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‘Governance Watch’ is the podcast from the news and intelligence resource, Board Agenda, which immerses its listeners in the intricate world of corporate governance and the burning issues confronting boards and leadership teams today. The magazine style show is hosted by Board Agenda's editorial team and includes interviews with guests including board members and C-suite executives from across industry, governance leaders and the investor community. Each episode provides a wealth of knowledg ...
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Ethan is a Baltimore-area investor who moved from offices and strip centers into strictly industrial after years of high capex and constant turnover in those assets. His 30,000 sf small-bay warehouse bought in 2013 for $2.15M has run nearly full for 12 years, needed little capex, and is now worth about $4.5M. Limited new supply of small bay, 3 perc…
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In this episode of Governance Watch, we explore four major regulatory and compliance developments that UK companies and governance professionals need to act on now. 🔹 Failure to Prevent Fraud A new corporate criminal offence under the Economic Crime and Corporate Transparency Act 2023 came into force on September 1st. Companies can now be held liab…
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Jay Olshonsky, former chairman president and CEO of NAI Global, joined to share why he launched 42 Plus LLC, an advisory firm named for his years in the business. His mission is to fight stagnation he sees across real estate by helping leaders move forward. We dug into AI’s impact, the likely ebb and flow of an eventual bubble, and why you must pay…
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On this episode of the Industrial Real Estate Show, I sat down with Allen Buchanan, a veteran broker and author of The Sequence, a framework for brokers to succeed in the industry. Allen shared his journey from growing up in a family business to starting out at Procter & Gamble, before eventually finding his way into commercial real estate back in …
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On this episode of the Industrial Real Estate Show, I sat down with my friend and fellow author Amy Calandrino to talk about what it’s really like to write and publish a book. Amy shared her story of burnout and how that ultimately inspired her to write, while I reflected on my own process and how the hardest parts weren’t the writing itself but pu…
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In this episode of the Industrial Real Estate Show, Tyler Maddox from MCA Realty shares his 35-year journey from brokerage to leading a Western US-focused industrial investment firm. MCA targets small to mid-bay industrial properties in primary and secondary markets from Texas westward, avoiding tertiary areas due to lower liquidity. Starting in 20…
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In this episode of The Industrial Real Estate Show, I had the pleasure of speaking with Vance Lazar from Pioneer Architecture. Vance has a long and impressive background in architectural design, with a strong focus on logistics and industrial facilities. He walked me through his career path, from early work in visualization to launching his own fir…
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In this episode of The Industrial Real Estate Show, I sat down with Rick Walker, a guest with an incredibly diverse background. He built a company to 400 employees, scaled a nonprofit into 50 countries, ran for Congress, and even had a one-on-one meeting with President Trump. Rick shared how he transitioned into real estate by rolling his broker fe…
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In this episode of the Industrial Real Estate Show, I sit down with Clint Murphy, a seasoned finance and real estate professional with over $2 billion in transaction experience. We explore how investment theses are shaped in both residential and industrial markets, and how different asset types can be compared to blue-chip, dividend, and growth sto…
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In this episode of The Industrial Real Estate Show, Jeff Deehan of Dymaxion Development shares how his passion for city-building (first sparked by playing SimCity as a kid) evolved into a career in real-world development. Based in Lansing, Michigan, Deehan’s firm takes a hyper-local, mixed-asset approach, developing multifamily, industrial, and eve…
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In this episode of The Industrial Real Estate Show, Chad Griffiths welcomes returning guest Deren Huang, an industrial investor based in Tulsa. The interview kicks off with a fun lightning-round game where Deren challenges Chad to blindly rank various investments (from gold and Bitcoin to Olive Garden leases and drive-thru wedding chapels). The pla…
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In this episode of The Industrial Real Estate Show, Chad Griffiths is joined by co-host Matt Carroll and returning guest Dr. Jim Tompkins to discuss the current state of global trade, tariffs, and how these issues are impacting supply chains and industrial real estate. Dr. Tompkins breaks down the rationale behind U.S. tariffs under President Trump…
