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Commercial Real Estate Insights Podcast

Commercial Real Estate Insights Podcast

296 episodes — Page 4 of 6

Ep 136Mustang Ridge Growth, Office Space Trends, and Shopping Center Advantages

In this episode, Steve Hamoen introduces Mustang Ridge as the next potential boom town and compares its growth dynamics with regions in Ontario. The discussion shifts to the sale of a West Palm Beach office tower at a loss and the ongoing transformations in office spaces. Steve highlights Headwall Investments' recent acquisition of the Tower at Boerne and discusses the advantages of unanchored shopping centers, along with the Downtown Memphis Commission's "Table Ready" initiative. The episode also covers DLF Group's investment plans and market position in India. The conversation concludes with closing remarks.

May 26, 202510 min

Ep 135Office to Housing Conversions, Global Trends, and Retail Sector Insights

In this episode, Steve Hamoen delves into the latest trends in commercial real estate, beginning with office space conversion trends and the considerations involved in converting offices to housing. The discussion expands to global real estate trends, with a focus on the influence of Generation Z. Steve examines real estate investment opportunities in smaller cities across India and explores how evolving work models are shaping office space demand in secondary markets. The episode also offers insights into the retail sector, including an analysis of Simon Property Group. Updates on land development and a new commercial division at Keller Williams Realty round out the conversation.

May 25, 202513 min

Ep 134Waverly Place Redevelopment, Texas Retail Trends, and Multifamily Market Dynamics

In this episode, Steve Hamoen introduces the latest insights into the commercial real estate landscape. The discussion begins with redevelopment plans for Waverly Place and trends in mixed-use developments. Steve explores the current demand for retail space and highlights significant transactions occurring in Texas. The episode also examines J.P. Morgan's recent acquisition activities and their impact on logistics warehouse portfolios. Attention then shifts to the dynamics of the multifamily real estate market, including the impacts of foreclosures. Steve emphasizes the importance of financial resilience in multifamily real estate. The episode concludes with closing remarks and expressions of gratitude.

May 24, 20256 min

Ep 133Urban Trends, San Tan Valley Projects, and Pittsburgh's Grant Building Insights

In this episode, Steve Hamoen begins with a welcome and introduction to the latest trends in multifamily properties and broader commercial pricing movements. The discussion extends to retail and office property trends, with a focus on major metropolitan areas. Steve examines Wells Fargo's forecast and provides an analysis of the San Francisco office market. The episode also covers mixed-use development trends and urban planning strategies, with comparisons of urban developments across North America. Additionally, Steve highlights a commercial land sale in San Tan Valley, Arizona, and discusses the sale and historical significance of the Grant Building in Pittsburgh. The episode concludes with closing remarks and expressions of gratitude.

May 23, 202511 min

Ep 132Strategic Investments, Office Valuations, and Development Highlights

In this episode, Steve Hamoen begins with a discussion on current office valuations, noting they have fallen below the lows experienced during the Great Financial Crisis. The episode features insights from Tempus CEO on their strategic investments in both office and retail sectors. Steve continues with an analysis of The Corners of Brookfield expansion and the involvement of local firms in the West End project. The conversation shifts to Hanover Company's Autry Park expansion and British Land's development pipeline, highlighting key operational and leasing achievements. Lastly, there is a focus on Lincoln Property Company's speculative warehouse projects in Louisville.

May 22, 202513 min

Ep 131Office Conversions, South Bengaluru Expansion, and Affordable Housing Trends

In this episode, Steve Hamoen provides an overview of recent updates in the commercial real estate sector. He discusses Tempus Realty Partners' latest acquisition and the trends in office building sales. The episode delves into the growing trend of office-to-residential conversions and adaptive reuse, highlighting their impact on the market. Steve examines Vaishnavi Group's expansion and its influence on the development landscape in South Bengaluru. The discussion also covers multi-family housing developments and the current trends in affordable housing. The episode wraps up with closing remarks.

