Leaning In

Trademark Property
  • 5.0 (18)
  • BUSINESS
  • UPDATED SEMIMONTHLY
Leaning In

Leaning In is a podcast exploring the future of mixed-use real estate. Trademark Property Company CEO Terry Montesi, and other executives, speak with experts from various backgrounds and areas to discuss mixed-use, multifamily, and brick-and-mortar retail, and what it looks like to lean into it while others are leaning out. For more information about Trademark, visit www.trademarkproperty.com

  1. Beyond the Rate Cut with Economist Dr. Peter Linneman

    OCT 4

    Beyond the Rate Cut with Economist Dr. Peter Linneman

    The Federal Reserve cut interest rates for the first time in over four years. So, what does that mean for inflation, future rate cuts, and real estate? In this episode, Trademark CEO Terry Montesi speaks with esteemed economist Dr. Peter Linneman about the impacts of rate cuts and why he says the Fed’s recent actions are “a year late and 150 to 200 basis points not enough.” Plus, Dr. Linneman, known for his sharp analysis, weighs in on the factors he believes truly drive inflation and economic growth. From inflation trends to interest rate trajectories in the current cycle, this episode explores the dynamics between policy and the retail, multifamily, and mixed-use real estate markets. To stay up-to-date with real estate developments and insights from industry leaders —subscribe to Leaning In. Links: Trademark Property Linneman Associates Terry on LinkedIn Peter on LinkedIn Topics: (00:00:00) - Intro (00:00:54) - Thoughts on the state of the economy (00:19:31) - How vulnerable are RE asset classes to rate cuts? (00:22:56) - Upward pressures on inflation (00:26:53) - The Federal Defecit (00:34:43) - How much will the election impact Real estate? (00:42:07) - The state of the consumer (00:47:44) - Predictions for Multi-family (00:51:38) - Macro-trends for CRE

    57 min
  2. Navigating 2024 Retail with Data: Insights from Placer.ai’s Ethan Chernofsky

    AUG 30

    Navigating 2024 Retail with Data: Insights from Placer.ai’s Ethan Chernofsky

    Over the past six years, Placer.ai has evolved into an essential tool for real estate professionals seeking location data and insights. Ethan Chernofsky, SVP of Marketing at Placer.ai, joins Kevin Kessinger, President and COO of Trademark, to discuss data in detail. Their conversation covers the nuances of data collection, like what makes it effective and how we should question it. Plus, what the numbers reveal about retail's future. Episode Highlights: · The fascinating comeback of top-tier malls and its broader implications · Insights from the Placer 100 Index: Metrics from top retailers · Challenging the "death of the office" claim and current trends in commercial spaces, like movie theaters and malls · Driving experiential retail forward: Leveraging proptech and digital out-of-home technology to enhance shopping center value · Placer.ai’s meticulous approach to data validation Subscribe to "Leaning In" for more insightful discussions with industry leaders, keeping you at the forefront of real estate developments. Links: ⁠Trademark Property⁠ ⁠Placer.ai Kevin on LinkedIn Ethan on Linkedin Topics: (00:00:00) - Intro (00:01:16) - Ethan’s background and how Placer has evolved (00:04:42) - Retail traffic patterns in 2024 (00:10:21) - The Placer 100 Index (00:13:29) - Office trends in 2024 (00:17:20) - Movie theatre trends (00:20:54) - Migration hot spots (00:24:49) - Mobile data developments (00:26:24) - Placer’s AI advancements (00:30:51) - Predictive analytics (00:32:11) - How data can be used to develop or redevelop properties (00:36:35) - Proptech advancements (00:40:16) - Charitable work (00:42:30) - Closing thoughts