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With over a decade of experience in Office and Industrial Real Estate Tenant/User Representation across Costa Rica and Central America, Alvaro has worked closely with leading multinational companies such as Roche, Microsoft, Penumbra, Pfizer, Auxis, DHL, and others with operations in the region. He has collaborated both within his global firm and a…
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In this episode of The Industrial Real Estate Show, Chad Griffiths interviews Charlie Stanton of Valley Advisory and Management to unpack the often overlooked but critical role of property management. With over 1.5 million square feet under management across Texas and Arizona, Charlie explains how property managers are the “catch-all” for maintaini…
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In this episode of The Industrial Real Estate Show, investor Kip Northrup shares the remarkable story of how he built a 14-property industrial portfolio in Michigan from the ground up, starting with a childhood passion for aquariums that evolved into a water feature business and eventually led him into real estate. Kip explains how early financial …
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In this week's episode of the Industrial Real Estate Show I was pleased to be joined by industry veteran Ned Mahic to do a deep dive into Industrial Outdoor Storage (IOS)! About Ned: Ned is an experienced real estate developer and investor. He has accumulated more than 20 years’ experience in acquiring, financing, developing, and investing in vario…
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In this wide-ranging and insightful conversation, economist Todd Hirsch joins Chad Griffiths to discuss the economic uncertainty facing North America in 2025, emphasizing that the global landscape is marked by chaos driven by unpredictable tariffs, geopolitical instability, and technological disruption. Todd argues that traditional forecasting has …
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In this episode of The Industrial Real Estate Show, I had the pleasure of hosting two incredible guests at the same time: Bob Knakal and Rod Santomassimo! I’ve interviewed them individually before, but getting them together made for an even richer conversation. Bob, who I view as the best broker in the world, and Rod, the top coach in the industry,…
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In this episode of The Industrial Real Estate Show, I had the honor of interviewing Nick Huber about his new book and his entrepreneurial philosophy. We discuss why speed matters more than over-preparation early in a career, the danger of chasing status over real opportunity, and how decision-making and sales are critical muscles to build for long-…
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In this week's episode of the Industrial Real Estate podcast, supply chain veteran Les Brand joined me and co-host Matt Carroll to unpack what’s really happening across global logistics. With over 50 years in the industry, Les shares front-line insights on tariffs, reshoring, nearshoring, and how geopolitical tensions are reshaping trade routes and…
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In this episode of the Industrial Real Estate Show, I sit down with Dave Riess, CEO of Wonder, to unpack the real-world opportunities and challenges of putting solar on industrial rooftops. From navigating aging roofs and structural concerns to understanding how rooftop solar can boost NOI, Dave explains it all in plain language. We also dive into …
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Tune in to this week's episode of the Industrial Real Estate Show to hear why @RonaldRohdeLaw is selling a couple of his industrial properties. -- 🚨 New! "Industrialize: The Insider's Guide to Industrial Real Estate" is now available: https://mybook.to/industrialize -- 🚩 Subscribe: https://www.youtube.com/@industrialize?sub_confirmation=1 #industri…
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Great timing for this interview as I was able to chat with Matthew Rand, Managing Director of Research and Analytics for Link Logistics the day after President Trump's Liberation Day.Naturally we chatted about tariffs but we also did a deep dive into how Link Logistics looks at opportunities in the industrial real estate market.About Matthew:Matthe…
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In this episode of The Industrial Real Estate Show, I welcomed back Zach Harris and Hunt Rose of TrueCore Properties for a deep dive into their latest moves in the industrial space. They share how a previous podcast episode led directly to acquiring a FedEx facility in Baton Rouge, why Class B industrial is their sweet spot, and what makes secondar…
