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.

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.

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.

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.

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.

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.

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.

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.