    45 min
  3. Retail Insights for 2024 with Brandon Isner

    JUL 10

    Retail Insights for 2024 with Brandon Isner

    In this episode of Leaning In, we welcome Brandon Isner, thought leader in retail research. With over 15 years of industry experience, Brandon is a prominent voice in retail real estate. Alongside host Tommy Miller, Trademark’s Managing Director & CIO, Brandon shares valuable data insights on the current retail landscape, including resilient consumers, the role of stores in the supply chain, and the reinvention of malls. He also discusses shifting consumer spending patterns, the changing role of retail spaces, innovative concepts, and the impact of public perception on the industry. Subscribe to Leaning In for more engaging discussions with industry leaders to stay informed on real estate developments. Links: Trademark Property Tommy on LinkedIn Brandon on LinkedIn (00:00:00) - Introduction (00:01:24) - Brandon's background and career (00:03:07) - Retail Market Overview and Economic Forecast (00:07:02) - The Evolution of Retail Spaces (00:13:11) - Consumer Behavior and Spending Trends (00:16:56) - Regional Retail Insights and Trends (00:24:01) - New Developments and Retail Innovations (00:43:45) - Institutional Interest in Retail Real Estate (00:47:12) - Final Thoughts

    49 min
  4. Retail Roundup from ICSC: Trends, Projects, and Market Evolution

    JUN 25

    Retail Roundup from ICSC: Trends, Projects, and Market Evolution

    Trademark’s leasing team brings you the latest retail trends and insights straight from ICSC Las Vegas 2024. They discuss topics capturing retailers' attention, from health and wellness brands driving retail expansion to brands that are making a comeback. Plus, leasing trends shaping our portfolio at in-demand properties like Market Street Woodlands and Galleria Dallas. Hosted by: Daniel Goldware, SVP of Leasing David Pratt, VP of Leasing David Laughlin, Leasing Representative Doug Hermann, Director of Leasing and Development Leaning In is published every month; subscribe to stay up to date. Links: Trademark Property ICSC Topics: (00:00:00) - Intro (00:01:14) - Major takeaways from ICSC regarding retail leasing trends (0:05:38) - Standout properties (00:12:50) - Property improvements (00:14:47) - Challenges & wins for landlords and tenants (00:19:14) - Retailer’s reactions to rising rents (00:21:19) - Leasing trends today

    25 min
  5. Retail's Future: Resilience, Adaptation, and Innovation with Tom McGee of ICSC

    APR 29

    Retail's Future: Resilience, Adaptation, and Innovation with Tom McGee of ICSC

    In this episode, Tom McGee, President and CEO of ICSC, joins host Terry Montesi to explore the future of retail. ICSC elevates the marketplaces and spaces where people shop, dine, work, play, and gather. Drawing from ICSC's extensive industry research, Tom offers perspectives on the vitality of physical retail, the necessity of adapting to changing needs, and the pivotal role of omnichannel strategies. He also shares key insights from ICSC’s Halo Report. Tom also explores the ramifications of the demand for physical space, government regulatory constraints, and recent news such as Macy's store closures. Plus, discover the exciting initiatives of the ICSC Foundation, focused on providing valuable networking and growth opportunities for emerging talent. Subscribe to Leaning In for more discussions with leaders in retail and real estate. Links: Tom on LinkedIn ICSC Topics: (00:00:00) - Intro (00:01:35) - How has the industry changed over the past decade? (00:04:53) - Supply and demand in brick and mortar (00:09:40) - How to do you see the integration of online shopping shaping the future of retail shopping centers? (00:11:37) - The Halo Report (00:15:20) - The AI effect (00:19:30) - Tom’s experience at the ICSC Federal Fly-in (00:26:35) - What trends are going to impact the industry over the next decade? (00:32:21) - Have there been any meaningful innovations in the space over the past 9 months? (00:35:14) - How do you see the future of malls? (00:39:26) - The ICSC Foundation and ICSC Las Vegas show

