Episode 65: WMRE: Where It Started and How It’s Going



It’s been almost one year since NREI announced a full rebrand to WMRE, a change that represented the status of the company within the WealthManagement.com portfolio. 

In this episode, David Bodamer discusses the brand change from NREI to WMRE, revealing why they chose to rebrand and how it’s changed how they cover the commercial real estate industry. David shares how they managed the curveballs  2021 threw at them while undergoing changes themselves, and shares some insight about what’s to come in 2022.

David discusses:

  • The reasoning behind the rebrand from NREI to WMRE
  • How the change from NREI to WMRE impacts clients
  • The most surprising outcomes from the rebrand
  • The plans for the brand in 2022
  • The best ways to pitch the brand
  • And more

Resources:

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Episode 64: What To Expect When Returning To The Office With David Smith



As the world begins to reopen, more and more people are returning to work in person. With more people going back to the office, what can we expect in this post pandemic world?

In this episode, David Bodamer is joined by David Smith from Cushman & Wakefield. David Smith discusses the latest report from Cushman & Wakefield about the return to offices and what you can expect as you make the move to in-person work. He shares how offices may need to change their layouts and the impact of the pandemic on how businesses function in the future.

David Smith discusses:

  • The Predicting the Return to the Office  report by Cushman & Wakefield
  • What office real estate investors need to know about how the “return to office” process is playing out
  • How space within the office will change post pandemic
  • Predictions for the next few months

Resources:

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About Our Guest:

David C. Smith is the Global Head of Occupier Insights for Cushman & Wakefield. David’s work is focused on how economics, demographics, technology and space usage trends impact the future of commercial real estate for occupiers and investors. He produces reports, analysis and thought leadership that serve clients and internal Cushman & Wakefield service lines, including Global Occupier Services, Commercial Tenant Representation, Flexible Office / Coworking, Total Workplace, Consulting, Agency Leasing and Investor Services.

In addition to advising clients, David frequently participates at industry events and on speaker panels. He has been a presenter at CoreNet Global’s North American Summit and a keynote / main stage speaker at the NHMC Annual Conference, The Office Tenant Week – Latin America, and BOMA China’s Annual Conference. At Cushman & Wakefield, he leads the development and authorship of industry reports co-branded with CoreNet Global.

Mr. Smith previously spent over a decade at Kingsley Associates, a leading provider of research and benchmarking solutions to real estate companies around the world. In addition to providing consulting services to global real estate companies, he was also involved in several industry-wide thought leadership partnerships with BOMA and NMHC. In that role, Mr. Smith served as one of the creators of the NMHC/Kingsley Associates Apartment Renter Preferences Report.

 

 


Episode 63: How To Get A Loan From Home With Dan Gorczycki



After more than a year of uncertainty for businesses, being able to access and apply for mortgages and loans from home is more beneficial than ever.

In this episode, David Bodamer is joined by Dan Gorczycki with True Rate Services. Dan discusses how modern technology changes how you can apply for and find a quote for mortgages or loans quickly and effectively from home. He dives into how the pandemic has changed what people need and how that will translate into the future of mortgages and loans.

Dan and David discuss:

  • How they leverage online tools as mortgage and sales brokerage firm
  • The role of technology in modern mortgage lending
  • The importance of relationships when asking for a loan
  • What technology means for the future of mortgages and loans
  • And more

Connect With Dan Gorczycki :

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About Our Guest:

Dan Gorczycki is the Managing Director of True Rate Services, a pioneering debt placement marketplace that optimizes the lending experience by creating true markets in real time. True Rate launches with a number of the top lenders in the United States as partners on their platform, creating a vibrant marketplace for debt. The marketplace is agnostic and creates markets in bridge lending, agency lending, insurance company lending and other institutional debt sources. Parent company Olive Tree Holdings is a real estate investment firm that combines Big Data, Analytics and Deep Fundamental Research in order to identify, acquire and improve assets in dynamic markets throughout the United States.

 


Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace



Understanding the current situation for seniors housing affects everyone on different levels, whether you realize it or not. The seniors housing industry reflects how many other industries are doing, and is heavily affected by the state of the economy. 

In this episode, David Bodamer sits down with Beth Burnham Mace, chief economist and director of outreach at the National Investment Center for Seniors Housing & Care (NIC), to discuss the current situation of senior housing in the US, and their predictions for the 2022 year.  

David and Beth discuss:

  • An outlook at the seniors housing industry for 2021 and 2022
  • What the slow growth rate in seniors housing means for the future 
  • What the market for REITS looks like currently and the capital they have
  • How COVID has affected the seniors housing situation
  • And more

Resources:

Connect With Beth Burnham Mace:

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About Our Guest:

Beth Burnham Mace is the Chief Economist and Director of Outreach at the National Investment Center for Seniors Housing & Care (NIC). Prior to joining the staff at NIC, she served as a member of the NIC Board of Directors for seven years and chaired NIC’s Research Committee. Ms. Mace was also a Director at AEW Capital Management and worked in the AEW Research Group for 17 years. Prior to joining AEW in 1997, Ms. Mace spent ten years at Standard & Poor’s DRI/McGraw-Hill as the Director of the Regional Information Service. She also worked as a Regional Economist at Crocker Bank, the National Commission on Air Quality, the Brookings Institution and Boston Edison.

Ms. Mace is a member of the National Association of Business Economists (NABE), the Urban Land Institute (ULI), ULI’s Senior Housing Council and New England Women in Real Estate (NEWIRE/CREW). In 2020, she was inaugurated into the McKnight’s Women of Distinction Hall of Honor. In 2014, she was appointed a fellow at the Homer Hoyt Institute and was awarded the title of a “Woman of Influence” in commercial real estate by Real Estate Forum Magazine and Globe Street. Ms. Mace is a graduate of Mount Holyoke College (B.A.) and the University of California (M.S.). She has also earned The Certified Business Economist™ title (CBE) from the National Association of Business Economists (NABE). Ms. Mace is often cited in the Wall Street Journal, the New York Times, Seniors Housing Business, Seniors Housing News and McKnight’s Senior Living and has a bi-monthly column in the National Real Estate Investor.


Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi



During 2021, the importance of technology has become more apparent than ever. Understanding the technology industry can really help business professionals to not only make better decisions for their company, but also stay on top of advancements and new products.   

In this episode, David Bodamer speaks with Colin Yasukochi, executive director of CBRE Tech Insight Center, about the 2021 Scoring Tech Talent report. The report is a labor market analysis focusing on 50 US and Canadian markets,  and targeted to technology workers across all industries.

David and Colin discuss:

  • A brief history and explanation of what the report is 
  • The best places to run your business, looking at both high-quality and low-cost options 
  • Some major changes in the industry, such as the increase in job availability in some surprising areas 
  • How the pandemic has affected the industry
  • A close look at diversity distribution in the industry and who is currently being underrepresented 
  • And more

Resources:

Connect With Colin Yasukochi:

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About Our Guest:

Colin Yasukochi, for over 20 years, has specialized in strategic research and advisory services for commercial real estate, providing insight that reveals opportunities and guides decision making. He currently serves as CBRE’s Executive Director of its newly formed Tech Insights Center, based in San Francisco, CA.

