The Coffee & Cap Rates Podcast delivers the latest insights on New York City’s commercial real estate market. Hosted by Ariel Property Advisors, it offers expert analysis, market trends, and timely conversations with industry leaders.
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Commercial Property Analysis Podcasts

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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Altus Group
The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.
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The daily intelligence brief for institutional real estate capital markets. Monday through Friday, we deliver the market insights, deal flow intelligence, and tactical advantages that drive nine-figure decisions. Sourced from the same data rooms and trading desks where your competition operates. For sponsors, developers, and institutional investors who need to stay ahead of the curve in commercial real estate capital allocation. Host facilitates introductions between qualified parties.
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Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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Don’t get caught off guard by market crashes that can take all your money down with them. And don’t miss out on markets where you can build wealth practically overnight. Real Estate News for Investors with Kathy Fettke is the premiere source for savvy real estate investors who want to stay up-to-date on new laws, regulations, and economic events that affect real estate. Topics include: market trends, economic analysis that affects housing prices, updates on the best rental markets for invest ...
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Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
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Welcome to the Commercial Real Estate Connection Podcast: Building Relationships for Commercial Success', the place where we connect with the brightest minds in commercial real estate, uncovering their secrets, strategies, and captivating stories. We are dedicated to helping beginners learn from experts in the commercial real estate industry. Join us as each episode, we sit down with successful investors, brokers, developers, and other key players in the commercial real estate world to discu ...
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These PROPERTY BRIEFINGS are more like fireside chats – where Chris Lang (Amazon Best-selling author and Australia's leading property adviser) is interviewed on issues vital to your success with Commercial Property. Initially weekly for 20-25 minutes – now the clear preference is monthly for around 10-12 minutes. Topics vary from fundamentals … to invaluable insights – everything you really need to know, to Master Commercial Property. Some Topics included: * Property Selection * Packaging th ...
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The Miller Johnson Real Estate Podcast is a twice monthly series hosted by attorneys involved in real estate transactions, disputes, property tax, construction, land use and zoning matters with clients. From buying, selling and leasing to commercial, industrial and residential development, our Real Estate group offers a full range of insights and analysis of a wide variety of real estate topics.
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Understanding real estate needn't be dull or difficult. In this podcast, Matt Lindquist shares insights on diverse real estate subjects, from home buying, property management, commercial investments, and beyond. Every episode is easy to digest and shorter than 15 minutes to accommodate your hectic schedule. Matt Lindquist is a licensed REALTOR® with Century 21 Affiliated in Madison, WI. He has experience in property management, marketing, and investing in real estate. Broker Office Informati ...
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Hosted by Mark Goodman, principal at Goodman Commercial, the Goodman Report Podcast takes you inside Vancouver's real estate market. With over two decades of experience, Mark offers expert insights on rental apartments, development land, and commercial investment properties. Each episode features discussions on market trends, industry drivers, and in-depth interviews with investors, developers, architects, politicians, mortgage brokers, and more. Get a behind-the-scenes look at the deals, ch ...
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Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers. Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial news ...
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Welcome to The Game of Loans Podcast, hosted by Sam Norris, The Property Investors Broker. This podcast is not a Q&A. It’s all about real conversations, with real people... and trying to keep it as fun as possible. If you’re into Property, Finance and Business you’re in the right place. New episodes every Thursday
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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Adnan Vadria is a Commercial Real Estate Broker and Investor based in the United States. At the moment, he is part of the ARC Real Estate Group. As soon as Adnan graduated from Georgia State University, he became an entrepreneur and established a number of businesses. He always held different positions such as Business Start-up, Multiple Locations for a retail company, and Asset Manager, and since 2019, he has been more involved in Real Estate Investments. Development and Acquisitions of Com ...
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Senior Renters Surge: A New Housing Trend for Investors
4:37
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4:37Senior renters are now the fastest-growing group in the U.S., with more than 2.4 million Americans aged 65 and older entering the rental market in the past decade. In this episode of Real Estate News for Investors, Kathy Fettke breaks down the numbers from U.S. Census and Point2Homes data, and explains what’s driving this powerful demographic shift…
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Episode 2: Weekend Intelligence - Strategic CRE Positioning
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6:32Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.**The Week That Moved CRE Markets:**- Treasury moved from 4.73% to 4.68% this week- SOFR down 3 basis points to 4.55%- Impact on $100M+ permanent loans and construction fin…
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Cannabis Reclassification: Is This the Next Big Investor Opportunity?
