All Episodes
Displaying 1 - 20 of 108 in total
Inflation Split: CPI Cooling, PCE Still Sticky
New inflation data is sending mixed signals to markets. CPI is cooling as rent growth slows, but the Federal Reserve’s preferred inflation measure, core PCE, remains e...
Gen Z Is Driving Foot Traffic Back to Malls
A generation raised on smartphones is unexpectedly bringing shoppers back to physical retail. New data shows Gen Z making a majority of their purchases in stores, boos...
Institutional Investors Reconsider CRE After the Market Reset
After several years of declining property values and rising interest rates, institutional investors are beginning to revisit commercial real estate. Many remain undera...
Construction Backlog Stabilizes — But Work Is Concentrated
Construction backlog has stabilized, but the pipeline is becoming increasingly uneven. Large contractors tied to AI-driven data center development are holding strong b...
AI Data Centers Just Triggered a New Resource War
A quiet policy change in Utah may signal the beginning of a new regulatory phase for AI infrastructure. The state now requires large data centers to publicly disclose ...
Office Conversions Aren’t the Story — The Capital Stack Is
Office-to-residential conversions are dominating the conversation in commercial real estate—but the real story isn’t the buildings. In this episode, we break down what...
CRE Is Recovering… But Not the Way You Think
Commercial real estate isn’t simply “recovering” in 2026 — it’s splitting into very different markets. In this episode, we break down what the latest outlooks from CBR...
Cap Rate Survey Signals Possible New Phase in CRE Pricing
In this episode, we examine the latest cap rate survey from CBRE and what it reveals about today’s commercial real estate pricing. The report shows unusually wide cap ...
Phoenix Multifamily Market Hits the Supply Crest
Phoenix’s multifamily market is hitting a turning point. Vacancy has climbed to roughly 12.5% and rents have slipped about 3% year-over-year, even as the market absorb...
Are Tariffs Reshaping Construction in 2026?
Construction costs are rising again — but demand isn’t accelerating with them. In this episode, we break down the latest Producer Price Index data, tariff-driven mater...
Transaction Volume Is Back — But This Isn’t a Rebound.
Transaction activity across U.S. commercial real estate climbed roughly 20% in 2025, and fourth-quarter data shows pricing stabilizing in industrial, retail, and multi...
The Week Commercial Real Estate Stepped Out of Denial
we breaks down three developments that, taken together, show how the refinancing cycle is now driving commercial real estate decisions. We examine why Kennedy-Wilson a...
AI Fears Trigger Sharp Sell-Off in Global Brokerage Stocks
AI fears triggered a sharp sell-off in global real estate brokerage stocks this week, with CBRE, JLL, and Cushman & Wakefield falling double digits alongside broader e...
Insurance Is Now a Gatekeeper in Commercial Real Estate
In this episode, we examine how insurance has quietly moved from an operating expense to a structural underwriting constraint in commercial real estate. While premium ...
Distressed Retail Isn’t Dead — It’s Mispriced
Retail isn’t collapsing — it’s repricing.In this episode, we break down why distressed malls and underperforming retail assets are less about failure and more about ba...
Brookfield Walks Away from Office — and Pays to Do It
In this episode, we break down Brookfield Asset Management’s $1.2 billion all-cash acquisition of Peakstone Realty Trust — and why this deal is less about size and mor...
Capital Is Ready. Pricing Isn’t.
A new investor intentions survey shows most CRE buyers are preparing to increase acquisitions in 2026—but deals aren’t stalling because of capital or rates. In this ep...
Multifamily 2026: Supply Has Peaked — Are You Positioned?
After two years of volatility, U.S. multifamily is entering a new phase. Cap rates have reset. Rent growth is flat. And while most investors are still waiting for yiel...
Why Data Center Projects Stall After Power Is Secured
Power isn’t the lesson anymore. Timing is.This episode explains why data center projects stall after power is identified — and where deliverability, sequencing, and el...
Structure Over Stories
Most conversations about commercial real estate are stuck on the wrong question: Is capital coming back?In this episode, we break down three real-world signals from th...