Backed by Colin’s leadership, the CBRE Tech Insights Center provides thoughtful real estate perspectives on the ever-evolving tech sector in the United States. As a pioneer in tech industry research in commercial real estate, Colin has been the lead author of CBRE’s tech-focused thought leadership pieces—including Scoring Tech Talent and Tech-30.

Colin has a distinct perspective of the business and is recognized as a leading real estate market expert through years of experience in analyzing market trends and economics.


Episode 60: The Changing World of Distribution with Chad Buch and George Cutro



As e-commerce continues to change the way we live our day-to-day lives, there have been some major impacts in the world of transportation and distribution that could affect you in ways you have never considered.

In this episode, David Bodamer is joined by Chad Buch and George Cutro, JLL researchers, as they discuss areas within the industrial world you might not think about such as cold storage, truck terminals and transloading, and how they are currently changing and adapting to the technology-based world we live in today. 

Chad and George discuss:

  • How the pandemic has affected distribution and increased demand for more advanced and adaptable delivery systems throughout the world
  • What transloading is and why it works 
  • New delivery developments such as 15-minute grocery delivery services in New York City
  • Emerging niche markets and how they are creating competition for major big-box distributors
  • And more

Please visit www.us.jll.com to access more JLL research reports.

Resources:

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Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy



Investing in REITs can help diversify an investor’s portfolio, which can decrease overall portfolio risk. 

In this episode, David Bodamer is joined by Abby McCarthy, senior vice president of investment affairs with Nareit, as they talk about what financial advisors should know about investing in REITs. 

Abby discusses:

  • The common misconceptions and big questions financial advisors often have about REITs 
  • The proper allocations for REITs within overall investment portfolios
  • What Nareit’s strategy looks like when it comes to educating advisors and investors on the sector
  • And more

Resources:

Connect With Abby McCarthy:

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About Our Guest:

Abby McCarthy is the vice president of investment affairs with Nareit. Within Abby;s role, she develops research that can be used within the investor market. Abby creates educational materials that can be shared with investors to understand the current investing environment.


Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein



In this episode, David Bodamer is joined by Randy Blankstein, president of The Boulder Group, a boutique investment real estate service firm specializing in single tenant net lease properties.  David and Randy discuss everything from the effects of COVID on the industry to the potential change in how 1031 exchanges will be taxed and what industry pros are doing to communicate with lawmakers in Washington.

You will learn:

  • How the net lease investment market weathered the storm during the pandemic and proved its mettle as a stable asset class
  • What sub-sectors within the net lease world are proving to be the most popular
  • How the sector has evolved as more types of investors have moved into the space
  • Why the proposed tax reforms from the Biden administration would mean a seismic shift for the sector and what industry pros are doing to try and help shape any legislation that emerges
  • And more!

Tune in to discover what one of the leading authorities in the nation has to say about the net lease sector of commercial real estate.

Resources: Wealth Management Real Estate | The Boulder Group | Randy Blankstein LinkedIn | Ryan


Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan



With the rollout of vaccines and the end of lockdown orders in several states, the economy is beginning to recover – which means new opportunities for institutional investors.

In this episode, David Bodamer is joined by Dori Nolan, senior vice president of National Client Services at Berkadia to talk about a recent merger that led to the formation of Berkadia Institutional Solutions, Powered by Moran. This new merger is dedicated to providing exceptional service and resources to institutional investors. Dori also shares her expert insights into the latest trends and updates in the real estate market.

You will learn:

  • How a shift in lifestyle preferences has impacted the demand in real estate markets
  • Why institutional investors need to focus their efforts on ESG investing
  • The importance of strategic planning and building client relationships, instead of being merely transaction-based
  • Ways in which technology can help you with data mining and making informed decisions
  • And more!

Tune in to discover what Berkadia Institutional Solutions, Powered by Moran, has in store for institutional investors in the real estate market!

Resources: Wealth Management Real Estate | Dori Nolan on LinkedIn | Berkadia | Ryan


Episode 56 – The Government as a Tenant –– with William Hill



In this episode, David Bodamer speaks with William Hill, vice-chairman of Federal Investor Services Group with Newmark in Washington D.C. David and William (Bill) discuss how the government as a tenant fared during the pandemic for investors in the commercial real estate market.

You will learn:

  • The role Newmark plays in the commercial real estate market
  • During the pandemic, how it has been having the government as a tenant versus another kind of occupier
  • Bill’s views on traditional office space needs as people return to work
  • What sort of implications does the governments potential jobs plan have on the demand for real estate going forward 
  • How does an investor approach this real estate space of having government as a tenant
  • And more!

Tune in now for the latest insights on CRE!

Resources: WealthManagement.com| Newmark | William L Hill Email


Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez



In this episode, David Bodamer is joined by Carlos Rodriguez, CEO of Driftwood Capital, an umbrella company with three new funds for investors in the hotel sector. They take care of  everything from development, to acquisitions and even preferred equity.  The pandemic has been particularly hard on the hotel industry, so what does that mean for investors? Listen in and see that the future is bright and the time is now to invest in this sector.

You will learn:

  • What Driftwood Capital does within the hotel industry
  • How have the last few months changed Carlos’ outlook and Driftwood Capitals strategies in this space
  • In what ways has COVID-19 forced developers to adapt when creating group or conference spaces
  • Are outdated hotels still the future for multi-family living 
  • And more!

We are social beings and competition will drive people out on the road again. Tune in so you don’t miss your opportunity!

Resources: Wealth Management Real Estate| Carlos Rodriguez LinkedIn | Driftwood Capital


Episode 54: Results of the 2021 CRE Capital Raising Survey –– With Brandon Sedloff



In this episode, David Bodamer discusses the results of Juniper Squares 2021 CRE Capital Raising Survey with Brandon Sedloff, the founding senior vice president of sales.  Juniper Square is transforming the private funds industry with easy-to-use software and solutions that streamline fundraising, investment operations and investor reporting.

You will learn:

  • How Juniper Square is bringing CRE into the 21st century
  • Some of the highlevel takeaways from the Capital Raising Survey
  • As a CRE investor, how one learns about all the options and opportunities available
  • How out-sourcing can be the key component to success
  • And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor  | Brandon Sedloff LinkedIn | Juniper Square Survey


Episode 53: Why the Opportunities in Real Estate Are Endless –– With Mark Rose



In this episode, David Bodamer speaks with Mark Rose, the CEO and chairman of Avison Young, a full-service commercial real estate company. Together, they discuss how this last year has provided the opportunity for not only Avison Young, but for the real estate industry as a whole to grow faster and further than ever before.

You will learn:

  • Mark’s predictions for what the future of the office will look like
  • Whether the adoptions of open-office floor plans will continue
  • What the transition back to working in an office will look like
  • How workplace culture plays a part in a company’s revenue and profits
  • Where the current opportunities are within the real estate industry
  • And more!

Tune in now for the latest insights on CRE!

Resources:  National Real Estate Investor | Avison Young


Episode 52: Logistics is Location! Location! Location! –– With Melinda McLaughlin



In this episode, David Bodamer has an in-depth conversation with Melinda McLaughlin, the vice-president of research at Prologis, about how automation and the COVID-19 pandemic have impacted the global logistics chain.

