Épisodes

  • E47: The Federal Reserve, global investments in VC, air mobility across the Bay Area
    Nov 6 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    50 min
  • E46: The impact of SpaceX on real estate, life science, and automation in CRE
    Oct 23 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    1 h et 6 min
  • E45: The silver tsunami, adaptive reuse, and CoStar data
    Oct 9 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    1 h et 1 min
  • E44: Industrial development pipeline, new construction yields, and life science update
    Sep 25 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    57 min
  • E43: Office market predictions, the jobs report impact on office space, and US power consumption
    Sep 11 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    59 min
  • E42: CEOs speaking out on work from home, new co-working model, and more office building sale losses
    Aug 28 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    58 min
  • E41: BXP earnings report update, premium vs commodity office space, manufacturing spend in the US
    Aug 14 2024

    (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 podcast@thecreinsider.com to get in touch with us directly.

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    53 min
  • E40: Industrial real estate market update and strategies for the current market
    Jul 31 2024

    (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 about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.

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    59 min