May 21, 20258 min

Ep 130Mixed-Use Developments, Mall Transformations, and Q1 2025 Lending Insights

In this episode, Steve Hamoen introduces the topic of mixed-use developments and offers a comparative analysis of their evolving landscape. He explores the trend of malls incorporating multifamily elements, reflecting broader shifts in commercial real estate. The episode highlights a surge in lending activity and increased investor participation observed in the first quarter of 2025. Updates from the Federal Reserve Bank of Kansas City's Commercial Real Estate Index are also discussed, providing insights into current market conditions. The episode wraps up with closing remarks and expressions of gratitude.

May 20, 20257 min

Ep 129Retail Resilience, Downtown Revitalization, and Global Trends in Commercial Real Estate

In this episode, Steve Hamoen begins with an introduction to commercial property investing, examining hybrid investment models and key focus areas. He discusses the resilience of the commercial real estate market in Delhi-NCR and the infrastructure and sectoral drivers in India. The episode highlights the revitalization efforts in Downtown Hartford and insights from the U.S. retail industry, including the ICSC Conference. Steve explores long-term commitments and leasing demand in retail real estate, along with strategies for repositioning and redevelopment. The discussion covers retail investment activity and opportunities, focusing on transforming retail spaces, such as Shoppers World and mixed-use developments. The episode concludes with closing remarks.

May 19, 202519 min

Ep 128From Mega-Malls to Mixed-Use: Trends in Dallas, Arkansas, and North American Real Estate

In this episode, Steve Hamoen begins with an introduction to the current dynamics in the commercial real estate market. He explores the shifts in development trends, focusing on the transition from mega-malls to mixed-use projects. The episode features a regional spotlight on Dallas-Fort Worth and central Arkansas, examining the latest market trends in these areas. Steve also discusses industrial market trends and broader patterns in North American commercial real estate. The episode concludes with closing remarks and expressions of gratitude.

May 18, 20259 min

Ep 127EDENS, Centennial Yards, and Blackstone: Trends in Commercial Real Estate

In this episode, Steve Hamoen provides an overview of recent developments in the commercial real estate sector, starting with EDENS' latest acquisition and updates to their portfolio. He then delves into the Centennial Yards project, offering insights into Atlanta's evolving real estate landscape. The discussion shifts to Blackstone's strategic maneuvers in the market, highlighting their approach to current trends. Steve examines investment shifts in North America, analyzing the factors influencing these changes. The episode concludes with a forward-looking perspective on market dynamics and the future outlook for commercial real estate.

May 17, 202512 min

Ep 126Blackstone's Perform Properties, Legacy West Success, and Market Updates

In this episode, Steve Hamoen opens with an introduction to Blackstone's Perform Properties, examining its portfolio, financials, and leadership. He shifts focus to Legacy West development, exploring its food hall vision and the factors contributing to its success, sale, and future prospects. The discussion then moves to the trends and stability of grocery-anchored shopping centers. Steve highlights urban redevelopment and adaptive reuse projects in Brooklyn and Kitchener-Waterloo, providing insights into these evolving markets. The episode also includes the Beyond Insights Quarterly Market Update and a look at HUD's multifamily construction program. Closing remarks wrap up the discussion.

May 16, 202513 min

Ep 125Office and Retail Trends, Investment Strategies, and Market Outlooks

In this episode, Steve Hamoen begins with an overview of current market trends in the office and retail sectors. He delves into the investment strategies of Norges Bank and Namdar Realty, offering insights into their approaches. The discussion includes market outlooks from Cushman & Wakefield and CBRE, providing a comprehensive view of the industry's trajectory. Steve examines the expansion and recovery of the retail market across various regions, highlighting key developments. The episode concludes with a focus on Gabriel Navarro's retail strategy and broader investment trends, offering listeners a detailed analysis of the evolving commercial real estate landscape.