You will learn:

  • What opportunities are available to someone who’s interested in investing in the logistics space
  • How the pandemic has brought awareness to shortfalls in the supply chain
  • Ways that customers’ use of supply chain and automation has fundamentally changed during COVID-19
  • The environmental benefits of e-commerce shopping versus brick-and-mortar shopping
  • And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor  | Melinda McLaughlin on LinkedIn Prologis | Prologis Global Insights & Research


Episode 51: Enduring the Waiting Game: 2020 Retail Through the Eyes of a Transactional Broker –– With Tom Lagos



In this episode, David Bodamer is joined by Tom Lagos, an executive director with Institutional Property Advisors, an arm of Marcus & Millichap Real Estate Investment Services. Tom has spent the last 27 years as a transactional broker, specializing in the area of shopping centers. Tom talks about how slow and dismal 2020 was for the retail sector considering that in-person meetings and walking the properties were no longer an option. But, as you will soon find out, the future of the retail property sector is starting to look bright again. 

You will learn:

  • What it has been like to try to close deals during COVID-19
  • How valuations fluctuated throughout 2020
  • Whether there are any motivated investors in the retail sector right now
  • Where retail might move to in 10 years if shopping centers are out of the equation
  • And more!

The rebound of brick and mortar is coming! Tune in to discover what the rebound will look like. 

Resources:  Wealth Management Real Estate| Tom Lagos on LinkedIn | Institutional Property Advisors


Episode 50: Why Single Family Rental Housing is Currently on the Rise –– With David Howard



In this episode of Common Area Podcast, David Bodamer is joined by David Howard, the executive director at National Rental Home Council (NRHC), to discuss how the single family rental housing market is faring in early 2021.

Together, David and David discuss all the facets of single family rental housing, from who is investing in this market to which demographics are forcing this market to expand.

You will learn:

  • What the NRHC is and how they service the rental market
  • Who makes up the majority of U.S. landlords 
  • What the secret is to providing good customer service in this market
  • How technology is playing a role in the rental industry
  • And more!

We encourage you to listen in, whether you are the investor or the renter, because understanding where the industry is headed will help you make better decisions.

Resources:

Wealth Management Real Estate| National Rental Home Council | David Howard on LinkedIn


Episode 49: The Middle Market CRE Investment Opportunity – – With Sam Isaacson



In this episode of Common Area, David Bodamer talks to Sam Isaacson, president of Walker & Dunlop Investment Partners (WDIP) about the opportunities the firm sees in assets worth less than $100 million across most property types.

WDIP is commercial real estate investment firm now comprised of 31 investment professionals who manage approximately $1.2 billion.

In this episode, you will learn:

  • How WDIP defines middle market assets, how they source deals and what sectors they are targeting in 2021 and how its using technology and data to develop insights into what assets to acquire.
  • How the firm is looking at small business bankruptcies and small business formation and how it is impacting the firm’s investment strategy.
  • Why the firm is looking at opportunistic and value-add strategies in the new future.
  • What the broader political landscape and Democratic control of the presidency and both houses of Congress might mean for the sector.
  • And more!

Tune in now for the latest insights!

Resources:  National Real Estate Investor | Walker & Dunlop IP


Episode 48: Reasons Why Cities Survive Pandemics –– With Matt Pestronk



In this episode of Common Area Podcast, David Bodamer talks with Matt Pestronk, president and co-founder of Post Brothers: an industry leading multi-family development company that focuses on Class “A” apartment buildings in Philadelphia.

The two discuss ground-level insights into the multi-family sector, how it has fared throughout 2020, and what can be expected in 2021.  

In this episode, you will learn:

  • Whether this pandemic has damaged commercial real estate in the city
  • Which types of businesses are looking to re-open with an office environment
  • Which apartment-sizes are in-demand right now and which ones are remaining vacant
  • Matt’s intriguing thoughts on how to correct the affordable housing issue in America
  • And more!

Tune in now for the latest insights on CRE (and remember, cities are cities for a reason)!

Resources:  National Real Estate Investor | Post Brothers

 


Episode 47 – 2020’s Lessons Learned in Senior Housing –– With Beth Burnham Mace



In this episode of Common Area Podcast, David Bodamer is joined by Beth Burnham Mace, the chief economist and director of capital markets outreach at the National Investment Center for Senior Housing and Care (NIC): A non-profit organization that provides options and support for senior housing and care by bringing capital into the industry. 

In this episode, you will learn:

  • What has made some sectors more resilient than others during this pandemic
  • The best ways for an investor to secure financing
  • Whether seniors are even moving into housing right now
  • Whether COVID-19 has changed the operational thought process in senior care
  • And more!

Listen in and hear how the senior living sector plans to bounce back and thrive in post-COVID-19 era!

Resources: National Real Estate Investor | National Investment Center for Senior Housing and Care


Episode 46: Highlights From CBRE’s Market Outlook 2021 –– With Richard Barkham



In this episode of Common Area Podcast, David Bodamer discusses the recent report published by CBRE, CBRE Market Outlook 2021, with the CBRE’s Chief Global Economist and Head of America’s Research, Richard Barkham. 

In this episode, you will learn:

  • What real estate’s recovery looks like for 2021
  • How much the outcome of the presidential election will affect this sector
  • What the return to office scenario will look like in 2021
  • How CBRE’s projections for 2021 in the various real estate types will be affected by the large numbers of people who’ve left big cities for a suburban lifestyle
  • And more!

Tune in now to get all the highlights from the CBRE Market Outlook 2021 report!

Resources:  

National Real Estate Investor | CBRE | CBRE Market Outlook 2021


Episode 45 – A Shelter in the Storm: How the Hospitality Industry Is Enduring 2020



In this episode of Common Area Podcast, David Bodamer is joined by David Duncan, the president and CEO of First Hospitality: a company that not only strives to provide the very best for their guests but their employees as well.

Together, they discuss how the hospitality industry is staying afloat in the midst of a global pandemic and national civil unrest.  

In this episode, you will learn:

  • Where David Duncan sees the hospitality sector heading in the next six to 12 months.
  • How the sector has weathered the storm of dropoffs in business, convention and leisure travel and which types of hotels have fared the best amid the COVID-19 crisis.
  • What lessons can be learned from previous down cycles in the hotel sector about when investors may want to strike on acquisitions.
  • The importance of the diversity and inclusion at First Hospitality and in the lodging sector more broadly
  • And more!

Tune in now to learn how First Hospitality is setting the pace in hospitality during 2020!

Resources: National Real Estate Investor | First Hospitality


Episode 44: Is the Office Dead?



In this episode of Common Area Podcast, David Bodamer is joined by Joe Brady, the CEO of the Americas for The Instant Group. 

David and Joe discuss whether workers in the knowledge economy will ever make a full return to the office, the rise of suburban flexible office spaces, and how corporate real estate leaders are re-imagining the design of the traditional office space. 

In this episode, you will learn:

  • How COVID-19 has fueled a drive toward autonomy –– and how we see this played out in worker and consumer behaviors
  • Key takeaways that The Instant Group gleaned from CRE leaders across four continents
  • Whether there is still a demand for brick and mortar with the rise in technology
  • Different ways to approach office design and employee attendance
  • And more!

