Episodes
Thursday Mar 14, 2024
Thursday Mar 14, 2024
GS Asset Management makes a bold move by reentering the US commercial real estate market, citing buying opportunities. Meanwhile, concerns arise about the disproportionate impact of layoffs on women in the industry. Stay informed about GSAM's strategic decision and the implications for the commercial real estate sector, as well as the challenges faced by women in the industry.Sources:https://www.forexlive.com/news/gs-asset-management-re-enters-us-commercial-real-estate-citing-buying-opportunities-20240313/https://www.biv.com/news/real-estate/layoffs-in-commercial-real-estate-could-disproportionately-impact-women-8437903https://seekingalpha.com/article/4678097-ares-commercial-real-estate-the-safest-dividend-is-the-one-thats-just-been-cut-upgradehttps://seekingalpha.com/article/4678097-ares-commercial-real-estate-the-safest-dividend-is-the-one-thats-just-been-cut-upgradeOutline:(00:00:00) Introduction(00:00:43) GS Asset Management re-enters US commercial real estate, citing buying opportunities(00:02:04) B.C. commercial real estate layoffs may disproportionately impact women(00:05:02) Ares Commercial Real Estate: The Safest Dividend Is The One That's Just Been Cut (ACRE)(00:09:20) Ares Commercial Real Estate: The Safest Dividend Is The One That's Just Been Cut (ACRE)
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
PMAT pays $75M for a suburban Chicago shopping center. Sendero and TPG Angelo Gordon expand their Rhode Island MOB portfolio. Plus, insights on commercial real estate marketing in 2024 and the rising housing output in Ireland.Sources:https://www.commercialsearch.com/news/pmat-pays-75m-for-suburban-chicago-shopping-center/https://www.commercialsearch.com/news/sendero-tpg-angelo-gordon-expand-rhode-island-mob-portfolio/https://nyrej.com/commercial-real-estate-marketing-in-2024-choose-quality-over-quantity-by-kimberly-zar-bloorianhttps://www.irishtimes.com/business/2024/03/12/central-bank-sees-housing-output-rising-to-37000-as-commercial-real-estate-slump-frees-up-workers/Outline:(00:00:00) Introduction(00:00:44) PMAT Pays $75M for Suburban Chicago Shopping Center(00:02:42) Sendero, TPG Angelo Gordon Expand Rhode Island MOB Portfolio(00:05:33) Commercial real estate marketing in 2024: Choose quality over quantity - by Kimberly Zar Bloorian(00:08:19) Housing output rising to 37,000 units a year by 2026 as commercial real estate slump frees up workers
Sunday Mar 10, 2024
Sunday Mar 10, 2024
The embrace of remote work in the US leads to empty offices and weighs on banks. However, Bozeman's commercial real estate market defies the nationwide trend with low vacancy rates. Also, downtown Tulsa shows signs of growth despite high office space availability. Plus, Chinese investors offload billions of dollars of US property. Explore the impact of remote work on banks and the thriving real estate markets in Bozeman and Tulsa, as well as the divestment trend by Chinese investors.Sources:https://timesofindia.indiatimes.com/business/international-business/us-embrace-of-remote-working-empties-offices-weighs-on-banks/articleshow/108361686.cmshttps://nbcmontana.com/news/local/commercial-real-estate-in-bozeman-is-bright-spot-amid-nationwide-industry-woeshttps://tulsaworld.com/news/local/business/at-least-1-5-million-square-feet-of-office-space-available-downtown-but-officials-bullish/article_8f94d550-d991-11ee-9ad0-af1431daa0bc.htmlhttps://www.scmp.com/property/article/3254787/chinese-investors-offloaded-us317-billion-us-commercial-real-estate-over-last-five-years-drivenOutline:(00:00:00) Introduction(00:00:42) US embrace of remote working empties offices, weighs on banks(00:03:22) Commercial real estate in Bozeman is bright spot amid nationwide industry woes(00:05:42) At least 1.5 million square feet of office space available downtown, but officials bullish on future(00:08:37) Chinese investors offloaded US$31.7 billion of US property over last five years
Friday Mar 08, 2024
Friday Mar 08, 2024
