Week 45 brings market updates, San Antonio leasing news, and the latest industrial and housing trends across Texas — plus a few unfiltered takes from a train bathroom. The guys dive into debt, real estate inventory, and why Princeton, Texas is booming, before ending with college football picks, property management moments, and a few laughs along the way.

Links to Article Mentioned:

Texas Home Inventory Exceeds Post Great Recession Levels

Princeton Retail Health Care Recreation Wehmeier

Jeremy, Jeff, and Will catch up on travel, football, market updates, and a wild story about Nazi scientists founding NASA (yes, really). They dive into the latest real estate wins — from leasing quirks to property management surprises — and wrap up with their trademark blend of humor and hard truth about what’s happening in Collin County’s explosion of billion-dollar projects. It’s part market talk, part college football therapy session, and all classic Shop Talk.

On this week’s episode of Shop Talk, the guys kick things off with fishing stories from Florida before diving into the state of the markets — oil dips, interest rate spreads, and why some brokers still don’t understand the math behind a deal.

Jeremy and Jeff unpack a wild “Property Management Moment” involving a dog bite, a lawsuit, and the importance of tenant COIs (Certificates of Insurance).

From there, it’s football picks, Big Ten chaos, and a Dallas city-owned office building gone terribly wrong. They wrap with news on Rick Perry’s Amarillo nuclear AI project and McKinney being named the nation’s hottest housing market.

In this week’s episode of The Industrialist, Jeremy and the crew cover everything happening across retail and net lease:

• Why 7-Eleven’s inventory bump might signal strategic selling

• How Chipotle continues to outperform amid tightening supply

• Starbucks’ 434-store closure and what it means for landlords

• Salad & Go’s retrenchment and where the brand still thrives

• Retail comeback stories from Toys R Us and Aldi

• Grocery chains expanding across DFW

• And yes, the official debate on the 15 best steakhouses in Texas

They wrap with laughs, stats, and some friendly steakhouse slander—because no episode’s complete without a little controversy.

Week 41 of Shop Talk brings a mix of market talk, real estate reality, and a few laughs along the way. Jeff, Will, and Jeremy dive into everything from rate trends and leaseback deals to the latest wave of multifamily foreclosures sweeping Texas. They unpack why “lots of interest” doesn’t always mean real demand, where rent growth is hitting a wall, and how institutional buyers are recalibrating in an 8-cap world. Plus, the guys riff on gas prices, S&P returns vs. owning the Cowboys, bank mergers, and college football chaos.

It’s part market check, part therapy session, and all Real Estater energy.

This week on Shop Talk, the guys cover a wide range—from market updates and real estate trends to college football bets and a candid discussion on America’s gun violence crisis. They break down whether it’s better to own stock or hard assets, dive into the “Term of the Week” (Total Addressable Market), and unpack surprising insights about warehouses in Europe. The conversation shifts to sports betting strategies, NIL’s impact on college football, and closes with an unfiltered take on safety, politics, and culture in America. A mix of finance, football, and frank opinions—exactly what Shop Talk does best.

On this week’s Shop Talk, the team recaps Jeremy's attendance at Reconvene in Santa Monica, Nancy Lieberman’s Dream Ball Gala, and the challenges of closing a $4.1M deal after a banker backed out last minute. They break down the difference between generational and core assets, share updates on a Liberty Hill IOS deal, and dive into the latest college football matchups and NFL storylines.

At the Texas Tech University REO Conference, Jeremy Mercer (The Industrialist) and Conrad Madsen (The C-Suite Show) teamed up for a rare joint conversation with industry icon Jack Fraker. From his early days working overseas on the Alaskan pipeline and in Saudi Arabia, to the cold call that led Nokia to Alliance, to building one of the most respected brokerage careers in industrial real estate—Jack shares lessons learned, pivotal deals, and timeless advice on persistence, work ethic, and relationships. This crossover episode delivers wisdom for both students entering the industry and veterans looking to sharpen their edge.

In this episode of Confessions of a Street Broker, Jeremy Mercer sits down with Andrew Wiesemann, a real estate agent who specializes in the leasing, acquisition, and disposition of industrial properties across the country. Andrew’s core focus is IOS and industrial private equity-related businesses, leveraging his market knowledge and negotiation skills to deliver long-term value for clients.

Jeremy and Andrew dive into Andrew’s journey from residential and commercial investment management into the industrial brokerage world, exploring everything from handling vacancies and development challenges to the rise of institutional buyers. Andrew also reflects on the discipline that has shaped his career—from giving up drinking to embracing clarity, patience, and persistence in business.

This week on Shop Talk, the mics were taken over by a new duo—Will Narduzzi and Thomas Mercer.

With Jeremy and Jeff both traveling, Will and Thomas held it down, covering market updates, sublease opportunities, and diving into everything from rate cuts to real estate stocks.

They also brought plenty of personality—sports picks, a debate on LinkedIn culture, and even a discussion on “creative sellers.”

Tune in to hear a fresh perspective from the next generation of voices at Matador.