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In this week's episode of the Industrial Real Estate Show, I sit down with Colin Clish, President of PointOne Data Centers to explore the complexities and hidden details of developing data centers. We discuss everything from site selection and power management to cooling systems, connectivity requirements, and critical design considerations. Whethe…
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In this episode of the Industrial Real Estate Show, I spoke with Sean Dalfen, CEO of Dalfen Industrial. We explored his recent significant deals, particularly a large partnership with Goldman Sachs, expanding their portfolio with strategic acquisitions across key logistics hubs like Dallas, Philly, Vegas, and Cincinnati. Sean highlighted the import…
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In this episode of Governance Watch, Board Agenda editor Gavin Hinks is joined by White & Case partners Lachlan Low and Di Yu to explore the most pressing corporate governance developments for 2025. The discussion covers major regulatory changes in Europe, including the revised Corporate Sustainability Reporting Directive (CSRD) and Corporate Susta…
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On this episode of the Industrial Real Estate Show, I had the honor of interviewing crowd favorite Aaron Halfacre. Aaron is CEO of Motive Industrial, a REIT focused on single-tenant, net-lease manufacturing properties across the U.S. We discussed the unique benefits and risks of manufacturing real estate compared to typical industrial properties li…
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Honored to be joined by Doug Kiersey again as we jump into Doug provides insights on current valuation trends, interest rates, and market dynamics. He notes that although interest rates have stabilized around 4.25%, the spread between industrial cap rates and treasury yields remains narrow, compelling investors to rely on rent growth rather than ap…
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I was pleased to be joined by the illustrious Dr. Peter Linneman to get his thoughts on the economy, tariffs and the industrial real estate market! In the interview Dr. Peter Linneman shares his perspective on current events in the industrial real estate market, emphasizing the importance of cutting through the noise to focus on fundamental economi…
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I don't mince words when I say this: Bob Knakal is the Greatest of All Time. An amazing broker and an even better person, I was honored to be joined by him again where we did a deep dive into how he has built a legendary career on the foundation of prospecting for new clients. About Bob: Bob Knakal also known as "BK" has been a broker in NYC since …
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In this episode of Governance Watch, the Board Agenda podcast, we explore the pressing issues shaping corporate governance with one of the UK’s most influential voices in the field. Our special guest, Jen Sisson, Chief Executive of the International Corporate Governance Network (ICGN), offers critical insights into the challenges and opportunities …
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Was honored to be joined by Justin Horowitz from Cooper Horowitz to do a deep dive into Industrial Outdoor Storage! About Justin: Justin Horowitz works at Cooper Horowitz, a family-owned capital markets advisory firm, where he specializes in debt and equity placement throughout the country. Prior to Cooper Horowitz, Horowitz worked at Savills Studl…
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In this week's episode of the Industrial Real Estate Podcast I was pleased to be joined by David Hoffman, a veteran supply chain expert and real estate investor.We chatted about a number of fascinating topics that should be on your radar in 2025!Connect with David:Website: https://hoffmansupplychainadvisors.com/ David's Youtube: https://www.youtube…
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I had the honor of interviewing James Randel, author of Confessions of a Real Estate Entrepreneur today.Jim's book has become my most recommended book to others and I've read it 4 - 5 times myself.We had a great discussion that was unfortunately cut short due to a poor internet connection, but even in the time we had it was a masterclass in how to …
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Honored to be joined by Trey Pennington on this week's episode of the Industrial Real Estate Show. In addition to being a top producing broker with the prestigious SIOR designation, Trey has a law degree, international Masters of Business Administration and 3 (!!) bachelor degrees. Trey and I chatted about a number of topics, including the state of…
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An honor to co-host this episode of the Industrial Real Estate Podcast alongside Matt Carroll and the iconic supply chain thought leader, Dr. Jim Tompkins. This episode dives into key issues shaping global supply chains and industrial real estate, offering insights you won’t want to miss:• Election Impact: How the current political landscape—and a …
