The Industrialist

Jeremy, Jeff, and Will sit down during this Thanksgiving week to discuss:

1. The real estate market is experiencing volatility; strategize selling and buying based on market trends.

2. Government spending continues to rise, prompting discussions about fiscal responsibility.

3. Defining a personal "North Star" can guide future decisions and strategies in business.

4. Finding cost-effective solutions in property management can enhance client relationships and business outcomes.

In this week’s episode, the guys are back from a whirlwind weekend—Graham, Pittsburgh, Lubbock—and dive straight into a packed conversation covering college football chaos, market updates, and a fiery deep-dive into commercial real estate lease transparency. From Notre Dame’s sheer talent advantage to Heisman debates, Aggie drama, and the rise of data-center-driven economic development in North Texas, the crew jumps between sports, economics, and real-world brokerage frustrations with their usual humor and candor.

Jeremy breaks down why commercial tenants need better disclosures, Jeff reflects on decades of lease negotiations, and Will gives an on-the-ground look at what’s really happening in the markets. Plus—property management horror stories, the latest SIOR milestone, SMU soccer shoutouts, and this week’s betting picks. A jam-packed, highly entertaining, and surprisingly educational episode.

Links to articles mentioned:Ross Perot Jr. unveils $10B “city within a city” in Denton

Irving touts dozens of economic development 'wins,' $572 million in investment

The team dives into another chaotic, entertaining week in industrial real estate, college football, old-building nostalgia, and the bizarre downfall of Sonder. Jeff returns from a Scranton trip with a full “Old Building Reporter” segment, complete with Dunder Mifflin lore, steam engines, and the existential question of what happens to 140-year-old industrial buildings in modern markets.

We run through:

• Market updates, REIT performance, and interest-rate sanity

• A “buildings with a yard—like the good old days” listing plug

• Why industrial REITs are somehow still negative

• Doge, Elon, and federal budget rants

• The ultimate fluff term: “strong demographics”

• The craziest Airbnb collapse of the year (RIP Sonder)

• The weirdest Airbnb stories you’ve ever heard

• College football chaos, Heisman hopefuls, and Tech’s defensive buzz

• The rise of a Celina pro soccer team and mixed-use speculation

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.