211 episodes

What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

The Weekly Take from CBRE CBRE

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    • 5.0 • 1 Rating

What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

    The Plan: RXR’s CEO Scott Rechler on finding investment opportunities [Encore - 04/08/24]

    The Plan: RXR’s CEO Scott Rechler on finding investment opportunities [Encore - 04/08/24]

    In a wide-ranging discussion, RXR CEO Scott Rechler opines on everything from the future of cities to leveraging AI in decision-making to office-to-multifamily conversions.

    Insights to Share:
     
    ·      Commercial real estate investors can find opportunity in a higher-cost environment.
    ·      The outlook for office is brightest in areas where talent wants to live, work and play.
    ·      RXR uses market intelligence combined with data to inform their strategies. Key data sources
    include VTS, cell phone activity, AI and predictive analytics.

    • 33 min
    Fix You: How the Port of Baltimore survived a catastrophe

    Fix You: How the Port of Baltimore survived a catastrophe

    The Francis Scott Key Bridge’s collapse in late March closed down the Port of Baltimore, resulting in the tragic loss of six lives and threatening massive disruptions to U.S. supply chains. Maryland Port Administration’s Jonathan Daniels recounts the Herculean efforts to mitigate the disaster’s worst effects and restart port operations in 11 weeks. 

     Insights to Share: 
     
    To practice effective crisis management, focus only on what’s important. The Port of Baltimore partially reopened in just 11 weeks, well ahead of the 11-12 month timeline some experts predicted. The network of East Coast ports has provided flexibility that mitigated the worst impacts on supply chains. 

    • 32 min
    [Bonus Ep] Hands in the Air: Q&A about Capital & Debt with Lone Star Funds’ Bob Ricci

    [Bonus Ep] Hands in the Air: Q&A about Capital & Debt with Lone Star Funds’ Bob Ricci

    In this bonus episode, a group of CBRE summer interns had some terrific questions to ask our guests.

    We take a 360-degree look at real estate investing and the capital markets from the perspectives of a pair of influential executives, each with decades of experience in the debt capital markets business. Tom Rugg, Vice Chairman and Co-Head of U.S. Large Loans and Debt and structured finance at CBRE, and Bob Ricci, Senior Managing Director of Lone Star Funds, a player with nearly $90 billion of assets across nearly two dozen funds in its portfolio. 

    • 9 min
    Tomorrow (The Sun Will Come Out): How today’s challenging capital markets will reward patience

    Tomorrow (The Sun Will Come Out): How today’s challenging capital markets will reward patience

    The real estate capital markets can be complex in the best of times and vexing in the worst of times. Lone Star Funds’ Bob Ricci and CBRE’s Tom Rugg share some insights on succeeding in a sluggish time, finding opportunity amid headwinds and where those headwinds have started to ease.

    Insights to Share:

    As challenges in the capital markets persist, properties that were financed with heavy leverage may present opportunities.Higher interest rates will make rolling over debt a pervasive issue for several years.Distress is unlikely to reach the levels of the post-Great Financial Crisis years.

    • 38 min
    Down by the Bay: AI and the future of San Francisco real estate

    Down by the Bay: AI and the future of San Francisco real estate

    San Francisco has been facing extraordinarily high office vacancy rates since the pandemic. But more recently, the rise of artificial intelligence (AI) has stimulated demand for space and an influx of capital. Real estate investor Glenn Gilmore and CBRE’s Mike Taquino discuss the city’s history of resilience, culture of innovation and greatest opportunities.

    Insights to Share:
     
    Venture capital firms, particularly those focused on AI, are increasingly establishing offices in San Francisco, which is driving demand for office space. 
    San Francisco’s well-known headwinds have caused investors to shy away from what could be  generational buying opportunities. 
    AI is driving significant changes in San Francisco's real estate market, in terms of the types of offices needed and the locations most in demand. AI is also encouraging shorter lease terms, reflecting the fast-moving nature of tech companies.  
    San Francisco’s tenants are showing a preference for high-end and creative office space, as well as a preference for sustainability and adaptive reuse.

    • 38 min
    Into the Mystic: WSJ’s ‘most accurate forecaster’ of 2023 on where the economy is headed

    Into the Mystic: WSJ’s ‘most accurate forecaster’ of 2023 on where the economy is headed

    Belinda Román, 2023’s most accurate forecaster, according to The Wall Street Journal, and CBRE Econometric Advisors’ Dennis Schoenmaker opine on the art, science and technology involved in predicting the ebbs and flows of the global economy.

    Insights to Share:
     
    Belinda Román, Associate Professor of Economics at St. Mary’s University, expects GDP growth of 3% this year.CBRE EA’s Dennis Schoenmaker expects GDP to hover around 2%.Even with slower economic growth, there will be opportunities in commercial real estate.Regional, national and global forecasting requires a deep understanding of the available data.In commercial real estate, where information has historically been opaque, future forecasting can be enhanced by  AI.

    • 38 min

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