U.S. foreign policy these days is a sea of uncertainty — CRE investors’ least favorite thing. From whipsaw tariffs to taxes seen as “revenge” against international players who don’t fall in line with Trump administration goals, money managers are increasingly tentative to put their money on American soil. This week, Trepp Senior Research Manager Tom Taylor discussed why it makes sense that some global investors are pulling back from the U.S., why it doesn’t worry him too much and who is still in...
Jun 27, 2025•27 min•Season 5Ep. 4
The Federal Reserve decided yet again to hold interest rates steady at the June FOMC meeting. But CRE sees a turning point. This week, Avison Young CEO Mark Rose said the decision was irrelevant anyway. The CRE recovery isn’t coming soon, he said. It’s here now. Register on Bisnow.com to join next Friday's conversation live, or check back here for the conversation after it airs.
Jun 20, 2025•29 min•Season 5Ep. 3
Trump’s One Big Beautiful Bill is being negotiated in the Senate, and how it gets hammered out could have major implications for commercial real estate. The breadth of possible impacts are huge, from the return of bonus depreciation, which could finally make the math work on deals, to qualified business income deductions allowing CRE to write off more debt and a possible ban on state regulations on AI, which could kill local rules on rent-setting software and change the data center map. On this ...
Jun 13, 2025•28 min•Season 5Ep. 2
With the 10-year Treasury hovering near 5% and Trump’s $3T tax plan rattling the bond market, capital costs are surging — and CRE is feeling the heat. On this episode, Peachtree Group CEO Greg Friedman dove into how the rising 10-year Treasury is impacting deals, the challenge of supporting exit caps in a rapidly shifting environment, how extend and pretend is hurting deals and why he’s still doing development deals even though he expects CRE to underperform for a while. Register on Bisnow.com t...
Jun 06, 2025•30 min•Season 5Ep. 1
Between economic whiplash, shifting policies and market volatility that changes by the hour, you need industry insights that cut through the noise. That's exactly why we're launching First Draft Live , a new weekly series that breaks down what's happening, why it matters and what you need to know to do better business. Join us live on Bisnow.com every Friday at 12:30 PM ET / 9:30AM PT for conversations with the industry's sharpest minds discussing the week's most critical stories, or catch the r...
Jun 04, 2025•48 sec
Bisnow has released the fourth installment of the annual story tracking the levels of gender and racial diversity among commercial real estate leaders. On this episode, we break down the latest figures, and examine the current threats that diversity programs in the U.S. -- as well as talk about how backlash and the Supreme Court rulings on affirmative action could filter through to the industry. Read More: SPECIAL REPORT: Diversity In CRE Is Rising, But The Industry's Troubles Threaten Progress ...
Dec 04, 2023•41 min•Season 4Ep. 69
Asland Capital's Jim Simmons, speaking at Bisnow’s New York State of the market, on the importance of mixed use developments, raising money from diverse sources and getting affordable housing built in a challenged economic environment. Read more: More Uncertainty Means Lenders, Developers Need More Partners To Get Deals Closed Former Ares, Apollo Exec Launches CRE Investment Firm, Buys 2 Apartment Buildings...
Nov 20, 2023•30 min•Season 4Ep. 68
John Kim, BMO Capital Markets senior analyst covering U.S. REITs, speaks about the third quarter earnings season. Read more: Vornado Pulling Out Of New York City Casino Sweepstakes Despite Outperforming Sector, SL Green Stock Being Heavily Shorted SL Green's Sluggish Leasing Sends Stock Tumbling As REIT Readies For Turnaround...
Nov 13, 2023•24 min•Season 4Ep. 67
Distress in real estate is prevalent in industry chatter – and in the headlines, but when it comes to sales, it is still not much of a factor. bIn fact, less than 2% of sales are distressed asset sales in the U.S., according to Jim Costello who is the chief economist at investment research firm MSCI’s Real Assets team. Read more: CRE Loan Distress Hits 10-Year High As Office Debt Crisis Accelerates REPORT: Regional Banks See Big Jump In Nonperforming CRE Loans, Related Losses Volume Of Distresse...
