The Industrialist

This episode’s sponsor is Permit Hound, a platform that tracks commercial permits across every Texas county. Dylan shares how his team uses it to gauge growth potential in DFW.

Try Permit Hound Here: ⁠⁠⁠permithound.io/industrialist⁠

We all know that Dallas-Fort Worth remains one of the hottest industrial markets in the country, but what’s really driving the demand, and how should investors position themselves for what’s next?

Will Narduzzi takes Jeremy's normal host role and sits down with David Guinn and Philip Cherrick of Davidson Bogel to break down the forces shaping industrial real estate across DFW. They dig into how the data center boom is reshaping land values and competition for sites, why zoning and land use have become some of the biggest hurdles in development, and what separates a quality industrial asset from an average one, from frontage and location to tenant fit.

David and Philip also share how they approach portfolio management, why strong leasing and tenant relationships matter as much as the property itself, and where they’re finding niche opportunities as the market becomes more segmented. The conversation wraps with a look at the legislative and regulatory landscape and where they see the DFW industrial market heading.

Whether you’re an investor, owner, broker, or developer, this episode offers practical insight for navigating an evolving industrial landscape and making better-informed decisions.

In this episode:

• DFW industrial market trends and what’s fueling demand
• The impact of data centers on Dallas-Fort Worth real estate
• Zoning challenges and how to work through them
• Investment strategies for industrial assets
• Why quality and frontage matter in property selection
• The role of leasing and tenant relationships
• Market segmentation and niche opportunities
• Legislative and regulatory complexities in industrial development

Will Narduzzi LinkedIn

David Guinn LinkedIn

Philip Cherrick LinkedIn

This episode’s sponsor is Permit Hound, a platform that tracks commercial permits across every Texas county. Dylan shares how his team uses it to gauge growth potential in DFW.

Try Permit Hound Here: ⁠⁠permithound.io/industrialist

Dylan Davis and retired NFL player Devin Lemons join Will Narduzzi for a mix of Texas commercial real estate and college football picks.

Will is in England visiting his brother so we had Todd Hubbard come in as our special guest/co-host to talk real estate and of course, football.

Try Permit Hound Here: ⁠permithound.io/industrialist

This week: new Parkside listings with up to 30,000 sq ft and dock-high loading, a quick market check, and our term of the week, "scrub in." Plus Bahamas blackjack stories and a big week ahead for Texas A&M. Contact Thomas Mercer for listing details.

Jeremy and Will open with Matador’s biggest deal yet before getting into the realities of operating in commercial real estate: market swings, tenants, financing, construction, lenders, and the pressure that comes with it all.

They also discuss fiduciary duty, why the market is so difficult to read right now, and the challenge of balancing work, drinking, recovery, and sleep.

Then it’s on to college football, with plenty of Texas, Tech, Miami, Arkansas, LSU, and Nebraska talk, plus this week’s betting picks.

In this episode, we reflect on our personal memories of September 11 and how that day permanently changed the way Americans viewed the world. From a third-grade classroom to a first job after college, we share the moments, emotions, and uncertainty that remain vivid decades later.

We then turn to today’s real estate market, examining the growing backlash against data center development. As municipalities impose bans and moratoriums, and developers respond with high-stakes lawsuits, we explore the tension between local communities, government officials, and an increasingly powerful asset class.

We also discuss recent changes in college football rules and controversies. The on-field clock in college football is now the official timekeeper, changing how game endings are decided.

Join us for a conversation about tragedy, resilience, shifting markets, and the forces shaping the future of real estate.

What happens when a city tells you your property is in violation... but cannot point to the rule you supposedly broke?

In this episode of Shop Talk, Jeremy, Jeff, and Will get into the real-world friction between industrial property owners and municipalities, from code enforcement and certificate-of-occupancy delays to zoning overlays and the growing resistance to industrial outdoor storage.

They also discuss how AI can help owners navigate hundreds of pages of city code and push back with better information.Before that, the hosts cover current industrial availability, market indicators, BlackSky, SpaceX, and access to private investment opportunities.

Then the conversation shifts to college football, where NIL and constant roster movement are rewriting the rules of early-season handicapping.

Expect a rapid-fire run through the opening slate, plenty of strong opinions, and a look at prediction markets like Kalshi. It is industrial real estate, markets, city-hall battles, and college football - delivered the way only Jeremy, Jeff, and Will can.

Professor Jared Harrell returns to The Industrialist podcast with Jeremy Mercer (and first-time appearance for Dylan Davis at Matador as a fellow TTU alum)

Topics Discussed

• The role of data centers in West Texas
• AI's influence on real estate and education
• Career advice for young professionals
• The importance of broad experience early in careers
• The significance of relationships and trust in business

Jeremy and Will are back for this new episode of Shop Talk. Make sure you follow the podcast so you never miss an episode.

Jeremy and Will have been away from the mics for a hot minute, so Thomas Mercer and Jax Whittington stepped in on Friday to warm them back up and recap what’s been happening across the industrial real estate market.