Adding Value with Shy Assar

Shy Assar

Welcome to Adding Value, the show where commercial real estate meets real insight. Hosted by Shy Assar, each episode dives into the deals, decisions, and dynamics shaping the world of industrial and commercial real estate. From development strategy to capital markets, we sit down with industry leaders who are building the future — literally. Real deals. Real insight. Real estate — from the inside out.

  1. 10 авг.

    The Inland Empire Industrial Warning Sign Every Owner Needs to See

    TIMESTAMPS 00:00 - Intro & Macro Overview: Highest Vacancy in 13 Years 02:15 - Tale of Two Markets: Mega Big Box vs. Mid-Sized Contraction 05:10 - The Impact of Expiations: 5-Year Leases Rolling Off COVID Peaks 08:30 - Inland Empire West (100k–250k SF): Case Study & Security Deposits 12:45 - Monetary Policy, M2 Supply, & Corporate Downsizing Realities 15:20 - Efulfill Deal Deep Dive: $1.21 Gross & Racking Solutions in Fontana 18:50 - How Gen Z/Millennial Shopping & TikTok Drive Modern 3PL Expansion 22:15 - Class A vs. Class B Divergence in the 500k+ SF Segment 26:40 - Are Developers Just Building and Waiting for Amazon? 31:10 - Inland Empire East Breakdown: Labor Dynamics & Rate Compression 36:00 - BFG Supply Case Study: Securing an 82¢ Net Deal in San Bernardino 40:25 - The 800k SF Comar Deal: Custom Build-to-Suit Features & Purchase Rights 45:10 - California Business Climate vs. Out-of-State Migration (Phoenix/Vegas) 48:30 - Brokerage Strategy: Servicing Clients & Communicating Through Soft Markets 52:15 - Have We Bottomed Out? Historical Trend Line Analysis & Final Thoughts   Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate.Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform.Follow on Instagram and TikTok @AddingValueShyAssarMusic Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics

  2. 10 авг.

    The $100M Lie: Mainstream Media vs. Real Economic Data with Dr. Christopher Thornberg

    Timestamps:   [00:00:00] - Highlight Hooks [00:01:19] - Episode Introduction [00:02:30] - Macro Overview: Inflation, Rates & Sentiment Disconnect [00:03:47] - Narrative Economics & Competing Narratives [00:09:18] - Middle East Tensions, Oil Markets & Inflation Myths [00:12:35] - Capital Markets, Cap Rates & Commercial Real Estate Outlook [00:15:17] - The Federal Deficit, Debt & Rising Capital Costs [00:18:33] - Foreign Capital Flows, Equity Bubbles & Rates Forecast [00:22:09] - Industrial Market Supply, Demand & Absorbing the Glut [00:25:24] - A Message from Host Shy Assar [00:25:52] - Commercial Pricing, Replacement Costs & Yield Expectations [00:29:28] - The Housing Market: Debunking the "Affordability" Crisis [00:35:01] - Industrial Real Estate's 11% Regional Economic Footprint [00:40:51] - Regulatory Pushback, Moratoriums & "Skeleton of the Economy" [00:43:42] - Shaping the Narrative: Industry Advocacy & Client Value [00:46:51] - Episode Conclusion & Outro Connect with us: For an aggressive, fresh approach to repositioning or marketing your 100,000+ sq. ft. industrial building in the Inland Empire, please reach out to: 📧 Sassar@VoitCo.com Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate.Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform.Follow on Instagram and TikTok @AddingValueShyAssarMusic Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics

  3. 24 июл.

