Best CRES Podcasts (2025)

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356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More 51:46

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2d ago51:46

51:46

In this week’s episode of The TreppWire Podcast, we analyze what recent developments mean for commercial real estate (CRE), starting with the U.S. government shutdown. We explore its potential economic impact, how long it could last, and what historical shutdowns suggest for CRE. We continue the ongoing conversation about AI, including Accenture la…

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Labor, Not Inflation, Drives CRE Cycles 55:53

3d ago55:53

55:53

My guest today is Ryan Severino, Chief Economist & Head of Research at private equity real estate shop, BGO ($89 billion of AUM), who cuts through the macro noise with a practical roadmap for real estate sponsors and their investors. Driving Thesis: A new administration: slower immigration, volatile trade policy, and accelerating AI. These three fo…

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210. Dr. Stephanie Canestraro - What’s Missing in Lymphatic System Work & How it’s a Game Changer for Chronic Illness Recovery 1:06:02

6d ago1:06:02

1:06:02

Leigh Ann welcomes Dr. Stephanie Canestraro to explore the intricate world of lymphatic health. Dr. Canestraro shares her personal journey through health challenges, including Lyme disease, and how these experiences led her to integrate functional medicine with chiropractic care. The conversation delves into the often-overlooked importance of deep …

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First Draft Live Ep 15: AI Bubble Math Meets Real Estate (with Michael Pearce) 30:58

9d ago30:58

30:58

The AI trade is reshaping markets and CRE is riding shotgun. A surge of capital into chips and data centers has turned AI into the backbone of U.S. growth — pushing tech spending to dot-com-era highs and doubling data center pipelines. But will it pay off? Alarm bells are ringing that adoption may not match optimism. That could quickly mean swathes…

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How Homeowners & Investors Can Save Money on Property Taxes, with Ownwell Co-founder & CEO Colton Pace 29:27

9d ago29:27

29:27

Colton Pace is a founder and currently the CEO of Ownwell, a Proptech company dedicated to democratizing access to real estate expertise and reducing the hidden costs of homeownership. Under his leadership, Ownwell helps homeowners and property owners identify and appeal overvalued property taxes, reduce insurance and utility costs, and manage othe…

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355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts 53:11

9d ago53:11

53:11

Is office a good investment alternative? In this week’s episode of The TreppWire Podcast, we break it down, spotlighting growing demand for high-end CBD space even amid ongoing distress. We dive into Compass’ $1.6 billion acquisition of Anywhere and its potential impact on the broader residential brokerage landscape, along with August’s new home sa…

151
Trust and the Bureau of Labor Statistics 55:48

9d ago55:48

55:48

Erica Groshen knows what’s behind the numbers. She served as the 14th Commissioner of the Bureau of Labor Statistics and a Vice President at the New York Fed. The BLS is rarely in the headlines but political assaults on its independence have suddenly made its work front-page news. At stake: whether the data that guide trillions in investment and po…

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354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank 44:03

12d ago44:03

44:03

In this special episode of The TreppWire Podcast, we’re joined by John Barkidjija, Executive Vice President and Head of Commercial Real Estate (CRE) and Specialty Finance at Byline Bank. Better known to our listeners as Dr. Debt Yield, John shares why the debt yield metric remains a cornerstone in CRE and reflects on the moment it became his prefer…

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Why Affordable Multifamily Outshines Luxury 46:20

8d ago46:20

46:20

Greg MacKinnon is Director of Research at the Pension Real Estate Association (PREA), where he updates the world’s largest institutional investors on portfolio construction, risk, and strategy. His is a vantage point most sponsors never get to hear directly. In this conversation, Greg and I revisited our conversation from two weeks ago to drill dee…

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209. Scott Berman - From Enduring to Nurturing: A New Way of Facing the Psyche with Sky Cave Darkness Retreats 1:07:00

13d ago1:07:00

1:07:00

Scott Berman, founder of Sky Cave Retreats, joins Leigh Ann to discuss how he created the first darkness retreat center in the U.S. Scott shares his journey into spirituality and darkness retreats, explaining the powerful, transformative experiences people have during these retreats. The discussion covers the nuances of darkness retreats, their imp…

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First Draft Live Ep 14: The Decision: What The Fed Just Told CRE (with Jim Costello) 35:00

