CPE Podcasts

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CPE Podcasts is a multi-series channel produced by Commercial Property Executive, exploring issues and trends across the U.S. commercial real estate industry. Find out more on our website: www.cpexecutive.com

  1. Investment Matters: Stockdale Capital's Power Moves

    18 uur geleden

    Investment Matters: Stockdale Capital's Power Moves

    My guest for this episode is really on the go these days. Dan Michaels is managing partner of Stockdale Capital Partners, and he’s leading a major growth initiative for the L.A.-based private investor. Recent highlights include the closing of a $700 million opportunity fund, the firm’s first multifamily investment, and new offices in Dallas and New York City. On top of all that, the firm is expanding its ranks by recruiting senior professionals from other companies. Right before he was about to head back to the road recently, Michaels slowed down long enough to talk about the firm’s strategy and how he sees the market. He told me that the current climate offers the best opportunity amid dislocation since the Great Financial Crisis. As he put it, “We are pressing to make the bet that we're going to be one of the winners.” If you enjoy the Investment Matters podcast, I hope you’ll check out CPE’s Capital Markets newsletter, our free, twice-monthly roundup of the latest trends, analysis and data in commercial real estate investment. It’s easy to subscribe—just go to: https://www.commercialsearch.com/news/subscriptions/ Episode Highlights:  (1:51) Investment opportunity amid multitudes of black swans     (4:41) Why it’s “a very rich time” for fundraising, recruiting talent(9:58) Multifaceted debut in multifamily (13:14) Finding risk-adjusted returns in three food groups (15:51) Revitalizing retail in Denver, Southern California  (23:25) Origin story: Wharton and an early fascination with finance (26:36) Building Stockdale’s opportunistic business model  (29:20) Strategies for navigating dislocation     (32:17) Executive off the clock: a taste of cultures from Copenhagen to Tokyo Follow, rate and review CPE’s podcasts on Spotify and Apple Podcasts, and don’t forget to subscribe to CPE’s YouTube channel!

    35 min.
  2. FTI Experts’ Hub: Funding the Onshore Manufacturing Push

    3 dgn geleden

    FTI Experts’ Hub: Funding the Onshore Manufacturing Push

    As the push to bring manufacturing back to the U.S. continues, developers and investors keep are searching for ways to fund capital-intensive projects. But what financing tools might they be overlooking? In this episode of FTI Experts’ Hub, CPE Executive Editor Laura Valean sits down with McRae Thompson, senior managing director & co-leader of U.S. Tax Advisory in the Real Estate Solutions practice at FTI Consulting, to explore how companies can finance large-scale onshore manufacturing developments at a time when federal support may not be as generous—or as easy to access—as many expect.

    16 min.
  3. Sustainability Street: From ESG to ROI

    18 jun

    Sustainability Street: From ESG to ROI

    Welcome back to Sustainability Street. CPE’s podcast on the intersection of commercial real estate and the world we live in. While corporate America de-emphasizes "ESG," sustainability's role as a key financial lever in commercial real estate gets further cemented. My guest for this episode is CPE Senior Associate Editor Anca Gagiuc, our lead climate and energy reporter. We discuss her findings on the topic from her article "Earth Day: Earth Day 2026: What’s Driving Sustainable CRE Decisions Now."  "Sustainability is no longer only about ESG, corporate responsibility or future goals," Gajiuc told me. "It is much more immediate now. It is showing up in NOI, asset value, financing, leasing and operating costs. The way I would build on that is to say that sustainability has moved into its next phase: competitiveness."Here are some highlights from our conversation:(02:06) Sustainability enters its next phase(04:32) Green premium and brown discount(06:01) Impacts on liquidity and exit values(08:23) The role of building performance standards (09:55) Power changes the meaning of location(13:30) The power divide(17:30) Future-proofing amid rapid change(19:28) Where health and wellness rank(23:16) For further information

    26 min.
  4. CREW Up: Why Women Still Face an Uphill Climb in Brokerage

    15 jun

    CREW Up: Why Women Still Face an Uphill Climb in Brokerage

    Women now account for 31 percent of commercial real estate brokers in the U.S., up 10 percentage points over the past 15 years, according to CREW Network. While progress may feel slow, 2026 President Leslie Teskey sees reason for optimism. In this episode of CREW Up, Commercial Property Executive’s Laura Valean sits down with veteran broker Teskey to discuss why brokerage remains one of commercial real estate's most challenging—and rewarding—career paths for women.

    18 min.
  5. RICS Monitor: CRE Sentiment Steady on the Surface, Fragile Underneath

    8 jun

    RICS Monitor: CRE Sentiment Steady on the Surface, Fragile Underneath

    Global commercial real estate sentiment was broadly stable in the first quarter, but the headline numbers mask an uneven picture across markets, according to the latest surveys released by the Royal Institution of Chartered Surveyors in London. The war in Iran, higher energy prices, renewed inflation concerns and shifting expectations around interest rates are beginning to filter through CRE markets in different ways. "The global index that we produce barely moved and if you were to only look at that, you kind of reach the conclusion that nothing much happened, but that aggregate figure really does mask quite a bit of movement underneath," said RICS Head of Market Analytics Tarrant Parsons in this podcast. Hosted by Executive Editor Laura Valean, this RICS Monitor episode touches on why credit conditions have become one of the most important indicators to watch, particularly as tighter financing could weigh on investment activity and values over the next several quarters.

