(0:00) Opening(0:40) Institutional buyers investing in distressed markets(7:09) Building class A+ office space(9:48) Increased construction costs and renewal dynamics(21:33) 10-year Treasury and interest rates(25:09) The federal government cancels 250 leases(41:15) Co-working and investment management companies(59.50) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:23) The performance of the office market across different quality levels(21:02) How companies think about investing in office space(33:43) Alexandria’s earnings report(49:41) Industrial real estate update(56:11) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(3:19) Urban vs. Suburban and which will outperform(14:14) What hybrid work means now(16:58) Venture capital, hardware technology, life science, energy(43:40) Increased demand due to a tech recovery(45:05) An increase in loans and the default rate(46:27) Ecommerce, 3PLs, trading partners(55:53) Multistory warehouses(59:29) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:15) Extended commercial loans and real estate assets(16:24) Treasury yield curve(22:18) Venture capital investments fall(26:57) Office demand in New York, Boston, and Seattle(41:05) Electric air taxi network in the Bay Area(49:45) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:17) SpaceX’s enormous impact on hardware technology focused real estate assets(11:08) xAI’s gigafactory in Memphis(37:35) Languishing life science real estate supply(43:42) Loan exposure(58:56) Price decreases due to reduced parking requirements and automation(1:05:35) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:26) A demographic shift in the workforce(18:13) Meet-me buildings and data centers(30:20) Increasing opacity in commercial real estate(47:19) The office market cycle(1:01:22) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:20) The decrease in industrial construction and development(8:45) How industrial real estate market performed in the Great Recession(13:25) Asset prices and variants in yields across developers(27:15) Price to FFO and REIT ratios(28:51) Dual agency in residential vs commercial real estate(44:21) The over built life science market(57:10) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(1:22) CBDs underperforming suburban markets(7:43) Increase in net effective rents for class A buildings(11:53) Homelessness and occupancy in downtowns(23:50) Jobs and labor market(39:20) Increased power requirements in manufacturing markets(58:31) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:25) Eric Schmitt’s (former Google CEO) views on working from home(5:24) New Starbuck’s CEO work from home schedule(25:16) Boston office sells for less than one-fifth of what they paid(31:22) The new business model of coworking companies(58:24) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:38) Boston Properties’ earnings release(2:26) Flight to quality and premium office space(32:43) GSA has disposed of over 8 million square feet in the last four years(41:11) Construction investment in manufacturing in the US(52:37) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(1:25) The real estate story behind Brian’s new office/studio location(7:40) Mid-year update on the industrial real estate market(14:09) What the remainder of 2024 and 2025 will look like for the industrial real estate market(21:10) Slowdowns in industrial development and its impact on future pricing(38:33) Navigating the current market with various expiration dates in a portfolio(46:44) Changes in office space needs and demand on urban life(58:05) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:33) How does workplace effectiveness relate to the director of real estate role?(10:21) How does Genentech make real estate decisions and what is the process?(22:04) How has the director of real estate role changed?(36:19) Genentech’s strategy to future-proof their sites(44:47) Sara’s take on remote work(51:48) Mentorship in CRE(57:53) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:21) Law firm trends in 2024(22:41) Law firm space considerations in the future(33:57) Offices moving to suburban locations and the hub and spoke model(43:01) Risks to consider during long term leases (52:46) Brookfield’s mini city mall renovation strategy(1:01:46) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:23) Thoughts on the macro economy(13:18) The federal reserve and other stimulus(23:24) AI companies(38:15) Telephonophobia in the workplace(51:32) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:14) The average American worker is lonely(14:30) NBBJ’s The Delight Factor(23:20) Coworking spaces in the suburbs(46:12) Industrial pricing(58:22) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:11) Is there a premium office space shortage?(10:02) Nearly 90 million square feet of office space removed in Q1 of 2024(16:57) Trickle-down demand and occupancy rates(36:30) Occupancy decisions based on return to work “progress”(44:16) BREIT article(52:27) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:20) Recent example of a renewing tenant being taken advantage of by a landlord on a renewal(16:30) Bedrock’s massive investment into development in urban Detroit and how they’re trying to reverse the doom loop(29:07) Urban planning and housing thoughts(39:04) The “Death of Fun at Work” article(59.05) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:32) The doom loop in downtown St. Louis and many other US cities(20:50) Opportunities and risks when doing sublease deals(37:37) Industrial rents and demand are slipping in the Inland Empire and other core industrial markets(44:30) Defensive expansion by companies going away(50:35) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:18) Property tax pass through charges and unique operating expenses(23:33) Single tenant Amazon office building in Arizona uncertainty(41:10) Update on the industrial market softening(45:34) Legal industry’s performance in the office sector(53:26) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.
(0:00) Opening(0:06) National Association of Realtors reach a major settlement(23:30) Tracking foot traffic and the return to office rates with cell phone data and what it says(32:34) Utilization rates across real estate(39:33) $929B of CRE loans are due to mature in 2024(53:24) ClosingTo learn more about the podcast, please visit www.thecreinsider.com or email podcast@thecreinsider.com to get in touch with us directly.