Bellwether

Last Friday, the Bellwether Women's Mentorship Program hosted its first in-person event of the school year. The mentors and mentees had the opportunity to tour Hollywood 959, a state-of-the-art creative office campus in the heart of the Hollywood Media District. Attendees were able to walk through shell, second generation, and existing tenant spaces (including e.l.f. Beauty), and learn more about different office buildouts. The Bellwether Women's Mentorship Program connects local university students interested in pursuing careers in commercial real estate with women at Bellwether to provide mentorship and guidance in the field. Thank you to the property management team for leading our property tour and educating the mentees.

We’ll be at the CRE Finance Council Conference from 01/11/2026 – 01/13/2026 and look forward to reconnecting, or meeting for the first time. If you’ll be there, feel free to reach out and set something up. #CREFCMiami #CREFC #CRE #CommercialRealEstate #RealEstateFinance Greg Fink

Chart for Thought No. 34: Household Debt Delinquencies * Household spending is a significant driver of the U.S. economy, as it makes up approximately two thirds of U.S. GDP. Household debt delinquency rates are a key indicator in assessing the financial health of those households. * Data from the New York Federal Reserve Bank reports that the outstanding balance of 90+ day delinquencies of household debt increased substantially starting in 2025. * The elevated levels of delinquencies are due to increases across categories of household debt, however the resumption of student loan payments, and a jump in delinquent credit card balances are major contributors. * If the stress on household balance sheets is not remedied by higher incomes or lower prices, many families may be compelled to cut back on spending, creating potential headwinds for segments of the U.S. economy over time. For more Bellwether Charts for Thought, click here: https://lnkd.in/gXBsshS5

Happy holidays from all of us at Bellwether! Wishing you a wonderful season and a happy new year!

This holiday season, Bellwether is proud to support multiple organizations making a meaningful impact in our local communities. Our LA office partnered with PATH Los Angeles to assemble Thanksgiving meal baskets for families in need and participated in The Midnight Mission and HomeLight Family Living’s Adopt-a-Family program, fulfilling numerous families’ holiday gift wish lists. Across our other offices, our London team supported several local charities through donations of funds and gifts, while our Dallas and Orange County teams participated in seasonal toy drives to support children and families in need. We are grateful for the opportunities to support these organizations and the important work they do within our communities.

𝐁𝐞𝐥𝐥𝐰𝐞𝐭𝐡𝐞𝐫 𝐈𝐧𝐟𝐨 𝐒𝐞𝐬𝐬𝐢𝐨𝐧 Representatives Aiden Johnson, Dylan White, Sam Cooper, and Justin Cheng visited campus to share Bellwether’s impressive growth story, from just five employees in 2013 to a rapidly expanding firm with multiple offices nationwide. Based in Los Angeles, Bellwether is an advisory firm helping real estate and corporate investors enhance enterprise value through innovative growth strategies, advanced analytics, and deep industry expertise. Representatives also discussed analyst programs and career opportunities, inspiring students interested in real estate investment and finance. Southern Methodist University, SMU Cox School of Business

Bellwether's Analyst Asset Management Program is an integral part of our company's platform—focused on attracting and training top-tier talent from renowned universities across the United States. The program offers diverse and extensive real estate exposure across investment vehicles, asset classes and the capital stack, empowering our analysts and associates to develop important relationships and build career-enhancing skills. Welcome to Bellwether Jack Bennan Sam Cooper Benjamin Farrell Timothy Francis Ryan Gee Bob Hoang Aiden Johnson John Michael Kinney Evan Kupferberg Zach Lesher Ryan Lindley Scarlet Lytel Aidan Najah Rylen P. Keegan Rothrock Summit Schmerse David Stevenson Braxton Whitney

Bellwether is hosting its virtual 2026 Recruiting Information Session on September 2nd and 3rd at 4:00 PM Pacific Time. We will discuss full-time Debt/Equity Analyst positions and all current college students are welcome to join the session! Zoom Link: https://lnkd.in/gvCjHbic Handshake: https://lnkd.in/dC9ebBf5 Website: https://bellwetherco.com/

This month, we celebrated the opening of Bellwether’s Dallas office. We are excited to officially establish our presence in the Dallas market and continue our company’s expansion.