In this episode, Steve Hamoen explores the transformation and resilience of retail real estate in the post-pandemic era. He delves into Onyx Partners' strategic approach to acquiring and repositioning retail assets, while examining the macroeconomic factors influencing retail investment evolution. Steve highlights industry trends such as adaptive reuse, sustainability, and the importance of physical locations. The episode also covers Brimor Property Group's acquisition strategies, office-to-apartment conversions in Norwalk, Connecticut, and Apollo Commercial Real Estate Finance's earnings. Steve discusses ARI's financial health and CBRE's profit forecast, wrapping up with insights on office space demand trends.

(0:00) Introduction to the episode

(0:15) Transformation and resilience in retail real estate post-pandemic

(2:13) Onyx Partners' strategy in acquiring and repositioning retail assets

(3:30) Macroeconomic factors and evolution of retail investment

(5:06) Industry trends: Adaptive reuse, sustainability, and physical location importance

(6:24) Brimor Property Group's market confidence and acquisition strategies

(8:34) Office to apartment conversions in Norwalk, Connecticut

(11:03) Apollo Commercial Real Estate Finance's earnings and strategies

(14:24) ARI's financial health and investor considerations

(16:53) CBRE's profit forecast and office space demand trends

(18:30) Closing remarks and thank you