GlobeSt Perspectives Podcast

CRE companies are widely implementing AI solutions and other emerging technologies to bolster investment strategy and create valuable efficiencies in processes. But in this rapid adoption, commercial real estate companies must remember to balance governance and best practices with experimentation and innovation.

Finding that balance will ensure a successful technology program, according to Damu Bashyam, EVP and Chief Information and Innovation Officer at Berkadia. Bashyam was recently named a GlobeSt. tech influencer, and he's led the launch of Berkie, Berkadia's proprietary generative AI platform. Bashyam sat down with us for an episode of GlobeSt.com's podcast to talk about technology adoption, including:

• How to turn IT into a strategic growth enabler
• What commercial real estate companies should do to advance technology programs this year
• Why creating a balanced technology strategy with best practices is crucial to a successful tech adoption

The healthcare sector has been navigating significant challenges, but Toby Scrivner of Northmarq is optimistic about 2026.

The healthcare sector is in the middle of a challenging cycle. Meanwhile, a wave of consolidation and rising macroeconomic concerns made 2025 especially difficult for healthcare real estate strategy and investment.

In this podcast, Toby Scrivner, SVP and director of the national healthcare group at Northmarq, unpacks it all. Scrivner was recently named a 2025 Top Healthcare Influencer by GlobeSt., and he has a storied reputation in the industry, completing more than 700 transactions. He takes us inside the healthcare sector to discuss:

- -How healthcare consolidation is impacting real estate strategy

- -Why a 40% increase in construction costs has increased occupancy costs for real estate and slowed transaction volumes

- - What he believes will lead to optimism in the coming year

In this podcast interview, Jaime Northam of Ryan Companies discusses the challenges facing healthcare providers and their impact on real estate strategy.

Healthcare providers are facing steep hurdles, and healthcare real estate is at the center of this conversation. Demand for healthcare facilities continues to exceed the available supply, yet new construction has been hindered by market challenges. Jaime Northam, senior vice president of healthcare development at Ryan Companies, however, is taking an innovative approach. She is helping healthcare providers find real estate solutions by re-evaluating real estate portfolios and finding creative capital solutions.

In this podcast interview, Northam explains exactly how she is tackling today's healthcare challenges, including:

• - Finding strategic solutions, like pursuing sale-leasebacks and connecting providers with existing spaces that fit their needs.
• - Where she is seeing the most opportunity for healthcare real estate.
• - How AI is transforming healthcare and driving the development of facilities that can support significant technological advancements.

Berkadia's SVP, co-head of investment sales and a GlobeSt. Best Boss explains how teambuilding and culture have helped support significant gains in the firm's pipeline.

Strong leadership is the cornerstone of a strong business, and Berkadia is proving it. Despite market challenges, the firm has seen total production volume go up 30% year over year. Mike Miner, SVP and co-head of investment sales and production operations at Berkadia, attributes the success to the firm's strong team and company culture.

Miner recently won a Best Boss award from GlobeSt.com, and as a dedicated leader, he has recruited, trained and overseen a strong team. Now, that team is driving significant growth at the firm. In this podcast interview, we talked to Miner about the link between leadership and performance, discussing:

• Why an experienced team can better serve clients

• What's behind the firm's significant investment sales activity this year

• How the firm is investing in and integrating new technologies to stay ahead of the curve and maintain a competitive advantage

The C-PACE market is expanding rapidly. To keep up with demand, this GlobeSt. Best Boss is investing in the best professionals.

The PACE Loan Group is in the midst of seeing a spike in demand for C-PACE financing, the clean-energy financing tool that the firm specializes in. To support the rapid market growth—which will likely go global soon—Rafi Golberstein, founder and CEO of the PACE Loan Group, is focused on recruiting top talent to scale his team and create a collaborative culture that can support demand.

Golberstein was recently recognized by GlobeSt.com as a Best Boss for his commitment to his team of professionals and the positive company culture that he has created. Golberstein sat down for an interview with GlobeSt.com to talk about the award and growth in the C-PACE market. In the interview, Golberstein talks about:

• Why he has been team focused since founding the company

• What the lending pipeline for C-PACE in 2025 looks like

• How he is adapting his team alongside the growth in the market

Commercial real estate investment sentiment is continuing to improve as investors step off of the sidelines and into the market.

