Episodes
Two tech talent experts—New Enterprise Associates’ Darcy Casarella and CBRE’s Colin Yasukochi—discuss where to find highly skilled tech workers, the role of venture capital in shaping tech hubs and AI’s influence on office space demand.
Share these insights from this week’s episode:
1. Strategic Location Strategy: Emerging tech markets in the Midwest and Southeast can offer significant cost advantages with their growing tech talent pools.
2. AI and Talent Focus: Prioritizing AI...
Published 11/18/24
Regional economic development leader Victor Hoskins and CBRE’s Cathy Delcoco discuss Northern Virginia’s opportunities and challenges as well as its thriving real estate market.
Share these insights from this week’s episode:
· Northern Virginia is benefiting from substantial job growth, especially in the technology sector, including AI-related roles. Tech job growth supports demand for office space and housing.
· High-quality, amenity-rich office space is seeing strong demand....
Published 11/11/24
Jordan Schnitzer shares the strategies that propelled his family’s business from scrap metals to West Coast real estate powerhouse. Plus insights on building a thriving decentralized business and the benefits of balancing data-informed and gut instinct investment decisions.
Insights to Share:
1. Look at competition as well as returns. Schnitzer Properies’ prefers flex-industrial properties over big-box warehouses because there is steady demand and less competition.
Do more, but be...
Published 11/04/24
Clarion Partners’ Drew Fung and CBRE’s James Millon discuss the improvement in market sentiment and a pickup in investment activity amid a brightening interest rate outlook.
Share these insights from this week’s episode:
The Federal Reserve’s initial rate cut improved market psychology and increased liquidity in the marketplace.While banks remain a critical capital source, private debt funds have stepped up their lending at a time when many banks have pulled back.3. Harnessing data and...
Published 10/28/24
Rob Bernard, CBRE Chief Sustainability Officer, and Miro Sutton, CBRE's new Global Head of Energy and Renewables, discuss the critical role that renewable energy can play in meeting carbon emission-reduction goals and simplify the complexity around implementing and investing in sustainability in commercial real estate.
Share these insights on sustainability and renewable energy:
- Companies should integrate renewable energy and sustainability strategies into their core business plans...
Published 10/21/24
Community opposition can thwart the most desirable—and needed—development projects. Connecticut developer Jerry Davis and CBRE’s Jessica Lall offer tips and strategies for marshalling community support for worthwhile projects and overcoming the instinct to “just say no” to new development.
1. Engaging the community early and maintaining open lines of communication are crucial for real estate developers to overcome community objections. By involving local stakeholders in the planning...
Published 10/14/24
Office conversions are nothing new in Cleveland where older assets have long been transformed into higher and better uses. Three seasoned professionals shed light on the financial and logistical complexities of conversions, and the importance of public-private partnerships.
Share these Insights on Cleveland Office Conversions:
- Cleveland has a long history of converting older office spaces into different uses, long before it became fashionable.
- The city has a promising future...
Published 10/09/24
Austin has been transformed over the past 20 years. A traditional government and college town has become a top tech hub and a model for developing metros. Heritage Title Company of Austin’s Gary Farmer and CBRE’s Bradley Bailey discuss the city’s ambitions, growth prospects and challenges.
Share these highlights from our conversation about Austin:
Austin's economy has diversified significantly in the past 20 years, particularly with the growth of the tech, life sciences and automotive...
Published 09/30/24
Zoe Hughes of the National Association of Real Estate Investment Managers and David Chang of CoreNet Global highlight the benefits of a symbiotic relationship between real estate investors and occupiers.
Insights to Share:
Investors and occupiers increasingly have similar priorities, especially with respect to operational efficiency and sustainability.Data-sharing between occupiers and investors can enhance asset performance.Consistent, open communication is essential for adapting to...
Published 09/23/24
Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground.
Debt and equity investors often see the market differently.Rod Vogel, a private equity investor, remains bullish about the long-term.Chris Duey, a debt specialist, believes a new credit cycle may be emerging as property values adjust to the current interest rate environment.The...
Published 09/16/24
Entrepreneurs Atticus LeBlanc of PadSplit and Christine Wendell of Pronto Housing discuss innovative ways to help address the acute affordable housing shortage. They discuss how new business models, paired with technology, can make housing more accessible and cost-effective for residents and more profitable for property owners.
Utilizing new business models, coupled with technology, can make affordable housing more accessible and cost-effective.Optimizing the use of current housing stock...
Published 09/09/24
CBRE’s Laura O’Brien, Chris Ludeman and Bill Concannon offer sage advice and discuss lessons learned as they wrap up storied commercial real estate careers—a must-listen for anyone interested in seasoned perspectives on our industry’s past, present and future.
Insights to Share:
1. From Laura O’Brien: “Mentorship should actually be intentional. If you ask someone in this company to be your mentor, chances are they will say yes, but you have to make the first move.”
2. From Chris...
Published 09/02/24
Secondary transactions—sometimes called indirect investing—are on the rise as a way to acquire real estate. Evercore’s Jarrett Vitulli and CBRE Investment Management’s Achal Gandhi discuss how these investment vehicles can boost returns at lower risk.