May 15, 20258 min

Ep 124Distressed Office Markets, Retail Opportunities, and Texas Real Estate Updates

In this episode, Steve Hamoen dives into office-to-residential conversions in Chicago, discussing financial aspects and public funding debates around distressed office buildings. He highlights investor interest in primary markets and distressed assets, with insights from family offices and private capital. The episode also covers distressed office markets in Miami and the West Coast, focusing on risks and due diligence. Steve explores retail transformation in the Rio Grande Valley, especially McAllen and Brownsville, and concludes with updates on Texas commercial transactions, new office spaces, and the Riverwood Condominiums in Eagle, Idaho.

May 14, 202518 min

Ep 123India's Retail Growth, Office Market Trends, and Federal Real Estate Impacts

In this episode, Steve Hamoen begins by exploring India's retail real estate trends, focusing on the influence of global brands and the rise of online shopping in the region. He provides updates on 123 S. Broad Street, discussing improvements in the office market. The conversation then moves to the federal impacts on Washington, D.C.'s real estate landscape. Steve also highlights renovation and lease-up projects in St. Louis and California, examining their potential impact on local markets. The episode wraps up with a conclusion and sign-off, summarizing the insights shared throughout the discussion.

May 13, 202510 min

Ep 122Legacy West Insights, Mixed-Use Trends, and ESG Investment Opportunities

In this episode, Steve Hamoen kicks off with an introduction, setting the stage for a deep dive into key commercial real estate topics. He discusses the Legacy West acquisition, providing insights into cross-border investments that are shaping the market. The conversation then shifts to the Wake Forest business park, highlighting trends in mixed-use development. Steve also explores the growing importance of ESG investment trends and their opportunities within North America. The episode wraps up with a conclusion, offering thanks to listeners and summarizing the main points discussed throughout the episode.

May 12, 20256 min

Ep 121Delhi-NCR Insights, Amaravati Revival, and Office Segment Growth

In this episode, Steve Hamoen provides insights into the Delhi-NCR commercial real estate market, highlighting growth factors and the investment surge in the office segment. He transitions to discussing the revival of Amaravati's real estate scene, focusing on policy reforms and affordable entry points. The conversation delves into institutional funding and urban development in Amaravati, offering a comprehensive outlook on the region's real estate potential. The episode wraps up with analysts' predictions, summarizing key developments and future expectations for both Delhi-NCR and Amaravati markets.

May 11, 20256 min

Ep 120Mixed-Use Trends, Medical Space Demand, and Cross-Border Retail Insights

In this episode, Steve Hamoen begins with an overview of mixed-use developments, highlighting their significance in today's market. He delves into Tower Realty Partners' recent project and the growing demand for medical office spaces. The discussion shifts to the integration of residential amenities and Dierbergs Markets' latest retail development efforts. Steve examines cross-border trends influencing retail and commercial real estate, followed by an analysis of a recent office building acquisition and JEMB Realty's new lease agreement. The episode concludes with closing remarks, summarizing the key insights shared throughout the conversation.

May 10, 20259 min

Ep 119Australia's CRE Landscape, Office Resilience, and M&A Strategies in Real Estate

In this episode, Steve Hamoen explores Australia's commercial real estate, focusing on the industrial and hotel sectors, REITs, and opportunities for mortgage brokers. He discusses retail fund initiatives, grocery-anchored properties, and North American trends. The conversation covers the redevelopment of the Neiman Marcus headquarters in Dallas, its financing, and implications. Steve analyzes post-pandemic office market dynamics, sector resilience, and innovation in commercial real estate. The episode concludes with insights into real estate's strategic role in mergers and acquisitions and closing remarks.

May 9, 202512 min

Ep 118BH Properties Strategies, Multifamily Trends, and South Florida Retail Insights

In this episode, Steve Hamoen begins with an overview of BH Properties' strategies, focusing on their office sector acquisitions and repurposing efforts. He then shifts to discuss the resilience and trends within the U.S. multifamily market. The conversation moves to Basis Industrial's strategic acquisitions and regional expansion, followed by an analysis of Whitestone REIT's acquisitions in Austin and their overall strategy. Steve examines San Clemente's market position and Whitestone REIT's plans, then dives into the dynamics and performance of the South Florida retail market. The episode also covers grocery-anchored shopping centers in Miami-Dade, Broward, and Palm Beach counties, concluding with a sign-off.

