Best Real Talk CRE Podcasts (2025)

1
Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open 30:30

16d ago30:30

30:30

The bank advisory community is optimistic that bank M&A activity will rebound in 2025 and they should be, according to Mercer Capital Managing Director Jeff Davis. In the episode, Davis discussed his takeaways from the annual Acquire or Be Acquired Conference, where scores of advisers shared their viewed for M&A activity to be materially stronger t…

1
J+G Companies Shares Lessons Learned & Ambitious Plans 1:01:14

2M ago1:01:14

1:01:14

Join George and Cam in this exciting episode as they sit down with Michael James and Dan Gable from J+G Companies. Together, they dive deep into the evolution of their business, uncovering valuable insights and investment strategies that have shaped their success. Michael and Dan highlight the critical role of relationships, effective management, a…

1
Ep. 134 - KBW CEO says bank stocks still have room to run 33:05

2M ago33:05

33:05

Investors have flocked back to the bank group over the last five months as the fundamental environment has improved and the election results in November added legs to the rally, according to KBW CEO Tom Michaud. In the episode, Michaud discussed improving investor sentiment toward the U.S. bank space, his firm’s expectation for banks’ earnings and …

1
Ep. 133 - Six reasons for a brighter bank M&A outlook 28:32

3M ago28:32

28:32

The bank M&A pipeline has improved significantly over the past month, and capital is available for institutions looking to grow amid the surge in investor interest in the banking sector, according to Bill Burgess, co-head of financial services investment banking at Piper Sandler. In the episode, Burgess said there are six factors contributing to re…

1
Ep. 132 - How the 2024 election could reshape bank regulation and M&A 30:24

4M ago30:24

30:24

The U.S. election could change the legislative, supervisory and regulatory framework for the banking industry. In the episode, we discuss what different election outcomes could mean for banks with three guests focused on policy, regulation and rulemaking: Paul Merski, executive vice president, congressional relations and strategy at the Independent…

1
Bryan Flaherty Talks Market Predictions & Unique Superpowers 31:50

4M ago31:50

31:50

Join Hannah Ott as she dives into an insightful conversation with Bryan Flaherty, co-founder of CF Capital, on this episode of "Behind Closed Deals." Discover Bryan's captivating journey from Wall Street to real estate, the importance of mentorship and partnership in business, and the strategic moves that set CF Capital apart in a competitive marke…

1
Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges 32:48

5M ago32:48

32:48

The operating environment remains challenging for many banks but experts at Raymond James’ annual whole loan conference in September 2024 noted there is a growing acceptance and willingness to pursue deals to counter headwinds facing the group. In the episode, three veterans at Raymond James – John Toohig, head of whole loan trading; Bill Sammon, h…

1
Has Office Turned the Corner - Episode 137 - The Commercial Real Estate Podcast 33:59

5M ago33:59

33:59

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 Chapter 11 bankruptcy as inflation continues to take a toll on the industry. Tune i…

1
Office Sector Woes Part 7 - Episode 136 - The Commercial Real Estate Talk Podcast 26:58

5M ago26:58

26:58

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 offices experiencing low occupancy. Additionally, post-Labor Day stats prove that work-f…

1
Has the Office Sector Bottomed - Episode 135 - The Commercial Real Estate Talk Podcast 31:19

6M ago31:19

31:19

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 - all across the country. While positive absorption is not impacted by renewals, sup…

1
Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities 27:42

6M ago27:42

27:42

Rate hikes by the Federal Reserve and changes in post-pandemic behavior have put pressure on commercial real estate (CRE) borrowers needing to refinance loans coming due. The tally is nothing to sneeze at, with approximately $950 billion in CRE mortgages set to mature in 2024, according to S&P Global Market Intelligence's analysis of nationwide pro…

1
Revised Job Growth - Impact to CRE - Episode 134 of The Commercial Real Estate Podcast 20:33

6M ago20:33

20:33

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 why the revised job creation report makes more sense of what people see and feel on …

1
2024 Election and CRE - Episode 133 20:03

6M ago20:03

20:03

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 the election and the impact to commercial real estate. Please consider subscribing…

1
Ivan Barratt on the Inception & Growth of BAM 49:26

6M ago49:26

49:26

Listen in as George Tikijian and Ivan Barratt engage in an insightful discussion about the inception and remarkable growth of The BAM Companies. In this captivating conversation, they shed light on the evolving landscape of real estate deals and highlight the essential factors that differentiate buying deals today from the past. With their extensiv…

1
CRE Optimism - Episode 132 - The Commercial Real Estate Talk Podcast 37:11

6M ago37:11

37:11

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 recent NYC office building that sold for a 97.5% discount. Today we discuss the op…