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3:45The U.S. government is considering one of the biggest cannabis policy shifts in decades—moving marijuana from Schedule I to Schedule III under federal law. If approved, this change could ease tax burdens, open the door to banking access, accelerate mergers and acquisitions, and reshape the industry’s growth trajectory. In this episode, Kathy Fettke…
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US commercial real estate transaction trends – Q2 2025
11:37
11:37
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11:37We share insights from Altus Group’s Q2 2025 Investment and Transactions Quarterly report. From multifamily’s continued strength to industrial’s surprising slowdown, we explore the quarterly and annual changes in investment volume, pricing, and deal trends impacting CRE today. Tune in for data-backed takeaways to help you navigate your investment s…
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Episode 1: Thursday Intelligence - Life Insurance Underwriting Changes
6:47
6:47
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6:47Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline.**Key Intelligence:**- Treasury and SOFR movements impacting $100M+ permanent loa…
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111. NYC CRE Multifamily Trends: Affordable & Rent-Stabilized Assets in Focus featuring Victor Sozio & Matthew Dzbanek
11:04
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11:04In this episode, Shimon Shkury, President and Founder of Ariel Property Advisors, reviews the latest trends in New York City’s multifamily market with Victor Sozio, Ariel Founding Partner, and Matthew Dzbanek, Senior Director in Capital Services. They discuss financing options and highlight findings from Ariel’s Q2 2025 Multifamily Quarter in Revie…
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401(k) Plans May Soon Allow Real Estate Investing
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4:01President Trump’s new executive order could reshape retirement savings. For the first time, 401(k) plans may allow real estate investing, along with other alternative assets like private equity and crypto. In this episode of Real Estate News for Investors, Kathy Fettke breaks down what the rule change means for retirement savers, why real estate ha…
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Warren Buffett Bets $1 Billion on U.S. Homebuilders
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2:58Warren Buffett’s Berkshire Hathaway just invested nearly $1 billion in homebuilders Lennar and D.R. Horton. Kathy Fettke unpacks why Buffett is doubling down on housing, what it signals for supply, demand, and policy, and what investors should watch as the market heats up. LINKS: JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW O…
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Can Trump Fire the Fed Chair? What the TOO LATE Act Means
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3:50A new GOP bill—the TOO LATE Act—could give President Trump legal power to remove Fed Chair Jerome Powell over interest rate policy. Kathy Fettke breaks down what this means for the Federal Reserve’s independence, future rate cuts, and how it could impact investors, inflation, and market stability. LINKS: JOIN RealWealth® FOR FREE https://realwealth…
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Quantum Tech Facilities: The Next Big Real Estate Opportunity?
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3:27Could quantum computing spark real estate’s next gold rush? Just as AI turned data centers into one of the hottest property plays, experts now believe quantum tech could fuel a brand-new wave of demand for specialized facilities. In this episode, Kathy Fettke breaks down why analysts see quantum commercialization just a few years away — and what th…
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Fannie & Freddie IPO: How a $500B Move Could Reshape Housing Finance
4:25
4:25
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4:25The Trump administration is weighing a massive Fannie Mae and Freddie Mac IPO that could value the mortgage giants at $500 billion. What would this mean for real estate investors, housing finance, and mortgage rates? In this episode, Kathy Fettke breaks down the potential risks and opportunities, from investor windfalls to housing affordability con…
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The Rental Rebound: Supply, Demand, and Demographic Shifts Driving Recovery
55:07
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55:07There is no housing market; there are housing markets. We all know that, but all too often forget. Now, as mortgage rates and increasing supply challenge the for-sale sector, rental supply has tapered from its peak, and that sector is firming. Moreover, dynamics vary, often markedly, depending on geography. The nation is dotted with dozens of renta…
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110. Investing Through Change in NYC CRE | Coffee & Cap Rates Panel (July 2025)
43:52
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43:52Ariel Property Advisors hosted its summer Coffee and Cap Rates event on July 30th, sharing the latest trends in New York City’s investment sales market. Over 250 NYC real estate professionals gathered for this live networking breakfast at TD Bank’s conference center at One Vanderbilt. The theme of the event was “Investing Through Change.” Ralph Bum…
