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Beyond gut feel: The power of data analytics in modern CRE investing
Beyond gut feel: The power of data analytics in modern CRE investing

Season 1 Episode 69

Ryan Severino, Chief Economist and Head of Research at BGO, discusses how data science is transforming commercial real estate investing. From outperf…

1 year, 2 months ago

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Just how liquid is commercial real estate?
Just how liquid is commercial real estate?

Season 1 Episode 68

Dr. Philip English from Temple University joins us to discuss our upcoming research paper on CRE liquidity, how liquidity shapes investment decisions…

1 year, 2 months ago

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CRE’s mid-year market pulse: Rates, risks, and real assets
CRE’s mid-year market pulse: Rates, risks, and real assets

Season 1 Episode 67

We share the key macroeconomic signals and policy decisions affecting commercial real estate as we move into the second half of 2025. From declining …

1 year, 3 months ago

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From uncertainty to stability: How CRE is adapting to the latest mix of volatility
From uncertainty to stability: How CRE is adapting to the latest mix of volatility

Season 1 Episode 66

PwC’s Tim Bodner joins us to explore how commercial real estate firms are navigating today’s volatility and laying the groundwork for a long-term rec…

1 year, 3 months ago

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REIT results recap – Q1 2025
REIT results recap – Q1 2025

Season 1 Episode 65

Every quarter we take a close look at a sample of REIT earnings calls across key property sectors, including industrial, office, retail, multifamily,…

1 year, 3 months ago

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What the Fed, banks, and consumers are telling us about CRE’s future
What the Fed, banks, and consumers are telling us about CRE’s future

Season 1 Episode 64

We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals …

1 year, 4 months ago

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US commercial real estate transaction trends – Q1 2025
US commercial real estate transaction trends – Q1 2025

Season 1 Episode 63

What do 33,000+ CRE transactions tell us about the Q1 2025 market?

 

Cole Perry and Omar Eltorai walk through Altus Group’s Q1 2025 US CRE Investment a…

1 year, 4 months ago

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Beyond the beach: Strategic multifamily investing in Florida with Marc Hershberg
Beyond the beach: Strategic multifamily investing in Florida with Marc Hershberg

Season 1 Episode 62

Marc Hershberg, Managing Partner and CEO at Topaz Capital, joins us to unpack the real story behind Florida’s multifamily market. While headlines ten…

1 year, 4 months ago

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What we can learn about multifamily investing from the Northeast and Mid-Atlantic
What we can learn about multifamily investing from the Northeast and Mid-Atlantic

Season 1 Episode 61

The Northeast and Mid-Atlantic aren’t the easiest regions for multifamily investment, but they might be the most instructive.

We sit down with Matt Fr…

1 year, 4 months ago

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Gen Z, AI, and the mall: What’s driving retail real estate’s next golden age
Gen Z, AI, and the mall: What’s driving retail real estate’s next golden age

Season 1 Episode 60

Retail real estate is back, and it looks nothing like the past. We sit down with Brandon Isner, Head of Retail Research at Newmark, to celebrate reta…

1 year, 5 months ago

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