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Webinar Recap: Multifamily Real Estate Update: Trends, Insights, & Outlook
by, Robert Lopez, MSF, CAIA: Associate Portfolio Manager
8/24/2021

In this webinar, Robert Lopez of Hoylecohen had the pleasure of moderating a discussion with Mitch Siegler and Brent Rivard from Pathfinder Partners. They provided an overview of the firm, it’s track record, and investment strategy. Mr. Siegler also provided a State of the Market, which reinforced Pathfinders’ thesis on multifamily real estate and how resilient the asset class has remained. Mr. Rivard then walked us through expectations for fund distributions in 2021. He also reviewed the investment strategy and mechanics for the Pathfinder Income Fund. We concluded our discussion with an insightful Q&A session which allowed clients to get their questions answered directly by the manager.

A full recording of the discussion is offered below and to download the full slide deck please click here.

 

 

Your Hosts:

 

Mitch Siegler:  Senior Managing Director, Co-Founder
Pathfinder Partners

Mitch Siegler focuses on developing financial structures, business, and financial strategies. Prior to co-founding Pathfinder, he founded and served as CEO of several companies and was a partner in LENSER, Inc. a national management consulting firm. Earlier in his career, Mitch was a partner in Sorrento Associates, Inc., an investment banking firm, where he advised clients on more than 40 financings, mergers, acquisitions and financial restructurings involving both private and public companies and held FNRA Series 7 and 63 licenses and Sorrento Ventures, a private equity firm, where he invested in scores of private financings exceeding one-half billion dollars.

 

 

Brent Rivard:  Managing Director, CFO, COO
Pathfinder Partners

Brent Rivard, joined Pathfinder in 2008 and is responsible for Pathfinder’s financial, administrative, investor relations, human resources, and information technology functions. From 2009 to 2012, Mr. Rivard was the President of a national wealth management firm, where he led the launch of the firm’s broker dealer and proprietary ‘40 Act interval fund. Prior to that, Brent was the Chief Financial Officer and Chief Operating Officer for the Grubb & Ellis commercial real estate brokerage affiliate in San Diego (now Newmark Grubb Knight Frank), one of Southern California’s leading privately held commercial real estate brokerage firms. He was previously Vice President, Finance and Operations at The MHA Group and Vice President, Accounting and Finance/Treasurer at NYSE-traded AMN Healthcare, where he was involved with the placement of more than $1 billion in debt and equity securities and led the company’s mergers and acquisitions practice. Prior to that, Brent worked for Deloitte & Touche. Brent is a Certified Public Accountant (CPA).

 

 

Robert Lopez, MSF, CAIA:  Associate Portfolio Manager
HoyleCohen, LLC

Robert Lopez serves as an Associate Portfolio Manager in the Investment Department at HoyleCohen. He is an active member of the firm’s Investment Committee often leading meetings and investment discussions, and plays an integral role in the future growth and development of investment management strategies at the firm. Mr. Lopez assists in diligence reviews, core model research and drafting investment related collateral and client communications, as well as maintaining internal records. Additionally, he works closely with Advisory teams to provide portfolio management recommendations.

Mr. Lopez holds a Bachelor’s from the University of California Los Angeles, a Master’s from Northeastern University and a Chartered Alternative Investment Analyst (CAIA) designation. Active in the community, Robert serves on the board as Treasurer of the UCLA-SD Alumni Network.

 

Compliance Disclosure

HoyleCohen is a fiduciary acting on behalf of our clients. We are a fee-based investment advisor and do not receive commissions for any investment strategies of products that may be discussed. This discussion was intended for informational purposes only. No decisions regarding investment strategies should be made based solely on this presentation and nothing shared should be interpreted as investment advice. Any investment decisions should be discussed with your Advisor. Finally, all investments carry the risk of loss, including the permanent loss of principal and past performance is not a guarantee of future results.

 

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