The Industrialist

In this week’s episode of The Industrialist: Shop Talk, Jeremy, Jeff, and Will dive into market updates from Terrell to Rome (Texas, not Italy), the latest on REITs and ETFs, and why that 130% dividend might not be as sweet as it sounds.

They also unpack Onyx Partners’ $947 million acquisition of the JCPenney portfolio and debate whether it's a bold move or a bet on dead malls. The term of the week, “in the path of growth,” gets decoded for what it really means: it’s probably still in the middle of nowhere.

Finally, things take a turn into SEC football territory as they break down team win totals, depth charts, and quarterback storylines heading into the season. Toss in some traffic data, DFW fatal crash stats, and a reminder that your vacant building isn’t paying the bills—and you’ve got another classic episode of Shop Talk.

📌 Related reading: ⁠https://therealdeal.com/texas/2025/07/25/texas-foreign-buyer-ban-rattles-brokers/

https://www.bizjournals.com/dallas/news/2025/08/01/dfw-traffic-commutes-ranking.html

In this week’s episode of The Industrialist: Shop Talk, Jeremy and Jeff tackle Week 31 with a lively breakdown of the Big Ten football landscape for the upcoming 2025 season. From Ohio State’s repeat title hopes to Oregon’s portal power plays and Indiana’s All-American-loaded defense, the duo dishes out win predictions, sleeper picks, and must-watch matchups.

They also dive into real estate and economic updates, including market movements, jobless claims, and real estate stock performance. To close out, they unpack Texas Senate Bill 17—a new law banning certain foreign nationals from acquiring Texas real estate—and how it’s already disrupting deal pipelines and raising constitutional questions among brokers and investors.

🎧 Tune in for sports hot takes, real estate insights, and a healthy dose of sarcasm.

📌 Related reading: "Texas foreign buyer ban rattles brokers" – The Real Deal

Portfolio Sale Teaser⁠⁠⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.

Key Highlights:

Tenants: 11

Portfolio Size: 273,427 SF across 10 sites

Land Area: 33.88 acres

Markets: Dallas-Fort Worth, San Antonio, Oklahoma City

Offers Due By: July 15th

If you’re interested in learning more, please register to our portal ⁠⁠⁠⁠here⁠⁠⁠⁠. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM.

In this episode of Confessions of a Street Broker, Jeremy Mercer sits down with Reid Bassinger, a partner at Lee & Associates and a self-proclaimed deal junkie. They dive into the changing tides of industrial leasing, tenant leverage in today's market, and the cold-call grind that built Reid’s career. From ball boy memories and family legacy to a warehouse auction showdown with Google and getting burned—literally—Reid shares the deals, the grit, and the perspective he’s gained along the way.

FOLLOW US:

LinkedIn - Matador Realty Investments

Instagram - @jbmatcap

X - @jbmatcap

YouTube - @jbmatcap

Portfolio Sale Teaser⁠⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.

Key Highlights:

Tenants: 11

Portfolio Size: 273,427 SF across 10 sites

Land Area: 33.88 acres

Markets: Dallas-Fort Worth, San Antonio, Oklahoma City

Offers Due By: July 15th

If you’re interested in learning more, please register to our portal ⁠⁠⁠here⁠⁠⁠. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM.

Links to Articles Mentioned:

https://therealdeal.com/texas/2025/07/11/scott-everetts-s2-capital-raises-343-million-for-second-fund/

https://www.bizjournals.com/dallas/news/2025/07/14/veritex-community-bank-sells-to-huntington.html?cx_testId=40&cx_testVariant=cx_7&cx_artPos=0#cxrecs_s

https://product.costar.com/home/news/2072435289

In this episode of The Industrialist, Jeremy and Will sit down with repeat guest Summitt Hogue, founder of GROWE, a Dallas-based commercial real estate firm focused exclusively on serving the various needs of third-party logistics companies across the United States. After beginning his career in commercial real estate, Summitt quickly identified the unique and under-served challenges faced by 3PLs.Summitt joins Jeremy and Will to dive deep into what’s actually happening in the 3PL and industrial leasing markets nationwide. From wild swings in rent to tariff dodging, overbuilt West Coast markets, foreign trade zones, and the real story behind who’s actually making deals—Summitt brings brutal honesty and market-tested insight. Whether you’re a broker, investor, operator, or just industrial-curious, this one’s packed with real-world strategy and straight-up game.

FOLLOW US:

LinkedIn - ⁠Matador Realty Investments⁠

Instagram - ⁠@jbmatcap⁠

X - ⁠@jbmatcap⁠

YouTube - ⁠@jbmatcap

Summitt's Info:

GROWE Website

Instagram

Portfolio Sale Teaser⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.

Key Highlights:

Tenants: 11

Portfolio Size: 273,427 SF across 10 sites

Land Area: 33.88 acres

Markets: Dallas-Fort Worth, San Antonio, Oklahoma City

Offers Due By: July 15th

If you’re interested in learning more, please register to our portal ⁠⁠here⁠⁠. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM.

Links to Articles Mentioned:

https://www.bisnow.com/national/news/commercial-real-estate/one-big-beautiful-bill-clears-final-hurdle-launching-new-tax-era-for-cre-130033

https://product.costar.com/home/news/290478930

Before Confessions of a Street Broker had a format or any momentum—Todd Hubbard was already in the studio.

This episode is a throwback to the first recording Jeremy ever did, with the guy who unknowingly helped shape the voice of the podcast. Funny enough, people still say, “Todd, you need to go on Jeremy’s podcast,”—not realizing he was the very first guest.

Todd returned just two weeks ago for a brand-new episode we released last Thursday, but this one is where it all started. Whether you’ve been following since day one or are just tuning in, this is a foundational episode worth hearing.

Links to Articles Mentioned:

https://therealdeal.com/texas/dallas/2025/06/26/scott-everetts-s2-capital-faces-apartment-foreclosure/

https://www.bloomberg.com/news/articles/2025-06-27/us-consumer-spending-drops-for-first-time-since-start-of-year

Todd Hubbard returns to The Industrialist—this time not as our inaugural guest, but as a seasoned voice reflecting on two decades in the trenches of Fort Worth commercial real estate. In this unscripted, unfiltered conversation, Todd, Jeremy, and Will dive deep into the state of the industrial market, the flood of inquiries from foreign buyers, and what it takes to keep winning in a market that’s increasingly complex and competitive.

But it’s not just about the deals. Todd opens up about burnout, the challenge of chasing ever-moving goalposts, and what it means to build a legacy beyond the brokerage world. They talk about fishing trips, ranch life, raising kids, and why having a team that truly works together might be the greatest win of all.

If you’re in the game—or thinking about how long you want to stay in it—this episode is a masterclass in perspective, grit, and staying grounded.