Tune in now to consider what the future might hold for the modern office. 

Resources:  National Real Estate Investor | The Instant Group


Episode 43: A Window of Opportunity For Great Leadership During COVID-19



In this episode of Common Area Podcast, David Bodamer talks to Brian Ward, CEO of Trimont Real Estate Advisors, about how COVID-19 has disrupted the commercial real estate (CRE) industry in 2020. 

They also discuss what opportunities have opened up for leaders, despite the pandemic’s unfortunate impact on several key sectors.  

In this episode, you will learn:

  • What issues have unfolded across CRE property types, from January until now
  • How retail and hospitality have been rocked by COVID-19
  • How COVID-19 factors into the acceleration of technology 
  • What the data is showing for multifamily market
  • What trends investors should watch for
  • And more!

Tune in now for the latest insights on CRE!

Resources:  National Real Estate Investor | Trimont


Episode 42 – Highlights from the CBRE 2020 Scoring Tech Talent Report –– With Colin Yasukochi and Lexi Russell



In this episode of Common Area Podcast, David Bodamer is joined by Colin Yasukochi, the executive director of CBRE Tech Insight Center, and Lexi Russell, the director of research and analysis at CBRE.  

Today, they cover the highlights from CBRE’s Scoring Tech Talent Report, discussing what impact tech talent is having on the real estate industry.

In this episode, you will learn:

  • Key trends from the Scoring Tech Talent Report
  • Where CBRE gathers data from for this report
  • As a real estate investor, why you should pay attention to this report
  • How COVID-19 has affected tech talent collaboration efforts
  • And more!

Tune in now to hear about tech talent and its growth –– and why you should pay attention to it.

Resources:  National Real Estate Investor | CBRE 2020 Scoring Tech Talent 


Episode 41: Efforts to Achieve Gender Parity in the CRE Industry Are Far From Complete –– With Wendy Mann



In this episode of Common Area Podcast, David Bodamer has a timely conversation with Wendy Mann, CEO of CREW (Commercial Real Estate Women) Network. Wendy shares how for over 30 years, CREW has been working with women from all walks of life to help them have successful and meaningful careers in commercial real estate. 

 In this episode, you will learn:

  • About CREW Network and how they’re educating the industry to become a more equal environment for all 
  • About the encouraging and eye-opening findings from the 2020 CREW Benchmark study
  • Whether millennials will face the same blockades as their predecessors
  • What can and should be done to recognize wage gaps between men and women
  • And more!

Tune in now for this timely conversation –– it’s time to take action for gender parity and greater diversity in commercial real estate.

Resources:  National Real Estate Investor | CREW Network | 2020 CREW Benchmark Study


Episode 40 – 2020 Midyear Outlook



In this episode of Common Area Podcast, David Bodamer shares highlights from the CBRE’s midyear market report, including many of the topics from the articles within the NREI 2020 Midyear Update.

In this episode, you will learn:

  • The highest in-demand CRE space for 2020
  • How mall landlords will utilize the vacant space left by stores closing 
  • The projections for the office sector
  • Whether there will still be a need for off-campus student housing in light of COVID-19
  • And more!

Tune in now for your CBRE midyear update!

Resources: National Real Estate Investor | CBRE’s Midyear Market Report | NREI 2020 Midyear Outlook

 


Episode 39: How Malls Are Being Used for More Than Just Shopping



In this episode of Common Area Podcast, David Bodamer speaks with Lou Conforti, CEO of Washington Prime Group (WPG). WPG is a retail REIT and a recognized leader in the ownership, management, acquisition, and development of retail properties. Lou talks about what he and the WPG team are doing to help their tenants continue operating their retail businesses during COVID-19.

In this episode, you will learn:

  • How Washington Prime Group is assisting their tenants during COVID-19
  • Ways that Lou is helping tenants strike a delicate balance between physical space and e-commerce
  • How WPG differentiates itself from other open-air retail centers
  • Creative ways that WPG is using open-air spaces in their assets
  • And more!

Tune in to hear how WPG is collaborating with retail tenants to pivot during the pandemic. 

Resources:   NREI Newsletter | National Real Estate Investor | Washington Prime Group


Episode 38: Real Estate Management and Diversity



In this episode of Common Area Podcast, David Bodamer is joined by IREM President Cheryl Gray. They examine how the commercial real estate industry has been having conversations about underrepresented groups for some time now, but in today’s atmosphere, people want to stop talking and start doing.

In this episode, you will learn:

  • How the recent rise in protests against racism is leading to to a renewed push in industries to improve diversity and inclusion efforts
  • The obstacles that have faced members of oppressed communities in the past
  • The benefits of having diverse teams
  • How IREM is working to make property management a career of choice
  • And more!

Tune in now to hear how IREM is working to broaden their pool of future employees, find new ways of recruitment, and cultivate from within.

Resources:  National Real Estate Investor | IREM


Episode 37: Trends in Logistics Real Estate During COVID-19



In this episode of Common Area Podcast, David Bodamer is joined by Chris Caton, the senior vice president of global strategy and analytics at Prologis. They discuss how the world’s logistical supply chain of the essential industries has outperformed during this lockdown period and where logistics real estate is heading for the foreseeable future.

In this episode, you will learn:

  • Key takeaways that Prologis has seen from being exposed to the effects of the pandemic since the early stages 
  • How the role of e-commerce is changing in the industry
  • Whether the locations of logistics real estate development will change now that more people are working from home
  • And more!

Tune in now to learn about logistics real estate and how it’s keeping the supply chain moving.

Resources:  National Real Estate Investor | Prologis


Episode 36: How COVID-19 is Changing the Real Estate Landscape



In this episode of Common Area Podcast, David Bodamer talks to Adam Gower, the founder of Gowercrowd, a crowdfunding resource for real estate developers. Together, they discuss why it’s time for investors to consider distressed real estate, examples of adaptive reuse on commercial properties, and other ways that COVID-19 is shaking up commercial real estate. 

In this episode, you will learn:

  • How Gowercrowd is helping its clients during COVID-19
  • Why now is the time to be looking for distressed real estate opportunities
  • Why June 1st is an important date for the real estate market
  • Why working remotely does not have to mean working from home
  • And more!

Tune in for insight into how COVID-19 is changing the commercial real estate market. 

Resources: NREI Newsletter

National Real Estate Investor | Gowercrowd


Episode 35: How the Education Sector is Coping With COVID-19



In this episode of Common Area Podcast, David Bodamer speaks with Kevin Wayer, CEO of brokerage firm JLL’s Public Sector and Higher Education group.

In this episode, you will learn:

  • How JLL finds efficiencies with managing properties and facilities, such as universities
  • Whether it takes a certain type of real estate investor to invest in these types of properties
  • How the sector has been impacted by COVID-19
  • And more!

Tune in now for a glimpse into this seldom-discussed and unique area of the real estate market.

Resources:  National Real Estate Investor | JLL 


Episode 34: Diagnosing the Medical Office Space During COVID-19



In this episode of Common Area Podcast, David Bodamer is recording safely from his Brooklyn home, as his guest, Bob Atkins of Atkins Companies, dials in from New Jersey. Bob is here to discuss how the medical office space is holding up during this crisis and how he sees it emerging once the pandemic is over.

