NEREJ/NYREJ Podcast

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Rick Kaplan host of the NEREJ/NYREJ podcast interviews Alex Taylor of CommercializeIQ.     www.commercializeIQ

Commercial real estate is entering a period where AI and technology are going to materially change how people work, make decisions, and operate portfolios, but I think a lot of the conversation is still either too theoretical or too focused on the technology itself.

I’d like to have a practical discussion about what is actually changing inside CRE, where AI is useful today, where the hype gets ahead of reality, and how owners, operators, developers, retailers, and asset managers should be thinking about the next several years. There is a much bigger conversation here than any one product or platform.

I’ve spent 15+ years at the intersection of commercial real estate and technology. I’ve built and scaled multiple multi-million-dollar PropTech companies, had three successful startup exits, and I’m now in my fourth founder/co-founder seat.

What makes my perspective a little different is that I’m not coming at CRE as a software outsider. I’ve also been a commercial real estate owner, investor, developer, and operator. I’ve sat on both sides of the table, building technology for the industry while also living the operational problems that technology is supposed to solve.

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Rick Kaplan Host of NEREJ/NYREJ Podcast guest is Jerry Donnini founder and CEO of SalesTaxHelper.    www.salestaxhelper.com

Jerry  built his career helping businesses navigate complex sales and use tax matters. My work includes audit defense, disputes, appeals, litigation, nexus and multi-state compliance issues. I regularly work with businesses facing state revenue agencies and help them understand their exposure, respond strategically and develop more defensible processes going forward. My experience gives me a firsthand perspective on the mistakes businesses commonly make, how tax issues escalate and the practical steps organizations can take to reduce risk.

Jerry discusses the sales tax issues that commercial real estate operators, property-related businesses and companies operating across multiple states should have on their radar. Topics could include how sales tax nexus is changing, common compliance mistakes, what can trigger an audit, what actually happens once a state revenue agency begins asking questions and how businesses can prepare before they find themselves in a costly dispute. I can also share practical examples of where businesses tend to get caught off guard and what a more proactive, defensible approach to sales tax looks like.

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Rick Kaplan host of NEREJ/NYREJ Podcast interviews Andy Carballeira of Acentech.    https://www.acentech.com/team-member/andrew-carballeira/

Andy would provide interesting insight to NEREJ's audience of developers, owners, architects, and construction professionals. Sound is often an 'after-thought' in AEC design, which can often lead to costly over-runs. Andy enjoys translating technical topics such as acoustics, sound isolation, and environmental noise control into practical insights for architects, owners, and developers.

Andy will be discussing acoustics and noise & vibration control, perhaps in a general way, such as 'how sound impacts the success of buildings and communities' - or tailored to more specific sub-topics if desired.

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Rick Kaplan host of NEREJ/NYREJ Podcast Interviews Roddy De La Garza of Roddy De La Garza Real Estate Group at Epique.
roddydelagarza.com

Roddy says he thinks commercial real estate professionals are having an important conversation about markets, technology and production, but not enough conversation about the person doing the producing.

My book, Above Asking: Daily Mindwork for Real Estate Professionals, is built around what I call agent wholeness and reflective practice: learning to build a successful career without being trapped in the continual search for more transactions, more recognition, more leads and more validation.

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Rick Kaplan host of NEREJ NYREJ Podcast interviews Joshua Lee Smith of Bowditch & Dewey.      www.bowditch.com

Joshua will discuss issues in real estate and the market itself. With experience across a wide variety of areas, including multifamily, industrial, higher education and public utility, I believe I can bring a unique perspective to the podcast.  

Joshua will also explain the change in the Massachusetts amendments to the zoning act

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Rick Kaplan host of NEREJ/ NYREJ Podcast interviews Mark Pelletier of Maugel DeStefano Architects interview NEREJ/NYREJ Podcast.  
www.Maugel.com

Mark is an owner and principal of Maugel DeStefano Architects. He leads the firm's multifamily design studio, which currently has over 3,000 units of housing in design and under development.  Much of the studio's activity is in the City of Worcester and surrounding towns, Windsor CT and suburbs of Boston.

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Rick Kaplan host of NEREJ/ NYREJ Podcast interviews Jim Brady of Fathom Companies.     fathom.com

Jim talks about his interesting Journey and his company a fully integrated real estate development, equity investment, and hospitality management firm based in Portland, Maine. An institutional-grade developer with decades of experience navigating the New England market, Jim specializes in complex historic preservation, high-design adaptive reuse, and sustainable market innovations. Beyond his corporate footprint, Jim is a former Olympic Silver Medalist in sailing, bringing a unique, high-stakes navigation and risk-management mindset directly into structural engineering and urban development. Under his leadership, Fathom has built a reputation for creating immense civic equity through deeply curated properties—most notably the award-winning adaptive reuse of The Press Hotel (the landmark, century-old former Portland Press Herald headquarters)—and Fathom is preparing to manage Vermont's milestone first-ever Marriott Tribute Portfolio asset, the all-electric, net-zero Sugar House Hotel.

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Rick Kaplan host of the nEREJ/NYREJ Podcast interviews George Hanna of Smart Income Lifestyle Inc.   

SmartincomeLifestyle.com

George discuss how most business owners don't actually own a business — they own a job with overhead. I built my career around fixing that.
My mission is to build businesses that outgrow their owners. I developed Business Ascension™, a discipline for transforming owner-dependent companies into scalable, asset-based enterprises — ones capable of growing, transferring, and creating value beyond the founder.
Through my work, I identified what I call Execution Drift™ — the hidden, often invisible gap between what should happen in a business and what actually happens day to day. Left unaddressed, this drift is what quietly caps growth and traps owners in their own operations.
The solution I created to close that gap is Execution Certainty™ — the ability for a business to execute consistently, predictably, and profitably, without the owner needing to be at the center of everything. I install this through a proprietary framework I developed called the S.A.P.E. Method™:

Systemize — turn tribal knowledge into repeatable process
Assetize — convert the business itself into a transferable asset
Profitize — engineer profitability that doesn't rely on owner hustle
Enterprise — build the structure of a true, standalone enterprise

The result for the businesses I work with: companies that no longer depend on their owner for growth, profitability, or execution — freeing the owner and multiplying the value of what they built.
My work comes down to three things: Build value. Multiply value. Preserve value.

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Rick Kaplan host of NEREJ/NYREJ Podcast interviews Frank Flynn of Flynn Law Group and Dave Barrett of RCM Services.  
Dave Barrett
[email protected]                 
RCM  Services
617-787-5800

Frank Flynn
[email protected]
Flynn Law Group
flynnlaw-ne.com
617-988-0633
Dave Barrett & Frank Flynn talk rent control, tenant landlord issues

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Rick Kaplan host of the NEREJ/NYREJ podcast interviews Matt Shortsleeve with Solect Energy.   www.solect.com

Matt has over a decade of experience, Matt has successfully developed more than 100 solar and energy storage projects for municipalities, school districts, state agencies, and businesses. His expertise encompasses a wide range of solutions, including rooftop, canopy, ground-mounted systems, and large-scale, multi-megawatt renewable energy and storage infrastructures.

In addition to project development, he manages legislative and regulatory affairs, advocating for policies and frameworks that advance a clean energy economy powered by a modernized electric grid.

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