    The Threat to Industrial Real Estate & CA Logistics | Eric Sauer

    Timestamps: [00:00] - Episode Intro: The Multi-Front War Facing California’s Trucking Fleets. [01:44] - Meet Eric Sauer: CEO of the California Trucking Association. [02:06] - The Current Macro State of the Trucking Industry & Post-Pandemic Shock. [04:49] - Import Trends & Explaining the Softening Across Trucking Sectors. [06:11] - Overview of Different Fleet Sectors (Intermodal, Agriculture, Heavy Specialized). [07:18] - Running a Government Affairs Department During a Logistics Crisis. [09:03] - Understanding the True Value of the California Trucking Association (CTA). [11:07] - How California's Market Compares to the Rest of the Country. [11:48] - Unpacking Strict Truck Safety Requirements (FMCSA vs. CHP’s BIT Program). [13:35] - The Compliance Crunch: Fleet Costs & Low-Mileage Exemptions. [16:08] - Environmental Regulations & Financial Realities (ACF, Smog Testing). [20:05] - The Commercial Push: Fresh Approaches for 100,000+ Sq. Ft. Buildings. [20:31] - The Hidden Costs of Eco-Mandates (EV vs. Diesel Costs & Truck Terminal Investments). [21:06] - Reduced Payload Challenge: Added Weight of Electric Truck Batteries. [22:16] - The Reality of Testing Tech (Tesla Trucks vs. Infrastructure Capacity). [22:52] - The Financial Strain Bending Supply Chains Down to the Consumer. [24:19] - Defeating Assembly Bill 1777 (AB 1777) & Organizing a 66-Group Coalition. [25:04] - What is an Indirect Source Rule (ISR)? [26:15] - How ISR Impacts 100,000+ Sq. Ft. Industrial Warehouses and Landlords. [28:49] - The EPA Waiver Process & Shift in Enforcement Under New Administrations. [30:53] - Reaching a Compromise: The Battle for Realistic Implementation Timelines. [31:11] - The Massive Clean Diesel Progress (1 New Truck vs. 8 Legacy Trucks). [33:02] - Growing Engagement and Coalitions Among Industrial Landlords. [34:55] - Empowering Members to Tell Their Story Directly to Lawmakers. [37:11] - Wrap-up: Final Reflections on Regulatory Climates and Small Fleet Survival. Connect with us: For an aggressive, fresh approach to repositioning or marketing your 100,000+ sq. ft. industrial building in the Inland Empire, please reach out to: 📧 Sassar@VoitCo.com Don’t forget to like, subscribe, and share this video with fellow colleagues and industry partners! Music License: MB01TGKRMBHDK91 Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate.Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform.Follow on Instagram and TikTok @AddingValueShyAssarMusic Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics

  4. 6 июл.

    The Dangerous Trap for CA Developers

    About Millie & Severson: Operating for over 81 years, Millie & Severson is a premier, employee-owned (ESOP) general contractor in California and Nevada. Known for their "big projects, no egos" culture, they are a dominant force in industrial tilt-up construction, partnering with global giants like Amazon, Prologis, Trammell Crow, and Brookfield. Timestamps: 0:00 - Introduction: The Industrial Tipping Point 02:15 - Entitlement Risk & AB 98: When Land Value Goes to Zero 05:40 - Sluggish 2025 vs. The 2026 Surge in Construction Starts 08:12 - Volatility in the Trades: Steel, Rebar, & Panelized Roof Pricing 11:30 - How Data Centers are Driving Up Steel Lead Times 14:50 - Geopolitics, Gas Prices, and the Macro Impact on Budgets 18:25 - The History & Unique Culture of Millie & Severson (The Power of an ESOP) 22:40 - The Real Numbers: Approximate Hard Costs per SF Today 26:15 - The Evolution of Unions in California Tilt-Up Construction 31:10 - Project Spotlight: Core5’s 1M SF Facility in Menifee 35:45 - Advice to Hungry Brokers: How to Correctly Underwrite Land Value Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate.Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform.Follow on Instagram and TikTok @AddingValueShyAssarMusic Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics

  5. 29 июн.

    Why Modern Warehouses Are Sitting Completely Vacant (The Silent Power Crisis)

