In this episode, Steve Hamoen begins with an introduction and an overview of office space conversions, focusing on their role in addressing current market dynamics. He examines the economic implications of office vacancies and conversions, providing insights into the challenges faced by the office market, particularly in Los Angeles compared to Canadian cities. The discussion moves to adaptive reuse and urban revitalization strategies, highlighting innovative approaches in the sector. Steve then delves into CBL Properties' recent acquisitions and financial strategy, followed by an analysis of commercial real estate trends with a spotlight on a property acquisition in Jacksonville. The episode wraps up with closing remarks and expressions of gratitude.

(0:00) Introduction and overview of office space conversions

(1:19) Economic implications of office vacancies and conversions

(2:00) Office market challenges: L.A. vs. Canadian cities

(3:02) Adaptive reuse and urban revitalization strategies

(3:28) CBL Properties' acquisitions and financial strategy

(5:43) Commercial real estate trends and Jacksonville property acquisition

(8:00) Closing remarks and thank you

In this episode, Steve Hamoen starts with an introduction and the latest developments surrounding Hudson's Bay takeover. He delves into Hudson's Bay leases and Liu's vision for the company, exploring the implications for landlords and the broader commercial real estate landscape. The discussion shifts to S2 Capital's recent acquisition and the future trajectory of Fort Capital. Steve also provides an analysis of Boston's industrial real estate market, offering valuable insights into current trends and opportunities. The episode highlights Northeast Private Client Group's anniversary, reflecting on their achievements and future outlook. It concludes with Steve's closing remarks.

(0:00) Introduction and Hudson's Bay takeover developments

(1:19) Hudson's Bay leases and Liu's vision for the company

(2:10) Landlords' concerns and commercial real estate implications

(3:10) S2 Capital's acquisition and future of Fort Capital

(6:04) Boston's industrial real estate market analysis

(8:47) Northeast Private Client Group's anniversary and outlook

(10:12) Closing remarks

In this episode, Steve Hamoen begins with an introduction and welcome before diving into the details of a $2.7 million retail-office building acquisition in Cheshire, including planned upgrades. He then discusses Savlan Capital's strategic $52 million acquisition in Jacksonville, focusing on the tenant mix. The episode continues with insights into Basis Industrial's $33 million acquisition in Wappingers Falls and Edens' purchase of a Buckhead strip center. Steve also highlights Divaris Real Estate's lease renewal for the U.S. Coast Guard. The episode concludes with closing remarks and expressions of gratitude.

(0:00) Introduction and welcome

(0:19) $2.7 million retail-office building acquisition in Cheshire: Details and upgrades

(1:55) Savlan Capital’s $52 million acquisition in Jacksonville: Strategy and tenant mix

(5:49) Basis Industrial's $33 million acquisition in Wappingers Falls

(8:35) Edens’ acquisition of Buckhead strip center

(10:24) Divaris Real Estate’s lease renewal for the U.S. Coast Guard

(12:54) Closing remarks and thank you

In this episode, Steve Hamoen introduces Uptown's latest development projects and examines current market trends. He provides insights into the Dallas-Fort Worth office market, highlighting trends in office leasing and shifting tenant preferences. The episode further explores major retail property transactions and discusses the growing trend of office-to-hotel conversions and their impact on the market. Steve also offers an outlook on the industrial real estate sector, providing listeners with a comprehensive view of the current commercial real estate landscape. The episode concludes with remarks from the sponsor, Gladstone Commercial, and Steve's closing reflections.

(0:00) Introduction to Uptown's development projects and market trends

(1:33) Dallas-Fort Worth office market insights

(2:25) Trends in office leasing and tenant preferences

(4:17) Major retail property transactions and trends

(5:51) Office-to-hotel conversions and their impact

(7:05) Industrial real estate sector outlook

(10:05) Sponsor: Gladstone Commercial

(11:24) Closing remarks

In this episode, Steve Hamoen provides an overview of current trends in the commercial real estate market, focusing on economic challenges and investment activities across North America. He examines trends in the multi-family and industrial sectors in Ontario, the US, and broader North America, while also addressing challenges, adaptations, and innovations within the office space and retail sectors. The discussion extends globally with insights into Morgan Stanley's activities in Australia and Florida's commercial finance market. Steve explores the performance of industrial assets, retail, and hospitality in Florida, and discusses revitalization efforts and new opportunities in suburban retail centers. The episode concludes with reflections and a sign-off.

(0:00) Introduction and overview of commercial real estate market trends

(0:17) Economic challenges and investment activities in North America

(0:41) Multi-family and Industrial sector trends in Ontario, the US, and North America

(1:30) Office space and Retail sector challenges, adaptation, and innovation

(2:16) Global insights: Morgan Stanley in Australia and Florida's commercial finance market

(6:26) Industrial assets, Retail, and hospitality performance in Florida

(10:15) Revitalization and new opportunities in suburban retail centers

(13:11) Conclusion and sign-off

In this episode, Steve Hamoen delves into CT REIT's Q2 2025 performance, focusing on their redevelopment projects, capital allocation, and debt management strategies. He provides insights into JLL Capital Markets' recent retail portfolio sale, highlighting key trends in foreign investment within the commercial real estate sector. The episode also covers new retail developments, including Tesla's expanding commercial footprint, and draws parallels with Ontario's commercial real estate market. Steve concludes with closing remarks and reflections on the evolving landscape of commercial real estate.