St. John Properties inks Baltimore renewal and expansion. Palm Beach County businesses holding on to CRE footprints. AT&T consolidates Northern Virginia operations at new Chantilly office space. Powell warns commercial real estate woes will lead to bank failures. Stay informed about the latest developments in the real estate sector with Simply C.R.E.Sources:https://www.commercialsearch.com/news/st-john-properties-inks-baltimore-renewal-and-expansion/https://commercialobserver.com/2024/03/palm-beach-county-businesses-holding-on-cre-footprints-survey/https://www.commercialcafe.com/blog/att-chantilly-office/https://fortune.com/2024/03/07/jerome-powell-commercial-real-estate-bank-failures-problem-for-years/Outline:(00:00:00) Introduction(00:00:42) St. John Properties Inks Baltimore Renewal and Expansion(00:03:03) Palm Beach County Businesses Holding on CRE Footprints: Survey(00:06:27) AT&T Consolidates Northern Virginia Operations at New Chantilly Office Space(00:08:23) Powell warns commercial real estate woes will lead to bank failures: 'This is a problem that we’ll be working on for years’
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
A portfolio manager believes commercial real estate fears are overblown, while a real estate mogul warns of bank failures. Plus, the industry enters a stage of acceptance. Stay informed about the contrasting perspectives on the future of commercial real estate and the challenges it faces.Sources:https://markets.businessinsider.com/news/bonds/commercial-real-estate-crash-nycb-fed-rates-mortgage-backed-securities-2024-3https://www.lockportjournal.com/news/local_news/commercial-property-rehab-pitches-solicited-by-gldc/article_2d7b0ce4-db3b-11ee-9250-bf4f0b99a54c.htmlhttps://fortune.com/2024/03/05/top-real-estate-mogul-500-fewer-banks-next-two-years-failures-consildation/https://fortune.com/2024/03/05/commercial-real-estate-final-stage-grief-acceptance/Outline:(00:00:00) Introduction(00:00:38) Commercial real estate fears are overblown, and mortgage bonds show the sector is poised to recover, portfolio manager says(00:03:13) Commercial property rehab pitches solicited by GLDC(00:05:20) Top real estate mogul sees ‘500 or more’ fewer banks in two years(00:08:02) Commercial real estate tycoon says the industry is entering its final stage of grief: Acceptance
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Chinese developers resume their retreat from UK commercial property, while the state of commercial real estate is analyzed, debunking misconceptions and highlighting opportunities. A legal battle between CBRE and Chris Hipps raises questions about noncompete agreements. Additionally, commercial property prices surge in Slovenia despite declining sales transactions.Sources:https://wmbdradio.com/2024/03/05/analysis-chinese-developers-resume-uk-commercial-property-retreat/https://ceoworld.biz/2024/03/05/survive-or-thrive-understanding-and-misunderstanding-the-state-of-commercial-real-estate/https://www.dmagazine.com/commercial-real-estate/2024/03/cbre-sues-chris-hipps-for-joining-cushman-wakefield-noncompete/https://bnnbreaking.com/world/slovenia/commercial-property-prices-surge-by-10-in-2023-despite-sales-slump-rent-deals-up-30Outline:(00:00:00) Introduction(00:00:42) Analysis-Chinese developers resume UK commercial property retreat(00:04:06) Survive or Thrive? Understanding – and Misunderstanding – the State of Commercial Real Estate(00:08:11) CBRE Sues Chris Hipps, Claims Breach of Noncompete for Move to Cushman & Wakefield(00:11:01) Commercial Property Prices Surge by 10% in 2023 Despite Sales Slum…
Monday Mar 04, 2024
Monday Mar 04, 2024
CBRE Korea's Lim predicts a revival in Korea's commercial property market. The future of commercial real estate shines a spotlight on data centers, logistics, and telecommunications towers. Jamaica experiences explosive growth in its commercial real estate sector. Stay informed about the latest trends and opportunities in the commercial real estate industry.Sources:https://bnnbreaking.com/world/asia/cbre-koreas-lim-predicts-commercial-property-market-revival-with-interest-rate-cutshttps://bnnbreaking.com/finance-nav/future-of-commercial-real-estate-spotlight-on-data-centers-logistics-and-telecom-towershttps://www.jamaicaobserver.com/2024/03/03/explosive-growth-commercial-real-estate/https://bnnbreaking.com/world/asia/cbre-koreas-lim-predicts-commercial-property-market-revival-with-interest-rate-cutsOutline:(00:00:00) Introduction(00:00:38) CBRE Korea's Lim Predicts Commercial Property Market Revival with …(00:03:45) Future of Commercial Real Estate: Spotlight on Data Centers, Logis…(00:06:27) ‘Explosive’ growth in commercial real estate(00:08:55) CBRE Korea's Lim Predicts Commercial Property Market Revival with …
