Diving into the Commercial Real Estate & Net Lease markets on a monthly basis, exploring trending and real time topics across the industry
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Zombie Pharmacies with a Side of Key Lime
36:09
36:09
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36:09
Introduction: BJ Feller and Isaiah Harsh open the episode with a casual conversation about Lollapalooza in Chicago. The hosts introduce the main topics: zombie pharmacies in NYC, unemployment and interest rates, and the impact of technology in commercial real estate. Zombie Pharmacies in New York: Discussion on the New York Times article about 222 …
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Department Store M&A: Saks & Nieman’s Big Move
31:17
31:17
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31:17
In this episode Feller & Harf explore the latest news in Sak's and Nieman's big merger and what it means for the mall and retail landscape more broadly. The latest Big Lots filing hales trouble ahead, what it means for the discount retail world. And what BJ & Isaiah are watching in the months ahead.By #BJ Feller, #Isaiah Harf
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In this episode of Net Takeaways, Feller & Harf break down the breaking major Walgreens news of major store closures, explore the fallout from the long-coming Red Lobster bankruptcy and look ahead to how the CRE market inventory logjam could break.By BJ Feller
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Net Takeaways Reacts to Retail Headlines!
36:00
36:00
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36:00
Who's got the best wings in Chicago? Isaiah puts his Upstate New York street cred to good use Dollar General's Big Announcement of 1000 store closure, what it means for the retail landscape Aldi's Big News of 800 new stores by 2028 Walmart's plan to add 150 new large format stores over the next decade…
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OAC & The OC - ICSC OAC 2024 : The Big Easy Recap
32:45
32:45
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32:45
Net Takeaways with Feller & Harf breaks down: The hottest restaurants from the travels in California and New Orleans The ICSC OAC (Outdoor Air Conference) takeaways: Bullish Sentiment on Retail Leasing Outlook Capital Markets Observations The recent news of the announcement by NYC that they will be sending state police and national guard personnel …
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By BJ Feller
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Where'd Isaiah Go?! Talking Cannabis with Special Guest Host Christian Tremblay
31:47
31:47
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31:47
On this episode of Net Takeaways with Feller and Harf, someone find Isaiah, he's missing! BJ is joined by special guest host Christian Tremblay to break down the incredible growth of the cannabis industry and its impact on the commercial real estate landscape Christian Tremblay is the national leader in brokerage of cannabis occupied real estate ha…
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Brrr America is Chilly - Time for a Slurpee (7-Eleven's Big M&A Deal)
33:22
33:22
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33:22
On this episode of Net Takeaways, Feller & Harf discuss: - The impact of 7-Eleven's Sunoco acquisition and what it means for the latest landscape of the convenience and gas station market. How are convenience stores changing their actions - if at all - as electric vehicles break 10% of annual sales? - December Retail Sales & Consumer Confidence num…
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On this episode of Net Takeaways, BJ & Isaiah make their predictions for what's in store for the commercial real estate markets in 2024 - join them for the Annual Big Predictions Episode!By BJ Feller
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On this episode of Net Takeaways with Feller & Harf, BJ & Isaiah answer questions from listeners on real estate, and of course hospitality! Tune in for our Holiday Mailbag!By Isaiah Harf, BJ Feller
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Holiday Party Hijinks + ICSC NYC & Walgreens Slide
29:30
29:30
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29:30
In this episode of Net Takeaways, Feller & Harf break down the impact of a major credit downgrade in the retail space, and what it means for capital market conditions, and the takeaways from the major ICSC NYC conferenceBy BJ Feller, Isaiah Harf
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Pie a la Harf with a Side of Lower Inflation
36:57
36:57
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36:57
In this episode of Net Takeaways, Isaiah talks about how he has developed a new appreciation for pies in the Thanksgiving episode. Feller & Hard explore how lowering inflation is setting up for some stabilization going into 2024!By Isaiah Harf, BJ Feller
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On this episode of Net Takeaways, Feller and Harf discuss Pharmageddon, Amazon's Latest Retail News, and possible relief on commercial construction costs and the implications which could followBy Isaiah Harf, BJ Feller