16d ago35:00

35:00

The starting gun has gone off: The Federal Reserve lowered interest rates 25 basis points. Now CRE can be off to the races. At least that’s the narrative. In practice, CRE cares more about long-term debt, and the 10-year Treasury ran counter to expectations and actually rose 10 bps, Jim Costello, MSCI’s director of real estate economics, said on th…

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353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall 51:27

16d ago51:27

51:27

In this week’s episode of The TreppWire Podcast, we analyze the Federal Reserve's recent rate cut and the impact on the commercial real estate (CRE) capital markets. We revisit the movement of the Secured Overnight Financing Rate (SOFR) and credit spreads leading up to the decision. We also unpack the stronger-than-expected retail sales data for Au…

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Distress Is Coming - Slowly, Then All At Once 46:24

15d ago46:24

46:24

Reid Bennett knows multifamily. As National Council Chair of Multifamily at SVN and a 24-year broker across market-rate, workforce, and affordable housing, he’s completed hundreds of transactions and advised lenders on more than 450 broker opinions of value (BOV) in just the past 18 months. In my recent conversation with him, Reid cuts through the …

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208. Nadia Rae Brackett - The Power of Soul Tending Using Depth Psychology and the Enneagram 1:02:18

15d ago1:02:18

1:02:18

Leigh Ann chats with Nadia Rae Brackett, a colleague from her depth psychology and integrative healing Ph.D. program. Nadia, a licensed depth-oriented psychotherapist, shares insights into the field of depth psychology, which focuses on tending to the unconscious mind and the soul. The discussion highlights the differences between depth psychology …

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Community Banks, Conservative Debt, Real Returns 47:41

16d ago47:41

47:41

A Banker’s Memory Is a Sponsor’s Edge Brad Andrus isn’t just another operator in today’s market. He’s the co-founder of Northbridge Commercial Real Estate and a former community-bank lender who cut his teeth during the 2008 crisis. That experience shaped the conservative, cash-flow-first discipline he brings to self-storage, office, and industrial …

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First Draft Live Ep 13: Debt Meets The Housing Crunch (with Sharon Karaffa) 26:11

23d ago26:11

26:11

It’s a high-pressure year for multifamily. Looming maturities, tough capital markets, changing policies, a major shake-up of Fannie Mae and Freddie Mac on the horizon and intensified national attention are all converging to complicate the sector. But multifamily fundamentals are strong, Sharon Karaffa, president of multifamily debt and structured f…

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352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More 48:27

23d ago48:27

48:27

In this week’s episode of The TreppWire Podcast, we unpack major labor market revisions, revealing that job growth was overstated by 911,000 jobs over the past year. We analyze recent data that strengthens the case for a 25-basis-point rate cut at the upcoming Fed meeting. We also dive into Treasury Secretary Scott Bessent’s op-ed, which critiques …

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How to Run a Successful Tech Playbook Across 135 Class A Multifamily Communities, with Mark-Taylor CTO Dustin Lacey 44:21

24d ago44:21

44:21

Dustin Lacey is the CTO at Mark-Taylor, the leading developer, owner, and investment manager of luxury multifamily communities in Arizona and Nevada, with over 135 Class A Multifamily properties. He leads the firm’s tech evolution, powering the centralization of operations. Under his leadership, Mark‑Taylor has implemented innovative smart‑home int…

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Institutional Capital’s New Real Estate Playbook 51:16

24d ago51:16

51:16

Institutional CRE investing: A market run by allocation math – and uncertainty My podcast/YouTube guest today is Greg MacKinnon, Director of Research at the Pension Real Estate Association (PREA). PREA represents the institutional real estate community - think pension funds, sovereign wealth funds, endowments, and other fiduciaries managing hundred…

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351. CMBS Loan Workouts Unfiltered with Shlomo Chopp 45:33

25d ago45:33

45:33

In this special episode of The TreppWire Podcast, we’re joined again by Shlomo Chopp, Managing Partner of Case Equity Partners, to discuss commercial mortgage-backed security (CMBS) loan workouts and distressed property situations. Shlomo offers a deep dive into his firm’s strategic approach to navigating complex loan restructurings and asset manag…

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207. Emily Byrne - How to Stop Waking Up in Fight or Flight w/Rise Centered 1:03:18

