Sign up to save your podcasts
Or
Share The Not Podcast Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Not Podcast Podcast
By CompStakBusiness
The Not Podcast Podcast episodes
- AI Is Changing How Commercial Real Estate Brokers Prospect. Here's What It Looks Like in Practice.
Will AI make brokers better or make them extinct? That's the question at the center of this episode.
Michael Mandel visits Atlanta to talk brokerage evolution with Tim Wright, an office tenant rep at Cushman & Wakefield. They trace the arc from cold calling in 2006 to AI-powered prospecting in 2025.
The highlight is a live demo of CompStak's new MCP - that plugs CompStak data directly into your AI tools - which will be launching 9.29.26.
Keep up with CompStak on social:
Instagram: https://www.instagram.com/compstak/
YouTube: https://www.youtube.com/@CompStak
LinkedIn: https://www.linkedin.com/company/compstak/
X: https://x.com/CompStak
49 min - 5x5 with CompStak: Is Orlando the Next Major CRE Market?
Orlando office rents jumped 10.4% last year while Miami's dropped 22%. And no, that's not a typo.
Amy Calandrino, Director at Cushman and Wakefield, joins us to explain why Central Florida is pulling ahead. With nearly two decades in the market and credentials as both a CCIM and SIOR, Amy has a front-row seat to Orlando's transformation from a tourism town to a diversified economic hub.
Whether you're tracking Florida office fundamentals or looking for emerging retail trends, this episode delivers specific insights you can use.
********
Keep up with CompStak on social:
Instagram: https://www.instagram.com/compstak/
YouTube: https://www.youtube.com/@CompStak
LinkedIn: https://www.linkedin.com/company/compstak/
X: https://x.com/CompStak
22 min - 5x5 with CompStak: Why OC Office Vacancy Just Hit a Turning Point
Orange County office just posted two consecutive quarters of positive absorption for the first time since COVID. What's actually driving the recovery, and which properties are getting left behind?
In this episode of 5x5 with CompStak, host Brian Caldwell sits down with Mike Adams, market lead for Orange County office at Stream Realty Partners, to unpack the real dynamics reshaping Southern California's office landscape.
Mike shares why tier one office vacancy has dropped to 9.8% while tier three product sits at 27% vacant, creating a widening gap between winners and losers. He explains how 4.35 million square feet of planned office demolitions are tightening supply and pushing tenants into higher-quality space at higher rents.
Whether you're an investor weighing office exposure or a broker advising tenants, this episode offers a data-rich look at one of California's most active office markets.CompStak provides verified CRE lease comps, sale comps, and market analytics. Follow us on LinkedIn for more market insights.
Keep up with CompStak on social:
- Instagram: https://www.instagram.com/compstak/
- YouTube: https://www.youtube.com/@CompStak
- LinkedIn: https://www.linkedin.com/company/compstak/
- X: https://x.com/CompStak
24 min - New York Is Back. AI Is Complicating It.
New York office rents are up 28.5% from their post-pandemic trough, the strongest recovery of any major U.S. market. But the story behind that number is more nuanced than the headline suggests, and a new complication is showing up at the negotiating table: clients armed with AI tools that don't always get it right.
CompStak Co-Founder and CEO Michael Mandel sits down with Gabe Marans, Vice Chairman at Savills, to unpack what's driving New York's recovery, why San Francisco is roughly two years behind, and what happens when 31% of Manhattan sublease space expires between 2026 and 2028.
They also get into AI: how brokers are using it to sharpen their workflows, and why Marans is now spending time de-educating clients who arrive convinced they deserve lobby signage in a 3 million square foot building.
Keep up with CompStak on social:
- Instagram: https://www.instagram.com/compstak/
- YouTube: https://www.youtube.com/@CompStak
- LinkedIn: https://www.linkedin.com/company/compstak/
- X: https://x.com/CompStak
43 min - Link Logistics on Building the Data Foundation AI Actually Needs
Remember to eat your spinach first! (You'll get it after you listen to the episode).
Most companies overlook the critical groundwork needed for AI success, and the consequences? Missed opportunities, sluggish decision-making, and falling behind in a fast-changing market.
But those who get it right now? They’re building a future where data-driven decisions accelerate deals, optimize assets, and revolutionize operations.
Matt Rand and Matt Ostrower from Link Logistics join us to reveal their journey to building a robust data foundation that accelerates decision-making and optimizes assets. Learn how their proprietary platform, Olinda, predicts property values and why organizational commitment from the C-suite is crucial.