1
Tom Brady's Miami Office - Episode 131 - The Commercial Real Estate Talk Podcast 33:34

7M ago33:34

33:34

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 discuss the state of office foreclosures and the health of the overall office market whi…

1
CRE CRISIS - Episode 130 - The Commercial Real Estate Talk Podcast 29:25

7M ago29:25

29:25

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 real estate include but are not limited to: rising interest rates, upside LTV ratio…

1
Ep. 129 - Investor sees inflection point in bank stocks 28:13

7M ago28:13

28:13

Bank stocks and regional bank stocks in particular have rallied over the last month and there is further room to run, according to Joe Fenech, Chief Investment Officer at GenOpp Capital Management. In the episode, recorded on July 16, Fenech said that sentiment towards bank stocks is improving and that the long bear market in bank stocks ended in M…

1
President Biden's Rent Caps - Episode 129 - Commercial Real Estate Talk Podcast 42:11

7M ago42:11

42:11

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 addressing America's housing crisis. What implications will this have for future devel…

1
Kent Ritter on Learning and Growth 30:29

8M ago30:29

30:29

Join host Cam Benz in this captivating podcast episode as he sits down with Hudson Investing CEO & Founder, Kent Ritter, to discuss the invaluable lessons he has learned throughout his journey in the industry. From his early beginnings to his current success, Kent shares his insights, tips, and strategies that have helped him thrive in the world of…

1
Episode 127 - Office Sector Woes Part Six - Commercial Real Estate Talk Podcast 25:35

8M ago25:35

25:35

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 stagflation, and we discuss why foreign investment into US commercial real estate to…

1
Development Fundamentals with Don O'Rorke of Consolidated Properties Group 42:38

8M ago42:38

42:38

Welcome to CRE Talks. Here you'll learn directly from top-tier commercial real estate insiders. We're going for effective knowledge transfer here, not high production values. I'm Jeff Gardner, and in this session, you'll hear a series of edited clips featuring Brisbane-based developer, Don O'Rorke. Don is the chairman and CEO of Consolidated Proper…

1
Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co. 28:34

8M ago28:34

28:34

Tales from Top Performers features conversations with executives at high-performing banks about their view of current issues, and the greatest challenges and opportunities they see ahead. This episode features executives from three of the highest performing banks in the country: Curtis Griffith, chairman and CEO of Lubbock, Texas-based South Plains…

1
Episode 126 - The Future of Office Space - The Commercial Real Estate Talk Podcast 40:38

8M ago40:38

40:38

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 remain steady, office landlords must deal with rising operating cost, rising incentive…

1
Episode 125 - Office Sector Woes Part Five - Will AI Take Over 40:15

8M ago40:15

40:15

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 and higher operating cost for office landlords. We also consider a Reddit question pertaining to…

1
Ep. 127 - The knife fight for deposits could spur more bank deals 26:29

9M ago26:29

26:29

Deposits and liquidity remain at the forefront for most bankers and the intense competition for core funding will eventually lead to a resurgence in M&A activity. That was the message delivered by a variety of presenters at S&P Global Market Intelligence’s annual community bankers conference on May 20 and 21, but they acknowledged that transactions…

1
Office Sector Woes Part Four - Commercial Real Estate Talk with Jorge L Morales - The Don't Sign the Lease Podcast 18:00

9M ago18:00

18:00

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 landlords Troubled times for office REITS We track commercial real estate so you can foc…

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WFM, Retail and WeWork - Episode 123 of The Don't Sign the Lease Podcast - Commercial Real Estate News Deconstructed 51:04

9M ago51:04

51:04

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, tenants, and developers are together at the ICSC Convention in Las Vegas? We take a…

1
Episode 122 - Miami's Hot Brickell Avenue Office Market 52:43

9M ago52:43

52:43

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 and stats including: Two major office towers hit the market for sale on Brickell priced over $500M Tier One Class A Office is over $144/S…

1
Ep. 126 - Hunting the bears, making the bull case for CRE 26:44

9M ago26:44

26:44

The investment community has expressed great concern over commercial real estate and questioned whether a severe downturn could lie on the horizon, but Rich Hill, head of real estate strategy and research at Cohen & Steers, is not in the camp. In the episode, Hill discussed the misconceptions about commercial real estate, the considerable differenc…

1
Episode 121 - Commercial Real Estate Bounces Back 34:49

9M ago34:49

34:49

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 is 830 Brickell Plaza, Miami's all new ultra luxury office tower and a one million square…

1
The Past & The Future with Thompson Thrift 41:04

10M ago41:04

41:04

Join George and Hannah as they sit down with Josh Purvis, Dave Englert, and Aimee O'Conner to explore the fascinating history and exciting future of Thompson Thrift. Based in Indianapolis, IN, Thompson Thrift is a renowned developer and full-service real estate company. Discover their commitment to excellence, service, and leadership in this engagi…