Sunday Mar 03, 2024
Sunday Mar 03, 2024
The commercial real estate sector in Jamaica is experiencing explosive growth, particularly in Montego Bay. Find out about the latest developments in the Texas market, including financing for condo developments, groundbreaking on massive logistics facilities, and lease agreements for retail and office spaces. Plus, insights from Treasury Secretary Janet Yellen on the challenges facing the U.S. commercial real estate market and the potential impact of subleases on the industry.Sources:https://www.jamaicaobserver.com/2024/03/03/explosive-growth-commercial-real-estate/https://realtynewsreport.com/rnr-real-estate-briefs-texas-more-36/https://www.eagletribune.com/homes/yellen-says-commercial-property-is-a-worry-but-regulators-are-on-it/article_9270ec2b-f582-57a4-bd97-4b7da67e2d90.htmlhttps://www.ocregister.com/2024/03/02/can-subleases-save-the-commercial-real-estate-market/Outline:(00:00:00) Introduction(00:00:40) ‘Explosive’ growth in commercial real estate(00:03:08) RNR Real Estate Briefs – Texas & more(00:05:54) Yellen says commercial property is a worry, but regulators are on it(00:08:01) Can subleases save the commercial real estate market?
Friday Mar 01, 2024
Friday Mar 01, 2024
The commercial real estate market faces a new financing landscape and potential crisis. Increasing stability in monetary policy and yields may ease borrowing costs, but challenges lie ahead. Bonds backed by commercial real estate loans could be the next pain point for markets. Invesco pays $55M for a New Jersey industrial asset. Seattle Metro commercial real estate sales tumble 64%. Stay informed about the latest developments and potential risks in the commercial real estate industry.Sources:https://rsmus.com/insights/industries/real-estate/commercial-real-estate-faces-new-financing-landscape.htmlhttps://markets.businessinsider.com/news/bonds/commercial-real-estate-cmbs-delinquencies-mortgage-office-values-bonds-loans-2024-2https://www.commercialsearch.com/news/invesco-pays-55m-for-new-jersey-industrial-asset/https://therealdeal.com/national/seattle/2024/02/29/seattle-metro-commercial-real-estate-sales-tumble-64/Outline:(00:00:00) Introduction(00:00:41) Commercial real estate faces new financing landscape(00:05:14) Bonds backed by commercial real estate loans could be the next pain point for markets, economist says(00:07:42) Invesco Pays $55M for New Jersey Industrial Asset(00:09:45) Seattle Metro Commercial Real Estate Sales Tumble 64%
Thursday Feb 29, 2024
Thursday Feb 29, 2024
Invesco pays $55M for a new industrial asset in New Jersey. Ireland's commercial real estate valued at €50 billion is at risk. Plus, the concerns and potential fallout from the slumping value of commercial real estate. Also, brokerage firms issue notes of optimism after year-end improvements in the market.Sources:https://www.commercialsearch.com/news/invesco-pays-55m-for-new-jersey-industrial-asset/https://bnnbreaking.com/finance-nav/irelands-50-billion-commercial-real-estate-at-risk-central-bank-warns-of-disorderly-correctionhttps://www.afr.com/property/commercial/how-worried-should-you-be-about-commercial-real-estate-20240227-p5f880https://www.bisnow.com/national/news/commercial-real-estate/cre-brokerage-firms-issue-notes-of-optimism-amid-year-end-improvements-123114Outline:(00:00:00) Introduction(00:00:42) Invesco Pays $55M for New Jersey Industrial Asset(00:02:43) Ireland's €50 Billion Commercial Real Estate at Risk: Central Bank…(00:05:41) How worried should you be about commercial real estate?(00:08:52) Brokerage Firms Issue Notes Of Optimism After Year-End Improvements