In this episode, you will learn:

  • What changes have been made to Atkins properties
  • How the Atkins tenants have been affected by COVID-19 and how they’re adapting
  • Whether there are still deals to be made in the industry
  • Where Bob sees the future of medical office space heading
  • And more!

Tune in now to consider whether medical office space will become the new craze in retail space.

Resources:  National Real Estate Investor | Atkins Companies

 


Episode 33: The Status of Commercial Lending and Borrowing During COVID-19



In this episode of Common Area Podcast, David Bodamer is recording safely from his home and has a guest on the line: Charles Krawitz, vice president and head of commercial lending at Alliant Credit Union. Charles is here to discuss how the lockdown is affecting commercial borrowers.

In this episode, you will learn:

  • What (if any) deals are happening right now
  • In which areas government funding could be more elevated
  • What to consider before purchasing a distressed property
  • How businesses are faring in their transition to working from home 
  • And more!

Tune in now to get a lender’s perspective on this pandemic in the commercial real estate space.

Resources:  National Real Estate Investor | Alliant Credit Union


Episode 32 – COVID-19’s Impact on the Commercial Real Estate Market



In this episode of Common Area Podcast, David Bodamer speaks with Adam Hooper, the founder and CEO of RealCrowd. RealCrowd is a digital marketplace for real estate managers that are looking to raise capital from accredited investors. Together, they discuss the impact that COVID-19 is having on commercial real estate –– an industry that was in a fairly strong position prior to the pandemic.

In this episode, you will learn:

  • At what point the commercial real estate markets will start to feel the effects of this pandemic and how far-reaching those effects will be
  • Ways the government is assisting the CRE industry and whether it will be enough
  • What the future might hold for the office-space sector
  • And more!

Tune in now to get the latest scoop on how CRE is faring during this unprecedented time.

Resources:  National Real Estate Investor | RealCrowd

 


NREI Common Area – Episode 31 COVID-19 Update: Some REITs are Getting Hammered, Others are Well In-Demand



In this episode of Common Area Podcast, David Bodamer is recording safely from home to bring you updates on how the real estate industry is responding to the COVID-19 situation, who is thriving, and who is struggling.

In this episode, you will learn:

  • Which sectors of the market are struggling and which ones are in need of human power to keep the supply chain moving
  • How the government is working to support businesses
  • David’s advice to anyone who is considering investing in real estate right now
  • And more!

Tune in now to get the latest updates on how REITs are faring in the midst of COVID-19.

Resources:  National Real Estate Investor | COVID-19 CRE Industry Resource Centre


NREI Common Area – Episode 30 – Will the REIT Markets Hold Strong in 2020?



In this episode of Common Area Podcast, David Bodamer interviews Calvin Schnure, Nareit’s senior vice president of research and economic analysis, about the various REIT markets, how they finished in 2019, and where he predicts they are headed for 2020.

In this episode, you will learn:

  • Which REIT sector finished the strongest in 2019
  • How COVID-19 will affect the REIT space
  • What a “ghost kitchen” is
  • Why REITs can be an important part of your portfolio 
  • And more!

Tune in now to get the latest updates on REITs!

Resources:

National Real Estate Investor 


NREI Common Area – Episode 29 – AKS Capital Partners Acquired by Walker & Dunlop



In this episode of Common Area Podcast, David Bodamer speaks with Adam Schwartz, the senior managing director at Walker & Dunlop, about Walker & Dunlop’s recent acquisition of AKS Capital Partners, a New York City-based capital markets advisory shop. Adam and his three partners had only begun AKS Capital Partners in the summer of 2019, but their knowledge and expertise quickly made them a sought-after commodity in the capital markets space. 

In this episode, you will learn:

  • How Adam made his way to Walker & Dunlop
  • Why Adam believes it made sense to sell AKS to Walker & Dunlop
  • Why communication is the key to Walker & Dunlop’s success
  • What impact new rent regulation will have on multifamily lending
  • And more!

Tune in now to get the scoop on Walker & Dunlop’s recent acquisition of AKS Capital Partners

Resources:

National Real Estate Investor 

Links to more stories:

Walker & Dunlop Acquires AKS Capital Partners


NREI Common Area – Episode 28 – Mega-Merger: Simon Property Group to Buy Taubman Centers



In this episode of Common Area Podcast, David Bodamer discusses the recent mega-merger between Simon Property Group and Taubman Centers. David explores the early days of the retail mall industry, which began with these two retail real-estate giants, to uncover what finally brought these two rivals together. 

In this episode, you will learn:

  • What events led to the REIT revolution
  • About the conflictual past relationship between Simon Property Group and Taubman Centers
  • Insights into why both companies agreed to this merge
  • What Simon Property Group is doing to help struggling retailers
  • And more!

Tune in now to get the backstory behind this mega-merger! 

Resources:

National Real Estate Investor 

Links to more stories:

Breaking Down Simon’s Bet on Taubman

Book Review: A Pioneer’s Tale

 


NREI Common Area – Episode 27: How the Grocer Consolidation Will Impact Shopping Center Landlords



In this episode of Common Area Podcast, David Bodamer discusses how grocery stores are evolving to meet consumers’ ever-changing shopping habits, why consolidation is inevitable, and how these changes will impact shopping center landlords.  

In this episode, you will learn:

  • How grocery chains are evolving to accommodate changes in consumer habits
  • Why smaller stores are at risk of being snatched up by the national players and larger chains 
  • Why consolidation can be positive for landlords
  • And more!

What does all of this mean for grocers and landlords going forward? Tune in to find out!

Resources:  National Real Estate Investor 

Read the full story:

Grocer Consolidation Is Expected to Continue. How Will It Impact Shopping Center Landlords?


NREI Common Area – Episode 26: What Does the CRE Industry Think About Trump’s Performance?



In this episode of Common Area Podcast, David Bodamer shares results from NREI’s new survey, which gauges how the CRE industry views President Donald Trump on the heels of impeachment. And to keep this all in context — the respondents commented on events that took place at the end of 2019, not the president’s most recent actions.

In this episode, you will learn:

  • Why NREI decided to conduct a survey about this particular president
  • How President Trump rates according to the CRE industry
  • How respondents view the impeachment proceedings and whether they believe Trump should be removed from office
  • What percentage of respondents approved and disapproved of Trump’s overall legislative agenda
  • And more!

What is the CRE industry’s sentiments on President Trump? Tune in to find out!

Resources:  National Real Estate Investor 

Read the full story:

Despite Impeachment, President Trump Retains Slight Support from CRE Pros


NREI Common Area – Episode 25: Industries Top Stories for CRE of 2019



In the final episode of Common Area Podcast for 2019, David Bodamer recaps the commercial real estate industry’s biggest stories of the year. Get ready for an episode that’s full of notable and newsworthy 2019 topics, like the implosion of WeWork and the shakeout in the retail space caused by the shift to direct-to-consumer sales.

In this episode, you will learn:

  • About WeWork’s current state of affairs
  • How the direct-to-consumer trend has affected the industrial sector
  • A new meaning of “diversification” for commercial investors
  • About the different manifestations of diversification in 2019
  • And more!

