CPE Podcasts

Commercial Property Executive

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. 3h ago

    Investment Matters: Midsummer Market Snapshot

    In this episode, Investment Matters host Paul Rosta discusses today's hot commercial real estate investment and capital markets trends with CPE Executive Editor Therese Fitzgerald. With all the moving parts in the market today, midyear is a good time to take stock of what’s really shaping commercial real estate finance and investment. This month’s guest constantly keeps her ear to the ground for the most important trends.  Therese Fitzgerald is the longtime finance and investment editor here at CPE.  She brings her expertise to her role as the editor of the CPE Capital Markets newsletter, and she advises our team on covering this dynamic sector. During this episode, she discusses the economic, policy and capital markets issues that will shape investment during the second half of the year and beyond. And as I do with the industry executives who join me as guests on this podcast, I asked Therese to tell us about her career origin story, highlights and turning points. She shares insights into how commercial real estate and business journalism have changed in the past couple of decades and what to look for in the future. Take a listen. Episode highlights: ·      (1:20) Unconventional journey in journalism ·      (4:03) Coming full circle ·     (5:44) The new dimensions of covering CRE ·     (6:26) Adjusting to new market realities ·      (8:09) The bifurcation factor ·      (9:29) Refi’s “sliding glass door” ·      (11:04) Key policy trends to watch ·      (12:52) Investment strategy and energy issues: connecting the dots ·      (13:44) Covering the investment and finance waterfront ·      (16:15) The ins and outs of today’s M&As ·      (18:42) CRE finance’s changing picture ·       (20:33) Don’t underestimate this trend ·      (21:50) Off the clock: hitting the books and theaters For more great investment and finance content, subscribe to the CPE Capital Markets Newsletter, which is curated twice each month by my guest and colleague, CPE executive editor Therese Fitzgerald. To subscribe, just go to: https://www.commercialsearch.com/news/subscriptions/ Follow, rate and review CPE’s podcasts on Spotify and Apple Podcasts, and don’t forget to subscribe to CPE’s YouTube channel!

    Investment Matters: Midsummer Market Snapshot
  2. 5d ago

    Step Into My Office: Orange County’s Tale of Two Markets

    Orange County’s office market is moving from correction to recalibration. While the sector is still navigating the effects of right-sizing and post-pandemic occupancy shifts, CBRE’s latest report points to a market that is gradually finding its footing. With vacancy remaining relatively steady at 13.3 percent and negative net absorption narrowing compared to the first quarter, Orange County appears to be moving closer to balance. In this episode of Step Into My Office, CPE’s Olivia Bunescu talks with Allison Kelly, senior vice president at CBRE, about what is driving Orange County’s office market now. Kelly discusses stabilizing fundamentals, the Greater Airport Area, the split between long-term owners and new high-net-worth buyers, institutional capital’s hesitation and why Class A assets continue to outperform older commodity buildings. For Kelly, Orange County’s next phase will be defined less by a broad office rebound and more by how each property is positioned within a market where stability, redevelopment and flight to quality are all happening at once. Here’s what they discussed: Orange County’s stabilizing office fundamentals (01:30)The market’s recovery is rooted in occupier diversity (03:03)Which tenants are driving demand? (05:05)From negative absorption to a positive trajectory (07:39)Submarkets leading leasing momentum (08:34)A tale of two ownership structures (10:44)Why institutional capital remains hesitant on office (15:10)Spec suites and move-in-ready space gain traction (17:22)Class A assets outperform, as older buildings seek new uses (20:35)What’s on top of the list for occupiers? (22:27)Stability, growth and redevelopment ahead (25:16)

    Step Into My Office: Orange County’s Tale of Two Markets
  3. Jul 1

    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!

    Investment Matters: Stockdale Capital's Power Moves

About

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

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