In this episode, Steve Hamoen delves into the real estate markets of Vietnam and India, highlighting the challenges and opportunities in Vietnam's M&A landscape and India's retail real estate projections. He discusses JCPenney's real estate liquidation and the trend of mall repurposing. Steve examines the influence of e-commerce on retail real estate investments and provides an overview of commercial real estate investment in the Asia Pacific region, focusing on South Korea and Japan's market performance. The episode also addresses trends in Asia Pacific's leading real estate sectors, the role of private wealth, and declining debt costs in real estate investment. Steve concludes with insights on Nuveen's capital raise for its C-PACE Lending Fund III.

(0:00) Introduction to Vietnam and India's Real Estate Markets

(2:01) Challenges and Opportunities in Vietnam's Real Estate M&A

(5:00) India's Retail Real Estate Landscape and Projections

(5:50) JCPenney's Real Estate Liquidation and Mall Repurposing

(9:23) E-commerce's Influence on Retail Real Estate Investments

(11:02) Asia Pacific's Commercial Real Estate Investment Overview

(12:28) South Korea and Japan's Real Estate Market Performance

(14:16) Trends in Asia Pacific's Leading Real Estate Sectors

(15:09) Private Wealth and Declining Debt Costs in Real Estate Investment

(16:02) Nuveen's Capital Raise for C-PACE Lending Fund III

(18:15) Closing Remarks

In this episode, Steve Hamoen explores the transformation and resilience of retail real estate in the post-pandemic era. He delves into Onyx Partners' strategic approach to acquiring and repositioning retail assets, while examining the macroeconomic factors influencing retail investment evolution. Steve highlights industry trends such as adaptive reuse, sustainability, and the importance of physical locations. The episode also covers Brimor Property Group's acquisition strategies, office-to-apartment conversions in Norwalk, Connecticut, and Apollo Commercial Real Estate Finance's earnings. Steve discusses ARI's financial health and CBRE's profit forecast, wrapping up with insights on office space demand trends.

(0:00) Introduction to the episode

(0:15) Transformation and resilience in retail real estate post-pandemic

(2:13) Onyx Partners' strategy in acquiring and repositioning retail assets

(3:30) Macroeconomic factors and evolution of retail investment

(5:06) Industry trends: Adaptive reuse, sustainability, and physical location importance

(6:24) Brimor Property Group's market confidence and acquisition strategies

(8:34) Office to apartment conversions in Norwalk, Connecticut

(11:03) Apollo Commercial Real Estate Finance's earnings and strategies

(14:24) ARI's financial health and investor considerations

(16:53) CBRE's profit forecast and office space demand trends

(18:30) Closing remarks and thank you

In this episode, Steve Hamoen explores 2025 commercial real estate finance trends. He discusses FCPT's strategic expansion in retail real estate, focusing on their disciplined approach and risk management. The episode also highlights Rabina's skyscraper project at 520 Fifth Avenue, offering insights into the Manhattan office market. Steve examines the repurposing of commercial properties with a case study on the Tampa Bay Times printing plant and discusses Chase Properties' strategic acquisitions in the retail sector. The episode wraps up with Steve's closing remarks.

(0:00) Introduction and welcome

(0:12) Overview and analysis of 2025 commercial real estate finance trends

(1:24) FCPT's strategic expansion and disciplined approach in retail real estate

(5:55) FCPT's risk management and value proposition for investors

(8:07) Rabina's new skyscraper at 520 Fifth Avenue and Manhattan office market insights

(10:39) Repurposing commercial properties: Tampa Bay Times printing plant case study

(12:39) Chase Properties' strategic acquisitions and retail sector insights

(15:05) Conclusion and goodbye

In this episode, Steve Hamoen explores Dubai's commercial real estate market, with a focus on the office sector's dynamics, sales increases, and key areas of interest. He discusses off-plan office sales, future supply, and price trends. The episode also covers Dubai's retail and warehouse sectors. Shifting to San Antonio, Steve examines retail growth, new store openings, and compares outdoor and indoor malls. Global highlights include McDonald's in Hong Kong and Romania's market recovery. He also addresses Romania's retail investment deals, developer challenges, and geopolitical impacts on real estate. Steve wraps up with closing remarks and thanks listeners.

(0:00) Introduction and overview of Dubai's commercial real estate market

(0:20) Dubai's office market dynamics: Sales increase, investor confidence, and key areas

(1:28) Off-plan office sales, future supply, and price growth in Dubai

(2:29) Retail and warehouse sectors: Leasing prices and growth

(3:29) San Antonio's retail sector: Growth, store openings, and new developments

(7:04) Outdoor vs. Indoor malls: Popularity, challenges, and adaptations

(9:40) Grocery-anchored retail centers: Resilience amidst changes

(10:52) Global commercial real estate highlights: McDonald's in Hong Kong and Romania's market recovery

(13:53) Romania's retail sector: Investment deals, developer challenges, and opportunities

(16:10) The impact of geopolitical instability on real estate

(16:38) Mixed-use developments and hospitality investments in Romania

(17:39) Closing remarks and thank you

In this episode, Steve Hamoen kicks off with an introduction and detailed discussion on the transaction of Bridgewater Grand in Lakeland, FL, setting the scene for broader market implications. He delves into Hamilton Point Investments, offering insights into their strategies and market positioning. The episode highlights the challenges faced by business owners transitioning into real estate investors, providing practical advice. Steve then examines commercial real estate trends in Illinois, with a focus on Chicago's evolving market. The conversation also covers significant office lease milestones and geographic shifts in investment patterns. The episode concludes with insights into these developments.

