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 of 5x5 with CompStak, host Brian Caldwell sits down with Josh Wyss from Cushman and Wakefield to dive into the Phoenix industrial market.

🎧 Tune in for:

• The recent surge in industrial leasing activity in Phoenix

• Key tailwinds and headwinds shaping the market

• Market outlook for the next 6 to 24 months

• Surprising developments, including the growth of data centers

• How 3PL companies are impacting industrial real estate

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

Check out the recap of our conversation with Shahar Koifman, Head of Research at Faropoint, where we discuss the insights from our joint report on Small Bay Industrial, focusing on market trends, tenant characteristics, and the economic resilience of this sector. We explore: - How small-bay industrial is defined and where it’s growing- Rent trends by market and tenant size- Single vs. multi-tenant lease performance- Why lease duration matters more in 2025- Strategic takeaways for investors and operatorsDownload a copy of the full report here: https://tinyurl.com/smallbayreport2025

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 kickoff episode, we’re live in Atlanta with Tim Wright, Director at Cushman & Wakefield, who shares what he’s seeing on the ground as an officer tenant rep actively doing deals.

🎧 Tune in for:

• Ground-level insights from a top local broker
• What CompStak’s data reveals about office trends
• Outlooks for the next 6, 12, and 24 months
• A sector-specific deep dive with a few surprises

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

In this episode, Michael Mandel sits down with Greg Katz to unpack how retail has evolved in the years since the pandemic.

They dive into how Esri’s geospatial data is shaping retail strategies, why grocery-anchored centers are making a strong comeback, and how “medtail” is carving out its place in the market.

From the challenges of visualizing data to the growing importance of consumer personas, they cover the nuances of retail comps and what’s next for the industry. Tune in for a thoughtful look at the intersection of tech, data, and the customer experience in modern retail.

Chapters

00:00 Introduction to Retail Evolution03:30Understanding Esri and Its Role in Retail

05:49 The State of Retail Post-COVID

09:04 Flourishing Retail Assets in a Changing Market

11:59 The Appeal of Grocery-Anchored Retail

14:14 The Rise of Med Tail in Retail Spaces

16:14 Co-Working Spaces and Their Impact on Retail

17:44 Trends in High Street Retail

20:28 Challenges in Retail Data and Visualization

23:17 Geospatial Challenges in Retail

26:12 Key Data Sets for Retail Decision Making

29:40 Understanding Consumer Personas

31:54 Reverse Engineering Site Selection

33:24 Competitor Proximity Decisions in Retail

36:31 The Complexity of Retail Comps

39:04 The Future of Retail: Trends and Innovations

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

In this episode of The Not Podcast Podcast, Michael Bull, Founder and CEO of Bull Realty, shares insights from his 35+ years in commercial real estate. He unpacks the evolution of the industry, current office market trends, and today’s challenging lending environment. Michael also highlights the critical role of training for brokers, the growing influence of media in shaping real estate conversations, and his predictions for the future—including rising transaction volume and the role of real estate as a hedge against inflation.

Chapters

00:00 Introduction to Michael Bull

03:04 Evolution of the Brokerage Business

10:26 Current Trends in the Office Market

17:10 Navigating the Lending Landscape

24:27 The Role of Training in Real Estate

31:20 The Impact of Media on Real Estate Conversations

34:43 Future Predictions for the Market

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

In this episode of The Not Podcast Podcast, Michael is joined by long-time friend LD Salmanson, CEO and Co-Founder of Cherre, to discuss the intersection of AI and startups in an ever-evolving world. But don’t worry, this isn’t just another AI episode.

Tune in for their hot (and sometimes differing) takes on how AI is shaping the future.

00:00 Introduction to AI in Real Estate

01:51 The Role of AI in Real Estate Investment

06:37 Challenges of AI Models in Real Estate1

0:37 The Future of AI and Real Estate Transactions

15:52 The Impact of Relationships in Real Estate

25:45 Startup Growth and Industry Dynamics

30:15 Growth Metrics and Revenue Quality

33:09 Defensibility in Business Models

36:53 In-House vs. Outsourcing Technology

39:08 The Role of Analysts in Real Estate

43:09 The Future of Decision-Making in Investments

50:05 Automation in Real Estate Processes

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

In this episode of The Not Podcast Podcast, Michael is joined by CompStak’s Real Estate Intelligence team to break down the Year-End Market Office Report. They dive into key trends in office employment, leasing, and rent across major U.S. markets, exploring the performance of various sectors and the evolving dynamics between urban and suburban spaces. The team also offers insights into what’s ahead for 2025, balancing optimism with caution amid ongoing economic shifts.

Download the office report at: https://bit.ly/4idyJ8p

Chapters

00:00 Overview of the U.S. Office Market Report

02:05 Trends in Office Employment and Work from Home

04:59 Leasing and Rent Trends in 2024

08:04 Market Performance: Urban vs. Suburban

11:01 Outlook for 2025 and Key Considerations

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

Michael Mandel is joined by Mark Fitzgerald, Executive Director and Head of North American Research at Affinius Capital, who shares his extensive experience in the CRE lending world. They discuss key trends to watch in the coming months, Mark’s approach to navigating the challenges of finding accurate data and deriving actionable insights, and how his methods have evolved throughout his career.

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

Facebook: ⁠https://www.facebook.com/CompStak/

Tune in for a special episode with Michael Mandel and Alie Baumann as we explore what the election outcome could mean for commercial real estate.

Check out more data in our blog posts on what this could all mean:

In this episode of the Not Podcast Podcast, Michael sits down with Nick Carter, Senior Director / Team Lead US Real Property Tax Case Management at Altus Group.

We're diving into data centers and property tax implications. Data centers play a crucial role in the digital age and Nick takes us through why and how this sector is booming and how you can take advantage of this hot market.

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Check out Nick's recent contribution to the Appraisal Journal: "Where’s the Real Estate? Redundancies, Servers, Edge Sites, and the Search for Real Property’s Role in the Modern Data Center."

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

Facebook: https://www.facebook.com/CompStak/