Commercial Real Estate Talk is commercial real estate simplified. Subscribe to stay in the know with weekly CRE #shorts which break down CRE tips, definitions and principles in under one minute. Plus, don't miss the weekly CRE podcast of national news impacting commercial real estate. We track commercial real estate so you can focus on your business. Please like and subscribe today to see more content on the channel. Want to take a deeper dive into commercial real estate? Then pick up a copy ...
…
continue reading
1
Has Office Turned the Corner - Episode 137 - The Commercial Real Estate Podcast
33:59
33:59
Play later
Play later
Lists
Like
Liked
33:59
Major REIT and institutional office owners share optimism for leasing activity through the end of 2024. Investment in commercial real estate is the lowest in four years. AI will drive demand in many key cities across the US. Restaurants continue to close or file for Chapter 11 bankruptcy as inflation continues to take a toll on the industry. Tune i…
…
continue reading
1
Office Sector Woes Part 7 - Episode 136 - The Commercial Real Estate Talk Podcast
26:58
26:58
Play later
Play later
Lists
Like
Liked
26:58
Office Sector Woes Part Seven - The pressure mounts on office landlords and the break point is swiftly approaching as we enter Defcon 2. Expiring CMBS loans coupled with expiring leases leads to an increase of over 30% of CMBS loans hitting special servicing in offices experiencing low occupancy. Additionally, post-Labor Day stats prove that work-f…
…
continue reading
1
Has the Office Sector Bottomed - Episode 135 - The Commercial Real Estate Talk Podcast
31:19
31:19
Play later
Play later
Lists
Like
Liked
31:19
In some much-needed good news for the office sector, large office users are staying put and renewing their office spaces. Vertex, Bank of America, Bloomberg, Fannie Mae and other large users recently extended their HQ spaces from 200,000 up to 1,000,000 square feet - all across the country. While positive absorption is not impacted by renewals, sup…
…
continue reading
1
Revised Job Growth - Impact to CRE - Episode 134 of The Commercial Real Estate Podcast
20:33
20:33
Play later
Play later
Lists
Like
Liked
20:33
The U.S. Bureau of Labor Statistics recently reported that job growth was overinflated to the tune of 818,000 jobs over a 12-month period. How does this news the impact commercial real estate? Hint: mightily! Please tune in as we discuss the recent announcement and why the revised job creation report makes more sense of what people see and feel on …
…
continue reading
The 2024 US Election season is upon us with only a few months until the November election. Which candidate is better for the commercial real estate industry? Former President Donald Trump or Vice President Kamala Harris? Tune in and find out what the experts think of the election and the impact to commercial real estate. Please consider subscribing…
…
continue reading
1
CRE Optimism - Episode 132 - The Commercial Real Estate Talk Podcast
37:11
37:11
Play later
Play later
Lists
Like
Liked
37:11
Commercial real estate has taken the blows of the pandemic, inflation, and work-from-home implementation but this week's articles show CRE is still standing strong. Cash is king as investment firms build up their dry powder and hunt for historic level deals such as a recent NYC office building that sold for a 97.5% discount. Today we discuss the op…
…
continue reading
1
Tom Brady's Miami Office - Episode 131 - The Commercial Real Estate Talk Podcast
33:34
33:34
Play later
Play later
Lists
Like
Liked
33:34
Tom Brady's TEB Capital Management takes down office space in Miami's Bay Harbor Islands - makes sense since the GOAT owned the Miami Dolphins for twenty years and recently purchased property in Miami's exclusive Indian Creek Island. In today's podcast, we also discuss the state of office foreclosures and the health of the overall office market whi…
…
continue reading
1
CRE CRISIS - Episode 130 - The Commercial Real Estate Talk Podcast
29:25
29:25
Play later
Play later
Lists
Like
Liked
29:25
The looming commercial real estate crisis gained national attention this week. Blackstone, Deutsche Bank, and Harvard Business all point to the staggering challenges facing the commercial real estate sector; especially the office sector. The challenges to commercial real estate include but are not limited to: rising interest rates, upside LTV ratio…