May 8, 202513 min

Ep 117Brookfield Fund Impact, Amazon Moves, and Urban Office Repositioning Post-Pandemic

In this episode, Steve Hamoen discusses Brookfield's latest real estate fund and its potential impact on local markets. He examines Amazon's recent real estate activities and the implications of Shannon Loew's departure. The conversation shifts to a Denver company's new data center project in Texas, followed by an analysis of Rite Aid's bankruptcy and its effects on retail properties. Steve also explores trends in office building sales in San Francisco and Canada, offering insights into the repositioning of urban office buildings in the post-pandemic landscape. The episode concludes with an outro and appreciation for the listeners.

May 7, 20259 min

Ep 116Q1 2025 CRE Surge, Lake County Expansion, and AI's Role in Market Recovery

In this episode, Steve Hamoen introduces the surge in commercial real estate activity expected in Q1 2025. He explores trends in multifamily and industrial developments, as well as office leasing patterns. The discussion turns to Lake County acquisitions and the expansion of suburban markets, highlighting notable commercial real estate transactions. Steve provides insights into the role of AI data centers and their impact on the commercial real estate market. The episode wraps up with a look at the optimistic outlook for commercial real estate recovery.

May 6, 20258 min

Ep 115Bay Area Office Trends, Private Wealth in CRE, and Belleair Bluffs Hotel Debate

In this episode, Steve Hamoen delves into Bay Area office investments, focusing on NVIDIA's acquisition and its regional impact. He examines Santa Clara Commerce Park, NVIDIA's AI expansion, and LinkedIn's Sunnyvale deal, shedding light on Bay Area investment trends. The discussion extends to global real estate and the rise of private wealth investors, analyzing their preferences. The episode highlights The Couture's amenities and leasing insights, features a sponsor message from Heartland payroll solutions, and concludes with a new boutique hotel proposal in Belleair Bluffs, addressing public concerns and potential impacts.

May 5, 202514 min

Ep 114Office Market Trends, Retail Revitalization, and Keller Williams' CRE Achievements

In this episode, Steve Hamoen starts with an overview of the current office market, setting the stage for a detailed discussion on Publix Supermarkets' expansion and its economic impact. He transitions into insights on the evolution of the retail sector, focusing on space revitalization and the role of corporate responsibility. The episode also highlights Keller Williams Commercial's recent achievements and their investment in Providence. The episode wraps up with a conclusion and sign-off.

May 4, 20255 min

Ep 113Multifamily Trends, Retail Redevelopment, and Global CRE Resilience

In this episode, Steve Hamoen delves into the multifamily sector's performance and current market trends. He examines the contraction in the construction pipeline and its implications for rent growth. The episode highlights Avenida Biscayne's redevelopment and the popularity of open-air shopping centers. Steve discusses commercial real estate delinquencies and prevailing market sentiment, as well as the impact of tariffs on the industrial real estate sector. Insights into the resilience of the Asia Pacific commercial real estate market are shared, along with Wingstop's strategic lease and the demand for retail space. The episode concludes with a sign-off.

May 3, 202511 min

Ep 112Hospitality Growth, Multifamily Insights, and Private Wealth in CRE

In this episode, Steve Hamoen introduces Jersey Shore's hospitality market and discusses Peachtree Group's new developments. He examines economic growth and investment strategies in Fort Monmouth, followed by insights into the Dallas-Fort Worth multifamily market. The episode highlights BKM and Kayne Anderson's $1.5 billion joint venture in commercial real estate and explores the impact of private wealth on the sector. Steve also covers Thompson Thrift's mixed-use development and ongoing projects, providing a comprehensive view of current commercial real estate trends.