27d ago1:03:18

1:03:18

Leigh Ann welcomes Emily Byrne, the founder of Rise Centered, a wellness brand specializing in sunrise alarm clocks. Their discussion centers on Emily's journey from the wine industry to creating the Rise Centered Sunrise Alarm Clock, a device designed to help individuals wake gently and live with intention. Emily explains how traditional alarms ca…

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First Draft Live Ep 12: The Bond Market’s Warning To Real Estate (with Chris Stanley) 28:36

30d ago28:36

28:36

Global bond markets are under siege and CRE is caught in the crossfire. UK 30-year gilt yields surged to their highest level since 1998, and volatility in U.S. Treasuries has repeatedly brushed them against 5%. For commercial real estate, that means more expensive debt, climbing cap rates and global investors second-guessing allocations. Christophe…

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350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots 47:53

1M ago47:53

47:53

In this week’s episode of The TreppWire Podcast, we assess the current state of the market, explore the commercial real estate (CRE) yield curve, and check in on residential mortgage rate trends. We unpack recent changes to bank reporting rules that could make it easier for banks to hide troubled loans and conceal signs of distress in their lending…

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CRE's Inflection Point: How Tenants & Landlords Can Thrive Today, with Newmark's President of Leasing Liz Hart 34:19

1M ago34:19

34:19

Liz Hart is President of Leasing for Newmark’s operating businesses in the U.S. and Canada, where she drives the strategy of the firm’s leasing platform, leads talent development and recruitment, and helps integrate technology to deliver better outcomes for clients. She also serves on Newmark’s Executive Committee, reporting directly to CEO Barry G…

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206. Dr. Shivani Gupta - Why Turmeric Should be a Part of Your Daily Routine 57:11

1M ago57:11

57:11

Returning guest Dr. Shivani Gupta, an Ayurvedic practitioner and inflammation expert, discusses the profound benefits of turmeric, including its anti-inflammatory and antioxidant properties. She emphasizes the importance of high-quality turmeric supplements that include both extracts and whole plant components for maximum efficacy. Dr. Gupta shares…

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349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point? 48:34

1M ago48:34

48:34

In this week's episode of The TreppWire Podcast, we discuss retail earnings revealing a bifurcated consumer with value players like Five Below and Walmart raising guidance while restaurants struggle, and examine resilient GDP growth despite declining consumer confidence. We dive into our latest CMBS delinquency data, showing office hitting another …

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How to Turn Real Estate Agent Commissions Into Homebuyer Cash, with Zown Co-founder & CEO Rishard Rameez 37:27

1M ago37:27

37:27

Rishard Rameez is the Co‑Founder and CEO of Zown, an AI‑powered real estate platform that makes homeownership more accessible and affordable. Zown was born from a viral Reddit post where Rishard shared his frustration over paying over $70K in real estate commissions. The outpouring of support inspired him to flip the model: instead of paying big co…

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205. PJ Harlow - Everything You Need to Prevent Mold in Your Home 1:13:22

1M ago1:13:22

1:13:22

Leigh Ann welcomes back PJ Harlow, a mold prevention expert, to discuss effective strategies for mold prevention in homes. Leigh Ann also announces her upcoming webinar about the science behind emotional contributors to illness (link below). PJ covers everything from differentiating between mold prevention and moisture prevention to the importance …

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First Draft Live Ep 11: CMBS Pain Is Only Beginning (with Ethan Penner) 27:59

1M ago27:59

27:59

This episode of First Draft Live is presented by Agora. The godfather of the CMBS market issued a warning that commercial real estate is not out of the woods of its downturn, which is a potential problem for the U.S. economy. “The losses in CRE are so big that the rippling effect of those losses to the economy are so big that they could be quite ha…

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348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation 49:17

1M ago49:17

49:17

In this week's episode of The TreppWire Podcast, we dive into growing economic concerns, from stagflation risks and the ongoing market uncertainty related to tariffs and Federal Reserve policy. We discuss the quality of the monthly jobs data to forecast future demand, and break down the latest retail sales data and performance, highlighting mixed e…

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Tariffs, Trust, and the Cost of Capital 53:49

