

Buchanan Street Partners

Welcome to the Counting Capital podcast, presented by Buchanan Street Partners. Join our host, Buchanan Street Chairman Robert Brunswick, and key industry thought leaders as we examine the greater commercial real estate investment business as well as the broader investment arena, its topical trends, strategies, and personal insights from Robert's special guests.

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September 15 · 54 min
Beacon Pointe Advisors With Shannon Eusey
On this episode of Counting Capital, host Robert Brunswick sits down with Shannon Eusey, chairman and co-founder of Beacon Pointe Advisors, to discuss the firm's growth from a regional wealth manager into a national platform serving roughly $60 billion in client assets. Eusey shares leadership lessons on culture, equity ownership, and empowering others, along with her perspective on portfolio construction, the expanding role of private markets, and the confidence gap she's observed among women investors. She also reflects on her recent transition from CEO to chairman, her philosophy on balancing capital across people, family, and business, and the mentors and coaches who shaped her career. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
August 3 · 47 min
John Burns Research and Consulting with CEO John Burns
On this episode of Counting Capital, Buchanan Street Partners' Chairman Robert Brunswick is joined by special guest John Burns, CEO of John Burns Research and Consulting, to examine the state of the U.S. housing market. John addresses fears about Wall Street landlords, clarifies actual home undersupply rather than the commonly cited 4-5 million, and explores demographic drivers like immigration, aging boomers, and shifting renter preferences that are fueling growth in single-family rentals and build-to-rent communities. The conversation also includes advice for young professionals building a career, and strong potential long-term investment opportunities. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
May 25 · 45 min
Bernstein Private Wealth Management With Alex Chaloff
On this episode of Counting Capital, we are joined by Alex Chaloff, Chief Investment Officer at Bernstein Private Wealth Management, who explains how his firm helps clients build diversified portfolios that balance liquidity, income, stability, and long-term growth. The conversation focuses on alternatives, especially private credit, illustrating how the asset class has grown; what risks come with illiquidity and reduced transparency; and why today's environment may create opportunity for disciplined investors. Also explored are wealth transfer, client education, market volatility, and career advice, with Alex emphasizing long-term thinking and how embracing AI can differentiate candidates. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
April 20 · 54 min
Albrecht And Barney With Anson Cain
On this episode of Counting Capital, we talk with estate-planning attorney and Albrecht & Barney partner Anson Cain about how proactive planning can help families manage wealth transfer, taxes, philanthropy, and legacy goals. He explains core estate documents, advanced trust strategies, and California-specific issues like property tax changes and out-of-state trust planning. The conversation also covers family communication, trustee selection, flexibility tools like trust protectors, and why getting organized early can reduce conflict and preserve more wealth for the next generation. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
March 25 · 43 min
JLL Capital Markets With Director, Makenna Peter
On this episode of Counting Capital, JLL Capital Markets Director Makenna Peter shares her background, role, and journey as an emerging young leader in a traditionally male-dominated industry. She and host Robert Brunswick dive into the dynamics of the Southern California industrial market, covering asset tiers, tariffs, cap rates, supply demand shifts, and how institutional capital is currently underwriting risk and targeting returns. Robert and Makenna also share perspectives on work ethic, generational stereotypes, mentorship, and practical advice for young professionals on showing up, adding value, and continuously learning to build a durable career in real estate and alternative investments. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
January 14 · 48 min
Rimrock Capital Management with CEO Paul Westhead
On this episode of Counting Capital, we speak with Paul Westhead, CEO of Rimrock Capital Management, about his firm's approach to multi-sector fixed income investing. We explore how Rimrock utilizes a customized ratings-agnostic philosophy emphasizing capital preservation through a disciplined risk-reward analysis. We also examine Paul's background as the son of legendary basketball coach Paul Westhead, his career journey through PIMCO and Oaktree and his commitment to building a collaborative "one rope team" culture at his employee-owned firm. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
Nov 10, 2025 · 50 min
Sri-Kumar Global Strategies with Dr. Komal Sri-Kumar
On this episode of Counting Capital, we are joined by special guest Dr. Komal Sri-Kumar of Sri-Kumar Global Strategies. We explore why Dr. Sri-Kumar is critical of the Federal Reserve's dual mandate and its politically influenced rate decisions and discuss his investment outlook relating to cautious asset allocation, favoring alternatives and real estate while warning of risks in AI and inequitable fiscal policy. The conversation culminates with practical guidance for both investors and young professionals: maintain objectivity, pursue specialization, and adjust strategies flexibly in a rapidly changing economic landscape. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On.
Sep 22, 2025 · 46 min
Democratization of Alternatives with Trevor Schuesler
On this episode of Counting Capital, we are joined by Trevor Schuesler, Executive Vice President at Buchanan Street Partners. We explore the democratization of alternative investments and how alternative assets like real estate, private credit, and private equity have become accessible to a broader range of investors beyond just large institutions. We discuss how modern portfolio construction has evolved from the traditional 60/40 stock-bond allocation to include alternatives, in the search for better risk-adjusted returns. We examine key considerations for alternative investment selection, including manager evaluation, understanding what drives performance, the risks of mark-to-market pricing in private assets, and why real estate often serves as a foundational alternative investment due to its combination of equity-like returns, bond-like cash flows, and tax advantages. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Aug 25, 2025 · 46 min
CBRE Chief Strategist Spencer Levy
