
In this episode, host Edward Cohen and co‑host Zach Ahrens sit down with Moshe Crane, VP of Sage Ventures and author of the Curious Deal newsletter, to dissect the current state of multifamily real estate. Moshe explains how nuanced market dynamics—ranging from cap‑rate variations to student‑housing cycles—are reshaping acquisition strategies, and why good owner‑operators are in higher demand than ever as third‑party managers struggle with talent retention and operational chaos. He shares Sage’s hands‑on approach to rent‑setting, phased renovations, and a flexible “roving team” model that prioritizes occupancy and cash flow stability. The conversation also touches on recent consolidation trends in property‑management firms and the importance of data‑driven, market‑agnostic decision‑making.
In this episode, hosts Aaron Cameron and Adam Pawlik speak with Thomas Mueller, President & CEO of the Canada Green Building Council, about the evolving landscape of ESG and climate risk in Canadian commercial real estate. Mueller highlights the shift...
In this episode of The Art of Passive Income, host Mark Podolsky and his fellow land investors discuss how to profit from America’s housing shortage by buying cheap raw land and using owner‑financing to generate passive income, without ever owning...
In this episode Stuart Watson talks with Reed Smith partner Josh Hughes and Knight Frank associate Jess Qureshi about back leverage – the practice of borrowing to fund existing debt – and its rapid rise in European real‑estate finance. They...

In this March 2, 2026 episode, the host provides a data‑driven market update for Florida’s 30A corridor, highlighting a sharp drop in inventory to under 30 single‑family homes and a surge in unit sales that signals a shift toward seller...
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...
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...

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...
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...
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...
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...
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...
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...

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...

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...
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...

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...
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...
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...