    46 min
  6. Trademark of Success: Real Estate & Leadership Insights

    MAR 13

    Trademark of Success: Real Estate & Leadership Insights

    It’s time to spotlight Trademark Founder Terry Montesi. In this insightful episode with Kevin Kessinger, Trademark's new President and COO, Terry shares his journey from the Memphis grocery business to groundbreaking retail and multifamily developments in Dallas Fort-Worth and beyond. Discover what sets Trademark apart – a commitment to building a legacy that is not just financial. Plus, Terry reflects on lessons learned from transformative projects, like Market Street Woodlands and Saddle Creek, and discusses the future of real estate. Leaning In is published every month. Subscribe to stay up to date. Links: Trademark Property Topics: (00:00:00) - Intro (00:00:52) - Introducing Kevin (00:02:40) - Terry’s journey into Real Estate (00:04:44) - Starting Trademark and reflecting on the company (00:08:10) - Business and leadership philosophies (00:17:10) - Reflecting on past projects (00:25:31) - Pipeline and new initiatives (00:27:00) - Retail is back! (00:29:58) - Market fundamentals (00:33:36) - Headwinds (00:36:56) - Acquisitions and growth (00:38:03) - Partnering with Trademark (00:39:27) - Philanthropy (00:41:56) - Terry’s passion (00:43:47) - The #1 takeaway from the episode (00:44:58) - What attracted Kevin to Trademark

    48 min
  7. The 2024 State of the Real Estate Economy with Dr. Peter Linneman

    FEB 12

    The 2024 State of the Real Estate Economy with Dr. Peter Linneman

    In this episode of Leaning In, we welcome back Dr. Peter Linneman, authority on real estate economics and principal at Linneman Associates, for an update on the current economic landscape. Peter shares his predictions for 2024, discussing pent-up demand, inflation, and the Federal Reserve's role. He also sheds light on how housing data affects inflation measures and the impact of lower interest rates on capital markets. Plus, broader trends like shifts in healthcare costs and demographics. Subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry. Links: Linneman Associates, LLC Topics: (00:00:00) - Intro (00:02:10) - Peter’s thoughts on the state of the economy (00:14:49) - Predictions for the next 6 months (00:25:56) - Rate cuts (00:29:08) - Covid relief funds still on the sidelines (00:40:00) - Predictions for capital markets (00:43:08) - The multifamily market through 2026 (00:45:08) - The retail market through 2026 (00:48:06) - Mega trends for the rest of the decade (00:52:15) - What is the one prevailing thought economists are wrong about? (00:54:34) - How the 2024 election will impact the economy

    59 min
  8. The Multifamily Market: 2024 Insights with Kimberly Byrum

    JAN 17

    The Multifamily Market: 2024 Insights with Kimberly Byrum

    Get a retrospective and a forward-looking perspective on multifamily from Kimberly Byrum, Zonda’s Managing Principal of Multifamily, in conversation with Trademark’s Chad Colley, Multifamily & Mixed-Use Partner.  The two explore the challenges and triumphs of the asset class, touching on topics including inflation, the capital market, and the practicality of office conversion. Kimberly draws from over 25 years of experience to make bold predictions for 2024, provide insights into DFW’s resiliency and other prime markets, and explore emerging development and design trends such as build-to-rent single-family housing. Leaning In is published every month, subscribe to stay up to date. Links: Kim on LinkedIn Zonda Topics: (00:00:00) - Intro (00:01:03) - Kimberly’s background and career (00:03:49) - What headwinds were you predicting for 2023?  (00:07:04) - What trends do you predict for multifamily in 2024? (00:12:50) - Dallas as an undersupplied market (00:16:25) - What markets are going to be hot for multifamily in 2024? (00:21:37) - Single-family design trends (00:25:17) - Build to Rent  (00:27:26) - Are the pandemic escape markets seeing a cool down? (00:28:53) - Is Austin the new Silicon Valley? (00:29:32) - Capital markets (00:35:11) - Office to Multifamily conversions (00:38:32) - What do renters want in today’s market? (00:47:07) - Final thoughts

    50 min
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Trailer

Ratings & Reviews

5
out of 5
18 Ratings

About

Leaning In is a podcast exploring the future of mixed-use real estate. Trademark Property Company CEO Terry Montesi, and other executives, speak with experts from various backgrounds and areas to discuss mixed-use, multifamily, and brick-and-mortar retail, and what it looks like to lean into it while others are leaning out. For more information about Trademark, visit www.trademarkproperty.com

Information

  • Creator
    Trademark Property
  • Years Active
    2020 - 2024
  • Episodes
    73
  • Rating
    Clean
  • Copyright
    © Trademark Property
  • Show Website
    Leaning In

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