In the latest episode of From Where I Sit, hear how Brendan Wallace led Fifth Wall through several major and recent wins, including one of their largest investments, ServiceTitan, going public, the acquisition of Industrious, a portfolio company, by CBRE, a long-time investor, and the launch of Fifth Wall Securities. 

Brendan also shares his outlook on the office industry, where we’re seeing the first impacts of AI on commercial real estate, how owners can leverage Proptech to drive incremental revenue, and more. 

Information mentioned in this episode:

• “Fifth Wall Expands Capabilities with the Launch of Fifth Wall Securities,” January 2025
• “Fifth Wall Closes Out 2024 With New Capital, New Strategic Investors, Leadership Promotions, Portfolio Company IPO & Strategic Acquisition,” January 2025
• “CBRE Bets Big on Co-Working,” January 2025, CNBC

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This episode was recorded on January 29, 2025.

What is the value of experiential retail?

Find out the answer to this question and more in the latest episode of From Where I Sit featuring Colleen Baum, Senior Partner and a leader of McKinsey & Company’s retail operations and retail real estate initiatives for the Americas. Colleen and ICSC President & CEO, Tom McGee, discuss experiential retail, supply chain, store optimization, and more. 

Resources mentioned in this episode:

• “The Halo Effect III: Where the Halo Shines,” 2023 study by ICSC
• “What the real estate industry needs to know about experiential retail,” 2024 article by McKinsey & Company
• “An update on US consumer sentiment: A boost in optimism amid the holiday spending season,” 2024 article by McKinsey & Company
• “The State of Fashion 2025: Challenges at every turn,” 2024 report by McKinsey & Company

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This episode was recorded on December 4, 2024.

“Retail is the most competitive business sector in the world.”

Sucharita is a retail expert focusing on e-commerce, omnichannel and the role of technology in online commerce, among other topics. 

Hear Sucharita’s insights about social commerce, artificial intelligence in retail, the disconnect between consumer confidence and economic markers, and more in this episode of From Where I Sit, hosted by ICSC President & CEO, Tom McGee.

Resources mentioned in this episode:

• “Diverging Trends in National and Local Concentration,” 2020 study by Princeton University, National Bureau of Economic Research, and Federal Reserve Bank of Richmond 
• “The Halo Effect III: Where the Halo Shines,” 2023 study by ICSC
• “Using TikTok as a Search Engine,” 2024 study by Adobe Express

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This episode was recorded on November 13, 2024.

Has the Federal Reserve achieved a soft landing?

Find out what Mark Zandi, Moody’s Analytics Chief Economist, thinks about this question in his conversation with From Where I Sit host and ICSC President & CEO, Tom McGee. Mark also shares why he thinks the “economy is on good fundamental ground” and discusses the potential liquidity problem in the bond market, Fed rate cuts, and more.

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This episode was recorded on October 18, 2024.

What can we expect from the holiday shopping season this year?

In the first episode of From Where I Sit, Tom McGee, ICSC President & CEO, speaks to Dana Telsey, CEO of Telsey Advisory Group and one of the top retail analysts in the nation, about why and how changing consumer behaviors are driving a “more promotional holiday season than last year.” 

Dana and Tom also discuss the current state of the retail industry, the importance of physical stores, the value of innovation, the impact of technology and AI on retail, and more. 

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This episode was recorded on October 8, 2024.

From Where I Sit is hosted by Tom McGee, President & CEO of ICSC, the preeminent membership organization serving the commercial real estate and retail industries. Each episode, Tom will be joined by top experts to explore the trends impacting communities and commerce and the spaces where people shop, dine, work, play, and gather.

Subscribe to From Where I Sit for conversations about commercial real estate, retail and business.