(0:00) Introduction and CT REIT's Q2 2025 performance and redevelopment projects

(1:27) CT REIT's capital allocation and debt management strategies

(2:15) JLL Capital Markets' retail portfolio sale and insights

(4:39) Trends in foreign investment in commercial real estate

(6:01) New retail developments and Tesla's commercial expansion

(9:28) Parallels with Ontario's commercial real estate market

(10:09) Closing remarks and thank you

In this episode, Steve Hamoen discusses Visa's potential relocation to Canary Wharf, analyzing its impact on London's commercial real estate and the strategic advantages of the location. He explores the benefits of Visa's lease at One Canada Square and the post-pandemic value of such locations. The episode also covers Bain Capital and 11North Partners' retail center acquisitions in Florida and South Carolina, detailing the strategic significance and joint venture focus. Steve reviews Simon Property Group's Q2 2025 performance, strategic investments, and resilience strategies, as well as Amazon's data center development in Georgia. The episode concludes with insights into Florida's population growth, retail market dynamics, and competitive CRE strategies.

(0:00) Introduction and overview of Visa's potential relocation to Canary Wharf

(0:17) Visa's relocation: Impact on London's CRE and Canary Wharf's strategic advantages

(1:27) Visa's One Canada Square lease benefits and post-pandemic location value

(2:21) Conclusion on Visa's relocation implications

(3:21) Bain Capital and 11North Partners' retail center acquisitions in Florida and South Carolina

(3:49) Acquisition details, strategic significance, and Bain/11North joint venture focus

(6:09) Simon Property Group's Q2 2025 performance and strategic investments

(7:13) Simon's raised guidance and approach to eCommerce integration

(9:31) Simon Property Group's resilience and risk mitigation strategies

(11:00) Amazon's Georgia land acquisition for data center development

(12:29) Amazon's investment vision and community engagement in Georgia

(13:19) Florida's population growth and retail market dynamics

(14:16) Florida's net lease property market and multi-tenant investment demand

(16:04) Tenant and landlord strategies in Florida's competitive CRE market

(17:23) Closing remarks and thank you for listening

In this episode, Steve Hamoen explores the innovative trends and economic uncertainties shaping the retail real estate sector. He discusses the role of data-driven leasing, sustainability, and AI in transforming retail formats and the impact of e-commerce on the industry. The episode also highlights retail and office development trends in Boston and Chicago, providing a detailed case study on the foreclosure of a major mall property. Steve concludes with insights and reflections on the evolving landscape of retail real estate, offering listeners a comprehensive view of current market dynamics.

(0:00) Introduction to innovations and economic uncertainties in retail real estate

(1:13) Data-driven leasing, sustainability, and AI in retail

(3:08) The transformation of retail formats and e-commerce impacts

(5:02) Sponsor: Huntington Tower

(7:45) Retail and office development highlights in Boston and Chicago

(11:32) Case study: Foreclosure of a major mall property

(13:13) Closing remarks

In this episode, Steve Hamoen provides an overview of the Dallas-Fort Worth industrial market, examining its growth, lease dynamics, vacancy rates, and inherent advantages. He then shifts focus to the Phoenix industrial market, discussing its expansion and emerging trends. The episode also explores the challenges and opportunities present in the broader Western US industrial sector. Steve wraps up with concluding remarks, offering a comprehensive analysis of the current state and future prospects of industrial real estate in these key regions.

(0:00) Introduction and overview of Dallas-Fort Worth industrial market

(1:33) Dallas-Fort Worth market analysis: Growth, leases, vacancy rates, and advantages

(2:41) Phoenix industrial market expansion and trends

(4:03) Challenges and opportunities in the Western US industrial sector

(4:32) Conclusion and closing remarks

In this episode, Steve Hamoen provides a market overview, highlighting investment growth and emerging office market trends. He discusses retail and multifamily real estate, regional insights, and Blackstone's strategies. Steve examines technology's impact on investors and delves into retail real estate dynamics, including J.C. Penney's influence and mall reclassification. He covers real estate valuation, long-term strategies, retail vacancy, REITs, and investment approaches. The episode concludes with insights into industrial property trends, cross-border activities, and Uptown Tower's renovation, showcasing market revitalization trends.

(0:00) Introduction and market overview

(0:15) Investment growth and Office market trends

(1:19) Retail and Multifamily real estate trends

(2:17) Regional insights and Blackstone's strategies

(4:03) Technology and investor implications in Blackstone's approach

(6:01) Retail real estate dynamics and J.C. Penney's impact

(7:19) Mall real estate reclassification and shifts

(8:26) Real estate valuation and long-term strategies

(10:06) Retail vacancy, REITs, and investment strategies

(12:27) Industrial property trends and cross-border insights

(14:41) Uptown Tower renovation and market revitalization trends

(16:43) Closing remarks