Commercial Real Estate Investment Conference Podcast (CREIC)

Commercial Real Estate Investment Conference Podcast (CREIC)

By Commercial Real Estate Investment ConferenceBusinessInvesting
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Commercial Real Estate Investment Conference Podcast (CREIC) episodes

  • Rise48 Equity: The First Official Sponsor of the Room

    Rise48 Equity is the first official sponsor.

    This entire episode is dedicated to them. This is how we treat our sponsors.

    Founded by Zach Haptonstall out of Phoenix, Arizona, Rise48 Equity is one of the most disciplined multifamily operators in the country. From a lower middle class upbringing to building a vertically integrated real estate company with over 11,000 units, 350 W2 employees, and a track record that speaks for itself.

    In this episode, we break down:

    • Zach's journey from undersized offensive lineman to healthcare marketing director to full-time real estate operator
    • Quitting a $200K+ career with $300K in savings and making zero dollars for three years
    • How Rise 48 went from 6 deals ($60M) to 32 deals ($1.3B) in 24 months
    • Full vertical integration: Rise 48 Communities (property management) and Rise 48 Construction
    • Controlling the entire supply chain with fixed pricing on materials and labor sourced wholesale from overseas manufacturers
    • Never missing a debt payment, never defaulting, never losing investor capital
    • Playing "grim reaper" by acquiring over a dozen distressed deals at loan amounts, wiping out seller equity
    • Expanding from Phoenix to Dallas (2023) and North Carolina (2024)
    • Shutting down two profitable businesses (HVAC company with $3.5M revenue/35% margins and third-party management) on January 1, 2026 to maintain laser focus
    • Going all in on AI with an internal AI committee, daily standups, and building a proprietary operating system using Claude Code
    • Automating 4,000 monthly distribution payments in two days (saving $100K and six months of development)
    • Pivoting to operational value-add: bulk cable contracts, carports, valet trash to drive NOI
    • Zach's market outlook: 12-month bottom window, new supply absorbed by late 2026/early 2027, significant housing shortage ahead, and tailwinds for operators who bought at 30-50% discounts
    • Watch the full interview with Zach Haptonstall:
      On the Rise Podcast - Zach Haptonstall Interview

      Learn more about Rise48 Equity:
      rise48.com

      7 min
    • Private Credit Is Cracking. Smart Money Is Coming Home.

      Private credit was the institutional darling for two years running. High yields. Massive inflows. But the cracks are showing. A live dispute between Western Alliance and Jefferies over a $337M loan tied to bankrupt First Brands is exposing just how fragile the space has become. Banks hold roughly $300B in private credit exposure through opaque SPV structures and fund financing channels. When one blows up, nobody knows where the shrapnel lands.

      Meanwhile, commercial real estate values remain approximately 22% below their 2022 peak, creating a compelling entry point as capital begins rotating back into real assets. Blackstone's BREIT just posted its strongest inflows since 2022. The smart money isn't guessing. It's moving.

      In this episode, we break down:

      • Why private credit's high-yield appeal is being recalibrated against liquidity and transparency risks
      • The Western Alliance vs. Jefferies dispute and what it signals about bank exposure to private credit
      • $300B in opaque bank exposure through SPVs and fund financing
      • Non-traded REIT inflows rebounding after dropping from $33.2B (2022) to $5.7B (2025)
      • Blackstone's BREIT posting its strongest inflows since 2022
      • CRE values sitting 22% below 2022 peak as an entry point
      • U.S. equity REITs tripling capital raising in February
      • Harbor Group International closing a $562M, 11-asset multifamily acquisition
      • Freddie Mac's Small Balance Loan program anchoring multifamily financing
      • Executive orders targeting housing regulation cuts
      • Rent cuts in a quarter of U.S. apartment markets, led by Florida metros
      • Bank of America leasing the full office tower at One Bryant Park
      • OpenAI expanding with another Mission Bay lease in San Francisco
      • Electrified industrial outdoor storage emerging as a niche asset class
      • A $200M data center factory coming to Brighton, Colorado
      • Episode Sponsor: Rise 48 Equity — rise48.com

        6 min
      • Blackstone Is Selling. Here's Why You Should Care.