(0:00) Introduction and transaction details of Bridgewater Grand in Lakeland, FL

(1:13) Hamilton Point Investments and market insights

(2:06) Challenges for business owners becoming real estate investors

(4:07) Commercial real estate trends in Illinois and Chicago's market evolution

(6:50) Office lease milestones and geographic investment shifts

In this episode, Steve Hamoen begins with an exploration of Ram Realty Advisors' recent acquisition, setting the stage for a broader discussion on market dynamics. He provides an overview of Riyadh’s burgeoning commercial real estate market, highlighting its potential and growth drivers. The episode transitions to New York City's efforts in revitalizing its commercial spaces, showcasing innovative strategies in play. Steve also examines Fulshear Central as a model for suburban development in Houston, offering insights into its successful framework. The conversation shifts to Oahu's retail sector, focusing on its resilience and challenges post-COVID-19. The episode wraps up with Steve's concluding thoughts and sign-off.

(0:00) Introduction and Ram Realty Advisors acquisition

(1:02) Riyadh’s commercial real estate market overview

(4:51) New York City's commercial space revitalization efforts

(6:24) Fulshear Central: A model for suburban development in Houston

(8:36) Oahu's retail sector post-COVID-19 resilience and challenges

(9:59) Conclusion and sign-off

In this episode, Steve Hamoen explores transforming land through public-private partnerships, focusing on MURAL Real Estate Partners' New Haven project. He covers the development timeline and the Connecticut Department of Transportation's role. The discussion includes Chase Properties' Southwest Portfolio strategy and Regency Centers' five-property acquisition in Orange County. Steve also discusses the sale of Virgin Hotel Chicago and trends in the hospitality sector, insights into Fort Worth's office market transformation, and cross-border real estate dynamics. The episode wraps up with Steve's closing remarks.

(0:00) Introduction to transforming land through public-private partnerships and MURAL Real Estate Partners' New Haven project

(1:30) Phasing, timeline, and Connecticut Department of Transportation's strategy for New Haven development

(3:10) Chase Properties' Southwest Portfolio acquisition and expansion strategy

(5:20) Regency Centers' five-property acquisition in Orange County

(6:55) Virgin Hotel Chicago sale and hospitality sector trends

(9:00) Fort Worth office market transformation and cross-border insights

(10:37) Closing remarks and sign-off

In this episode, Steve Hamoen introduces the latest trends in retail and mixed-use developments, focusing on emerging opportunities in Romania and Canada. He discusses the integration of sustainable practices in North American retail and office projects, highlighting their growing importance. The episode also covers the increasing trend of office-to-residential conversions and redevelopment across North America, offering insights into the drivers behind these transformations. Steve shines a spotlight on income-restricted and industrial real estate developments, examining their potential impact on the market. The episode wraps up with Steve's closing remarks and sign-off.

(0:00) Introduction to the episode

(0:18) Retail and Mixed-use Development Trends in Romania and Canada

(2:14) Sustainable Practices in North American Retail and Office Projects

(3:33) Office-to-Residential Conversions and Redevelopment in North America

(6:21) Spotlight on Income-Restricted and Industrial Real Estate Developments

(10:39) Closing Remarks

In this episode, Steve Hamoen explores the current demand for commercial properties and the growth observed in the office sector. He delves into the investments being made in the industrial and retail sectors, highlighting key developments. The episode also examines the role of AI innovations in transforming the commercial real estate landscape. Steve discusses recent mergers and acquisitions within the industry, providing insights into their strategic significance. A focus on industrial real estate trends and sustainability underscores the conversation, with particular attention to developments in Fontana, CA. The episode concludes with Steve's final thoughts and sign-off.

(0:00) Introduction

(0:19) Commercial property demand and office sector growth

(1:47) Industrial and retail sector investments

(2:41) AI innovations in commercial real estate

(6:22) Mergers and acquisitions in real estate

(7:54) Industrial real estate trends and sustainability

(11:00) Focus on Industrial real estate in Fontana, CA

(12:57) Conclusion

In this episode, Steve Hamoen begins with an overview of the commercial real estate landscape in Tyler, Texas, discussing key economic health indicators that shape the region. The episode features a sponsor update from Cibus, highlighting their recent retail acquisitions and expansion efforts in Europe. Steve then turns his attention to Blue Star Properties' new project in Chicago, offering insights into its potential impact. He also explores Stockdale Capital Partners' strategy with their distressed property fund. Additionally, the episode covers Lincoln, California's land development plan, examining its implications for local growth. Steve wraps up with concluding thoughts and a sign-off.

(0:00) Introduction and Tyler, Texas commercial real estate overview

(2:08) Broader economic health indicators in Tyler

(2:47) Sponsor: Cibus's retail acquisitions and expansion in Europe

(5:47) Blue Star Properties' Chicago project

(7:36) Stockdale Capital Partners' distressed property fund

(9:24) Lincoln, California's land development plan

(11:40) Conclusion and sign-off