Tag Archives: David Bodamer

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

 


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