Podcast Episodes
Back to SearchThree Signals
Episode 5
Three things happened this week that tell you exactly what's happening in the market right now.
First, industrial leasing surged in the first half of…
3 months ago
Own Quality
Episode 23
Three things are happening right now that tell you exactly where the market is heading.
First, builders are hitting pause. Housing construction is sl…
3 months ago
Where The Money's Going
Episode 22
Amazon, Google, Microsoft, and Meta are spending $700 billion on data centers in 2026. But it's not going to chips. It's going to power infrastructur…
3 months, 1 week ago
How It All Came Together
Episode 21
Adam Carswell, Cameron Iuvancigh, and Vanessa Haynes sit down for the inaugural human episode to tell the origin story of the room. From a chance enc…
3 months, 1 week ago
Capital Got Ruthless
Episode 20
Starwood REIT just closed $1.7 billion in workforce housing refinancing while office sublease inventory collapsed 25 percent. This isn't a market re…
3 months, 2 weeks ago
Pensions, Texas, and Where Capital Flows
Episode 19
Pension funds are deploying billions into affordable housing. The Texas Stock Exchange just launched. These two capital flows are reshaping real esta…
3 months, 2 weeks ago
Industrial Supply Just Flipped
Episode 18
The industrial real estate market just flipped. The era of COVID overbuilding is officially over. New industrial supply fell 24 percent year over yea…
3 months, 2 weeks ago
10 Million Units Missing
Episode 17
The White House puts the housing shortage at 10 million units. Freddie Mac said 3 million.
hat's not a rounding error. That's a completely different …
3 months, 3 weeks ago
AI Infrastructure vs. Forced Sales
Episode 16
There are two completely different realities happening in commercial real estate right now.
On one side, traditional CRE is facing a forced workout ph…
3 months, 3 weeks ago
Industrial Real Estate Becomes the New Office Darling
Industrial real estate isn't a niche play anymore. It's where capital is actually flowing.
Office is dead for most institutional capital sources right…
3 months, 4 weeks ago