The Industrialist

Jeremy Mercer

Dive into the world of entrepreneurship, investing, and the inner workings of business through the eyes of an industry insider. Join Jeremy Mercer every week as he delivers compelling discussions on economic trends and critical news. Experience the thrill of the trade with seasoned brokers sharing their wildest cold-calling tales and innovative deal-making tactics. Plus, gain unique monthly insights into retail trends, from sweeping national movements to nuanced local developments. With two episodes each week, The Industrialist is your go-to source for inside perspectives.

  1. Jun 10

    Football Drama, Failing Malls & Texas Real Estate Trends

    In this episode of Shop Talk, Jeremy and Will dive into two topics Texans can't stop talking about: college football and real estate. The conversation starts with the latest controversies surrounding college football, including rule enforcement, player discipline, and the ongoing challenges facing programs across the country. The hosts share their perspectives on how the game is evolving and what these developments could mean for teams, coaches, and fans moving forward. They also take a deep dive into the Dallas real estate market and the changing landscape of urban development. From infrastructure projects and redevelopment efforts to the decline of once-iconic landmarks, the discussion explores how city planning decisions are shaping the future of Dallas and creating new opportunities for investors and businesses. Whether you're following the latest college football headlines, watching the Texas real estate market, or simply interested in how major projects impact local economies, this episode delivers insights, opinions, and plenty of Shop Talk along the way. Topics Covered:• College football controversies and rule enforcement• The evolving landscape of college athletics• Dallas infrastructure and redevelopment projects• The future of the urban core• Real estate market trends and investment opportunities• How city planning impacts economic growth

    17 min

  2. Jun 3

    The Deals We’re Chasing, The Deals We’re Passing On, and Why

    FOLLOW & SBSCRIBE SO YOU NEVER MISS AN EPISODE! In this episode of Shop Talk, Jeremy and Will pull back the curtain on what’s been happening behind the scenes at Matador. From graduations and travel schedules to new acquisitions hitting the market, the team discusses the realities of operating in today’s industrial real estate environment. With interest rates remaining elevated and market conditions continuing to shift, they share how they're adapting, finding opportunities, and staying active while many investors remain on the sidelines. The conversation covers current market sentiment, creative financing strategies, sourcing deals in a competitive environment, and why flexibility has become one of the most valuable tools in real estate. They also touch on the importance of maintaining strong tenant relationships, staying informed on market trends, and identifying niche opportunities that others may overlook. Whether you're an investor, broker, business owner, or simply interested in commercial real estate, this episode offers a candid look at the challenges and opportunities shaping today's market. Topics discussed:• Current industrial real estate market conditions• How rising interest rates are impacting deal flow• Creative financing and capital solutions• Finding opportunity in uncertain markets• Portfolio updates and new properties coming to market• The importance of tenant retention and relationships• Lessons learned from navigating a changing market If you've been wondering how experienced operators are approaching today's market, this episode is for you.

    31 min

  3. May 21

    Dave Cheatham on Retail Real Estate, Leadership, and the New NIL Era

    In this episode of The Industrialist, Jeremy Mercer sits down with retail real estate veteran Dave Cheatham to discuss the changing business landscape surrounding college athletics, NIL, and the broader evolution of real estate strategy. With more than 30 years of experience and over $3 billion in retail transactions, Dave has advised some of the nation’s largest brands including JCPenney, Hobby Lobby, Aldi, Gap, Darden, CVS Pharmacy, and Signet. Throughout his career — including leadership roles at CB Richard Ellis, Staubach Retail, and X Team Retail Advisors — he has become known for helping shape corporate real estate strategies, executing large-scale retail rollouts, and mentoring the next generation of industry leaders. Jeremy and Dave dive into how NIL is reshaping college sports, how universities and brands are adapting, and why understanding market dynamics matters more than ever. The conversation also explores the parallels between sports and real estate - from stadium developments and student housing demand to long-term investment strategy and navigating changing economic cycles. This episode is a practical discussion on leadership, adaptability, relationship-driven business, and what it takes to stay ahead in industries that are constantly evolving.