        Blackstone emerged as one of the biggest sellers in commercial real estate to start 2026, offloading over $1 billion in assets in January alone. Park Avenue Tower in Manhattan ($730M), Skyview Park in Queens ($424M), Streets of Woodfield near Chicago ($69M). But they're not running for the exits. They're repositioning into data centers, luxury apartments, and logistics.

        In this episode, we break down:

        • Why Blackstone is shedding legacy assets and what it signals for the broader CRE market
        • Where institutional capital is flowing right now (industrial deal activity is only 11% below pre-pandemic levels)
        • Clarion Partners' $412M acquisition of The Brickyard logistics site in LA
        • The office market reality: trophy assets move, everything else struggles
        • Deals over $100M increasing year over year despite declining total volume
        • The federal government buying warehouses (not leasing) for ICE detention centers
        • Sale-leaseback resurgence: $14B fueled by M&A activity
        • Public Storage acquiring National Storage Affiliates in an all-stock deal
        • Jay Parsons' 2026 apartment rent outlook
        • Industrial bulk occupancies jumping 25%
        • Office traffic posting its strongest February since 2020
        • Bank of America strategist drawing pre-2008 parallels
        • Rising five-year inflation expectations driven by energy prices and geopolitical tensions
        • Episode Sponsor: Rise 48 Equity — rise48.com

          5 min
        • The Website Is Live

          The official website is live.

          For twelve episodes, we've been telling you the room is being built. Now it has a home. The vision. The invitation. It's all in one place.

          Adam, Cam, and the team are taking an approach nobody has ever seen in commercial real estate. They're not building another conference. They're creating an experience and delivering more value than this niche has ever seen at a single event.

          Here's the bold claim: There will be more capital in this room ready to deploy than all of the major events usually on the North American commercial real estate circuit. And in just the last five days, major equity has confirmed it will be in the room.

          This isn't an event where you sit in the stands and wave pom poms. This is where deals get done.

          500 seats. Spots are limited. Move fast.

          3 min
        • Where It All Started

          If you just started listening, this is the episode that catches you up.

          The first three episodes laid the foundation for everything that's followed. Today, we walk through all three and explain why they still matter.

          Episode 1: The Room Is Being Built
          The origin story. The conference circuit is falling apart. Adam Carswell and Cameron Iuvancigh noticed, and instead of complaining, they decided to build the room themselves.

          Episode 2: Why 500 Is Just the Beginning
          500 isn't a cap. It's year one. The floor, not the ceiling. Modeled after a resource investment conference that started small and became one of the biggest gatherings in its industry. Same playbook. Applied to commercial real estate.

          Episode 3: The Factor
          Why the city? Because it has become one of the most important commercial real estate markets in the country. $16 billion in CRE sales in 2025. A 35% surge in investment sales. CBRE's #2 target city for CRE investment. Class A rents in the core pushing $73/sq ft. 127 companies relocated since 2020. This wasn't random. It was strategic.

          Plus: Breaking News
          This weekend, Adam and Cam worked some network magic. Very serious institutional capital is heading to the room. Not angel money. Not friends and family rounds. The kind of capital that moves the needle on real deals. More details coming soon.

          Spots are limited. Move fast.

          6 min
        • Three Lanes You Didn't See Coming

          Three newly confirmed attendees from completely different backgrounds.

          • Kyle Swafford — Swafford Law Firm. Syndication attorney specializing in fund structuring, SEC compliance, and legal infrastructure for operators nationwide.
          • Rachel Griffith — Senior Vice President at King Operating (Dallas). 25+ years in leadership, 15 years in Africa, now leading partner relations and capital development for a fourth-generation oil and gas company focused on Texas Permian Basin projects.
          • Bryan Escudero — President & CEO of First Gen Foundations (Miami-based). Educating and empowering first-generation investors through multifamily in secondary markets like Columbus, Ohio.
          • Three lanes. One room. This is what we mean when we say this room is being built differently.

            5 min
          • Atlanta Wasn't On Anyone's Radar, Now It's #2

            Six months ago, Atlanta was a punchline. Now it's projected to rank #2 in the country for rent growth.