Keep up with CompStak on social:
- Instagram: https://www.instagram.com/compstak/
- YouTube: https://www.youtube.com/@CompStak
- LinkedIn: https://www.linkedin.com/company/compstak/
- X: https://x.com/CompStak
51 min - Office Defaults Are Rising. Now What?
Nearly half of recently matured loans defaulted, most of them office.
Michael Mandel and Steve Kuritz, Senior Managing Director at KBRA, explore what KLOCs reveal about the CMBS market, how conditions vary across major cities, and what the looming maturity wall means for office investors.
Check out the KCP Index: https://www.kbra.com/analytics/products/kcp
Keep up with CompStak on social:
- Instagram: https://www.instagram.com/compstak/
- YouTube: https://www.youtube.com/@CompStak
- LinkedIn: https://www.linkedin.com/company/compstak/
- X: https://x.com/CompStak
42 min - AI in Brokerage: What Actually Works (And What Doesn’t)
Artificial intelligence is everywhere in commercial real estate, but what’s actually working for brokers right now?
Michael Mandel sits down with Topher Stephenson, Co-Founder of CRE AI Studio, to break down how AI is being used in CRE brokerage today, from CRM workflows and deal sourcing to pitch deck creation and data analysis.
They explore the gap between big firms investing heavily in AI from the top down and individual brokers trying to improve their day-to-day productivity.
Keep up with CompStak on social:
- Instagram: https://www.instagram.com/compstak/
- YouTube: https://www.youtube.com/@CompStak
- LinkedIn: https://www.linkedin.com/company/compstak/
- X: https://x.com/CompStak
49 min - 5x5 with CompStak: What Happens to DC Office in a DOGE World?
Looking for quick, sharp CRE insights you can actually use?Welcome to 5x5 with CompStak — your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience.
In this episode, Brian Caldwell sits down with Adam Collins, VP: Tenant and Occupier Advisory, at Transwestern. Can DC office bounce back? A look into DOGE, conversions, and market reality.
Keep up with CompStak on social:
Instagram: https://www.instagram.com/compstak/
YouTube: https://www.youtube.com/@CompStak
LinkedIn: https://www.linkedin.com/company/compstak/
X: https://x.com/CompStak
27 min - AI, Accuracy, and Adaptation: Inside Prologis’ Data Strategy
Michael Mandel sits down with Will O’Donnell, Managing Director at Prologis, to explore how data and AI are transforming commercial real estate.
🎧 Tune in for:
How Prologis leverages data to optimize leasing & capital deployment
Why data accuracy is critical for decision-making
The balance between AI efficiency and human judgment
The role of digital twins in real estate strategy
Evaluating PropTech startups and external data sources
The future of collaboration and data sharing in CRE
Keep up with CompStak on social:
Instagram: https://www.instagram.com/compstak/
YouTube: https://www.youtube.com/@CompStak
LinkedIn: https://www.linkedin.com/company/compstak/
X: https://x.com/CompStak
51 min - 5x5 with CompStak: What’s Fueling the Data Center Gold Rush
Looking for quick, sharp CRE insights you can actually use?Welcome to 5x5 with CompStak — your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience.
In this episode, host Brian Caldwell sits down with Ryan Atkinson from JLL to unpack the evolving world of data centers and the growing impact of AI on real estate.
🎧 Tune in for:
Why power availability is the #1 headwind for data center development
How AI is reshaping demand and influencing site selection
Key regional differences affecting power, permitting, and build timelines
Innovations in green energy and densification
What’s driving valuation shifts in the data center space
The rising importance of security and infrastructure resiliency
Keep up with CompStak on social:
Instagram: https://www.instagram.com/compstak/
YouTube: https://www.youtube.com/@CompStak
LinkedIn: https://www.linkedin.com/company/compstak/
X: https://x.com/CompStak
26 min
About The Not Podcast Podcast
From the publisher's feed
Welcome to CompStak's Not Podcast Podcast, the podcast where we unravel the complexities of the commercial real estate (CRE) world with expert analysis and up-to-date market intelligence. Hosted by CompStak, the industry leader in CRE data and analytics, this show is your go-to source for everything you need to know about CRE trends and market news. Whether you're a seasoned professional or just starting out, CompStak is your essential companion for navigating the evolving CRE sector.
Watch episodes on YouTube: https://www.youtube.com/@CompStak