1
Episode 120 - Miami CRE Heats Up 33:40

10M ago33:40

33:40

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 the impact of the Feds interest policies to commercial real estate. We track commercial real estate so you …

1
Episode 119 - No More Non-Competes 54:42

10M ago54:42

54:42

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 continued concerns in the office sector for landlords - while office tenants gain the upper hand. We tra…

1
Episode 118 - Office Sector Woes Part Three - Expiring Debt Crisis 42:45

10M ago42:45

42:45

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 maturing debt. Tune in as we deconstruct the news and discuss what's next for the office se…

1
Episode 117 - Office Sector Woes Part Two 38:25

10M ago38:25

38:25

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, we discuss the impact of inflation to the business community and look at a few key deals and fa…

1
Episode 116 - Office Sector Woes 52:25

11M ago52:25

52:25

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 jobs. Hurdle three: the federal governement occupies very little of its leased office space, as low as 14…

1
Episode 115 - Office Sector in the News 43:01

11M ago43:01

43:01

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 ramps up in demand as traditional office demand diminishes. How will this impact the offic…

1
Insights Worth Sharing 1:32

11M ago1:32

1:32

The go-to place for curious and ambitious commercial real estate professionals and property entrepreneurs. The sharpest minds in CRE share new insights with you here every week. [email protected] Jeff Gardner

1
Episode 114 - What is Commercial Real Estate 37:01

11M ago37:01

37:01

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 today's podcast, get an inside seat to a speech Jorge delivered at a book launch event in 2017 at…

1
Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO 17:02

11M ago17:02

17:02

Tales from Top Performers is a new series under the Street Talk banner that will feature conversations with executives at high-performing banks about their bank and experience in the sector; their view of current issues, and the greatest challenges and opportunities they see ahead. The inaugural episode features a discussion between James Beckwith,…

1
What is Volumod? 28:30

11M ago28:30

28:30

Listen now as George dives into an exciting new building concept with the team at Volumod and Helix33 - Eli Marshall, Ryan Scott and Sib Sheikh. Learn what "modular" construction really is and why it is important to be a light in your community. For more information click the links below: A visual and audio look at the Volumod process: Click here M…

1
Ep. 124 - KBW CEO challenges investors painting banks with broad brush 25:41

11M ago25:41

25:41

The banks that failed in the spring of 2023 were outliers that violated some of the golden rules of banking, but many investors continue to unfairly paint the bank group with a broad brush, according to KBW CEO Tom Michaud. In the episode, Michaud discussed the drivers of the large bank failures in 2023 and the idiosyncrasies of those institutions.…

1
Episode 113 - Brickell Avenue and the Office Market 43:48

11M ago43:48

43:48

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 current Class A rate and occupancy, and walk through three new office development projects. Availab…

1
Episode 112 - CRE Devaluation 34:11

12M ago34:11

34:11

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 devaluation which leads to lower taxes. Tune in to this weekly look at commercial real estate. We tr…

1
Episode 111 - CRE Firms Post 2023 Losses 39:03

12M ago39:03

39:03

In today's weekly look at commercial real estate news, we discuss the causes that led to several national CRE firms ending 2023 with posted losses. Is this a reflection of things to come for commercial real estate or a reaction to what's already taken place? We also consider the continuing saga of office occupancy or lack thereof with work from hom…

1
Episode 110 - Trump Charged in NYC and the Implications to Commercial Real Estate 52:09

12M ago52:09

52:09

In today's podcast, we consider the recent $355 million fine by New York against Donald Trump and the implications for other commercial real estate investors in New York. Will this have a trickle-down effect or will this be an isolated incident? We will also discuss two struggling sectors in commercial real estate; namely indoor malls and the offic…

1
Ep. 123 - Bank regulators are tipping the scales, could push even harder 18:10

12M ago18:10

18:10

Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider selling, while also standing in the way of some transactions. The episode features views presented by advisers at Hovde Group, KBW and Luse Gorman at t…

1
What to Expect in 2024 28:38

1y ago28:38

28:38

Hannah and George share exciting updates for our team in 2024. Plus, we have a special guest joining us: Kimber Kinsley, Managing Director at the CBRE Indianapolis office. Watch on YouTube! You can learn more about our team: HERE Find our current property listings: HERE Follow us on: LinkedIN Instagram: @multifamily_team…

1
Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates 24:57

1y ago24:57

24:57

U.S. banks’ fourth-quarter 2023 earnings demonstrated continued pressure on funding costs and minimal slippage in credit quality. The Street largely took the results in stride, but management teams were hopeful that net interest margin pressure could subside in the second half of 2024 and credit quality would hold up in the face of a higher for lon…

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Real Talk CRE Podcasts

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