    Whether you are an institutional developer sourcing land, a third-party logistics (3PL) provider looking to automate, or a broker trying to avoid a multi-million dollar mistake—this masterclass outlines exactly how to navigate today's grid constraints. Episode Timestamps 00:00 Cold Open & Introduction – Why power is the ultimate gatekeeper. 01:23 The Reality of SoCal's Grid – Why the power is there, but not everywhere. 02:24 Going Off-Site for Infrastructure – The reality of extending lines for capacity. 04:23 What a Utility Consultant Does – Bridging the gap between developers and public utilities. 06:00 The EV Truck Charging Power Trap – Why a 2-acre EV site draws more power than a massive warehouse. 08:18 Target Market & Specialty – Focusing on Class A industrial tilt-ups in SoCal Edison territory. 09:47 The Water Analogy – An elementary explanation of how voltage moves and steps down. 13:08 Connected Load vs. Demand Load – The critical distinction that trips up the broker community. 18:24 How Brokers Can Find Real Power Data – Using utility bills and peak demand to find building options. 22:00 What's Driving the Power Surge? – Automation, robotics, cold storage, and defense manufacturing. 25:54 Data Centers in the Inland Empire? – Infrastructure constraints and 3-to-5-year substation lead times. 27:00 Mid-Show Spotlight – Repositioning vacant industrial assets in the Inland Empire. 28:49 Why Buildings Sit "Waiting on Power" – Dispelling the myth and looking at construction sequence. 33:04 The "Magic Three" Field Releases – Exactly what is required to get on Edison’s schedule. 36:46 The 9-Mile Amazon Project (CAZ5) – Bringing 15 megawatts to a 2.5M SF facility in Hesperia. 40:54 Where Consultants Fit on the Org Chart – Why contracting directly with developers avoids conflicts of interest. 45:52 3 Key Takeaways for Industrial Brokers – Playing nice in the sandbox and understanding your asset's limits.   Connect with John Gaglio: LinkedIn:   / john-gaglio-569b46236   ---------------------------------------------------------------------------------- 🏢 ABOUT YOUR HOST & BROKERAGE SERVICES: Shy Assar is an industrial real estate broker specializing in the acquisition, disposition, leasing, and strategic underwriting of commercial buildings, warehouse spaces, and industrial land across Southern California's Inland Empire market. Looking to buy, lease, or list an industrial asset in the Inland Empire? Contact Shy directly to review your property requirements or receive a custom market valuation report. 📩 Contact Shy Assar: Brokerage: Voit Real Estate Services Email: sassar@voitco.com Voit Corporate Website: https://www.voitco.com/ Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate.Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform.Follow on Instagram and TikTok @AddingValueShyAssarMusic Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics

  6. 15 июн.

    The Turnkey Fee Developer Blueprint: How to Build Industrial Without Managing the Chaos

    Emily is a premier Southern California industrial Fee Developer and project manager that both institutional investors and private corporate owner-users trust to run their developments from inception to completion. When a corporate user, manufacturer, or logistics firm wants to buy land and build their own facility in the Inland Empire industrial market, trying to manage civil engineering, design development, entitlements, and municipal agencies internally is a recipe for disaster. That is where a turnkey Fee Developer steps in. Emily acts as the absolute advocate for the owner—fast-tracking the timeline between the LOI and construction, preventing toxic infrastructure obligations, and stepping in as the ultimate "fixer" when a project has gone completely sideways.  Connect with Emily Mandrup & ECM Management: Website: https://www.ecm.llc/ ---------------------------------------------------------------------------------- 🏢 ABOUT YOUR HOST & BROKERAGE SERVICES: Shy Assar is an industrial real estate broker specializing in the acquisition, disposition, leasing, and strategic underwriting of commercial buildings, warehouse spaces, and industrial land across Southern California's Inland Empire market. Looking to buy, lease, or list an industrial asset in the Inland Empire? Contact Shy directly to review your property requirements or receive a custom market valuation report. 📩 Contact Shy Assar: Brokerage: Voit Real Estate Services Email: sassar@voitco.com Voit Corporate Website: https://www.voitco.com/ ----------------------------------------------------------------------------------  SUBSCRIBE for more deep-dives into Southern California industrial real estate investing, development strategies, and market analysis. Follow the show: Apple Podcasts: https://podcasts.apple.com/us/podcast/adding-value-with-shy-assar/id1850758970  Instagram & TikTok: @AddingValueShyAssar Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate.Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform.Follow on Instagram and TikTok @AddingValueShyAssarMusic Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics

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Welcome to Adding Value, the show where commercial real estate meets real insight. Hosted by Shy Assar, each episode dives into the deals, decisions, and dynamics shaping the world of industrial and commercial real estate. From development strategy to capital markets, we sit down with industry leaders who are building the future — literally. Real deals. Real insight. Real estate — from the inside out.

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