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In this episode of Net Takeaways with Feller & Harf, BJ & Isaiah break down what's going on in the most turbulent commercial real estate market in more than a decade, and more importantly answer the age old question: "what's the best steak in Chicago?"By Isaiah Harf, BJ Feller
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Harf & Feller break down the current landscape as the commercial real estate market sees buyer demand shifting across the spectrum but doing so unevenly. Discussion of what it means as CRE deal making season prepares to get underway for Q2 2022By Isaiah Harf, BJ Feller
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On this episode of Net Takeaways, Feller and Harf break down the world of commercial real estate capital markets as summer comes to a close, and look at the world of retail customer service and what it means for real estate investorsBy Isaiah Harf, BJ Feller
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In this episode of Net Takeaways, Feller & Harf break down CVS's 900 store closure announcement, impact of supply constraints on the retail world, and other topics!By #BJ Feller, #Isaiah Harf
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Net Takeaways Crossover Episode with Brad Thomas of The Ground Up Podcast
38:31
38:31
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38:31
In this special crossover episode of Net Takeaways, Feller and Harf connect with Brad Thomas, REIT expert extraordinaire to break down the latest high level themes, trends and dynamics in the Net Lease REIT world todayBy BJ Feller, Isaiah Harf, Brad Thomas
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Net Takeaways - Ride or Drive (feat French Fries)
51:39
51:39
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51:39
In this episode of Net Takeaways, Isaiah & BJ are back with:- Hot Take(away)s of what's going on the real estate world today - Which burgers in America can claim the mantle of dominance- Why readaptive conversions to apartment buildings is a major trend to watch- "Ride or Drive" is the line of demarcation that is determining how various national ma…
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Net Takeaways - Pumpkin Spice Latte Edition
43:40
43:40
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43:40
In this episode of Net Takeaways, Feller and Harf break down: - The wave of major record breaking net lease office deals and what it means for the broader office marketplace - What Warby Parker's IPO means for the current state of online versus bricks & mortar retail - What the wave of NFL megastadiums says about sports real estate - How the global…
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Net Takeaways Breaks Down 2021 at Halftime
51:30
51:30
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51:30
Feller and Harf breakdown the look and feel of the commercial real estate and net lease marketplaces halfway through 2021, and look to see what the rest of the year has in storeBy BJ Feller, Isaiah Harf
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Net Takeaways Is Back - Mergers, Macys & Inflation, OH MY!
55:07
55:07
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55:07
On this episode, Feller and Harf emerge like the Brood X cicada swarm from the pandemic podcast hibernation, and breakdown the latest in commercial real estate, retail and other topics!By Isaiah Harf, BJ Feller
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In the episode Feller & Harf breakdown how investors should consider total occupancy costs for retailers in Commercial Real Estate & Net Lease. Recorded in LA, the episode utilizes the proposed changes to California's Prop 13, to explore how changes in occupancy costs flow through the CRE ecosystem.By Isaiah Harf, BJ Feller
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How Does CRE & Net Lease Fare in Times of Economic Uncertainty & the Potential Coronavirus Impact
1:00:13
1:00:13
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1:00:13
In Episode #3 of Net Takeaways, Feller & Harf analyze how Commercial Real Estate & Net Lease tend to fare in times of economic uncertainty, including in the wake of the Coronavirus Pandemic. Feller & Harf breakdown four elements that distinguish CRE/NNN from the broader asset markets, including Liquidity, Holding Periods, Resistance to Economic Sho…
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Net Lease Landmines - The Biggest Mistakes in Net Lease
34:59
34:59
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34:59
In this episode of Net Takeaways with Feller & Harf we break down the biggest landmines and mistakes that we see in Net Leases. We discuss Lease Entities, Assignment Language, Financial Reporting, FMV Rental Rates along with a host of other itemsBy BJ Feller, Isaiah Harf
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What Does a Potential Walgreens Buyout Mean For Net Lease?
43:03
43:03
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43:03
On the intial episode of Net Takeaways, Feller & Harf break down what the potential Walgreens Leveraged Buyout (LBO) means for the Net Lease Real Estate Industry. Also cover their annual Bold Predictions for the Net Lease Market.By BJ Feller, Isaiah Harf
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