    1h 25m

  4. May 7

    From Deloitte to IOS: Chris Wong’s Path Into Industrial Real Estate

    In this episode of The Industrialist, Jeremy Mercer sits down with Chris Wong to talk about his unconventional path from tax and M&A work at Deloitte into the world of real estate investment. Chris shares how his background in accounting and corporate tax gave him a unique lens on transactions, development, and investment strategy. The conversation covers his time at Hillwood, helping build out real estate operations at Austin Industries, and how those experiences shaped the way he approaches deals today. They also get into the growth of industrial real estate in Dallas-Fort Worth, the influx of institutional capital into the market, and why understanding operations and market fundamentals matters more than ever. Chris breaks down lessons learned from both successful deals and difficult ones, emphasizing the importance of due diligence, adaptability, and long-term thinking. This is a practical conversation about career pivots, real estate fundamentals, and what it takes to navigate an increasingly competitive market. And for anyone looking to break into the business, Chris’s story is proof that there’s no single path into real estate.

    1h 16m

  5. Apr 30

    The Truth About Small Bay Industrial Investing with Cody Payne and Michael Tran of Flex Parks USA

    In this episode, Jeremy and Will sit down with Michael Tran and Cody Payne to break down what they're seeing in the small bay industrial market. They cover how to analyze sites, what actually matters in development, and where they see people get leasing and management wrong. The conversation gets into real operating challenges, from rent collection to tenant relationships, and why execution on the ground is what separates good deals from bad ones. They also talk through current market trends across Texas, where the opportunities are, and why small bay continues to attract serious investor attention. If you’re looking at this asset class, or already in it, this is a practical discussion on what works, what doesn’t, and where things are headed. https://flexbusinessparks.com/

    1h 8m

  6. Apr 22

    BIG Announcement from Matador

    Jeremy announces some big news about Matador business and then the rest of the episode is a mix of real-time market talk, deals in motion, and what we’re seeing on the ground right now. They also get into: Why responsiveness is more important than ever in today’s market How small delays can completely change the outcome of a deal What Matador seeing on active transactions right now A property management lesson on older industrial buildings and why you need to physically check on your assets, especially during weather events Some Dallas development news and a few stories from deals we’ve been around

    23 min

  7. Apr 16

    The Advantage You Can’t Fake: Romy Cheema on Local Presence in Real Estate

    In this episode, Jeremy sits down with Romy Cheema to talk about what actually drives success in real estate, and what most people get wrong. They get into the importance of being in your market, not just analyzing it from a distance. Romy breaks down how proximity leads to better relationships, better information, and ultimately better deals. They also cover common mistakes investors make, missing local demand signals, overlooking tenant quality, and relying too heavily on data without real-world context. One of the bigger themes in this conversation is storytelling. Not in a marketing sense, but in how you build trust. Romy shares how his background and experience have shaped the way he connects with clients and builds credibility in the market. This is a straightforward conversation about fundamentals—what works, what doesn’t, and what actually compounds over time. Topics covered: Why being physically present in your market mattersThe most common mistakes investors make early onHow to think about tenant quality and long-term valueWhy relationships still drive this businessThe role of storytelling in building trust

    1h 6m

  8. Apr 15

    We still buy buildings, we will always buy buildings!

    This week’s Shop Talk is a real-time look at what’s actually happening in the market, from acquisitions to macro trends to where things may be headed next. Jeremy and Will break down where they’re actively buying today, with a heavy focus on small bay industrial in North DFW, Austin, and San Antonio. They walk through their current buy box, what they’re avoiding, and why older, overlooked assets can still outperform when bought right. A big part of the conversation centers around replacement cost—and whether it even matters in infill markets where you can’t realistically build new supply. As rents continue to rise, values are pushing past traditional replacement metrics, creating tension with equity and forcing a rethink of how deals are underwritten. They also touch on: Where supply could create pressure (and where it won’t)Why zoning and infill constraints matter more than theoretical replacement costThe ongoing debate around IOS pricing and land valueOffice market uncertainty, AI-driven layoffs, and what that means for demandWhy fundamentals—and showing up consistently—still winThis is a candid, unfiltered discussion on what operators are seeing on the ground right now.

    40 min
See All (204)

About

Dive into the world of entrepreneurship, investing, and the inner workings of business through the eyes of an industry insider. Join Jeremy Mercer every week as he delivers compelling discussions on economic trends and critical news. Experience the thrill of the trade with seasoned brokers sharing their wildest cold-calling tales and innovative deal-making tactics. Plus, gain unique monthly insights into retail trends, from sweeping national movements to nuanced local developments. With two episodes each week, The Industrialist is your go-to source for inside perspectives.

Information

  • Creator
    Jeremy Mercer
  • Years Active
    2023 - 2026
  • Episodes
    204
  • Rating
    Explicit
  • Copyright
    © Jeremy Mercer
  • Show Website
    The Industrialist

You Might Also Like