Category Archives: NREI Weekender

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