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Spencer Levy, Chief Strategist and Economic Advisor at CBRE, for a wide-ranging discussion on the shifting real estate landscape. Levy explains that the market has moved back to the future from a financialized, cap rate–driven era to an operator's market where value creation hinges on active, experience-focused asset management across both traditional and alternative property types. He shares his investment outlook, favoring supply-constrained disfavored markets, live-work-play submarkets, and niche sectors like build-to-rent, industrial outdoor storage, and manufactured housing, while emphasizing communication skills, preparation, and client understanding as keys to long-term success in real estate. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Jul 14, 2025 · 52 min
Newport Beach Mayor Joe Stapleton
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Newport Beach Mayor Joe Stapleton, who shares how his passion for leadership and community service was shaped by his upbringing, mentors, and a life-changing experience at the Boston Marathon. Together, they explore Stapleton's journey from financial advisor to civic leader, the economic drivers and budget of Newport Beach, and his vision for building a lasting legacy through responsible governance and community engagement. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
May 29, 2025 · 54 min
Camber Creek with Jeffrey Berman
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Jeff Berman, General Partner at Camber Creek, to discuss the intersection of real estate, venture capital and technology. Our guest Jeffrey Berman shares insights on how Camber Creek leverages technology to drive efficiency and value in real estate assets. The conversation also delves into Camber Creek's investment strategy, emphasizing a disciplined approach to selecting companies that not only benefit their real estate partners but also have the potential to deliver strong venture returns. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Apr 8, 2025 · 44 min
Self-Storage with Westport President Charles Byerly and Feerooz Yacoobi
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Charles Byerly, President and CEO of Westport Properties, and Feerooz Yacoobi, Senior Vice President of Buchanan's self-storage business. Together, they explore the evolution of self-storage as an institutional-grade asset class, its user base, and the industry's outlook for 2025. The conversation examines elements such as the correlation between self-storage demand and housing market dynamics, investment appeal, and the current competitive leasing environment. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Feb 17, 2025 · 42 min
Capital Markets with Tim Ballard
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Co-Founder, President and CEO Timothy Ballard. Together, they review the evolution of the real estate investment industry over the past 35 years and explore how the real estate market has transformed from a "wild, wild West" with limited institutional capital to a sophisticated, data-driven sector. The conversation highlights Buchanan Street Partners' entrepreneurial approach, their shift towards high net worth and family office investors, and their perspective on real estate investment opportunities in 2025. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Dec 3, 2024 · 50 min
Canterbury Consulting with Chairman Bob Cluck
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Bob Cluck, Chairman of Canterbury Consulting. They discuss his extensive experience in the investment consulting industry, including the journey from Kidder Peabody to founding Canterbury Consulting in 1988, where he now oversees approximately $40 billion in assets under management. The conversation also highlights the differences between managing investments for endowments and foundations versus high-net-worth individuals, emphasizing the unique objectives and challenges each client type presents. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Oct 29, 2024 · 57 min
Mynd with Doug Brien
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Doug Brien, Co-Founder and CEO of Mynd. Together, they explore the myriad lessons learned from Doug's NFL career as a Super Bowl–winning place kicker and how they are applicable in an entrepreneurial context. They also examine the evolution of the single family rental real estate business model, the disruptive nature of technology, and cultivating a winning corporate culture. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Aug 28, 2024 · 53 min
PIMCO with Managing Director and Portfolio Manager John Murray
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by John Murray, Managing Director and Portfolio Manager at PIMCO, to discuss his career trajectory and insights into PIMCO's real estate investment strategies. Mr. Murray shares the keys to his professional success and delves into PIMCO's methodologies surrounding allocation of a real estate investment portfolio. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Jul 26, 2024 · 54 min
Sunwest Bank with Chairman and CEO Eric Hovde
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Eric Hovde, Chairman and CEO of Sunwest Bank. Together, they delineate the banking business model and its critical role in the national economy, while also examining the industry's regulatory landscape and the rise of private credit. They further delve into the history and development of Sunwest Bank, highlighting the challenges faced during financial crises and the strategic decisions that fueled its growth. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Jun 26, 2024 · 49 min
The TCW Group with President and CEO Katie Koch
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Katie Koch, President and CEO of The TCW Group. Together, they chart Katie's career from her beginnings as an intern at Goldman Sachs to her current position at TCW. They also delve into the importance of diversifying with alternative investments, opportunities and challenges in the current financial marketplace, and maintaining work/life balance within a demanding professional role. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
May 25, 2024 · 35 min
Augie's Quest with Lynne Nieto
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Augie's Quest Chairman Lynne Nieto. Together, they chronicle the life and legacy of founder Augie Nieto, how the movement and charity he and Lynne founded to fight ALS have developed over time, the progress that has been achieved, and the challenges that persist. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.
Apr 26, 2024 · 46 min
Montage International with Alan Fuerstman
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Montage International Chairman and CEO Alan Fuerstman. Together, they examine Alan's expertise surrounding the challenges of maintaining and scaling luxury hospitality brands, the key traits that propel professionals toward career objectives, fostering a robust culture of empowerment in your organization, and more. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Can Count On. For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.

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