Investment Banking to Real Estate with Omar Khan | EP170

Omar Khan is a Returning Champion - the Founder and Managing Partner at Boardwalk Properties. Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $450 million of assets across TX, GA, FL, and SD.

In this episode, we talked about:

•⁠  ⁠Omar’s Bio & Background
•⁠  ⁠Canada vs America's Entrepreneurship
•⁠  ⁠Initial Steps in Real Estate Investing
•⁠  ⁠Asset Classes
•⁠  ⁠Agency Debts
•⁠  ⁠Forecast for Retail, Industrial, and Multifamily Asset Sectors
•⁠  ⁠The Impact of Current Macroeconomic Changes on Omar’s Investment Philosophy
•⁠  ⁠2024-2025 Outlook and Opportunities for Investors


Useful links:
https://www.boardwalkwealth.com

Transcription:
Jesse (0s): Welcome to the working capital real estate podcast. My name's Jessica Galley And. on this show, we discuss all things real estate with investors and experts in a variety of industries that impact real estate. Whether you're looking at your first investment or raising your first fund, join me and let's build that portfolio one square foot at a time. Ladies and gentlemen, my name's Jesse Fragale. You're listening to Working Capital. The Real Estate Podcast. My Returning guest today is Omar Khan. Omar is the Founder and Managing Partner at Boardwalk.

Properties. Omar has advised on 3.7 billion in capital financing and M and a transactions, as well as securing over 75 million equity from private and institutional capital. He's a graduate from the Rotman School of Business at the University of Toronto and a CFA charter holder with 10 plus years experience in investing across real estate and commodities. As, the principal of Boardwalk Wealth Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers and strategic partners, and has closed on over 500 million of assets in Texas, Georgia, Florida, and South Dakota.

Omar, welcome back. How's it going? Hey man,

Omar (1m 13s): I prefer the term Returning. Champion.

Jesse (1m 15s): Yeah, we'll put that in the, in the show notes. Yeah, it, it's been a while man. I think we were just talking before the show. January, 2021. Nothing has happened between then and now.

Omar (1m 27s): Yeah, I mean, you're a big hotshot Toronto broker, you know, so nothing's happened. I mean, I know things are exciting for you, but I'm just steady, Eddie.

Jesse (1m 35s): I like it. So for those that that did not listen to the first episode, which I think was number 40, if you want to go to working capital podcast.com, I'm sure you can find it or wherever you listen to podcasts. But Omar, what, what has been going on in your world? Maybe you could give the, the listeners a bit of a background as to kind of how you got in the industry and add a little color to the, to the Bio.

Omar (1m 59s): Look, my family is a business family. That's not why I got into the industry, but I guess that's why I might have had the bug to have my own business, as you may, I live in the US now. I live in Dallas, but obviously what a school in Canada, Canadian citizen did all of that stuff. Worked at R-B-C-C-I-B-C. Enova is an oil and gas firm and had great set of experiences in Canada. And then I moved to the