In this week’s episode of The Industrialist: Shop Talk, Jeremy, Jeff, and Will dive into market updates from Terrell to Rome (Texas, not Italy), the latest on REITs and ETFs, and why that 130% dividend might not be as sweet as it sounds.

They also unpack Onyx Partners’ $947 million acquisition of the JCPenney portfolio and debate whether it's a bold move or a bet on dead malls. The term of the week, “in the path of growth,” gets decoded for what it really means: it’s probably still in the middle of nowhere.

Finally, things take a turn into SEC football territory as they break down team win totals, depth charts, and quarterback storylines heading into the season. Toss in some traffic data, DFW fatal crash stats, and a reminder that your vacant building isn’t paying the bills—and you’ve got another classic episode of Shop Talk.

📌 Related reading: ⁠https://therealdeal.com/texas/2025/07/25/texas-foreign-buyer-ban-rattles-brokers/

https://www.bizjournals.com/dallas/news/2025/08/01/dfw-traffic-commutes-ranking.html