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The Weekly Take from CBRE

Business & Economics Podcasts

What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

Location:

United States

Description:

What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

Language:

English


Episodes
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The Business: Winning Industrial Investment Strategies

11/4/2024
Jordan Schnitzer shares the strategies that propelled his family’s business from scrap metals to West Coast real estate powerhouse. Plus insights on building a thriving decentralized business and the benefits of balancing data-informed and gut instinct investment decisions. Insights to Share: 1. Look at competition as well as returns. Schnitzer Properies’ prefers flex-industrial properties over big-box warehouses because there is steady demand and less competition. Do more, but be mindful of how much you can do.Trust your leaders to use their local expertiseEmbrace data, but don’t ignore your experience.

Duration:00:34:44

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Brighter Days: A turn in investor sentiment

10/28/2024
Clarion Partners’ Drew Fung and CBRE’s James Millon discuss the improvement in market sentiment and a pickup in investment activity amid a brightening interest rate outlook. Share these insights from this week’s episode: 3. Harnessing data and predictive analytics is essential for navigating market complexities and optimizing returns. 4. Investors are primarily focused on multifamily, industrial and alternative asset classes, with data centers emerging as a particularly attractive investment opportunity. 5. The next 18 months are expected to see a gradual normalization of transaction volumes, with opportunities in both traditional and alternative real estate sectors.

Duration:00:38:04

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Energy Song: Deploying renewables to advance sustainability goals

10/21/2024
Rob Bernard, CBRE Chief Sustainability Officer, and Miro Sutton, an energy specialist new to the CBRE team, discuss the critical role that renewable energy can play in meeting carbon emission-reduction goals and simplify the complexity around implementing sustainability in commercial real estate. Share these insights on sustainability and renewable energy: - Companies should integrate renewable energy and sustainability strategies into their core business plans to remain competitive and resilient. - The renewable energy market is evolving, with regulatory frameworks playing a significant role. Governments can make it easier to achieve environmental goals by writing clear and understandable regulations. - Collaboration among technology, business and regulatory bodies can help to drive innovation and advance sustainability initiatives. - Broader adoption of renewable energy can mean economic and environmental benefits for many companies. - A holistic approach to sustainability, encompassing everything from energy procurement to building materials, is necessary for long-term success.

Duration:00:41:43

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Talk of the Town: Overcoming NIMBYism to improve communities

10/14/2024
Community opposition can thwart the most desirable—and needed—development projects. Connecticut developer Jerry Davis and CBRE’s Jessica Lall offer tips and strategies for marshalling community support for worthwhile projects and overcoming the instinct to “just say no” to new development. 1. Engaging the community early and maintaining open lines of communication are crucial for real estate developers to overcome community objections. By involving local stakeholders in the planning process and addressing their concerns, developers can build trust, gain allies and smooth the path for project approval. 2. Local governments that adapt regulations to allow for a variety of housing types can ease the "missing middle" problem—affordable housing that falls between single-family homes and large multifamily properties. 3. The affordable housing shortage can provide an impetus for regulatory changes and innovative solutions. 4. Successful pilot projects can demonstrate how local communities can benefit from new development. 5. Collaboration between government and the private sector can advance worthwhile projects that can be derailed by well-intention community opposition.

Duration:00:41:33

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Cleveland Rocks: America’s surprising office conversions leader

10/7/2024
Office conversions are nothing new in Cleveland where older assets have long been transformed into higher and better uses. Three seasoned professionals shed light on the financial and logistical complexities of conversions, and the importance of public-private partnerships. Share these Insights on Cleveland Office Conversions: - Cleveland has a long history of converting older office spaces into different uses, long before it became fashionable. - The city has a promising future with a growing downtown resident population. Office conversion projects and broader urban re- development plans will support this trend. - Cleveland’s focus on enhancing its natural assets, like the lakefront, is another factor supporting the city’s revitalization.

Duration:00:39:16

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Hot in the City: Shaping Austin’s future

9/30/2024
Austin has been transformed over the past 20 years. A traditional government and college town has become a top tech hub and a model for developing metros. Heritage Title Company of Austin’s Gary Farmer and CBRE’s Bradley Bailey discuss the city’s ambitions, growth prospects and challenges. Share these highlights from our conversation about Austin:

Duration:00:39:42

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Why Can't We Be Friends: Landlords and tenants don’t have to be adversaries

9/23/2024
Zoe Hughes of the National Association of Real Estate Investment Managers and David Chang of CoreNet Global highlight the benefits of a symbiotic relationship between real estate investors and occupiers. Insights to Share:

Duration:00:36:23

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Both Sides, Now: Principal Asset Management on debt and equity opportunities

9/16/2024
Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground.

Duration:00:35:50

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Imagine: New thinking in affordable housing

9/9/2024
Entrepreneurs Atticus LeBlanc of PadSplit and Christine Wendell of Pronto Housing discuss innovative ways to help address the acute affordable housing shortage. They discuss how new business models, paired with technology, can make housing more accessible and cost-effective for residents and more profitable for property owners.

Duration:00:38:52

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Nobody Does It Better: Longtime CRE leaders reflect on their careers (Encore - 7/30/24)

9/2/2024
CBRE’s Laura O’Brien, Chris Ludeman and Bill Concannon offer sage advice and discuss lessons learned as they wrap up storied commercial real estate careers—a must-listen for anyone interested in seasoned perspectives on our industry’s past, present and future. Insights to Share: 1. From Laura O’Brien: “Mentorship should actually be intentional. If you ask someone in this company to be your mentor, chances are they will say yes, but you have to make the first move.” 2. From Chris Ludeman: “Take the work that we have been asked to do very seriously, but never take yourself too seriously.” 3. From Bill Concannon: “Commercial real estate is a complex sale and a long cycle. So building trust requires time with people you know face to face.”