Nov 06, 2023•39 min•Season 4Ep. 66
JLL's CTO Yao Morin on JLL's generative artificial intelligence model, JLL GPT, and how she thinks AI can improve the lives of brokers and help them do their job. She also discusses the widespread angst about AI, its dangers and the concerns that it will push people out of employment. Read more: ‘There’s A Degree Of Wonder’: Why New AI Tools May Finally Be The Tech That Shakes Up Real Estate...
Oct 30, 2023•26 min•Season 4Ep. 65
Bisnow's U.K. Editor Mike Phillips talks about the possibility of a WeWork bankruptcy, and the impact on office landlords. Read More: WeWork President, COO Heads For The Exit WeWork Skips $95M In Interest Payments WeWork Assembles Team To Avoid Bankruptcy As NYSE Starts Delisting Process...
Oct 23, 2023•33 min•Season 4Ep. 64
Danielle Lombardo, the chair Lockton's global real estate practice, on how the cost of insurance is killing deals, and how this "inflection point' will force the industry to work together to find a solution. Read more: ULI: CRE Insurance Availability, Affordability At 'Crisis Levels' Insurance Costs Jump 26% For U.S. Multifamily Properties As Hurricane Idalia Deluges Florida, Property Insurance Exposure Exceeds $238B...
Oct 16, 2023•35 min•Season 4Ep. 63
On this episode, CBRE's Richard Barkham, who is the brokerage's global chief economist and global head of research. He is talking over why the brokerage has moderated -- but not removed -- its recession prediction and his view on the where interest rates are headed. Also on the episode, distress in office and the impressive turnaround of retail. More stories on our website: 'You Sure You Want To Do This?’: Rookie Office Brokers Pursue CRE Careers Despite Downturn Political Unrest, Office Usage, ...
Oct 09, 2023•27 min•Season 4Ep. 62
Thomas Yoo, the CEO of Willow River Capital Management, talks about the shifts in Asian investment into USA real estate, managing different cultural approaches to business – and the environment for loan sales. Read more: CRE Awaits Signature Bank Loan Sales For Desperately Needed ‘Pricing Signals’ Loan Backed By Manhattan Office Tower Blackstone Gave Up On Set To Hit The Market Dequity: A Debt, Equity And Capital Markets Explanation...
Sep 25, 2023•27 min•Season 4Ep. 61
Rudin CEO Bill Rudin talks about office occupancy, the decision to turn 55 Broad into housing, doing deals with Ken Griffin and the migrant crisis. Read more: 'A Million Things Can Go Wrong': City, Developers Outline Challenges In Office-To-Resi Conversions Another Labor Day Came And Went Without A Spike In Office Occupancy...
Sep 18, 2023•29 min•Season 4Ep. 60
Marilynn Joyner, the founder of Her Workplace – a startup that offers physical coworking space, in person events and a digital networking and career resource platform – all tailored for women and nonbinary people, at this moment in the world of work.
Sep 11, 2023•32 min•Season 4Ep. 59
Jarred Schenke and Ethan Rothstein talk over the Nightingale Properties and CrowdStreet deal that resulted in a DOJ investigation and the disappearance of millions of investor dollars. Read more: Inside Nightingale Properties, The CRE Firm At The Center Of The Missing Millions DOJ, SEC Investigating Nightingale After $40M Of Investor Cash Allegedly Diverted To CEO's Accounts Crowdfunding Industry Tries To Restore Confidence In Wake Of Nightingale Fraud Allegations...
Aug 21, 2023•24 min•Season 4Ep. 58
Ben Van Leeuwen, the co-founder of Van Leeuwen ice cream talks about building expanding the business overseas, handling inflation -- and why American consumer habits are perfect for a pricey ice cream chain.
Aug 14, 2023•24 min•Season 4Ep. 57
Reporters Olivia Lueckemeyer and Maddy McCarty talk over the Texas miracle, and what might be threatening it. We also hear from the former Texas Governor and former Secretary of Energy in the Trump Administration Rick Perry on why he doesn't think government should intervene in the housing crisis. "Government should do a few things, do those few things really well and then get the hell out of the way – and let the private sector do what the private sector does best … if you become so popular tha...