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Warehouse racking might seem like a fairly simple topic, but after hearing from Jonathan Hirst, I've realized it's far more complex than I would have thought! Not only are there crucial safety considerations, there are also numerous factors that need to be taken into account. About Jonathan Hirst, P. Eng – Vice President and General Manager of Nort…
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In this week's episode of the industrial real estate show I was pleased to be joined by Chris Matin who is restoring a 105 year factory in Charleston, Illinois. It was previously a shoe factory and has had years of neglect. Hear how Chris has been working on this ambitious project for the past 2 years including all the challenges he's encountered a…
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Kyle Reiling, the Executive Director of the Greenview Industrial Gateway, will be quick to point to the numerous people who played important roles in Kevin O'Leary's announcement to building the world's largest data center.And there was surely a bit of good luck involved as well. But as modest as Kyle is, he has been the driving force behind gettin…
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Jim Belosic is an industrialist.With a background in software, he applied what he learned in that industry towards a traditional (and seemingly outdated) industry: manufacturing.He was frustrated with how difficult it was to get a one off part, so he bought a laser cutter with the intent of doing small jobs to offset his costs to run it for himself…
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PwC recently released their 46th edition of their Emerging Trends in Real Estate which also included a separate report for Canada (the 20th version).This is a must read report for anyone involved in the commercial real estate industry.To discuss their findings for 2025 I was pleased to be joined by Fred Cassano, Partner and the National Real Estate…
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Joel Friedland is one of my favorite people in the industrial real estate market. I was pleased to have interviewed him a couple years ago and we were well overdue for a follow up interview. In this captivating interview Joel provides a ton of insights into the state of the market! About Joel: Joel has a 42 year track record in industrial real esta…
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2025 Industrial Insiders Registration NOW OPEN! https://industrialize.com/membership Following Pat 1 of this interview I had many more questions to ask Jim. Join in as we do a deep dive into phase II's! About Jim: Jim is a familiar voice in commercial real estate consulting, advising clients for over 25 years on environmental and property condition…
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2025 Industrial Insiders Registration NOW OPEN! https://industrialize.com/membership There's a lot more that goes into a Phase 1 Environmental Site Assessment than I thought! I was joined by Jim Bartlett, Senior Vice President at Bureau Veritas, to do a deep dive into the topic. About Jim: Jim is a familiar voice in commercial real estate consultin…
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In this week's episode I was honored to be joined by Zane Hengsperger as we talked about all things manufacturing. Here's what we chatted about: 0:00 – Introduction 2:59 – What’s interesting in manufacturing? 4:41 – Can we de-throne China as the World’s Factory? 9:21 – Automation vs manual labor 12:32 – Software integration 13:37 – Anduril 17:42 – …
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This week I'm glad to be joined by Obie R. Silverwood, a seasoned expert with over 46 years of experience as an industrial real estate broker and investor. Obie recently released his book, Industrial Real Estate Investing and Management, which provides a step-by-step guide on buying, leasing, managing, and selling industrial properties. Buy Obie's …
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In this week's episode of the Industrial Real Estate Show I had the honor of being joined by the 2025 Chair of NAIOP, Alex Thomson. I'm a big advocate of NAIOP and have the pleasure of calling Alex a friend, so this week's episode was quite special! About Alex: Alex Thomson is a passionate advocate for the commercial real estate industry. A long-st…
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Had the privilege of having KC Conway join me for an update on both the economy and the industrial real estate market! Here's what we chatted about: 0:20 - What's happened so far in 2024? 6:35 - Inflation and interest rates 12:36 - Fiscal policy problems 15:21 - What happens post election? 19:35 - Industrial real estate in 2025 29:44 - Where is off…
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Pleased to be joined by Matt Carroll once again as we co-hosted a part II interview with Dr. Jim Tompkins. We chatted about a number of fascinating topics: 0:00 - Introduction 1:05 - What's going on in Supply Chains? 10:28 - Can Mexico Fix Supply Chain Snarls? 14:53 - Government Hard at work 17:05 - Onshoring trends 22:25 - Optionality, China plus …
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