            In this episode, we break down Atlanta's surprising multifamily turnaround and what's driving the shift:

            • 4.1% projected rent growth in 2026 — ranking #2 among major U.S. metros
            • 8,400 fewer units delivering in 2026 vs. 2025
            • Vacancy tightening to 5.2% — the lowest since the post-pandemic recovery
            • Lowest apartment pricing among major metros last year
            • Hot submarkets: Cumberland, Midtown, Gwinnett County, Clayton County
            • 19,000 jobs projected to be added in 2026
            • Plus Quick Hits:

              • CRE CLO issuance picking back up
              • Institutional investors preparing to deploy capital
              • Phoenix ranked #1 for industrial investment in 2025
              • Chicago's 2.8M SF Aon Center sent back to special servicing
              • 500 High Achievers. One Room.

                5 min
              • Five Lanes. One Room.

                Five confirmed names. Five completely different lanes. One room.

                This episode breaks down five newly confirmed attendees spanning multifamily operations, self-storage, institutional capital formation, ultra-luxury development, and energy infrastructure.

                • Sandhya Seshadri — Founder, Engineered Capital | 3,000+ multifamily doors | $200M in assets | Dallas-Fort Worth
                • Paul Bennett — President, Triple A Storage | 90 full-cycle deals | ~20% avg returns | 32 years in CRE
                • Jeremy Dyer — VP of Capital Formation, Rise48 Equity | $2.4B in transactions | $750M passive equity | Phoenix
                • Samuel Coon — Four Seasons Private Residences Lake Austin | 210 acres | $4.6M–$50M residences
                • Courtney Moeller — Fund Manager, Iron Horse Fund I | Navy veteran | $100M fund | 100+ wells drilled
                • Five different lanes. One room. The RSVP list is getting heavy.

                  8 min
                • Six Words That Broke the CRE Feed

                  This week, Adam Carswell dropped a LinkedIn post that stopped the CRE feed cold. Six words: "The industry lost its gathering place."

                  In this episode, we break down why the post is spreading, what it actually says, and why the commercial real estate world can't stop talking about it.

                  • The Diagnosis — The conference circuit isn't tired. It's dead. Same recycled panels. Same sponsors buying stage time. Adam and Cameron said: "If no one's going to build the room, we will."
                  • The Paradox — Free general admission. Capped at 500. It's like a Michelin-star restaurant that doesn't charge for dinner but only serves 500 people a year. You don't argue about the menu. You figure out how to be one of the 500.
                  • The Weight of the Room — Joe Fairless ($2.7B AUM). Michael J. Flight (Godfather of Blockchain Real Estate). Sunrise Capital ($400M AUM, 33 consecutive quarters of distributions). Petr Krovina (Chief of Staff of Liberland). When a sovereign nation's Chief of Staff shows up, it's not another panel about duplexes.
                  • The Architecture — Problem. Villain. Heroes. Invitation. This post isn't built like a flyer. It's built like a manifesto. And people share missions faster than they share marketing.

                  Read the LinkedIn post: Adam Carswell on LinkedIn

                  5 min
                • CRE Market Pulse: March 2026

                  Six sectors. March 2026 data. Fast and sharp.

                  In this episode, we break down the current state of commercial real estate across six key sectors with real numbers, real pitfalls, and real opportunities:

                  • Multifamily — Supply wave receding. Austin permits down 97%. Assets trading at 20% discounts. Fannie/Freddie with $176B ready to deploy.
                  • Self-Storage — REITs up 17% YTD. Climate-controlled units commanding 50-80% premiums. AI pricing tools driving 5-8% revenue boosts.
                  • Mobile Home Parks — 95%+ occupancy. Only 38% of US households can afford a traditional home. Private equity rent hikes triggering regulatory backlash.
                  • Single Family Rental — Occupancy above 95% since 2018. 14.6M SFR households. Insurance and tax increases eating real returns.
                  • Short-Term Rentals — 84,000 new listings. Occupancy down 8.6%. ADRs up 6% YoY. Regulations tightening coast to coast.
                  • Office — Vacancy 19-23% nationally. CMBS delinquencies past 2008 levels. $875B in CRE loans maturing in 2026. Conversion plays emerging.
                  • Data sourced from Grok, X, CBRE, Deloitte, Principal, MetLife, BiggerPockets, and more. We're AI. Use this as a starting point, not a finish line.

                    7 min

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