Podcast•Feb 27, 2026•23 min
No More 'Easy Trades': REIT Take-Privates Could Slow in Reshaped Market
The episode examines the recent slowdown in REIT take‑private activity as market conditions improve, highlighting the $3.4 billion Affinius Capital acquisition of Varus Residential REIT as a benchmark. Guests Jonathan Brass, Sarah Marks, and Matthew Norris explain that higher valuations, abundant dry‑powder, and stronger board positions are reducing the discounts that once fueled aggressive privatizations, especially in residential and industrial sectors. They note that while large managers like Blackstone still keep privatizations on their radar, the pool of viable targets has shrunk to roughly 7% of U.S. REITs, prompting a shift toward equity offerings and other growth strategies. The discussion underscores a broader transition from opportunistic buy‑outs to more selective, growth‑oriented capital deployment.
By The PERE Podcast
Podcast•Feb 20, 2026•21 min
Viva Loans Vegas: Blackstone's $3bn Re-Up for The Cosmopolitan Signals High-Tier CMBS Conviction
The episode examines Blackstone’s $3.05 billion CMBS refinancing of The Cosmopolitan in Las Vegas, highlighting the surge in high‑quality hospitality securitizations and the city’s enduring appeal to institutional investors. Guests Randy Plavajka and Shihao Feng explain how post‑pandemic destination resilience and a growing...
By The PERE Podcast
Podcast•Feb 20, 2026•57 min
381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts
In this episode the TreppWire team walks listeners through a surprisingly active week in commercial real estate, spotlighting rapid growth in data centers, a deep dive into industrial market health, and several high‑profile trading alerts across office, retail, and distressed...
By The TreppWire Podcast: A Commercial Real Estate Show
Podcast•Feb 19, 2026•16 min
Citi Global Real Estate Team Sees Higher Returns, More Positive Supply Outlook in 2026
Citi’s global real estate research team—Nick Joseph (U.S.), Aaron Guy (U.K.), and Howard Penny (Australia)—forecast higher real estate stock returns in 2026 than in 2025, driven by a more encouraging global supply‑demand balance and constructive growth outlooks. They expect total...
By Nareit’s REIT Report
Podcast•Feb 18, 2026•25 min
How to Build Inflation-Proof Real Estate Strategies with Jose Pellicer, Co-Founder and Partner at Evonite
In this episode, hosts Aaron Cameron and Adam Powadiuk discuss how geopolitical turbulence is reshaping commercial real estate, with insights from Evonite co‑founder Jose Pellicer. Pellicer outlines a resilience‑focused, inflation‑protective investment thesis, emphasizing the strength of necessity‑based retail and food‑anchored...
By Commercial Real Estate Podcast (First National)
Podcast•Feb 18, 2026•0 min
Black Friday Land Investing Playbook
In this episode the team explains why Black Friday is an ideal time for land investors to sell, outlining how to prepare promotions weeks ahead, use urgency, scarcity and creative incentives like dollar‑down offers and discounted surveys, and boost email...
By The Land Geek
Podcast•Feb 18, 2026•48 min
Petra Durnin: You Don't Need More Tech — You Need Better Data
In this episode, Petra Durnin, a veteran CRE researcher and tech‑to‑impact strategist, explains why the industry’s biggest hurdle isn’t more tools but cleaner, more integrated data. She walks through her career trajectory, from a temp analyst to leading data and...
By The Crexi Commercial Real Estate Podcast | CRE Insights & Strategies
Podcast•Feb 13, 2026•14 min
Surviving an AI Bubble: Goodwin Gaw's Private Real Estate Resilience Plan
In this 14‑minute excerpt, Goodwin Gaw, co‑founder of Gaw Capital Partners, examines how the massive AI spending surge—projected at $650 billion by tech giants—could create a bubble that impacts private real‑estate markets, especially data‑center assets. He argues investors should balance AI‑driven...
By The PERE Podcast
Podcast•Feb 13, 2026•55 min
379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation
The episode dissects the widening gap between strong headline macro data and underlying economic softness, highlighting flat retail sales, surprisingly resilient job numbers, and BLS revisions that erased roughly 900,000 jobs. It examines a wave of retail store closures—including Eddie...
By The TreppWire Podcast: A Commercial Real Estate Show
Podcast•Feb 12, 2026•13 min
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
In this episode, Henry Chin, global head of research at CBRE, outlines the outlook for U.S. commercial real estate investing in 2026, noting a strong investor sentiment and an anticipated 16% rise in capital deployment. He explains that the surge...
By Nareit’s REIT Report
Podcast•Feb 11, 2026•26 min
Surviving the Refinance Wall: Lessons From an $8B Portfolio with Sarah Esler, Managing Director of Mortgage Investments at AIMCo
In this episode, Sarah Esler, Managing Director of Mortgage Investments at AIMCo, walks listeners through the dynamics of an $8 billion institutional mortgage portfolio spanning Canada, the U.S., and Western Europe. She explains how pension‑backed capital is coping with historic spread...
By Commercial Real Estate Podcast (First National)
Podcast•Feb 11, 2026•0 min
Land Investing for Beginners: The Freedom Multiplier You’re Not Using (Coaching)
In this episode, Mark Podolsky, Scott Bossman, Jon Burnett, and guest Landon Harris explore land investing as a "freedom multiplier" and argue that coaching is the missing link that turns curiosity into consistent results. Drawing on insights from the Dirt...
By The Land Geek
Podcast•Feb 11, 2026•1h 2m
Coldwell Banker's Dan Spiegel on Building CRE Teams for AI Disruption & Market Shifts
In this episode, Dan Spiegel, Senior Vice President and Managing Director of Coldwell Banker Commercial, shares his leadership journey, the importance of mentorship, and how Coldwell Banker’s decentralized franchise model fosters strong connections across secondary and tertiary markets. He discusses...
By The Crexi Commercial Real Estate Podcast | CRE Insights & Strategies
Podcast•Feb 10, 2026•20 min
Why European Real Estate Credit Looks Safer than Equity in the New Cycle
In this episode, Clark Coffee, CIO of AllianceBernstein’s European commercial real estate debt business, explains how the European real estate market is transitioning after a reset in values and the end of ultra‑low borrowing costs. He argues that debt now...
By The PERE Podcast