May 2, 202512 min

Ep 111Retail Trends, Multifamily Optimism, and Repurposing Spaces in CRE

In this episode, Steve Hamoen begins with an introduction to Kite Realty Group's recent developments. He examines retail sector trends, focusing on Kite Realty Group's joint venture, and explores challenges and opportunities in the office real estate market. The episode highlights optimism in the multifamily sector and provides development insights. Steve discusses commercial space trends in Northwest Arkansas and shares insights into Boston and Las Vegas commercial real estate markets. He also covers cross-border trends and innovative housing solutions, and broader trends in repurposing commercial spaces. The episode concludes with closing remarks and a thank you.

May 1, 202512 min

Ep 110Global Strategies, Office Trends, and Industrial Resilience in CRE

In this episode, Steve Hamoen explores global real estate strategies, starting with Hines' retail park acquisition and its market impact. He analyzes office sector trends with insights from Trepp and CRE Direct. The episode highlights Gerst Property Management's tenant-centric strategies for maintaining property value. Steve discusses financial stewardship, Southern California industrial rents, and insights from Dunleer CEO and Avison Young on rental projections. The resilience of Ontario's industrial real estate and Memorial City's expansion are also covered. Closing remarks summarize the key insights shared.

Apr 30, 202513 min

Ep 109Mixed-Use Developments, Office Trends, and Market Insights in CRE

In this episode, Steve Hamoen explores the rise of mixed-use developments and their benefits. He highlights retail's role in boosting office project viability and examines office design trends like flexibility and wellness. The discussion includes the impact of remote work on office spaces and the resilience of the retail market. Steve provides insights into balanced real estate markets in Ontario and Seattle, owner-user acquisitions, and market diversity in San Francisco. He also touches on institutional investment trends and cross-market insights, concluding with a wrap-up.

Apr 29, 202512 min

Ep 108Top Transactions, Land Purchases, and Post-COVID Office Innovations in CRE

In this episode, Steve Hamoen starts with an introduction and overview of the key topics to be covered. He delves into top real estate transactions across various counties, highlighting significant land purchases and diverse acquisitions in Pinellas and Polk Counties. Steve discusses Equus Capital Partners' recent acquisition and explores trends in the apartment market. The episode continues with insights into commercial lease extensions and the evolving office market, including innovations in post-COVID office design. Strategies for successful tenant attraction are examined, followed by the launch and strategic initiatives of Canopy Real Estate Partners. The episode concludes with a sign-off.

Apr 28, 202513 min

Ep 107EP57 - Driving Retail Real Estate Success Through Community Anchors

In this episode, Steve Hamoen begins with an introduction, setting the stage for an insightful discussion on retail real estate. The focus shifts to the role of community anchors and the emergence of experience-driven trends that are reshaping the sector. Steve examines how these trends are influencing retail spaces and the broader commercial real estate landscape. The episode concludes with closing remarks, summarizing the key insights shared.

Apr 27, 20252 min

Ep 106Gasworx Progress, Ybor City vs. Kitchener, and 2024 CRE Lending Trends

In this episode, Steve Hamoen begins with an introduction before providing an overview of the Gasworx and La Union Apartments, detailing their progress. He then compares the real estate landscapes of Ybor City and Kitchener-Waterloo, highlighting key differences and similarities. The episode continues with a look at Colliers' expansion in San Francisco's retail real estate sector and a discussion on Horvath & Tremblay's recent retail transaction in Providence. Steve also offers insights into the commercial property insurance market with expertise from Risk Strategies Co. Finally, he examines trends in commercial real estate lending anticipated for 2024, wrapping up with closing remarks and gratitude.

Apr 26, 20259 min

Ep 105McKinney Development, Retail Trends, and Industrial Partnerships in CRE

In this episode, Steve Hamoen introduces a development project in McKinney, Texas, discussing its scope, zoning approach, and regional benefits. He explores evolving retail spaces, multifunctional environments, and the recovery of the real estate market, including auction trends. Steve provides insights into U.S. market confidence, economic indicators, and forecasts for the retail real estate sector, identifying potential risks. The episode also covers strategic partnerships in industrial real estate and cross-border commercial insights, concluding with closing remarks and gratitude.

