Episodes
(0:00) Opening (0:15) Extended commercial loans and real estate assets (16:24) Treasury yield curve (22:18) Venture capital investments fall (26:57) Office demand in New York, Boston, and Seattle (41:05) Electric air taxi network in the Bay Area (49:45) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 11/06/24
(0:00) Opening (0:17) SpaceX’s enormous impact on hardware technology focused real estate assets (11:08) xAI’s gigafactory in Memphis (37:35) Languishing life science real estate supply (43:42) Loan exposure (58:56) Price decreases due to reduced parking requirements and automation (1:05:35) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 10/23/24
(0:00) Opening (0:26) A demographic shift in the workforce (18:13) Meet-me buildings and data centers (30:20) Increasing opacity in commercial real estate (47:19) The office market cycle (1:01:22) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 10/09/24
(0:00) Opening (0:20) The decrease in industrial construction and development (8:45) How industrial real estate market performed in the Great Recession (13:25) Asset prices and variants in yields across developers (27:15) Price to FFO and REIT ratios (28:51) Dual agency in residential vs commercial real estate (44:21) The over built life science market (57:10) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with...
Published 09/25/24
(0:00) Opening (1:22) CBDs underperforming suburban markets (7:43) Increase in net effective rents for class A buildings (11:53) Homelessness and occupancy in downtowns (23:50) Jobs and labor market (39:20) Increased power requirements in manufacturing markets (58:31) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 09/11/24
(0:00) Opening (0:25) Eric Schmitt’s (former Google CEO) views on working from home (5:24) New Starbuck’s CEO work from home schedule (25:16) Boston office sells for less than one-fifth of what they paid (31:22) The new business model of coworking companies (58:24) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 08/28/24
(0:00) Opening (0:38) Boston Properties’ earnings release (2:26) Flight to quality and premium office space (32:43) GSA has disposed of over 8 million square feet in the last four years (41:11) Construction investment in manufacturing in the US (52:37) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 08/14/24
(0:00) Opening (1:25) The real estate story behind Brian’s new office/studio location (7:40) Mid-year update on the industrial real estate market (14:09) What the remainder of 2024 and 2025 will look like for the industrial real estate market (21:10) Slowdowns in industrial development and its impact on future pricing (38:33) Navigating the current market with various expiration dates in a portfolio (46:44) Changes in office space needs and demand on urban life (58:05) Closing To learn more...
Published 07/31/24
(0:00) Opening (0:33) How does workplace effectiveness relate to the director of real estate role? (10:21) How does Genentech make real estate decisions and what is the process? (22:04) How has the director of real estate role changed? (36:19) Genentech’s strategy to future-proof their sites (44:47) Sara’s take on remote work (51:48) Mentorship in CRE (57:53) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us...
Published 07/17/24
(0:00) Opening (0:21) Law firm trends in 2024 (22:41) Law firm space considerations in the future (33:57) Offices moving to suburban locations and the hub and spoke model (43:01) Risks to consider during long term leases (52:46) Brookfield’s mini city mall renovation strategy (1:01:46) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 07/03/24
(0:00) Opening (0:23) Thoughts on the macro economy (13:18) The federal reserve and other stimulus (23:24) AI companies (38:15) Telephonophobia in the workplace (51:32) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 06/19/24
(0:00) Opening (0:14) The average American worker is lonely (14:30) NBBJ’s The Delight Factor (23:20) Coworking spaces in the suburbs (46:12) Industrial pricing (58:22) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 06/05/24
(0:00) Opening (0:11) Is there a premium office space shortage? (10:02) Nearly 90 million square feet of office space removed in Q1 of 2024 (16:57) Trickle-down demand and occupancy rates (36:30) Occupancy decisions based on return to work “progress” (44:16) BREIT article (52:27) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 05/22/24
(0:00) Opening (0:20) Recent example of a renewing tenant being taken advantage of by a landlord on a renewal (16:30) Bedrock’s massive investment into development in urban Detroit and how they’re trying to reverse the doom loop (29:07) Urban planning and housing thoughts (39:04) The “Death of Fun at Work” article (59.05) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 05/08/24
(0:00) Opening (0:32) The doom loop in downtown St. Louis and many other US cities (20:50) Opportunities and risks when doing sublease deals (37:37) Industrial rents and demand are slipping in the Inland Empire and other core industrial markets (44:30) Defensive expansion by companies going away (50:35) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 04/24/24
(0:00) Opening (0:18) Property tax pass through charges and unique operating expenses (23:33) Single tenant Amazon office building in Arizona uncertainty (41:10) Update on the industrial market softening (45:34) Legal industry’s performance in the office sector (53:26) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 04/10/24
(0:00) Opening (0:06) National Association of Realtors reach a major settlement (23:30) Tracking foot traffic and the return to office rates with cell phone data and what it says (32:34) Utilization rates across real estate (39:33) $929B of CRE loans are due to mature in 2024 (53:24) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 03/27/24
(0:00) Opening (0:42) Marketing and positioning of large subleases (24:14) Expert advice on how to improve gatherings of all types (33:05) The strong performance of data centers and what to expect in the future (47:13) Obsolete high-rise buildings (52:57) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 03/13/24
(0:00) Opening (0:09) Introducing Sara Escobar (1:56) Sara’s corporate real estate and workplace experience at Hulu, Honey, Paypal, Netflix, and Riot Games (5:40) The importance of listening and data (11:46) What is workplace strategy? (15:08) Maintaining engagement, satisfaction, and connection (20:50) How to utilize data to make the right real estate transactions (27:02) The importance of being in the office (32:24) Profound changes in today’s workplace (35:42) How the role of real estate...
Published 02/28/24
(0:00) Opening (0:27) Raleigh-Durham’s growth as a GMP manufacturing hub and why this is happening (15:36) SOC codes and labor analysis in general (20:01) Is there a reckoning coming for Class A towers? (33:13) The importance of employee commute time (54:01) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 02/14/24
(0:00) Opening (0:24) Distressed real estate funds forming (17:42) How owners inflate reported building values (23:31) Owner user purchasing and GAPP impact (41:00) WeWork issuing cancellation notices to certain occupiers of their spaces (43:13) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 01/31/24
(0:00) Opening (0:34) Predictions for the office market in 2024 (34:13) Predictions for the industrial market in 2024 (49:29) Emerging trends for CRE in 2024 (58:31) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 01/17/24
(0:00) Opening (00:19) Tricks landlords are playing with operating expenses and capital expenditures in this environment (15:50) Navigating sublease extensions (30:19) Why the federal government is struggling to get employees to return to the office (40:38) Office availability rates across different parts of the US (51:50) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 12/13/23
(0:00) Opening (0:32) Brookfield very publicly fires broker from major leasing assignments (11:10) Many large CRE firms dealing with financial challenges (13:42) Gensler’s report on downtown-based employees (20:43) What companies should prioritize in their physical spaces (31:25) Different approaches to getting employees back into the office (41:20) Closing To learn more about the podcast, please visit www.thecreinsider.com or email [email protected] to get in touch with us directly.
Published 11/15/23