With a record $350 billion in dry powder waiting on the sidelines, investors are facing increasing pressure to deploy capital. Yet, about two-thirds of capital recently raised has not yet been deployed. Aaron Jodka, director of research for US Capital Markets at Colliers, said that the trend has started to change this year.

Investors are getting increasingly comfortable with the market conditions — namely higher-for-longer interest rates — and investment activity started to slowly improve in the second quarter. In this podcast interview, Jodka gives a deep analysis of the investment landscape, including:

- Investors that are actively buying, and the ones still waiting

- What needs to happen to help fuel more investment activity

- Why he is optimistic that investment volumes will gain momentum next year

GlobeSt.com Industrial Influencer Anthony Scavo talks about how his firm is finding success focusing on multi-tenant facilities in this exclusive podcast episode.

Not every industrial facility is a big, sprawling Amazon warehouse. The industrial market is as diversified as any other asset class, and although large-format warehouses made the industrial market the darling of commercial real estate, the more niche property types are giving it stability.

Anthony Scavo, the managing partner of Basis Industrial and a 2025 Globest.com Industrial Influencer Award winner, talks about the firm's commitment to multi-tenant industrial facilities on this episode of GlobeSt.'s Influencers podcast. Scavo talks about:

● Multi-tenant industrial facilities offering diversification;

● The benefits of buying in secondary markets and below replacement costs;

● How tariffs could help increase demand in multi-tenant properties; and

● Navigating through emerging challenges, like economic uncertainty, and offering flexible lease terms to tenants.

Despite shifting fundamentals and increasing economic uncertainty, Gordon Whiting of TPG Angelo Gordon says that net lease assets are providing downside protection.

Tariffs, interest rates, and a volatile stock market are weakening commercial real estate investment sentiment and pushing capital back to the sidelines—but net lease assets are the silver lining. Gordon Whiting, founder and co-portfolio manager of TPG Angelo Gordon's net lease strategy and a recent recipient of GlobeSt.com's Influencers of Net Lease award, has an optimistic outlook on net lease investment opportunity this year.

Whiting sat down to talk about the net lease investment market. In the interview, he explains:

● How the macroeconomic environment could affect net lease asset performance and investment

● Opportunity for sale-lease back deals as companies look to monetize real estate assets

● Why he is optimistic about net lease activity (and interest rates) in the second half of the year

At the start of 2025, the multifamily sector encountered significant market volatility due to the transition to a new presidential administration. While the broad tariffs implemented in early April have intensified economic uncertainty, Berkadia sees several promising signs on the horizon. In this episode of GlobeSt.com's Thought Leadership podcast series, we delve into the evolving multifamily financing landscape with Josh Bodin, Senior Vice President of Securities Trading at Berkadia.

Bodin sits down with contributor Ilana Polyak to talk about Berkadia's bullish multi-year outlook and details of what's behind his optimism. The conversation explores:

● How tariffs are shifting inflation forecasts and the Fed's rate-cutting strategy

● Why declining construction starts, improving fundamentals, and the single-family housing affordability crisis are creating a compelling multi-year bull case for multifamily

● The strong debt financing environment with GSEs, private debt funds, banks, and life insurance companies all participating

● How market stability—rather than specific interest rate levels—drives transaction volume in commercial real estate

*The podcast was recorded on April 4, 2025.

"Standards of care" isn't just for healthcare; these guidelines are also important in restoration services. And, when insurers and restoration professionals are working from the same standards-of-care playbook, making the customer whole again is an infinitely smoother process.

In this podcast, Jim Novotny and Rick Wahlstrom, both in estimate review and compliance for 1-800 WATER DAMAGE, dive deeper into standards of care in the restoration industry. You'll learn:

• The different facets of standards of care in restoration, including building materials and codes, safety protocols, and EPA and OSHA guidelines;

• How adhering to standards of care makes the claims process smoother and ensures a better outcome;

• The penalties that can be incurred if standards of care aren't upheld; and

• Why it's important for restoration professionals and insurers alike to understand standards of care in the same way.

For more insights from the 1-800 Water Damage team of experts, click here.