Tune in now to get the top CRE stories of 2019!

Resources:  National Real Estate Investor 

 


NREI Common Area – Episode 24 – A View From the North: Takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum



In this episode of Common Area Podcast, David Bodamer talks about his trip to Toronto, Canada, where he attended the Global Property Market Conference and the Annual Toronto Real Estate Forum. David discusses what he learned about Canadian commercial real estate trends and how the status of the U.S. economy and commercial real estate market is influencing investor decisions in Canada.

In this episode, you will learn:

  • Insight into whether we’ve entered a new kind of cycle (and why the baseball analogy no longer works)
  • Whether Canadians are more aware of events in the U.S. than Americans are of events in Canada
  • How AI might make real estate transactions more efficient in the next 5-10 years
  • And more!

Tune in now to get David’s takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum.

Resources:  National Real Estate Investor  | Canadian Real Estate Forums

Links to more stories:

A View From the North: Takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum


NREI Common Area – Episode 23 – NREI Research Series: Light at the End of the Tunnel for the Retail Sector



In this episode of Common Area Podcast, David Bodamer uncovers the findings from their annual research into the retail sector. Retail has had quite a year with chains closing or restructuring under bankruptcy. Will there finally be light at the end of the tunnel for this struggling sector? You’re about to find out.  

In this episode, you will learn:

  • How sentiment has changed in regards to investors’ plans to buy, hold, or sell in this sector
  • How respondents’ predictions about cap rates have shifted significantly
  • What the most popular retail investment is
  • Whether or not tenant sentiment has improved since last year
  • Where rent rates are heading for 2020
  • And more!

Tune in now to get your dose of this week’s top story!

Resources:

National Real Estate Investor 

Links to more stories:

Exclusive Research: Light at the End of the Tunnel?


NREI Common Area – Episode 22 – Will McDonald’s Grill up a New Real Estate Strategy?



In this episode of Common Area Podcast, David Bodamer serves up one hot story that focuses on McDonald’s. Whenever you see its famous golden arches, you probably recognize this ubiquitous restaurant right away. You might also know that McDonald’s is more of a real estate company than they are a fast-food restaurant. But why is this subject making headlines again? You’re about to find out. 

In this episode, you will learn:

  • How deep the McDonald’s franchise is into real estate
  • Whether it would make sense to split the franchise into REIT and burger chain
  • The scoop on head office’s soaring profits due to the rent paid on franchised restaurants
  • And more!

Tune in now to get your dose of this week’s top story!

Resources:  National Real Estate Investor 

 

Links to more stories:

Under New Leadership, Will McDonald’s Grill Up A New Real Estate Strategy

Walgreens Boots is Exploring a Potential Take-Private Deal

25 Dynamic American Cities

Prologis to Buy Liberty Property in $9.7 Billion Stock Deal


NREI Common Area – Episode 21 – Hot Stories of the Week: October 25, 2019



In this episode of Common Area Podcast, David Bodamer talks about the news that made headlines this week, including the latest update on Sears, recent research from Hodes Weill, and a Cornell University report showing a rise in target allocations. David also shares news from the Boston area on the lab space market, and whether it is it signalling a downturn ahead.

In this episode, you will learn:

  • Ongoing issues for Sears through bailout and bankruptcy
  • Where large pension funds are investing their money
  • Recent stats showing that lab space markets’ could be signalling a recession
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

 

Read the full stories:

Sears is Out of Bankruptcy. Can It Survive?

Institutions Continue to Raise Real Estate Allocations in 2019

Does Negative Absorption in One of the Nation’s Largest Lab Space Markets Signal an Oncoming Downturn?

The Market Is Still Not Seeing Enough Affordable and Workforce Housing

Investors Are Still Going After Student Housing Properties

 


NREI Common Area – Episode 20 – Hot Stories of the Week: October 18, 2019



In this episode of Common Area Podcast, David Bodamer discusses Nestpick’s list of the world’s best cities for Generation Z, what RCA’s research is showing for the slowdown of CRE acquisitions by foreign investors, and lastly what questions California’s new rent control law is posing for multifamily investors. 

In this episode, you will learn:

  • Which city Nestpick ranked highest for Generation Z 
  • The surprising metrics that Nestpick used to score each city
  • Which countries top the list for being active investors in the U.S. CRE market
  • Possible reasons why foreign investors have slowed down on CRE acquisitions
  • The new rent control law’s pros and cons for investors and renters 
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

The World’s Top Cities for Generation Z

Foreign Investors Slow CRE Acquisition Activity

California’s New Rent Control Law Poses Questions for Multifamily Investors

U.S. Retail Construction Levels Remain Well Below Pre-Recession Levels

How Can Commercial Real Estate Players Decide Which Proptech Products Are Worth Their Time and Money?

REITs Are a ‘Dangerous’ Hedge, Says CIO of Kairos Investment Management

Takeaways from the 2019 CRETech Conference


NREI Common Area – Episode 19 – Hot Stories of the Week: October 11, 2019



In this episode of Common Area Podcast, David Bodamer talks about the big news that hit the shopping sector this week: Bed Bath & Beyond is upping the number of stores it expects to close. As well, you’ll get the latest scoop on CRE investors’ growing interest in casino hotels and investors’ steady attraction to medical office buildings.  

In this episode, you will learn:

  • How a new board of directors is looking to salvage Bed Bath & Beyond
  • Why top casino REITs are succeeding, despite having strong competition in the gaming market
  • How much medical office space is being generated annually
  • And about other headlines too!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor 

 

Read the full stories:

Is Bed Bath & Beyond Going Through Temporary Turbulence or More Serious Challenges?

Casino Hotels Are Gaining in Popularity with CRE Investors

Medical Office Buildings Remain in Demand Among Investors

CMBS Issuance Trends Slightly Lower This Year Than in 2018

CRE Lenders Try to Hold On to Underwriting Discipline to Avoid Future Refi Risk

 


NREI Common Area – Episode 18 – Hot Stories of the Week: October 4, 2019



In this episode of Common Area Podcast, David Bodamer shares highlights from new NREI exclusive research that examines the evolving hospitality sector. As well, he discusses the record-setting surge in investments in real estate tech companies and what is on the horizon for Austin’s CRE market.

In this episode, you will learn:

  • How the rise home-sharing apps, like  Airbnb, is affecting the hospitality market
  • What landlords, developers, and property managers need to focus on when selecting smart home products to attract tenants
  • How the economic boom in Austin is attributing to its growth in the commercial real estate sector
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Exclusive Research: Navigating an Evolving Hospitality Sector

Global Proptech Investment hits Record High in First Half of 2019

The Outlook for Austin CRE Remains Blazing Bright

Mall Investment Sales Volume Is Down, But Investors Are More Willing to Buy Lower-Tier Assets

Maximizing LIHTC Investments: Understanding Nuances Can Determine Profit

Black Creek CEO Raj Dhanda Talks About Why It Still Makes Sense to Buy Industrial Assets

 


NREI Common Area – Episode 17 – Hot Stories of the Week: September 27, 2019



In this episode of Common Area Podcast, David Bodamer shares highlights from the current NREI exclusive research series that unveils trends in brokerage firms. As well, he brings you updates on how foreign investors are emerging in the multifamily sector, what industrial investors are doing to the national cap rate, and new opportunities that are in store for self-storage developers.

