CREDA Podcast: Inside CRE

In this episode, Marc sits down with Ryan Severino, chief economist and head of research at BGO, for a deep dive into the forces shaping commercial real estate across North America. Fresh off his keynote at the CRE.Converge conference, Ryan shares his data-driven outlook on the economy, interest rate cycles, and what today’s uncertainty means for developers and investors. From policy risks and central bank moves to sector-specific trends in industrial, multifamily, retail, office and data centers, Ryan offers clear insights on where resilience and opportunity are emerging. Recorded on Nov. 6, 2025.

In this special episode, NAIOP Executive Vice President and Chief Operating Officer Shaine Anderson, CAE, explores how technology is transforming commercial real estate in partnership with CREtech. She’s joined by three industry leaders – Carrie Denning Jackson, director of innovation and sustainability at Jamestown; Colin Joynt, senior vice president and chief information officer at BXP; and Will O’Donnell, managing partner at Prologis Ventures – to discuss how AI, data and emerging tech are reshaping operations, investment strategies and tenant experiences. From evaluating new tools to managing cybersecurity and measuring ROI, this episode offers practical insights for CRE professionals looking to innovate and future-proof their organizations. Recorded Oct. 1, 2025.

Industrial real estate is evolving fast. In this episode of Inside CRE, Greek Real Estate Partners’ David Greek and Matt Schlindwein share insights on today’s investment climate and the headwinds shaping logistics real estate – from rising interest rates to shifting community sentiment. They discuss opportunities in small-bay, port-adjacent and cold storage products, how developers are adapting to higher costs and political pressures, and how their NAIOP involvement has shaped their careers. Recorded Sept. 18, 2025.

On this episode of Inside CRE, we’re joined by Ada Healey, Chief Real Estate Officer at Vulcan Real Estate, recently honored as NAIOP’s 2025 Developer of the Year. Ada reflects on what this recognition means for the team and shares lessons learned since Vulcan first earned the award in 2013. She discusses how the company’s relatively small core team has delivered more than 13 million square feet of transformative projects, guided by values of prosperity, sustainability, urban vitality, and engagement. Ada also offers insights on navigating market cycles, fostering inclusion, and embracing innovation, while looking ahead to opportunities both in Seattle and beyond. Recorded on Aug. 21, 2025.

In this episode, we welcome back Carey Heyman, managing principal for the real estate industry at CLA. Carey breaks down the newly enacted One Big Beautiful Bill Act and what it means for commercial real estate. He covers key provisions like 100% bonus depreciation, Section 179 expensing and business interest deduction relief, along with updates to the Opportunity Zone program, including rural investment incentives and expanded reporting requirements. Carey also shares strategies for balancing today’s tax advantages with uncertainty around tariffs, offering practical insights to help firms enhance benefits, manage costs, and stay ahead of emerging risks. Recorded on Aug. 7, 2025.

Mark Roberts, managing director of research at Crow Holdings, joins the podcast to share his insights – from macroeconomic trends to individual asset classes. He sees current valuation lags in open-end funds as a rare investment opportunity and predicts inflation will fall below 2% by year’s end. Roberts remains optimistic about the economy, citing strong household balance sheets, business investment, and low credit spreads. He highlights opportunities in retail, moderate-sized industrial assets, and select multifamily markets like Chicago and Miami, while advising caution in overbuilt metros like Austin and Phoenix. Emphasizing solid research and current market data over headlines, he concludes that real estate is poised to outperform bonds for the first time in years. Recorded on July 9, 2025.

Former U.S. Secretary of Commerce Gina Raimondo delivered a candid assessment of the U.S. economy in her keynote remarks at NAIOP’s I.CON East conference in New Jersey last month: strong at its core but held back by what she called “self-inflicted wounds.” On this special episode of Inside CRE, you’ll hear Secretary Raimondo’s conversation with NAIOP President and CEO Marc Selvitelli, where she discussed the future of American industry and how strategic investment can help reshape the nation’s industrial future. Recorded on June 4, 2025.

In this episode, Moody’s Analytics Chief Economist Mark Zandi joins us to unpack the extraordinary uncertainty facing today’s economy – on par, he says, with the global financial crisis and the COVID-19 pandemic. Drawing from insights shared during his keynote at NAIOP’s National Forums Symposium, Zandi discusses the weakening labor force, volatile economic policy, and growing pressure from tariffs and immigration shifts. He explores how inflation, interest rates, and consumer trends are affecting commercial real estate and why many developers are in a holding pattern. For an industry built on long-term decisions, navigating a short-term, policy-driven fog is a major challenge. Recorded on June 11, 2025.

In this episode, Melinda McLaughlin, Senior Vice President and Global Head of Research at Prologis, discusses the evolving state of global trade and its impact on logistics real estate. She highlights how trade disruptions, starting with tariffs in 2017 and intensified by the COVID-19 pandemic, have accelerated supply chain diversification – especially toward non-China Asia and Mexico. Companies are moving away from fragile, hyper-optimized supply chains toward diversified, resilient networks. While some growth decisions are paused due to market ambiguity, long-term strategies emphasize adaptability. McLaughlin stresses the importance of understanding micro-market dynamics and using scenario planning to navigate multiple potential futures in an evolving trade landscape. Recorded on April 28, 2025.

Commercial real estate leaders Amy Curry, Chief Strategy Officer of Dermody; Ed Griffin, CEO, Griffin Partners; and Kevin Hardy, Head of Eastern Canadian Office, Oxford Properties; join us for a special episode to discuss the impacts of tariffs on the industry. In this candid conversation they share how uncertainty is increasing scrutiny, moderating deal velocity and complicating risk assessments. They also address how developers are adjusting construction budgets and managing relationships with lenders and equity partners in uncertain times. While short-term market volatility poses challenges, the group’s long-term investment perspectives remain optimistic. Recorded on May 16, 2025.