Apr 25, 202513 min

Ep 104CRE Trends, Regional Forecasts, and The Woodlands Developments Spotlight

In this episode, Steve Hamoen starts with an introduction and an overview of a recent report, setting the stage for the discussion. He then delves into current trends and projections in commercial real estate markets, offering insights into emerging patterns. The episode moves on to regional forecasts, highlighting variations across different areas. A brief sponsor segment provides updates on Small Business Administration Loans. Steve then examines commercial real estate developments in The Woodlands, Texas, before turning the spotlight on an industrial project in Silver Spring. The episode wraps up with closing remarks, summarizing key points discussed.

Apr 24, 20258 min

Ep 103SF Office Sale, Canadian CRE Dynamics, and Cross-Border Mixed-Use Trends

In this episode, Steve Hamoen examines the implications of a nine-digit office sale on San Francisco's commercial real estate landscape, offering insights into how such transactions influence the market. The discussion then moves to the Canadian commercial real estate market, highlighting its current dynamics. Steve explores the impact of policy certainty on commercial property outperformance in Australia. The episode also covers renovation and leasing strategies for the Commons at Willowbrook in Houston. New residential and mixed-use developments in Chicago and Southfield are analyzed, followed by a look at cross-border trends in mixed-use developments and urban planning.

Apr 23, 202510 min

Ep 102Amazon Deal, Sale-Leasebacks, and Cross-Border Multifamily in CRE

In this episode, Steve Hamoen begins with an introduction, highlighting the Amazon warehouse complex deal in South Richmond. The discussion then delves into the acquisition and sale strategies of Stream Realty Partners and SRS Real Estate Partners. Steve examines the benefits of the sale-leaseback model, illustrated by StubHub's office lease in Atlanta. The episode explores evolving office designs tailored for tech companies and the hybrid work model. Additionally, retail space dynamics and opportunities in Sacramento and Ontario are analyzed. Finally, Steve discusses private equity and cross-border investments in distressed multifamily assets, providing insights into emerging trends and strategies.

Apr 22, 202512 min

Ep 101NY and DC Trends, Retail Projections, and Apollo Updates in CRE

In this episode, Steve Hamoen begins with an introduction and a review of significant commercial real estate transactions, providing context on their implications for the market. The discussion then transitions to development trends in New York and Washington, analyzing the factors driving growth in these key regions. Retail market insights are explored, with projections highlighting potential future shifts. The episode also includes updates on Apollo Commercial Real Estate Finance, offering a look into their recent activities and strategies. The episode concludes with closing remarks and a sign-off.

Apr 21, 202513 min

Ep 100Global Trends, India's Growth, and Multifamily Insights in CRE

In this episode, Steve Hamoen kicks off with an introduction to the latest trends shaping the global commercial real estate market. The discussion then shifts to India, where the growth of commercial real estate is significantly influenced by the tech industry. Steve provides an analysis of the U.S. multifamily sector, highlighting its current performance and emerging trends. The episode also delves into retail real estate, examining how community engagement and generational shifts contribute to its resilience. Finally, Steve reviews the investment strategies and market analysis of Apollo Commercial Real Estate Finance. The episode wraps up with closing remarks and expressions of gratitude.

Apr 20, 202513 min

Ep 99Pandemic Shifts, Logistics Trends, and Retail Conversions in CRE

In this episode, Steve Hamoen explores the profound impacts of the pandemic on the commercial real estate market, highlighting transformative changes across various sectors. The discussion covers trends in logistics, warehousing, and mixed-use developments, emphasizing how these areas are adapting to new demands. Steve examines federal office relocations and the growth of suburban office developments, providing insights into shifting work environments. The episode also addresses the trend of converting retail spaces into residential units and the expansion of industrial developments. Finally, Steve reviews recent significant commercial real estate transactions, offering a comprehensive overview of current market movements and their implications.

