Podcast Episodes
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From jobs to housing to the human edge in CRE
Season 1 Episode 79
From a 20.5% surge in new home sales and persistent affordability challenges in the existing market, to rising inflation, consumer sentiment drops, a…
1 year ago
From outdated to advanced: The rise of modern industrial development
Season 1 Episode 78
Industrial real estate is transforming, and fast. Aasif Bade, founder and CEO of Ambrose, shares his journey, his firm’s conviction for modern wareho…
1 year ago
Inflation pressures, labor gaps, and CRE market signals
Season 1 Episode 77
Inflation is running above the Fed’s 2% target, labor quality remains a top concern for small businesses, and consumer credit growth is sending mixed…
1 year ago
Cooling jobs, rising costs, and where CRE sectors are still winning
Season 1 Episode 76
The Beige Book signals an economy under pressure, with slowing growth, rising costs, and cooling labor markets weighing on CRE. In this episode of CR…
1 year ago
Bank resilience, consumer pessimism, multifamily momentum & more
Season 1 Episode 75
The latest FDIC banking profile shows resilience in CRE lending even as past-due rates improve, but consumer confidence is slipping, with inflation a…
1 year, 1 month ago
US commercial real estate transaction trends – Q2 2025
Season 1 Episode 74
We share insights from Altus Group’s Q2 2025 Investment and Transactions Quarterly report. From multifamily’s continued strength to industrial’s surp…
1 year, 1 month ago
CRE’s mid-year earnings themes: Market insights across sectors and players
Season 1 Episode 73
We’re deep into the Q2 2025 earnings season, and with most calls now behind us, it’s time to zoom out. In this episode, we recap key themes from REIT…
1 year, 1 month ago
Q2 REIT earnings: What we’re seeing across industrial, retail, office, and multifamily
Season 1 Episode 72
With Q2 earnings season at its midpoint, this episode offers a snapshot of how select REITs across industrial, office, residential, and retail sector…
1 year, 2 months ago
Proptech at a crossroads: Data, M&A, and the quest for vertical integration
Season 1 Episode 71
Proptech is evolving, albeit at different speeds across sectors. KBW’s Ryan Tomasello joins our hosts, Omar Eltorai and Cole Perry, to explore how da…
1 year, 2 months ago
Inside the CRE securitization market: Trends, risks, and optimism ahead
Season 1 Episode 70
Despite elevated distress levels and refinancing risks, investor appetite for CMBS and CRE-CLOs remained strong through the first half of 2025. Andre…
1 year, 2 months ago