1031 exchanges can be complicated, but what if they could also be... fun? In this episode, Bruce Bean sits down with Kayla Frerking, a true leader in 1031 exchanges and a key player at Leader 1031, a subsidiary of Leader Bank. Kayla breaks down the complexities of 1031 exchanges, shares how she’s making tax code exciting, and talks about her unique "Deal or No Deal" game show approach to educating brokers, attorneys, and investors.

In this episode, we discuss:

• The basics of 1031 exchanges and how they help investors defer capital gains taxes
• Why Kayla believes education is key—and how she’s making tax rules more engaging
• The most common misconceptions about 1031 exchanges and how to avoid costly mistakes
• The role of Delaware Statutory Trusts (DSTs) in real estate investment strategies
• How interest rates and the broader real estate market impact 1031 exchange activity
• Kayla’s nationwide approach to educating investors and professionals in the field

Kayla’s passion for tax codes (yes, you read that right!) and her deep industry knowledge make this a must-listen for anyone considering a 1031 exchange.

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In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with Jonathan Mitchell, a dynamic real estate developer in San Diego. Jonathan shares his journey from running a multimillion-dollar solar company to diving headfirst into real estate development. With a passion for transforming distressed properties into thriving multi-family units, Jonathan discusses how San Diego’s zoning laws allow for increased ADU density, the challenges of navigating a competitive market, and why he prefers stick-built over modular units.

He also opens up about his faith-driven approach to business, his experience growing up in Section 8 housing, and his goal of creating more affordable housing in San Diego. Tune in to hear how Jonathan’s team is strategically acquiring and developing properties, leveraging networking and community events, and planning for the future of real estate in California.

In This Episode, We Cover:

• Jonathan’s transition from solar to real estate development
• How San Diego’s zoning laws impact ADU development
• The benefits and challenges of stick-built vs. modular construction
• Strategies for finding and acquiring investment properties
• The role of faith, community, and business in Jonathan’s journey

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From a small Wisconsin town to moving multi-billion-dollar infrastructure deals, Chris Groves shares a story packed with grit, hustle, and a sharp eye for where the money’s going next. In this episode, Bruce and Chris dive into infrastructure lending—a space Chris calls one of the most exciting and under-the-radar investment frontiers today. Chris walks us through his journey from real estate to launching Groves Capital with his wife, to becoming a partner at GIA where he's handling $20B+ in annual capacity for infrastructure and reinsurance-backed projects.

We get into:

• How Chris made the leap from fitness and real estate to global infrastructure finance

• Why reinsurance is the backbone of funding for projects like hospitals, hydrogen energy, and trash-to-fuel tech

• What it takes to get a $100M+ project underwritten (hint: 276 questions and serious modeling)

• Why 9 out of 10 deals never make it past GIA’s front door—and why the ones that do are changing the world

• The future of AI, crypto, and commercial lending

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In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with Shantelle Cabir, a powerhouse in the insurance industry who has built her career serving blue-collar businesses. From starting as a telemarketer at 16 to becoming a top producer at Newfront, Shantelle shares her incredible journey, the lessons she learned along the way, and why she’s so passionate about helping businesses navigate risk management.

Shantelle discusses how she built her reputation by focusing on construction, janitorial, agriculture, manufacturing, and distribution businesses. She shares insights into the challenges facing the insurance industry today, including skyrocketing auto insurance rates, legislative hurdles in California, and how technology and AI are shaping the future of insurance.

If you're a business owner looking to better understand how insurance impacts your bottom line—or if you're just fascinated by stories of grit and hustle—this episode is for you!

In This Episode: ✅ How Shantelle went from cold-calling at 16 to leading insurance expert ✅ Why blue-collar businesses need specialized insurance solutions ✅ The biggest risks businesses face and how to prepare for them ✅ How AI and technology are changing the insurance landscape ✅ The importance of industry networks like WCOE for building a referral-based business

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In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Marc Ampil, a former supply chain consultant turned real estate investor and commercial real estate agent. Marc shares his journey from working long hours in consulting to finding financial freedom through real estate investing.

Marc dives into how he got started in real estate, the strategies he used to build his portfolio, and why Memphis, Tennessee, became a key investment location for him. He explains the 1% rule for evaluating rental properties, his approach to short-term vs. long-term rentals, and why he shifted his focus from direct-to-owner marketing to finding opportunities on the MLS.

Now a commercial real estate agent in Southern California, Marc talks about how he helps clients buy and sell investment properties, his marketing strategies, and the importance of personal relationships in the industry. Whether you’re an investor, a business owner, or just curious about real estate, this episode has plenty of insights for you.

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How do you go from growing up in Brazil to building a self-storage empire in the U.S.? Steffany Boldrini did just that. In this episode of SF Commercial Property Conversations with Bruce Bean, Steffany shares her incredible journey—from working in tech startups to realizing the power of real estate investing.

Steffany, founder of Monte Carlo Real Estate Investments, dives into her experiences with angel investing, the lessons she learned from failed startups, and why she ultimately chose self-storage as her primary investment strategy. She also shares insights into market research, syndication, and the challenges of property management.

In this episode, you’ll learn:

• How Steffany transitioned from tech sales to real estate investing
• Why she moved from angel investing to self-storage properties
• The challenges and rewards of managing self-storage units
• Lessons learned from her experience with car washes and multi-family conversions
• Her long-term goal of owning $1 billion in real estate

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In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with David Saxe, Managing Principal and Co-Founder of Calvera Partners, to dive into the world of multifamily real estate investing. David shares his journey from working at a $30 billion real estate investment firm to launching his own company and navigating the complex landscape of value-add multifamily investments.

David discusses:

• The origins of Calvera Partners and how the team scaled from small multifamily projects to owning 12 properties across three different funds.
• The challenges facing multifamily investors today, from rising interest rates to increasing insurance costs and climate-related risks.
• Why the current market presents a unique buying opportunity for savvy investors.
• How data-driven research and market selection play a critical role in choosing the right investments.
• His outlook on the San Francisco Bay Area real estate market and why he remains optimistic about San Francisco’s recovery.

David also shares fascinating stories from his early investments, including unexpected surprises in older buildings, lessons learned from self-managing properties, and how investors can prepare for market shifts.

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San Francisco’s Millennium Tower is one of the most infamous examples of engineering gone wrong. Dubbed the “Leaning Tower of San Francisco,” this luxury high-rise has faced years of controversy over its sinking foundation, expensive fixes, and ongoing structural concerns.

In this episode of SF Commercial Property Conversations, host Bruce Bean welcomes back Sam Louwrens, an expert in construction insurance, to dive deep into the story of the Millennium Tower. Sam breaks down:

• Why the building started sinking before construction was even completed
• The similarities between the Millennium Tower and the Leaning Tower of Pisa
• The $100M+ retrofit—did it fix the problem, or make it worse?
• The insurance and legal battles surrounding the project
• What developers, engineers, and insurers can learn from this case

Sam also shares valuable insights on how construction projects can avoid similar disasters and the role of proper insurance in mitigating risks. If you’re in real estate, construction, or insurance, this is a conversation you don’t want to miss!

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