2M ago53:49

53:49

The Signal Beneath the Noise Serious operators obsess over the next print, but my podcast/YouTube guest this week, Bankrate senior economic analyst, Mark Hamrick, argues the industry is missing the structural signals that actually set the cost of capital and shape demand. Start with this premise: Data credibility is a macro variable. When the quali…

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347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital 44:23

2M ago44:23

44:23

In this special guest episode of The TreppWire Podcast, we are joined by Samir Tejpaul, Managing Director and Head of Capital Markets at Madison Realty Capital. Samir draws parallels between today's market and 2011 when he started his career and shares why he's bullish on 2026. He also explains Madison's approach to analyzing supply and demand imba…

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204. Natalie Samson - Exploring Integrative Genetic Counseling as a Transformative Healthcare Approach 1:07:52

1M ago1:07:52

1:07:52

Leigh Ann introduces today's guest, Natalie Samson, a board-certified genetic counselor, shares her journey and insights into transforming healthcare through personalized genetic testing and integrative approaches. Natalie discusses her practice, Golden Genetics, which combines genetic counseling with nutrigenomics and nutrition. The conversation d…

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First Draft Live Ep. 10: Inside The Construction Danger Zone (with Les Hiscoe) 28:32

2M ago28:32

28:32

This episode of First Draft Live is presented by Agora. It’s been a chaotic year for the construction industry. Between a volatile tariff regime, elevated interest rates and increased pressures on its labor force, contractors have had to navigate one of the most difficult environments in recent memory. On this week’s First Draft Live, Shawmut Desig…

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346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE 50:08

2M ago50:08

50:08

In this week’s episode of The TreppWire Podcast, we examine the Fed's challenging position amid mounting political pressure and July's noisy CPI print. We analyze CBRE's exclusive survey showing companies making unprecedented progress in getting employees back to the office, with enforcement and monitoring dramatically increasing. We dive deep into…

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203. Anna Finck - Reconnecting to Our Bodies, Reclaiming Our Health, and Remembering Our Power 1:02:43

2M ago1:02:43

1:02:43

Leigh Ann welcomes guest Anna Finck, a wellness architect and lifestyle designer known for her work called Embodied Wellness. Anna shares her journey of moving away from medical school due to personal health crises, and instead, developing a unique approach that integrates science and spirituality. They discuss the importance of tuning into the bod…

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First Draft Live Ep. 9: Opportunity Zones: We're Not In 1.0 Anymore (with Steve Glickman) 32:33

2M ago32:33

32:33

The original Opportunity Zone program drove more than $100B into real estate and business investment, but it also faced criticism it missed its mark, failing to spur development in the areas that needed it most. The One Big Beautiful Bill Act just made OZs permanent and it aims to fix all that, tightening the rules on what areas may be designated O…

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345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial 53:53

2M ago53:53

53:53

In this week’s episode of The TreppWire Podcast, we examine weak labor data and mixed economic signals that are fueling Fed rate cut expectations while recession probabilities remain relatively contained. We analyze the crisis at the federal appraisal regulator and explore demographic challenges in the appraisal industry. We dive deep into lodging …

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The AI Solution to Fully Automate Property Inspections, with Paraspot Co-founder & COO Nathan Herz 42:58

2M ago42:58

42:58

Nathan Herz is the Co‑Founder and COO of Paraspot AI, a New York‑based AI company backed by RE Angels, ffVC, 97212 Ventures, SaaS Ventures & Aroundtown that applies advanced computer vision to automate property inspections for Single-family, Multifamily, Hospitality, and Logistics operators. Paraspot’s platform reduces inspection costs and time, em…

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Hope Certificates and Hidden Distress 44:19

2M ago44:19

44:19

Calm on the Surface, Distress Below: Joe Blackbourn on the State of Sunbelt Multifamily The Eye of the Storm? When my podcast guest this week, Joe Blackbourn, president and founder of Everest Holdings, stepped in front of a room of ULI members in late 2024, he titled his multifamily market forecast “An Underdressed Weatherman Gets Sent Into a Hurri…

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202. Ric Scalzo - Founder of Gaia & Kokora on Why Regeneratively Farmed Supplements Are Superior 1:07:28