In this episode, you will learn:

  • What trends are emerging within brokerage firms
  • Which type of firm brokers prefer to work at 
  • Who the top foreign investors are in the multifamily sector 
  • Where the industrial investors are looking in search of higher yields
  • Updates on self-storage developers finding a use for spaces made vacant by retail store closings
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Exclusive Research: State of the Unions

Foreign Investors Ramp Up Multifamily Acquisitions

Industrial Investors Drive Cap Rates Lower in Secondary and Tertiary Markets

Empty Big-Box Stores Offer an Opportunity for Self-Storage Developers


NREI Common Area – Episode 16 – Hot Stories of the Week: September 20, 2019



In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss updates from the stories that we’ve been following for the last few weeks. Get the latest news about the Feds cutting interest rates, WeWork postponing their IPO, and online stores moving to brick-and-mortar spaces.

In this episode, you will learn:

  • How the Fed’s interest rate cuts could affect CRE investors
  • Why WeWork is still not ready to go public
  • What is driving popular online retailers to open physical stores
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Federal Reserve to Return to Stimulus Pump

Subscription-Based Retailers Getting in on Physical Store Action

WeWork Mulls Governance Changes to Save IPO

PREA Survey Continues to Show Expectations of Moderating Growth, but Sentiment Ticked Up from the Second Quarter

Are California CRE Investors Going to the Midwest in Search of Higher Yields?

Multifamily Investors, Spooked by Tougher Laws, Are Pushing Cap Rates Higher in Markets with Rent Control

Does the Spike in Net Lease Office Acquisitions Signal Waning Confidence in Economy?


NREI Common Area – Episode 15 – Hot Stories of the Week: September 13, 2019



In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss highlights from the top stories of this past week. Find out the key takeaways from the NIC Fall 2019 Conference, the latest buzz on WeWork’s IPO, an update on 2019 YTD investment sales figures, and how rising construction costs are disrupting multifamily financing.

In this episode, you will learn:

  • That there is a substantial private-pay seniors housing and care market currently not being served
  • Whether WeWork is the global leader in the co-working and flexible office space that they claim to be
  • About staying cautious while keeping an eye on the slowdown in the commercial real estate sector
  • Why lenders are hesitant to keep pace with the rising costs of construction

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Five Takeaways From NIC Fall 2019 Conference

WeWork Mulls Governance Changes to Save IPO

Signs of Caution Creeped into the Investment Sales Market in the Second Quarter

Lenders Won’t Cover Rising Construction Costs on Multifamily Projects


NREI Common Area – Episode 14 – Hot Stories of the Week: September 6, 2019



In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss top stories affecting the affordable and senior housing sector and they uncover the results from a study focused on female buying power, “Rise of the SHEconomy.” Highlights include investment opportunities near big schools, the latest on affordable and smaller housing markets, and why retailers are turning their efforts to attracting single women to their stores.

In this episode, you will learn:

  • How successful college sports programs can attract investors to the area
  • Insights from the “Rise of the “SHEconomy” study
  • What the HUD reform can mean for senior housing
  • Whether investors can benefit from finding a niche in secondary and tertiary markets 

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

 

Read the full stories:

Elite Football Programs Translate to Lower Cap Rates on Student Housing Acquisitions

For Many Retailers, Single Women Will Become the Make or Break Demographic, Morgan Stanley Study Finds

HUD Reforms Would Allow Affordable Seniors Housing Projects to Access New Capital Sources

In Search of Yield, More Multifamily Investors Explore Affordable Housing, Smaller Markets

 


NREI Common Area Episode 13 – NREI Research Series: Seniors Housing Market Study, August 30, 2019



Today, co-host Aric Johnson asks David Bodamer the question we all want an answer to but are afraid to ask: Why did we change the name of this podcast from Weekender to Common Area? After David shares the answer, they go on to discuss the data from NREI’s latest research study on the seniors housing market.

In this episode, you will learn:

  • The major takeaways from this year’s research
  • Has there been a shift in the sentiment from previous surveys?
  • How respondents view construction as it affects the senior market 
  • What people are thinking about occupancy rates

Tune in to hear the latest findings from this year’s On Solid Ground study as part of the NREI Research Series.

Resources: National Real Estate Investors  |  Senior Housing Market Study

 

 


NREI Weekender – Episode 12 – Hot Stories of the Week: August 23, 2019



In this episode of the Weekender podcast, David Bodamer and co-host Aric Johnson discuss top stories centering around the finance and investment side of the industry. Highlights include what the inverted yield curve might mean for investors, highlights from an interview with RCA’s Jim Costello, life insurance companies looking to increase their CRE lending portfolios and how big-chain drugstore closures are impacting the CRE market. 

In this episode, you will learn: 

  • How the inverted yield curve is affecting the market
  • What the latest readings from RCA’s CPPI index mean for investors
  • How life insurance companies are hoping to use interest rate volatility to their advantage to gain market share
  • Whether CRE landlords should be worried about big-chain drugstore closures

Tune in now to get your dose of this week’s top stories!

Resources:   National Real Estate Investor 

Read the full stories:

Yield Curve Inversion Might Be a Good Thing for CRE Investors

RCA’s Jim Costello Breaks Down the Firm’s Latest CPPI Numbers

Life Companies find CRE Opportunities in a Volatile Market 

Should Landlords Worry About DrugStore Closures


NREI Weekender – Episode 11 – Hot Stories of the Week: August 16, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson discuss top stories around the correlation between the macro-economic backdrop of the Fed dropping rates and the real estate industry, including office vacancy rates, the state of regional malls, why college graduates are moving home, and the cost of living across the country.

In this episode, you will learn:

  • Which cities are among the top 10 metros for highest office space absorption
  • Why more Gen Z-ers are moving back home after college
  • How PREIT is balancing growing property income with ensuring tenants aren’t rent-burdened
  • Which U.S. cities have the highest and lowest living costs
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

U.S. Office Vacancy Lowest in 18 Years, Despite Lots of New Construction

More Than Half of College Graduates Are Moving in with Parents, Instead of Renting, Survey Finds

PREIT’s Joe Coradino Weighs in on the State of Regional Malls

The Cities with the Lowest (and Highest) Living Costs

 

 


NREI Weekender – Episode 10 – Hot Stories of the Week: August 9, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson discuss top stories around the retail market, from mega-malls to old favorites like Barneys New York and dollar stores.

In this episode, you will learn:

  • Is the American Dream mega-mall coming to fruition after 20 years?
  • Why you shouldn’t think of it as a mall, but more like a tourist attraction
  • Why luxury department stores are not immune to high rents and slowing sales
  • Why dollar stores are so attractive to investors and shoppers
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Can the American Dream Mega-Mall Succeed in a Changing Retail World

What We Know About Barney’s Bankruptcy and Store Closing Plans

Dollar Stores Remain in Demand with Net Lease Investors

Publicly-Traded REITs Tap Equity Markets for Cash


NREI Weekender – Episode 9 – Hot Stories of the Week: August 2, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson talk about the trends happening in the multi-family sector, retail sector loans, and an update on the “hot” self-storage sector.

