Category Archives: NREI Weekender

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 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