Major REIT and institutional office owners share optimism for leasing activity through the end of 2024. Investment in commercial real estate is the lowest in four years. AI will drive demand in many key cities across the US. Restaurants continue to close or file for...
Office Sector Woes Part 7 – Episode 136 – The Commercial Real Estate Talk Podcast
Office Sector Woes Part Seven - The pressure mounts on office landlords and the break point is swiftly approaching as we enter Defcon 2. Expiring CMBS loans coupled with expiring leases leads to an increase of over 30% of CMBS loans hitting special servicing in...
Has the Office Sector Bottomed – Episode 135 – The Commercial Real Estate Talk Podcast
In some much-needed good news for the office sector, large office users are staying put and renewing their office spaces. Vertex, Bank of America, Bloomberg, Fannie Mae and other large users recently extended their HQ spaces from 200,000 up to 1,000,000 square feet -...
Revised Job Growth – Impact to CRE – Episode 134 of The Commercial Real Estate Podcast
The U.S. Bureau of Labor Statistics recently reported that job growth was overinflated to the tune of 818,000 jobs over a 12-month period. How does this news the impact commercial real estate? Hint: mightily! Please tune in as we discuss the recent announcement and...
2024 Election and CRE – Episode 133
The 2024 US Election season is upon us with only a few months until the November election. Which candidate is better for the commercial real estate industry? Former President Donald Trump or Vice President Kamala Harris? Tune in and find out what the experts think of...
CRE Optimism – Episode 132 – The Commercial Real Estate Talk Podcast
Commercial real estate has taken the blows of the pandemic, inflation, and work-from-home implementation but this week's articles show CRE is still standing strong. Cash is king as investment firms build up their dry powder and hunt for historic level deals such as a...
Tom Brady’s Miami Office – Episode 131 – The Commercial Real Estate Talk Podcast
Tom Brady's TEB Capital Management takes down office space in Miami's Bay Harbor Islands - makes sense since the GOAT owned the Miami Dolphins for twenty years and recently purchased property in Miami's exclusive Indian Creek Island. In today's podcast, we also...
CRE CRISIS – Episode 130 – The Commercial Real Estate Talk Podcast
The looming commercial real estate crisis gained national attention this week. Blackstone, Deutsche Bank, and Harvard Business all point to the staggering challenges facing the commercial real estate sector; especially the office sector. The challenges to commercial...
President Biden’s Rent Caps – Episode 129 – Commercial Real Estate Talk Podcast
Rent Caps Part Two - President Biden recently announced a 5% cap on apartment rents, though there was some confusion as he struggled to read '5%' on the teleprompter, accidentally suggesting a $55 cap. This raises questions about the effectiveness of rent caps in...
Episode 127 – Office Sector Woes Part Six – Commercial Real Estate Talk Podcast
The negative effect of the pandemic and governmental responses to the pandemic is still trickling through the commercial real estate industry - especially the office sector. In today's podcast we consider recent reports on the smaller size of new office leases, CRE...
Episode 126 – The Future of Office Space – The Commercial Real Estate Talk Podcast
What is the future for office space? What does it take to sign a lease in today's world? In today's podcast, we consider a recent interview of Ken Fisher, Partner of Fisher Investments and review the recent major office leased signed in New York City. While rents...
Episode 125 – Office Sector Woes Part Five – Will AI Take Over
Some reports have AI replacing 85 million American jobs in the near term. What will this mean for the office sector already struggling to get past the pandemic induced downturn. How about the CRE pending loan crisis - it's a perfect storm of less demand...
Office Sector Woes Part Four – Commercial Real Estate Talk with Jorge L Morales – The Don’t Sign the Lease Podcast
Commercial Real Estate continues to dominate with the office sector receiving a few blows this past week. {PLEASE SUBSCRIBE] We discuss: Top five amenities office tenants desire Walmart to close their Dallas HQ Lease expirations offer an ominous sign for office...
WFM, Retail and WeWork – Episode 123 of The Don’t Sign the Lease Podcast – Commercial Real Estate News Deconstructed
Elon Musk "allegedly" called work-from-home (WFH) "morally wrong" recently. Is it really? (PLEASE SUBSCRIBE) We dive deeply into this fading pandemic-induced phenomenon. If Work-From-Home ends, who will it impact the most? Did you know this week many retail brokers,...
Episode 122 – Miami’s Hot Brickell Avenue Office Market
<<<NOW ON YOUTUBE PODCAST>>> The Brickell Avenue Office Market led to a resurgence in the office sector in Miami and placed Miami atop the list of world-class cities. In Episode 122, we take a deep dive into the Brickell Avenue office trends...
Episode 121 – Commercial Real Estate Bounces Back
Now on Youtube Podcast! Most of the major commercial real estate firms reported positive income for the first quarter 2024. We dive into what drove the positive gains for the CRE firms and discuss where the office market is heading. Featured in today's podcast...
Episode 120 – Miami CRE Heats Up
Do you have $500 million? The Miami Office Market is on fire with new leases and office buildings hitting the market for sale. Tune in as we look at a two potential record setting office projects in the Brickell Avenue market. We also discuss...
Episode 119 – No More Non-Competes
Non-Compete agreements are a staple in the CRE industry; but will the FTC's ruling outlaw them going forward? Tune in as we discuss and define a non-compete agreement and look at the two ways this ruling could be interpreted. We also look at the...
Episode 118 – Office Sector Woes Part Three – Expiring Debt Crisis
The office sector continues to dominate the national news as the debt crisis has the potential to drag the U.S. economy into a recession over the rest of 2024. Four major U.S. banks issued warnings recently of the problems with both current loan payments and...
Episode 117 – Office Sector Woes Part Two
The Office Sector continues to dominate the commercial real estate news - but it's not good news. Continued diminished demand, higher than expected inflation, and a federal government office space bubble lie ahead for property owners. In today's podcast,...
Episode 116 – Office Sector Woes
The office sector of commercial real estate faces several hurdles before a full recovery takes place. Hurdle one: work-from-home that is sticky and part of today's work culture. Hurdle two: A.I. is forecasted to grow in the workplace displacing...
Episode 115 – Office Sector in the News
The office sector of commercial real estate continues to dominate the attention of the news, investors, property owners, tenants, and brokers - with good reason. With 80% of companies offering flexible work schedules (such as work-from-home), coworking demand...
Episode 114 – What is Commercial Real Estate
What is commercial real estate? Is the office valid today or is the office an old-fashioned ideology that faded with bow ties and IBM blue suites? In a post-pandemic world, the need to understand commercial real estate has never been more important. In...
Episode 113 – Brickell Avenue and the Office Market
Has the Miami office market, namely, the Brickell Avenue office market simmered down? Today we discuss in detail a recent Wall Street Journal article aimed at Miami's hottest market, Brickell Avenue. We'll look at the current conditions including the...
Episode 112 – CRE Devaluation
We've read much of the lower occupancy in the CRE industry from both vacancy and work-from-home employees. But what are the domino effects of lower occupancy? Today we discuss the impact of the slowdown in the office sector on cities: namely through...