Net Takeaways with Feller & Harf

BJ Feller & Isaiah Harf
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Net Takeaways with Feller & Harf Podcast

Diving into the Commercial Real Estate & Net Lease markets on a monthly basis, exploring trending and real time topics across the industry

  1. Mailbag! (No Ring Mode)

    10 SEPT

    Mailbag! (No Ring Mode)

    In this lively episode, BJ Feller and Isaiah Harf dive into a variety of listener-submitted questions, ranging from AI’s impact on commercial real estate to long-term leases in the current interest rate environment. The hosts bring their characteristic blend of humor and deep industry knowledge, kicking off with a lighthearted discussion about post-Labor Day fashion choices before moving into heavier topics. Key discussions include the future of traditional retail in an e-commerce-dominated world, the growing role of AI in property valuation and market analysis, and how long-term leases are being impacted by rising interest rates. The episode wraps up with some insightful advice for a listener managing a portfolio of commercial properties. A thoughtful reflection on the intersection of technology, real estate, and human expertise, this episode offers both practical insights and industry trends for investors, brokers, and professionals navigating the evolving commercial real estate landscape.

    29 min

  2. 3 SEPT

    Grande in a Venti Cup with Two Pumps

    In this episode of Net Takeaways, BJ Feller and Isaiah Harf dive into some of the most pressing topics in the commercial real estate and business world today. With a scorching 110-degree heat index outside, the conversation inside is just as heated, covering everything from government lawsuits to leadership transitions in major corporations. Segment 1: RealPage Lawsuit - The Intersection of CRE, PropTech, and Government BJ and Isaiah kick off the episode by discussing the recent DOJ lawsuit against RealPage, a key player in the PropTech space. They explore the implications of the government’s antitrust allegations and how this case could reshape the landscape of commercial real estate. The duo also touches on broader trends of government regulation in the CRE sector, drawing parallels to other industries and considering the potential long-term impacts on the market. Segment 2: Starbucks' New CEO - Brian Niccol’s Leadership Playbook The conversation then shifts to Starbucks’ recent appointment of Brian Niccol as CEO. With his impressive track record at Chipotle, Niccol’s leadership is poised to bring a fresh perspective to the coffee giant. BJ and Isaiah discuss Niccol’s past successes, including doubling Chipotle’s revenue and pioneering digital and delivery platforms, and speculate on how these strategies might translate to Starbucks. The discussion also touches on the challenges Niccol will face, such as revitalizing customer experience and competing in a crowded market. Segment 3: The Evolution of Omnitail - Merging Online and Bricks-and-Mortar Retail In the final segment, BJ and Isaiah delve into the concept of “omnitail,” a fusion of online and traditional retail strategies. They explore how retailers like Warby Parker and Amazon have navigated this no man’s land, and the growing importance of integrating digital and physical shopping experiences. The discussion also covers the high cost of online returns and how the future of retail might involve more strategic use of in-store resources to optimize both consumer experience and retailer profitability. Closing Thoughts: BJ and Isaiah wrap up the episode by considering the future of these industries and the potential impact on both consumers and investors. They leave listeners with plenty to think about, whether they’re in the commercial real estate business, investing in PropTech, or just grabbing a coffee at Starbucks. Stay Tuned: Join us next week for more insights, hot takes, and deep dives into the world of CRE and beyond. Don’t forget to like, share, and subscribe to Net Takeaways!

    45 min

  3. 29 AUG

    Wrigley, Wawa, and the 7-Eleven Power Play

    In this episode of Net Takeaways, BJ Feller and Isaiah Harf dive into the week's biggest headlines, all while navigating the best traffic Chicago has seen in years, courtesy of the DNC. With Isaiah sporting shorts and gearing up for a Cubs game, the duo tackles the news with their signature mix of savvy insight and sharp wit. First up, they dissect the audacious $86 billion bid by Canadian giant Couche-Tard to acquire 7-Eleven. What does this mean for the convenience store arms race? And how is the evolution of these corner staples reshaping the retail landscape? BJ and Isaiah break it all down, from the potential FTC roadblocks to the rise of mega convenience stores that are replacing the once-dominant pharmacies. The conversation takes a swing through the world of net lease industrial deals, spotlighting two major Amazon transactions in Pennsylvania. As cap rates creep up and interest rates follow suit, the team explore what this means for the future of big-box retail and industrial spaces. And, of course, no episode would be complete without some classic banter about office attire, club memberships, and why Isaiah's kids are baffled by his trip to Wrigley. Whether you're here for the industry insights or the laughs, this episode has something for everyone. So, grab your headphones and join BJ and Isaiah as they navigate the ever-evolving world of net lease, one clever quip at a time.

    29 min
  4. Zombie Pharmacies with a Side of Key Lime

    12 AUG

    Zombie Pharmacies with a Side of Key Lime

    In this episode of "Net Takeaways," BJ Feller and Isaiah Harsh dive into several timely topics in the commercial real estate sector, with a focus on the latest economic data, retail dynamics, and the evolving influence of technology in the industry. They kick off the discussion by addressing the concept of "zombie pharmacies" in New York City, analyzing the New York Times' recent article on the impact of closed big-box pharmacies on local retail vibrancy. The conversation shifts to the latest unemployment figures, interest rates, and the Federal Reserve's guidance, particularly how these factors might affect the commercial real estate market in Q4. The episode also features insights into the role of Placer.ai in real estate analytics, where BJ and Isaiah debate its growing influence and potential overreliance by industry professionals. They wrap up with a light-hearted discussion on desserts and personal experiences, blending industry insights with relatable anecdotes.

    36 min

  5. 16 JUL

    Department Store M&A: Saks & Nieman’s Big Move

    In this episode Feller & Harf explore the latest news in Sak's and Nieman's big merger and what it means for the mall and retail landscape more broadly. The latest Big Lots filing hales trouble ahead, what it means for the discount retail world. And what BJ & Isaiah are watching in the months ahead.

    31 min

  6. 9 JUL

    Endless Shrimp at Summer Camp

    In this episode of Net Takeaways, Feller & Harf break down the breaking major Walgreens news of major store closures, explore the fallout from the long-coming Red Lobster bankruptcy and look ahead to how the CRE market inventory logjam could break.

    36 min

  7. 19 MAR

    Net Takeaways Reacts to Retail Headlines!

    On this episode of Net Takeaways with Feller & Harf, Isaiah is in the hot seat reacting to some of the latest big news across the retail landscape

    36 min

  8. 13 MAR

    OAC & The OC - ICSC OAC 2024 : The Big Easy Recap

    On this episode of Net Takeaways, Isaiah and BJ return to the studio for the latest episode of Net Takeaways after a couple weeks of taking the show on the road!

    33 min
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Diving into the Commercial Real Estate & Net Lease markets on a monthly basis, exploring trending and real time topics across the industry

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