Duration:00:43:21

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New Slang: A deep dive into secondary investment vehicles

8/26/2024
Secondary transactions—sometimes called indirect investing—are on the rise as a way to acquire real estate. Evercore’s Jarrett Vitulli and CBRE Investment Management’s Achal Gandhi discuss how these investment vehicles can boost returns at lower risk.

Duration:00:39:19

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Come Together: The intersection between government policymaking and real estate

8/19/2024
In this episode we explore how government policy affects the housing supply, foreign capital flows, office-to-residential conversion and more with Duane Desiderio of The Real Estate Roundtable and Darin Mellott, CBRE's Head of U.S. Capital Markets Research.

Duration:00:37:10

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Opportunities: Asia Pacific is attracting cross-border investment capital

8/12/2024
Asia Pacific presents attractive investment opportunities, particularly in the multifamily, hospitality and logistics sectors. KKR’s John Pattar and David Cheong and CBRE’s Greg Hyland discuss capital flows, occupier market fundamentals and the importance of ESG. Insights to Share: 1. Demand for hospitality, multifamily and logistics is growing. 2. Office occupiers strongly prefer high-quality, well-managed buildings that follow ESG principles. 3. The work-from-home phenomenon did not really impact most countries, so office market fundamentals in most dense cities are strong.

Duration:00:33:51

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Further On: What’s next for commercial real estate? Our experts weigh in.

8/5/2024
CBRE Global Chief Economist Richard Barkham and Cycle Monitor’s Glenn Mueller share insights on what to expect across real estate sectors in the second half of 2024. Insights to Share: · Real estate is a delayed mirror of the economy, says acclaimed forecaster Glenn Mueller. · Amid an anticipated long, slow recovery, specialized asset types like self storage and data centers are seeing increased demand. · Demand for real estate is tied closely to employment growth. · Consumer spending has been resilient, but is showing signs of slowing, and corporate balance sheets remain strong.

Duration:00:26:18

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Further On: What’s next for commercial real estate? Our experts weigh in.

8/5/2024
CBRE Global Chief Economist Richard Barkham and Cycle Monitor’s Glenn Mueller share insights on what to expect across real estate sectors in the second half of 2024. Insights to Share: · Real estate is a delayed mirror of the economy, says acclaimed forecaster Glenn Mueller. · Amid an anticipated long, slow recovery, specialized asset types like self storage and data centers are seeing increased demand. · Demand for real estate is tied closely to employment growth. · Consumer spending has been resilient, but is showing signs of slowing, and corporate balance sheets remain strong.

Duration:00:26:18

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Nobody Does It Better: Longtime CBRE leaders reflect on their careers

7/29/2024
CBRE’s Laura O’Brien, Chris Ludeman and Bill Concannon offer sage advice and discuss lessons learned as they wrap up storied commercial real estate careers—a must-listen for anyone interested in seasoned perspectives on our industry’s past, present and future. Insights to Share: 1. From Laura O’Brien: “Mentorship should actually be intentional. If you ask someone in this company to be your mentor, chances are they will say yes, but you have to make the first move.” 2. From Chris Ludeman: “Take the work that we have been asked to do very seriously, but never take yourself too seriously.” 3. From Bill Concannon: “Commercial real estate is a complex sale and a long cycle. So building trust requires time with people you know face to face.”

Duration:00:43:23

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Vacation: The Points Guy on maximizing brand loyalty programs

7/22/2024
Over 12 million people a month check The Points Guy for tips on making the most of their travel experiences. Brian Kelly, TPG himself, teams up with CBRE’s Hotel Research lead Rachael Rothman to explore the latest trends in loyalty programs, what hotel brands can learn from airlines and credit cards, and how you can get into that airport lounge. Insights to Share:

Duration:00:36:08

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The Plan: RXR’s CEO Scott Rechler on finding investment opportunities [Encore - 04/08/24]

7/16/2024
In a wide-ranging discussion, RXR CEO Scott Rechler opines on everything from the future of cities to leveraging AI in decision-making to office-to-multifamily conversions. Insights to Share: · Commercial real estate investors can find opportunity in a higher-cost environment. · The outlook for office is brightest in areas where talent wants to live, work and play. · RXR uses market intelligence combined with data to inform their strategies. Key data sources include VTS, cell phone activity, AI and predictive analytics.

Duration:00:33:57

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Fix You: How the Port of Baltimore survived a catastrophe

7/8/2024
The Francis Scott Key Bridge’s collapse in late March closed down the Port of Baltimore, resulting in the tragic loss of six lives and threatening massive disruptions to U.S. supply chains. Maryland Port Administration’s Jonathan Daniels recounts the Herculean efforts to mitigate the disaster’s worst effects and restart port operations in 11 weeks. Insights to Share:

Duration:00:32:50

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[Bonus Ep] Hands in the Air: Q&A about Capital & Debt with Lone Star Funds’ Bob Ricci

6/27/2024
In this bonus episode, a group of CBRE summer interns had some terrific questions to ask our guests. We take a 360-degree look at real estate investing and the capital markets from the perspectives of a pair of influential executives, each with decades of experience in the debt capital markets business. Tom Rugg, Vice Chairman and Co-Head of U.S. Large Loans and Debt and structured finance at CBRE, and Bob Ricci, Senior Managing Director of Lone Star Funds, a player with nearly $90 billion of assets across nearly two dozen funds in its portfolio.

Duration:00:09:22