David Bodamer is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, in discussing economic trends impacting commercial real estate, such as demographics, fundraising, investment and lending. 

Snyder monitors, analyzes and reports on economic data and surveys related to CRE, and develops models and forecasts to better understand the forces that influence commercial real estate markets. He also co-manages a small family office of real estate investments.

Xander discusses:

Resources:

Connect With Xander Snyder:

Connect With David Bodamer:

About Our Guest:

Xander Snyder is a real estate economist, investor and serial impact entrepreneur. Xander graduated with a degree in economics from Cornell and a masters degree in data science from Berkeley. He has a background in finance, banking, and global risk.

Commercial real estate has been a notorious laggard when it comes to adopting technology. But a surge of investment in proptech in recent years is helping to transform many business practices within the space. 

Fifth Wall is a major venture capital firm focused on the global real estate industry and property technology for the built world. With the backing of institutional partners within the sector it has helped fund dozens of proptech startups. 

In this episode, David Bodamer is joined by Sarah Liu, a Partner of the Real Estate Technology Investment Team at Fifth Wall, to discuss what kinds of technology the industry is adopting..

Sarah discusses:

Connect WithSarah Liu:

Connect With David Bodamer:

About Our Guest:

Sarah Liu is a Partner on the Real Estate Technology Investment team at Fifth Wall, where she focuses on early stage investing in the construction, fintech, insurtech, and residential sectors.

Prior to joining Fifth Wall, Sarah worked at McKinsey in San Francisco. Her work there spanned FIG, TMT, and retail and included private equity due diligence, M&A strategy, and corporate transformations.

Due to intense competition, supply chain and labor challenges, the time it takes to build new logistics real estate properties across the country has lengthened. This is coming at a time when the national industrial vacancy rate is already at historic lows. 

In this episode, David Bodamer is joined by Newmark’s Lisa DeNight, National Industrial Research Director, and Kyle S. Roberts, Executive Managing Director Industrial/Capital Markets, to break down the state of the industrial real estate market.

Lisa and Kyle discuss:

Resources:

Connect With Lisa DeNight:

Connect With Kyle S. Roberts:

Connect With David Bodamer:

About Our Guests:

Lisa DeNight serves as National Industrial Research Director at Newmark, where she researches and analyzes national industrial trends and commercial market implications, focusing on timely thought leadership and elevating data integrity. Lisa’s expertise is in statistical data collection and analysis, interpretation and advisement on economic and real estate trends, driving thought leadership initiatives and generating market insights. Her more than a decade of research experience is inclusive of all commercial property types.

Kyle Roberts, CCIM, SIOR, co-founded Newmark’s Salt Lake City office (formerly Newmark Grubb ACRES, founded as NAI) in 1998 and currently serves as an executive managing director in the company’s Salt Lake City, Utah, office. A 22-year industrial real estate veteran, Mr. Roberts is a market leader in the logistics, supply chain, development and capital markets segments of commercial real estate. He has been involved in more than 3,700 individual transactions, representing clients in the acquisition or disposition of over 75 million square feet in Utah and 11.5 million square feet nationally and internationally. Mr. Roberts’ transactions have a cumulative value exceeding $3.1 billion and include many of the market’s largest industrial and office capital markets transactions.

After two years of employees working partly or fully remotely, offices are not seen as the necessities they once were. Most occupiers are wrestling with hybrid strategies, although a true consensus on the best model has still yet to emerge. 

In this episode, David Bodamer is joined by Julie Whelan, global head of occupier thought leadership at CBRE, in discussing how “return-to-office” is playing out. 

Julie discusses:

Resources:

Connect With Julie Whelan:

Connect With David Bodamer:

About Our Guest:

Julie Whelan leads a global team of researchers tasked with identifying major trends impacting commercial real estate occupiers across all industries. Julie also works directly with CBRE professionals across the Advisory & Transaction Services business to advise clients on real estate markets and strategies around the world.

Julie earned a Bachelor’s degree from Providence College, a Master’s in Business Administration from Suffolk University and completed the Commercial Real Estate Program at Boston University.

In this episode, David Bodamer is joined by William Maher, director of strategy and research at RCLCO Fund Advisors, ULI Washington member, and ULI Spring 2022 Real Estate Economic Forecast survey respondent. William shares insights into the recent forecast, how the picture has shifted somewhat since the report was compiled and what the rest of the year may look like for commercial real estate. 

William discusses:

Resources:

Connect With William Maher:

Connect With David Bodamer:

About Our Guest:

William Maher serves as the Director of Strategy and Research for RCLCO and RCLCO Fund Advisors, an affiliate business and a leading consultant to institutional advisors. Bill leads all research efforts and develops house views on the economy, capital markets, metro economies, and property markets. In addition to serving as a member of the RCLCO Investment Committee, Bill develops real estate investment strategies for institutional clients, based on internally-developed risk and return metrics. He brings a wealth of knowledge and perspective from his decades-long experience as a respected economist and thought-leader to the real estate industry.

