Podcast Episodes

Vanessa in Canton

Vanessa Haynes spent Hall of Fame Week in Canton, Ohio networking and deepening relationships ahead of the gathering. For those who don't know, Vanes…

2 months ago

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Mega-Leases: Industrial's Second Act

Episode 29

93.6M SF leased in H1 2026 industrial (+26% YoY per CBRE)38 mega industrial leases (≥1M SF) signed in H1 2026, more than double H1 2025Industrial dem…

2 months ago

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Beyond the Trough

Episode 28

Public Storage closed its 10.5B acquisition of National Storage Affiliates on July22,2026. Combined entity: 4,500+facilities, 330 Mrentable SF,77B en…

2 months, 1 week ago

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The Tax Cliff

Episode 27

Treasury working paper: $75B in deferred capital gains outstanding across ~12,800 QOFs and ~41,000 investors as of end of 2024Typical OZ investor: $7…

2 months, 1 week ago

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The Refinance Gap

Episode 26

Trepp: ~$65B private-label CMBS maturing H2 2026, but ~$28B has extension options pushing to 2027799 hard-maturity loans ($15.1B) analyzed; $16.2B th…

2 months, 1 week ago

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Power and Rent

Episode 25

Data Centers:

BlackRock executed roughly $50 billion in data center activity in one week: $40 billion Aligned Data Centers acquisition and $12 billion…

2 months, 2 weeks ago

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Forgotten Sectors

Episode 24

Three contrarian sectors outperforming while everyone chases data centers and industrial:

1. Retail Strip Centers & Senior Housing
Green Street Q1 202…

2 months, 2 weeks ago

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The Narrative Is Broken

The housing shortage myth is dead. MBA research shows household formation slowing from 1.13M annually to 802K over the next two decades. Sun Belt mar…

2 months, 3 weeks ago

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The Macro Mirage

Everyone's waiting for rate cuts to save the market. But new research says the relationship between rates and returns is breaking down. Meanwhile, of…

2 months, 3 weeks ago

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The Split

Episode 6

Cap rates have officially decoupled from the 10-year Treasury. The old playbook is dead.

The market is splitting in two. On one side, trophy net lease…

2 months, 3 weeks ago

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