Apr 19, 202512 min

Ep 98AI Generated Episode – Fri Apr 18 2025

In this episode, Steve Hamoen begins with an introduction to outline the episode's focus areas. The discussion opens with an overview of the "On The Dot" development, detailing its phases, sustainability initiatives, and investment specifics. Steve then moves to Shea Properties' recent acquisition in Denver, examining the rezoning process and the trend of converting office spaces to residential units. Insights are provided on the potential sale and redevelopment opportunities at Great Lakes Mall. The episode also covers Industrious's expansion and CBRE's acquisition, highlighting strategic moves in the industry. A roundup of weekly commercial real estate news and macroeconomic impacts follows, leading to the conclusion and closing remarks.

Apr 18, 202511 min

Ep 972025 Outlook: Multifamily Data, Dallas Trends, and India's Retail Growth

In this episode, Steve Hamoen starts with an introduction and a forward-looking perspective on the commercial real estate industry for 2025. The episode progresses with regional insights, focusing on multifamily asset data, providing a granular view of current trends. Steve examines market sentiment through recent underwriting survey results, offering a comprehensive analysis of investor attitudes. The discussion then shifts to the Dallas office market, highlighting emerging trends and opportunities. Retail real estate demand and growth in India is explored, shedding light on international expansion. The episode concludes with insights into Newmark Group's student housing portfolio, offering a detailed look at this niche market.

Apr 17, 202514 min

Ep 96Tariffs, Towers, and a 9.8% Drop—Inside This Week’s CRE Power Moves

In this episode, Steve Hamoen begins with an introduction and overview of the topics to be explored, setting the context for a detailed analysis of current market trends. The discussion starts with an examination of Canada's home sales and the dynamics of NYC office leasing, highlighting recent shifts in these key areas. Steve then delves into the economic factors affecting the sector, focusing on the impact of tariffs on coastal industrial real estate. The episode also features a check-in on the performance of public REITs, offering insights into their current status and potential future trajectories. The episode provides a well-rounded perspective on these significant developments within the commercial real estate landscape.

Apr 11, 20254 min

Ep 95Fragmented Offices and Open Storage: Navigating New CRE Challenges

In this episode, Steve Hamoen kicks off with an overview of the topics to be discussed, setting the stage for a deep dive into the transformation of the office market through the lens of "Airbnb-ification" and its resulting fragmentation. The conversation shifts to the growing trend of open storage in industrial zones, highlighting the environmental liabilities and considerations that come with it. Steve provides a comprehensive analysis of these emerging trends, offering insights into their implications for stakeholders in the commercial real estate sector. The episode wraps up with Steve's sign-off and a call to action, encouraging listeners to adapt to these evolving market dynamics.

Apr 10, 202512 min

Ep 94The Hidden Risks of Open Storage: Insurance Gaps Every CRE Investor Should Know

In this episode, Steve Hamoen introduces the key topics, focusing on open storage in industrial zones and the associated environmental considerations. He explores tenant strategies for managing pollution liability and conducting thorough risk assessments, providing insights into effective risk mitigation. The discussion highlights the importance of understanding environmental impacts and implementing strategic measures to address potential liabilities. The episode concludes with Steve's call to action, encouraging stakeholders to adopt proactive approaches in managing environmental risks within industrial real estate contexts.

Apr 9, 20254 min

Ep 93Texas Multifamily Mirage: Are Rents Rising, Tenants Squeezed, Cap Rates Frozen?

In this episode, Steve Hamoen delves into the dynamics of the multifamily market in Texas, offering valuable insights into current trends and future prospects. The discussion begins with an introduction to the Texas multifamily market, setting the stage for a deeper exploration of key factors influencing the sector. Steve examines migration patterns and job stability across major Texas cities, analyzing their impact on the market outlook. The episode provides a comprehensive overview of the multifamily landscape in Texas, highlighting opportunities and challenges that investors and stakeholders should consider in this evolving market.