    24 min.
  6. Investment Matters: CRE Capital With Cross-Border Clout

    2 jun

    Investment Matters: CRE Capital With Cross-Border Clout

    Ronald Dickerman says that real estate is part of his DNA. His family owned and operated apartment buildings in Boston, and when he was still a teenager, he’d spend Saturdays at those properties, vacuuming the halls and cleaning the pools. Back then he figured that he’d probably stick close to home and wind up working in the family business, but as it turned out, he was destined for much wider horizons. As founder and president of Madison International Realty, Dickerman leads a company with an uncommon focus on the secondaries market and a footprint that encompasses offices on three continents. Since its founding a quarter century ago, Madison International has raised upward of $8 billiondollars from scores of investors. In our conversation, Dickerman tells us how he came to focus on the secondary market and fills us in on Madison International’s latest corporate-level moves. From the perspective of nearly four decades in the business, he offers his insights on today’s key trends. And, as an expert on international capital flows, he gives us his take on how the U.S. real estate market stacks up against the competition. If you enjoy the Investment Matters podcast, I hope you’ll check out CPE’s Capital Markets newsletter, our free, twice-monthly roundup of the latest trends, analysis and data in commercial real estate investment. It’s easy to subscribe—just go to https://www.commercialsearch.com/news/subscriptions/. Episode highlights: (2:03) What’s in a name?(3:58) Building a business model(6:44) Corporate-level moves/partnerships(9:14) Top trends to unpack, at home and abroad(13:47) Adjusting to the new normal(15:54) Career origin story: CRE in the DNA(21:31) Capital flows and geopolitics(24:12) Will the REIT rollups continue?(26:56) Executive off the clock: staying fit in mind and body(28:25) Fulfilling “a global mandate”Follow, rate and review CPE’s podcasts on Spotify and Apple Podcasts, and don’t forget to subscribe to CPE’s recently relaunched YouTube channel!

    31 min.
  7. Step Into My Office: Inside Denver’s Distressed Office Rebound

    22 mei

    Step Into My Office: Inside Denver’s Distressed Office Rebound

    Distressed office buildings are becoming a defining part of the current market cycle, especially as higher vacancy, tighter lending conditions and slower demand continue to pressure owners. But distress does not always mean an asset is obsolete. In many cases, the challenge is financial, creating an opportunity for other buyers to reinvest and compete for tenants.Real Capital Solutions is one of the firms taking that selective approach. With over $5.1 billion in investment since 1984, the company is targeting assets with strong fundamentals but challenged capital structures, focusing on properties that can still perform well with the right leasing strategy and repositioning.In this episode of Step Into My Office, CPE’s Olivia Bunescu talked with Real Capital Solutions Founder & CEO Marcel Arsenault about Denver’s office reset and the firm’s approach to buying into distress. Arsenault touched on the idea that office is both an operating and a people business, what lenders still get wrong about the sector, which assets the firm is targeting and what office recovery will look like going forward. Here’s what they discussed: How’s the office market right now? (01:42)Office as an operating business, not a passive asset class (03:06)The lender pullback (05:21)Identifying real opportunities in distressed office (08:42)Financial distress vs. operational distress (11:28)Why is Denver different? (13:04)Neighborhoods and building types RCS is watching (14:38)Cap rates, cash flow and the role of lenders in the recovery (16:04)Why some obsolete office buildings may not be fixable (20:19)First moves after acquiring a distressed office asset (22:30)The outlook for Denver and the national office sector (25:19)Real estate is ultimately a people business (28:03)

    30 min.
  8. Alternative Disruptors: Life Science Real Estate in Transition

    19 mei

    Alternative Disruptors: Life Science Real Estate in Transition

    Life science real estate has been widely regarded as one of the most resilient sectors of the property market in the U.S. After a surge in new construction that started during the COVID-19 pandemic, the sector is now faced with sharp-rising vacancies in some of the biggest clusters.Long-term drivers like talent, funding, onshoring and biomanufacturing still point to major opportunities, however. In the latest episode of Alternative Disruptors, host Tudor Scolca-Seușan talks with Colliers Executive Vice President Joe Fetterman about where this asset class is headed in 2026 and beyond.Fetterman discusses how the sector evolved in recent years, from the robust enthusiasm felt by investors in 2019 and 2020, to the interest rate increase period and the slow absorption levels in 2024 and 2025.There is hope for the future, however. Fetterman explains why the life science sector’s story is not black and white: while demand for R&D lab space has softened, biomanufacturing is gaining momentum due to onshoring efforts, the U.S. pharma consumption market and blockbuster drug capacity needs.The conversation also covers how investors find opportunities amid oversupply and potential distress, including the case of ‘reversions’ from lab to innovation use or office. Fetterman also touches on the rise of AI and its potential to disrupt the sector.In this episode, you’ll also hear about why the top clusters (Boston, San Diego and San Francisco) are bound to recover faster, as well as which emerging markets have the most potential to become a major hub and why.Here’s a breakdown of the discussion:* (00:00) Intro* (01:08) post-COVID reality check* (04:49) Labs vs. manufacturing split* (08:09) Where opportunity is now* (12:59) Demand drivers and capital* (18:53) Manufacturing durability and AI* (21:06) Top clusters and ecosystems* (24:19) Vacancy, oversupply and recovery* (27:43) Manufacturing location decisions* (30:29) Emerging markets* (34:04) 2026 outlook and wrap-up

    37 min.
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Info

CPE Podcasts is a multi-series channel produced by Commercial Property Executive, exploring issues and trends across the U.S. commercial real estate industry. Find out more on our website: www.cpexecutive.com

Informatie

  • Maker
    Commercial Property Executive
  • Jaren actief
    2021 - 2026
  • Afleveringen
    185
  • Beoordeling
    Veilig
  • Copyright
    © Commercial Property Executive
  • Website van aflevering
    CPE Podcasts

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