Secondary transactions are gaining traction as a way to acquire real estate. Often, these transactions offer investors an opportunity to acquire real estate portfolios at a discount, enhancing returns without taking on property-level...
Published 08/26/24
In this episode we explore how government policy affects the housing supply, foreign capital flows, office-to-residential conversion and more with Duane Desiderio of The Real Estate Roundtable and Darin Mellott, CBRE's Head of U.S. Capital Markets Research.
Published 08/19/24
Asia Pacific presents attractive investment opportunities, particularly in the multifamily, hospitality and logistics sectors. KKR’s John Pattar and David Cheong and CBRE’s Greg Hyland discuss capital flows, occupier market fundamentals and the importance of ESG.
Insights to Share:
1. Demand for hospitality, multifamily and logistics is growing.
2. Office occupiers strongly prefer high-quality, well-managed buildings that follow ESG principles.
3. The work-from-home phenomenon did not...
Published 08/12/24
CBRE Global Chief Economist Richard Barkham and Cycle Monitor’s Glenn Mueller share insights on what to expect across real estate sectors in the second half of 2024.
Insights to Share:
· Real estate is a delayed mirror of the economy, says acclaimed forecaster Glenn Mueller.
· Amid an anticipated long, slow recovery, specialized asset types like self storage and data centers are seeing increased demand.
· Demand for real estate is tied closely to employment...
Published 08/06/24
CBRE Global Chief Economist Richard Barkham and Cycle Monitor’s Glenn Mueller share insights on what to expect across real estate sectors in the second half of 2024.
Insights to Share:
· Real estate is a delayed mirror of the economy, says acclaimed forecaster Glenn Mueller.
· Amid an anticipated long, slow recovery, specialized asset types like self storage and data centers are seeing increased demand.
· Demand for real estate is tied closely to employment...
Published 08/05/24
CBRE’s Laura O’Brien, Chris Ludeman and Bill Concannon offer sage advice and discuss lessons learned as they wrap up storied commercial real estate careers—a must-listen for anyone interested in seasoned perspectives on our industry’s past, present and future.
Insights to Share:
1. From Laura O’Brien: “Mentorship should actually be intentional. If you ask someone in this company to be your mentor, chances are they will say yes, but you have to make the first move.”
2. From Chris...
Published 07/29/24
Over 12 million people a month check The Points Guy for tips on making the most of their travel experiences. Brian Kelly, TPG himself, teams up with CBRE’s Hotel Research lead Rachael Rothman to explore the latest trends in loyalty programs, what hotel brands can learn from airlines and credit cards, and how you can get into that airport lounge.
Insights to Share:
Loyalty programs are growing in importance to operators of hotels, airlines and credit cards, many of whom have partnered to...
Published 07/22/24
In a wide-ranging discussion, RXR CEO Scott Rechler opines on everything from the future of cities to leveraging AI in decision-making to office-to-multifamily conversions.
Insights to Share:
· Commercial real estate investors can find opportunity in a higher-cost environment.
· The outlook for office is brightest in areas where talent wants to live, work and play.
· RXR uses market intelligence combined with data to inform their strategies. Key data sources
include VTS,...
Published 07/16/24
The Francis Scott Key Bridge’s collapse in late March closed down the Port of Baltimore, resulting in the tragic loss of six lives and threatening massive disruptions to U.S. supply chains. Maryland Port Administration’s Jonathan Daniels recounts the Herculean efforts to mitigate the disaster’s worst effects and restart port operations in 11 weeks.
Insights to Share:
To practice effective crisis management, focus only on what’s important. The Port of Baltimore partially reopened in just...
Published 07/08/24
In this bonus episode, a group of CBRE summer interns had some terrific questions to ask our guests.
We take a 360-degree look at real estate investing and the capital markets from the perspectives of a pair of influential executives, each with decades of experience in the debt capital markets business. Tom Rugg, Vice Chairman and Co-Head of U.S. Large Loans and Debt and structured finance at CBRE, and Bob Ricci, Senior Managing Director of Lone Star Funds, a player with nearly $90 billion...
Published 06/27/24
The real estate capital markets can be complex in the best of times and vexing in the worst of times. Lone Star Funds’ Bob Ricci and CBRE’s Tom Rugg share some insights on succeeding in a sluggish time, finding opportunity amid headwinds and where those headwinds have started to ease.
Insights to Share:
As challenges in the capital markets persist, properties that were financed with heavy leverage may present opportunities.Higher interest rates will make rolling over debt a pervasive issue...
Published 06/24/24
San Francisco has been facing extraordinarily high office vacancy rates since the pandemic. But more recently, the rise of artificial intelligence (AI) has stimulated demand for space and an influx of capital. Real estate investor Glenn Gilmore and CBRE’s Mike Taquino discuss the city’s history of resilience, culture of innovation and greatest opportunities.
Insights to Share:
Venture capital firms, particularly those focused on AI, are increasingly establishing offices in San Francisco,...
Published 06/17/24