In this episode, you will learn:

  • How labor shortage is affecting rent prices
  • Why we can expect to see an expansion of garden-style apartments in the ‘burbs
  • Why lenders and investors are wary of retail-backed CMBS loans 
  • Which class of self-storage properties is most appealing to investors
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the full stories:

Construction Labour Shortages are Forcing Rent Growth at Class-A Apartment Buildings

Garden-Style Apartment Projects allow Developers to Expand in the Suburbs

CMBS Issuance Focuses on “Bulletproof” Retail Loans

Investors Continue to Pay Top Dollar for Self-Storage Assets 

 

 


NREI Weekender – Episode 8 – Hot Stories of the Week: July 27, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson talk about the valuation of WeWork, the pros and cons of Prologis’s Clear Lease structure, apparel stores lending clothes to gain business, and more competitive terms on “green” and “affordable” loans.  

In this episode, you will learn:

  • Where WeWork’s losses are derived from
  • What the Clear Lease is and what it represents
  • About the try-it-before-you-buy-it sales philosophy
  • What it takes to participate in the green lending program
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources:  National Real Estate Investor 

Read the Full Stories:

What to Think About WeWork’s Valuation? 
Taking an In-Depth Look at the Pros and Cons of Prologis’ Clear Lease Structure  
Apparel Retailers Try Lending Clothes to Draw In Shoppers 
Fannie Mae and Freddie Mac Offer More Competitive Terms on “Green” and “Affordable” Loans

 


NREI Weekender – Episode 7 – Hot Stories of the Week: July 20, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Matt Halloran talk about food halls, the use of emerging technology to boost the retail market, recent data around cap rates for multifamily dwellings, and high-profile hotels and big portfolios.  

In this episode, you will learn:

  • How food is driving mall traffic
  • New ways technology can give retail a boost
  • If cap rates are favorable for new investors
  • Luxury hotels — are they still hot items to add to your portfolio?
  • And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor 

Read the Full Stories:

Food Halls in U.S. Malls are Thriving, but is There Fear of Oversaturation?

Four Emerging Technologies in Retail Real Estate

Cap Rates on Apartment Acquisitions Take a Slight Dip in the 1st Half of 2019

Anbang Bidding Proves Investors Still Want High-Profile Hotels and Big Portfolios


NREI Weekender Episode 6 – NREI Research Series: Annual REITs Study Review, July 13, 2019



Today, David Bodamer and co-host Aric Johnson continue with the NREI Research Series by reviewing NREI’s 4th annual REITs study.  

In this episode, you will learn:

  • The major takeaways from this year’s research
  • Which categories are on respondents’ buy and sell lists
  • The status of REIT balance sheets
  • What kind of predictions the study provides for REIT stock prices and returns 
  • And more

Tune in now to hear the latest findings in the review of the fourth annual REITS Study as part of the NREI Research Series.

 

Resources:  National Real Estate Investor 


NREI Weekender – Episode 5 – NREI Research Series: The Multi-family Sector, June 29, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer and co-host Aric Johnson introduce the NREI Research Series and take a close look at the multi-family sector.   

In this episode, you will learn:

  • That multi-family is the strongest real estate sector and is a very stable investment
  • What’s happening with CAP rates
  • Whether investors are looking to buy, hold, or sell
  • Is the development of new properties slowing? Why the answer is “maybe”
  • Whether rent rates are on the rise
  • And so much more…

Tune in now to hear the latest findings on multi-family properties in this first episode of the NREI Research Series.

Resources: National Real Estate Investor 


NREI Weekender – Episode 4 – The Changing Environment in Manhattan Retail: June 22, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer is joined by special guest, Nicole LaRusso, CBRE’s director of research and analysis, to talk about Manhattan retail.

In this episode, you will learn:

  • About the significant shifts that have affected retail, from rent prices to consumer habits
  • How storefront healthcare is fast becoming an emerging market and taking up space in retail
  • Why property owners are struggling to keep up with rent changes and their lending agreements 
  • Details on Hudson Yards’ new retail space (embrace the full NY experience!)
  • Findings from the Food and Beverage Report including how much more New Yorkers spend on food and beverages compared to the rest of the country
  • And so much more…

Tune in now to hear about the changing environment in Manhattan retail!

Resources: National Real Estate Investor | Nicole LaRusso


NREI Weekender – Episode 3 – Hot stories of the Week: June 15, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of this past week. With a common theme this week: “sharing spaces,” David and co-host, Aric Johnson, talk about roommates, businesses, employees, and the levels to which they are all trying to combat the rising costs in rent.

In this episode, you will learn:

  • What part of the world saw the largest rise in office rental costs at 24.7%!
  • Why co-living, which is essentially student housing for adults, is now one of the hottest trends in apartment investing 
  • How mall landlords are benefitting from retail space sharing and which businesses are opting for this arrangement
  • How competition in the co-working sector is creating opportunities for companies to choose the perfect space with new amenities such as gyms, coffee shops, and even  whiskey lounges
  • What’s happening with Non-Traded REITs: an increased focus on improving transparency and reporting while reducing heavy fee structures

Tune in now to get your dose of this week’s hot stories!

Resources: National Real Estate Investor 

Read the Full Stories:


NREI Weekender – Episode 2 – Hot stories of the Week: June 9, 2019



In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of this past week. They cover topics ranging from the two property types that are now in demand by HNW investors, to the dwindling optimism in the self-storage sector.

In this episode, you will learn:

  • Which two property types HNW investors now prefer most
  • What is fueling investors’ appetites for power centers, in spite of troubles in the larger retail sector
  • The status of bank risk exposure: Is it uniform across the board?
  • The scoop on apartment building owners’ struggle with tougher energy-use requirements
  • Why developers of self-storage properties are slowing down
  • And more!

Tune in now to get your dose of this week’s hot stories!

Resources:

National Real Estate Investor


Episode 1 – Hot stories of the Week: Challenges Ahead for Fund Managers and Millennials Struggle With Rising Rents



In this inaugural episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer and Aric Johnson highlight the hot stories of this past week. They cover topics ranging from private equity fund managers fighting to keep their investors happy, to millennials struggling with higher rent costs.

In this episode, you will learn:

  • Why private equity fund managers are struggling in today’s market. Are the investors still satisfied?   
  • Why industrial investment sales have slowed down, despite strong demand from tenants
  • Will an online platform drive business for outlet centers or is it too little too late?
  • What obstacles are keeping younger millennials from moving out and affording rent?
  • About CMBS delinquency rates’ continued decline in April
  • And more!

Tune in now to get your dose of this week’s hot stories!

Resources: National Real Estate Investor

Read the Full Stories:

Private Equity Real Estate Fund Managers Face Growing Pressure on Yields | High Pricing Few Available Asssts Deter Industrial Investment Sales | Simon Launches Online Platform to Drive Business to Outlet Centers. But Is This Move Too Little Too Late? | Younger Apartment Tenants Struggle to Keep Up with Rising Rents | CMBS Delinquency Rate in April Posts Another Decline, Led by Retail-Backed Loans