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CRE’s mid-year earnings themes: Market insights across sectors and players
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40:06We’re deep into the Q2 2025 earnings season, and with most calls now behind us, it’s time to zoom out. In this episode, we recap key themes from REITs and explore takeaways from other players in CRE, including capital allocators, brokerages, and development firms. It’s a sector-spanning look at the market trends, investment signals, and opportuniti…
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U.S. Household Debt Hits Record $18.39 Trillion: What It Means for Investors
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4:08U.S. household debt just hit a record $18.39 trillion in Q2 2025, according to the latest New York Fed data. Mortgage balances, HELOCs, credit cards, auto loans, and student debt are all climbing—and delinquencies are rising fast. In this episode, Kathy Fettke breaks down the numbers, explains what’s driving the surge, and shares what it could mean…
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109. NYC’s Investment Sales Market Overview by Shimon Shkury | Coffee & Cap Rates July 2025
18:03
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18:03Ariel Property Advisors hosted its summer Coffee and Cap Rates event on July 30th, sharing the latest trends in New York City’s investment sales market. Over 250 NYC real estate professionals gathered for this live networking breakfast at TD Bank’s conference center at One Vanderbilt. The theme of the event was “Investing Through Change.” Shimon Sh…
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AI Fraud Hits Airbnb: How to Protect Your Short-Term Rentals
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3:35A shocking Airbnb case shows how artificial intelligence can be used to fabricate property damage—and nearly cost one guest thousands. Kathy Fettke breaks down what this means for short-term rental hosts and guests, from the risks of AI-driven fraud to essential steps for protecting your investments. While the rise of AI brings new challenges, it c…
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Commercial Real Estate Faces Big Changes if Energy Star Disappears
9:24
9:24
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9:24The EPA’s Energy Star program—best known for its blue label on appliances—is on the chopping block, and its loss could disrupt billions in energy savings, financing terms, and compliance requirements for commercial property owners. Kathy Fettke explains what’s at stake for real estate investors, from the potential loss of Portfolio Manager’s nation…
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Q2 REIT earnings: What we’re seeing across industrial, retail, office, and multifamily
48:55
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48:55With Q2 earnings season at its midpoint, this episode offers a snapshot of how select REITs across industrial, office, residential, and retail sectors are performing and positioning. Hosts Omar Eltorai and Cole Perry highlight key takeaways from recent calls and early reporting trends. Stay tuned for our wrap-up episode once earnings season conclud…
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Only 73,000 Jobs Added in July—Fed Rate Cut Incoming?
4:41
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4:41The U.S. economy added just 73,000 jobs in July—well below expectations—and the job numbers for May and June were sharply revised downward. The unemployment rate ticked up to 4.2%, while long-term unemployment reached its highest level in years. In this episode, Kathy Fettke breaks down what these weak labor market signals mean for investors, why m…
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Investors Now Buying 30% of Single Family Homes
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3:41Individual buyers may be sidelined by high rates, but investors are stepping in—now accounting for nearly 30% of all single-family home purchases, the highest share on record. In this episode, Kathy Fettke shares how small, nimble investors are outpacing Wall Street giants like Blackstone by moving fast and buying smart. You’ll hear how they’re fin…
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Home Prices Slide in May—Zillow Predicts Further Declines
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3:46The latest S&P CoreLogic Case-Shiller report shows a second straight monthly dip in home prices, with Zillow forecasting a 2% drop in values through 2025. In this episode, Kathy Fettke breaks down what’s driving the decline, from rising inventory to record-high price cuts, and what it could mean for buyers and real estate investors. 📥 Download our …
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Real Estate News Brief: Job Growth Slows, GDP Rebounds, Fed Holds Rates
5:05
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5:05Private hiring picked up in July, but signs of a cooling labor market remain. GDP rebounded 3% in Q2, driven by trade shifts—not real demand. Meanwhile, the Fed held interest rates steady at 4.25–4.5%, despite calls for cuts. Kathy Fettke breaks down what this means for real estate investors in the second half of 2025. 📥 Learn More About Our Syndic…
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