University Innovation Districts Outperform Every Real Estate Metric - Where We Buy #379
In this episode, JLL researchers Emily Crutcher and Elsa Wilson examine 18 university‑anchored innovation districts across the United States, showing that office and retail properties in these zones enjoy significantly lower vacancy rates and rent premiums—up to 36% above national benchmarks in mature districts like Kendall Square. They explain how these districts are deliberately planned, leveraging deep university research strengths, diversified federal and venture‑capital funding, and a mix of amenities that create stable, high‑growth ecosystems. The guests highlight distinct regional focuses—from biotech in Cambridge to robotics in Pittsburgh—and argue that the university anchor provides long‑term demand stability for investors and occupiers alike.
389. Why Smart Capital Is Still Betting on Office with Mike McDonald, JLL Capital Markets
Mike McDonald, senior managing director at JLL Capital Markets, discusses the evolution of office real estate over the past 25 years, emphasizing how institutional capital once made office the dominant CRE asset class before COVID disrupted the market. He explains...
Is PropTech The Real Solution for Housing Affordability? Insights From Tyler Ashby, Partner at GroundBreak Ventures
In this episode, hosts Aaron Cameron and Adam Pawatik interview Tyler Ashby, a partner at Groundbreak Ventures, about the role of PropTech in tackling housing affordability. Ashby explains his transition from construction engineering to venture capital, the origins and focus...
Jaidyn Smith on Shopping Centers: Tight Vacancy, Active Buyers, Real Deals
In this episode, CRE advisor Jaden Smith discusses her evolution from handling single‑tenant triple‑net leases—primarily quick‑service restaurants—to focusing on multi‑tenant shopping center transactions. She highlights the current market dynamics of tight vacancy rates, active buyer interest, and the importance of...
Piecemeal over Portfolios: Selective Industrial Buys and Exits Show a Sharpshooting Template Ahead
The episode examines how institutional real‑estate managers are reshaping industrial portfolios by selectively buying, financing, and exiting assets rather than bulk‑buying. Guests Samantha Rowan and Asif Bade explain that location, modern Class A specifications, and power infrastructure drive demand, while tighter...
Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic
In this episode of the REIT Report, senior research analyst Michael Bellisario of Baird outlines a cautiously optimistic but muted outlook for lodging and hotel REITs in 2026. He highlights modest RevPAR growth driven by events like the World Cup...
'A Golden Period': Seizing the Moment in European Real Estate Credit
The episode examines the resurgence of liquidity in European real estate credit, highlighting how banks have returned to the market alongside well‑capitalized debt funds. Guests Isabel Brennan (LaSalle) and Christian Janssen (Nuveen) explain that while core senior loans are now...
CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market
In this episode, CenterSquare CEO Todd Bridell discusses how the firm’s 30‑year REIT strategy turns market volatility into alpha, consistently outperforming both public benchmarks and private real‑estate products. He explains the shifting dynamics between public REITs and private markets, noting...
Is the Real Estate Reset Stalled, or Just Slower? Insights From Carl Gomez, Chief Economist at Centurion Asset Management Inc.
In this 42‑minute episode, Chief Economist Carl Gomez explains that Canada’s commercial real‑estate market is undergoing a slow “Great Reset” driven by lingering uncertainty, high cap rates and the end of ultra‑low interest rates. While data shows the economy is...
Farmland Value Growth Holds Steady at 9.3%, but Regional Cracks and Tighter Margins Signal Caution Ahead
In this episode, J.P. Gervais, Executive Vice President of the Ag Lending Portfolio at Farm Credit Canada, breaks down the 2025 Farm Credit Canada farmland value report, which shows a national average increase of 9.3%—the same as 2024—but reveals stark...
385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots
In this episode, the Trepp Wire team analyzes how a sudden energy shock—driven by the Iran‑Saudi conflict—has pushed oil above $100, reigniting inflation and reshaping CRE financing amid a still‑steady Fed rate hold. They revisit the March 2020 COVID disruption,...
Beyond Rivalry: How Banks and Alt Lenders Are Swapping Competition for Cooperation
In this episode, Stuart Watson talks with Deutsche Fanbrief Bank MDs Duncan Pearson and Charles Balch about the bank’s “originate and cooperate” strategy, which pairs its balance‑sheet senior lending with flexible capital from alternative lenders to meet complex real‑estate financing...
PIMCO Prime's Trausch on Seizing Real Estate Credit Opportunities in 2026
In this episode, Francois Trouch, CEO and CIO of PIMCO Prime Real Estate, explains why real estate credit is a top investment theme for 2026, highlighting its attractive risk‑adjusted returns versus corporate debt and equity. He details the five segments...
Money and Me: Is Headline DPU Hiding the Truth About Your REIT?
In this episode, Michelle Martin talks with REIT specialist Kenny Lowe about why investors should look beyond the headline Distribution Per Unit (DPU) when evaluating Singapore REITs. Kenny explains how one‑off bonuses, sponsor rental support, lease incentives and financial engineering...
384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...