2M ago1:07:28

1:07:28

Ric Scalzo, the founder of Gaia Herbs and a pioneer in naturopathic and herbal medicine, joins Leigh Ann to share his expansive journey. From earning a Master's degree in herbal medicine and an honorary doctorate in naturopathic medicine, to founding Gaia Herbs in 1987 and establishing it as a leading herbal company, Ric has always had a unique con…

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First Draft Live Ep. 8: Inside CRE's Tariff Turning Point (with James Bohnaker) 30:06

2M ago30:06

30:06

Liberation Day Part 2 has come and gone, and the U.S. has more clarity on the global trade landscape. Some of the levies will have CRE breathing easier, but some — including the 35% rate on Canada, a hugely important market for construction material imports — might be worse than the industry feared. Already, tariffs have driven construction costs u…

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344. CRE Maturity Drag, Fed Holds Rates, Tariff Deadlines, Bank Earnings & Executive Commentary 50:23

2M ago50:23

50:23

In this week’s episode of The TreppWire Podcast, we break down the Fed’s decision to keep rates steady and provide our thoughts on whether there will be a rate cut in September. We discuss Friday’s tariff deadline, negotiations that are still pending, and the implications on the economy. In other parts of the market, we analyze recent bank earnings…

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201. Kim Rogers - A Deep Dive Into Modern Parasite Cleansing 1:20:10

2M ago1:20:10

1:20:10

Leigh Ann welcomes Kim Rogers, a wellness expert with over 20 years of experience in Western medicine. Kim shares her personal journey of overcoming severe health challenges by adopting a holistic approach, leading to the founding of RogersHood Apothecary and the creation of the bestselling Parafly Cleanse Kit. The discussion covers the prevalence …

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First Draft Live Ep. 7: Can The Grid Keep Up? Inside The Data Center Surge Reshaping CRE (with Dan Rabb) 32:07

2M ago32:07

32:07

The rise of AI is pushing data centers to their limits. Calls for bigger, denser facilities are increasing and tenant power requirements are doubling in many markets. It’s still not enough to meet the needs of today’s market or tomorrow’s users. On this episode, Bisnow National Data Center Reporter Dan Rabb said keeping the momentum of the data cen…

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343. Commercial vs. Residential Real Estate Value Drivers, Hottest Markets Leading the Way, & Transactions from the Week 47:14

2M ago47:14

47:14

In this week’s episode of The TreppWire Podcast, we spotlight the top-performing U.S. cities driving the commercial real estate (CRE) market and break down the key differences between value drivers in commercial versus residential real estate. We discuss the single-family housing market impact on CRE, as well as general housing affordability concer…

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How to Reduce Building Water Demand for Up to 95%, with Epic Cleantec Co-founder & CEO Aaron Tartakovsky 40:18

2M ago40:18

40:18

Aaron Tartakovsky is the Co-Founder and CEO of Epic Cleantec, a leading startup revolutionizing onsite water reuse and sustainability in the built environment. His journey blends bold innovation with a legacy of science and policy. Raised by a Soviet-trained rocket scientist father, Aaron grew up with cutting-edge engineering in the household. Aaro…

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The New Real Estate Cycle Begins 46:19

2M ago46:19

46:19

A Mild Ending, A Fresh Start: Richard Barkham’s Post-CBRE View of the CRE Market The End of a Cycle - Without the Crash After 40 years in the field and a distinguished final act as Global Chief Economist at CBRE, Richard Barkham’s take on the state of commercial real estate is disarmingly calm. “This has been the mildest end of cycle that we've see…

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200. Leigh Ann Lindsey - What I've Learned After 200 Episodes! 1:09:25

2M ago1:09:25

1:09:25

In the 200th episode of The Accrescent Podcast, host Leigh Ann reflects on the journey and challenges of maintaining the podcast over the past five years. She shares insights into the origin of the podcast, struggles with consistency and self-sabotage, and ways the podcast has evolved. She also discusses the impact of the podcast on her self-expres…

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Laura Sharkey, PhD, KPA CTP, SDC: What puppies are capable of 34:46

2M ago34:46

34:46

This week I'm talking to Dr Laura Sharkey, dog trainer turned dog breeder, who runs the Bosun Dog Project. This project produces lovely mixed breed dogs who are bred to fit well into homes as companions. This episode was actually recorded in person with me and Laura in the same room. We started talking about what we would talk about and then I real…