In this episode, David Bodamer shares insights from the WMRE’s 2022 report on the investment and development climate for single-family rentals. He dives into what the current markets are like, what’s driven the creation and success of the market and what the survey results say about the outlook for the next 12 months. 

David discusses:

Resources:

Connect With David Bodamer:

After a record breaking fourth quarter in 2021, the momentum continued into the first quarter of 2022 with a 45 percent year-over-year increase in U.S. commercial real estate investment volume. What has influenced these numbers and what does the rest of the year look like?

In this episode, David Bodamer is joined by Darin Mellott, Senior Director of Capital Markets Research at CBRE, in sharing key highlights from recent market activity, touching on different types of buyers, comparing the end of 2021 to the beginning of 2022, and discussing future outlook. They also talk about interest rates, the impact of the value of the dollar on cross-border flow and other takeaways from the first quarter numbers.

Darin discusses:

Resources:

Connect With Darin Mellott:

Connect With David Bodamer:

About Our Guest:

Darin Mellott is a Senior Director of Capital Markets Research at CBRE. In this capacity, Darin leads a global team of Capital Markets Research Analysts and works with other members of senior leadership to provide analysis and develop “house views” on global markets and economic conditions, with a focus on their impact on real estate.

Beyond this, Darin leads and contributes to research and strategy efforts across the globe on behalf of clients, and has authored numerous white papers for the firm. He also represents CBRE with the media and at public forums on a frequent basis. Prior to his current role, Darin was CBRE’s Director of Research for the Americas.

High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. It’s a way of diversifying their portfolios and, unlike for other investors, it is sometimes a long-term play that plays a role in estate planning and generational wealth strategies.

In this episode, David Bodamer is joined by Belinda Schwartz, partner and chair of Herrick Feinstein. Belinda works with a range of high-net worth individuals and family offices, serving as the outside general counsel to a number of family-owned real estate businesses with portfolios valued above $1 billion.

Belinda discusses:

Connect With Belinda Schwartz:

Connect With David Bodamer:

About Our Guest:

Belinda Schwartz has chaired Herrick’s Real Estate Department since 2014, is a member of the firm’s Executive Committee since 2017, and is a 30+ year veteran of New York City’s commercial real estate market. She is a leader and mentor for 65+ attorneys and urban planners (23 of which are women) and one of the only women in the country to chair a major commercial real estate practice.

Accredited investors have more options for investing in commercial real estate than ever before. Public equities are one way, but private direct investments are another attractive option. 

In this episode, David Bodamer is joined by Ian Formigle, chief investment officer of CrowdStreet, to explore how accredited investors can access private real estate and to discuss the firm’s recent report on the best places to invest in 2022. Ian shares how the company gathered the information and factors that could impact individual investment decisions.

Ian discusses:

Resources:

Connect With Ian Formigle:

Connect With David Bodamer:

About Our Guest:

Ian Formigle is chief investment officer of CrowdStreet, the nation’s largest real estate investing platform online. CrowdStreet brings individual investors and real estate project sponsors together to build wealth through private equity real estate investing.

INREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published its latest annual study exploring the aspirations for institutional investors into the real estate sector over the next two years.

In this episode, David Bodamer is joined by Iryna Pylypchuk, director of research and market information at INREV. Iryna shares some of the information obtained in the 2022 survey, providing projections for how much institutional investors plan to spend around the globe. 

Iryna discusses:

Resources:

Connect With Iryna Pylypchuk:

Connect With David Bodamer:

About Our Guest:

Iryna is a passionate researcher and strategist, with broad experience in the industry and strong understanding of the European and global commercial real estate investment markets. Iryna is based in the Greater Frankfurt area.

At Fidelity International Iryna was responsible for providing market and sector level research across the European real estate market, developing insights into macro and micro market risk and actively supporting the investment teams.

Having previously worked in the CBRE’s Investment and Consultancy team of the EMEA and Global Research for 12 years, Iryna has a strong understanding of the European, and increasingly global, commercial real estate investment market and its key players. Experienced presenter, regularly reporting to a number of key clients, Iryna regularly opens CBRE European PAM conference and takes part at EXPO panel discussions on a variety of topics, most recently Iryna took part as a presenter and panelist in Dubai’s Global Investment Summit. Iryna also enjoys getting involved in educational programmes for real estate students and young professionals. These include regular market updates at the IPF and BLP seminars, as well as giving talks at the RAC.