Jun 05, 2023•19 min•Season 4Ep. 56
Donohoe Hospitality President Thomas Penny speaks on recruiting to deal with the labor crisis, his concern about the debt ceiling and the business to make the most of that so-called “bleisure travel." “At the height of the pandemic, we saw a massive loss of life …a lot of folks throughout the country, their priorities have shifted to realize just how fragile today is. You have folks who will pay a premium to make certain they will make the most of the day." Also on the is episode, Tiffany Townse...
May 22, 2023•24 min•Season 4Ep. 55
Trepp's Manus Clancy talks over the debt ceiling crisis, the environment of "extend and pretend" and how the banking crisis is affecting real estate lending.
May 15, 2023•28 min•Season 4Ep. 54
Shlomi Ronen, of Dekel Capital and Ron Zeff of Carmel Partners talk the banking crisis, investment opportunities and recessions threats. Read More: First Republic Bought By JPMorgan Following Bank's Failure Following Collapse Of Other Regional Banks, PacWest Weighs Sale...
May 08, 2023•38 min•Season 4Ep. 53
Jordan Kavana, the CEO and founder of Ark Homes for Rent, talks about the growth of the single family rental market, domestic migration, and SFR's reputation as the destroyer of the American dream, home ownership. Read more: Major Apartment Owner And Single-Family Rental Owner Team Up To Buy $3B In 'Horizontal Multifamily' Newmark Creates SFR Team In Anticipation Of Investor Comeback Huge Firms Like Blackstone Are Slowing Their SFR Purchases. They Won't Be Down For Long This episode presented by...
May 01, 2023•30 min•Season 4Ep. 52
Bisnow Reports heads to the annual Real Estate Board of New York's party to talk politics, uncertainty and the complexity of the market. Read More: PHOTOS: REBNY’s 127th Gala, Where Politics Took Center Stage
Apr 24, 2023•29 min•Season 4Ep. 51
Bob Knakal, head of JLL's New York Private Capital Group, and Walker & Dunlop's Aaron Appel speak about the investment sales market, value resets and the market battle between fear and greed. Read More: Wave Of Distressed CRE Sales Coming: Colliers The Long-Awaited New York City Office Repricing Wave Is Here Bisnow Reports is hosted and produced by Miriam Hall. Subscribe wherever you get your podcasts – and please leave us a review....
Apr 17, 2023•32 min•Season 4Ep. 50
In this bonus episode, Bisnow reporters unpack the findings of a multi-story investigation into the real estate industry's approach to reducing emissions.
Apr 04, 2023•30 min•Season 4Ep. 49
On this episode, Alicia Glen, the former Deputy Mayor for Housing & Economic Development who now runs MSquared, a real estate development and investment platform. We’re talking about housing policies before the legislature right now, the political climate under Gov. Kathy Hochul versus Andrew Cuomo, good cause eviction and advancing women and people of color in real estate. Read More: Former NYC Deputy Mayor Raises Fund To Back Affordable Housing Developers New York's Multifamily Developers ...
Apr 03, 2023•33 min•Season 4Ep. 48
On this episode, Kevin Fagan, the head of CRE Economic Analysis at Moody’s Analytics, talks about the Federal Reserve's decision to raise rates, the state of the CMBS market and how commercial real estate may be less exposed to regional banks than many think. Read more: From Bad To Worse: Bank Failures Thin Ice Under Expiring Office Loans JPMorgan, Blackstone Execs Warn Of Deepening Commercial Real Estate Distress Bank Contagion Fears Shake The Foundation Of Commercial Real Estate At Its Core Bi...
Mar 27, 2023•35 min•Season 4Ep. 47
Sonny Kalsi, a co-CEO of BentallGreenOak to help make sense of the banking crisis that has already led to two U.S. bank failures and the takeover of Swiss banking giant Credit Suisse, and to assess what it means for commercial real estate.
Mar 20, 2023•31 min•Season 4Ep. 46
CREtech CEO Michael Beckerman on why he thinks the desperate need for a greener, more sustainable built environment will be a “gold rush” for Proptech.
Mar 13, 2023•27 min•Season 4Ep. 45