Apr 4, 20254 min

Ep 92Trumps US Tariffs and USMCA: Strategic CRE Opportunities for Canadian Investors

In this episode, Steve Hamoen introduces the topics of discussion, focusing on the impact of US tariffs and the USMCA agreement on Canadian commercial real estate. He delves into the stability of the services economy, identifying opportunities across different sectors. The conversation also covers economic forecasts and their strategic implications for the commercial real estate market. Steve examines the role of supply chain anchoring and the importance of cross-border connectivity assets in shaping future developments. The episode concludes with Steve's closing remarks, offering insights into navigating the evolving landscape of commercial real estate amidst these challenges and opportunities.

Apr 3, 20257 min

Ep 91Canada’s Heritage Gold Rush: How Gaslight, Sarnia Distillery-Style Deals Are Rewriting CRE

In this episode, Steve Hamoen introduces the topics of discussion, focusing on recent developments in the commercial real estate sector. He examines Canada's GDP growth and the implications of interest rate cuts, highlighting opportunities for adaptive reuse in the market. The conversation shifts to significant projects, including American Hotel and Sarnia's waterfront redevelopment, showcasing transformative initiatives. Steve also addresses the challenges faced by London's heritage properties and the influence of immigration on the multifamily market. The episode concludes with Steve's closing remarks and a call to action, offering insights into navigating the evolving landscape.

Apr 2, 20255 min

Ep 90Sell Your Real Estate, Pay ZERO Tax? Canada’s CRE Tax Revolution Could Change Everything

In this episode, Steve Hamoen begins by outlining the topics to be discussed, focusing on significant developments in commercial real estate. The conversation dives into Poilievre's Canada First Reinvestment Tax Cut, analyzing its potential effects on the sector. Steve explores redevelopment opportunities across different sectors, identifying areas ripe for transformation. He also examines trends in institutional capital and cross-border investments, highlighting shifts in investment strategies. The episode wraps up with Steve's final thoughts on the implications of these developments for investors, providing insights into potential opportunities and challenges in the market.

Apr 1, 20256 min

Ep 89Burlington’s Industrial Market Rebalances: 5.3% Vacancy, $354/SF, and Why Tenants Are Finally in Control

In this episode, Steve Hamoen provides an overview of the topics covered, focusing on Burlington's industrial market. He examines vacancy rates, pricing trends, and strategies tenants are adopting in response to current conditions. Steve offers a historical perspective on the market, discussing how past trends have shaped current market discipline. He identifies key takeaways for both investors and tenants, highlighting potential opportunities and challenges. The episode concludes with Steve's closing remarks and a call to action for listeners.

Mar 27, 20255 min

Ep 88The Home Ownership Collapse? Could CRE by the New First Home Market?

In this episode, Steve Hamoen kicks off with an overview of current trends in the commercial real estate (CRE) landscape. He delves into the pressing affordability crisis and its repercussions on the sector. The conversation transitions to examining investment opportunities in both Toronto and the U.S., highlighting key areas for potential growth. Steve also explores how shifting renter demographics are impacting retail spaces and redevelopment projects. The episode further investigates the flow of institutional capital within the Greater Toronto Area. Additionally, Steve discusses the structural shifts occurring in the housing ecosystem. The episode wraps up with Steve's closing remarks and a call to action for listeners.

Mar 26, 20256 min

Ep 87Tariffs, Debt, and Democracy: Dalio vs. Fukuyama on the Future of Real Estate in 2025

In this episode, Steven Hamoen introduces the current trends shaping the commercial real estate (CRE) market. He explores the contrasting perspectives of Ray Dalio and Francis Fukuyama on the future of real estate, analyzing how their views could impact investment strategies. The discussion shifts to Mark Carney's influence on Canadian CRE, examining his policy implications and potential effects on the market. Steven also delves into the dynamics of the U.S. housing market, highlighting key factors driving changes. The episode concludes with Steven's reflections on how market players can adapt to these evolving conditions.

Mar 25, 20255 min