…
continue reading
1
President Biden's Rent Caps - Episode 129 - Commercial Real Estate Talk Podcast
42:11
42:11
Play later
Play later
Lists
Like
Liked
42:11
Rent Caps Part Two - President Biden recently announced a 5% cap on apartment rents, though there was some confusion as he struggled to read '5%' on the teleprompter, accidentally suggesting a $55 cap. This raises questions about the effectiveness of rent caps in addressing America's housing crisis. What implications will this have for future devel…
…
continue reading
1
Episode 127 - Office Sector Woes Part Six - Commercial Real Estate Talk Podcast
25:35
25:35
Play later
Play later
Lists
Like
Liked
25:35
The negative effect of the pandemic and governmental responses to the pandemic is still trickling through the commercial real estate industry - especially the office sector. In today's podcast we consider recent reports on the smaller size of new office leases, CRE stagflation, and we discuss why foreign investment into US commercial real estate to…
…
continue reading
1
Episode 126 - The Future of Office Space - The Commercial Real Estate Talk Podcast
40:38
40:38
Play later
Play later
Lists
Like
Liked
40:38
What is the future for office space? What does it take to sign a lease in today's world? In today's podcast, we consider a recent interview of Ken Fisher, Partner of Fisher Investments and review the recent major office leased signed in New York City. While rents remain steady, office landlords must deal with rising operating cost, rising incentive…
…
continue reading
1
Episode 125 - Office Sector Woes Part Five - Will AI Take Over
40:15
40:15
Play later
Play later
Lists
Like
Liked
40:15
Some reports have AI replacing 85 million American jobs in the near term. What will this mean for the office sector already struggling to get past the pandemic induced downturn. How about the CRE pending loan crisis - it's a perfect storm of less demand and higher operating cost for office landlords. We also consider a Reddit question pertaining to…
…
continue reading
1
Office Sector Woes Part Four - Commercial Real Estate Talk with Jorge L Morales - The Don't Sign the Lease Podcast
18:00
18:00
Play later
Play later
Lists
Like
Liked
18:00
Commercial Real Estate continues to dominate with the office sector receiving a few blows this past week. {PLEASE SUBSCRIBE] We discuss: Top five amenities office tenants desire Walmart to close their Dallas HQ Lease expirations offer an ominous sign for office landlords Troubled times for office REITS We track commercial real estate so you can foc…
…
continue reading
1
WFM, Retail and WeWork - Episode 123 of The Don't Sign the Lease Podcast - Commercial Real Estate News Deconstructed
51:04
51:04
Play later
Play later
Lists
Like
Liked
51:04
Elon Musk "allegedly" called work-from-home (WFH) "morally wrong" recently. Is it really? (PLEASE SUBSCRIBE) We dive deeply into this fading pandemic-induced phenomenon. If Work-From-Home ends, who will it impact the most? Did you know this week many retail brokers, tenants, and developers are together at the ICSC Convention in Las Vegas? We take a…
…
continue reading
1
Episode 122 - Miami's Hot Brickell Avenue Office Market
52:43
52:43
Play later
Play later
Lists
Like
Liked
52:43
The Brickell Avenue Office Market led to a resurgence in the office sector in Miami and placed Miami atop the list of world-class cities. In Episode 122, we take a deep dive into the Brickell Avenue office trends and stats including: Two major office towers hit the market for sale on Brickell priced over $500M Tier One Class A Office is over $144/S…
…
continue reading
1
Episode 121 - Commercial Real Estate Bounces Back
34:49
34:49
Play later
Play later
Lists
Like
Liked
34:49
Now on Youtube Podcast! Most of the major commercial real estate firms reported positive income for the first quarter 2024. We dive into what drove the positive gains for the CRE firms and discuss where the office market is heading. Featured in today's podcast is 830 Brickell Plaza, Miami's all new ultra luxury office tower and a one million square…
…
continue reading
Do you have $500 million? The Miami Office Market is on fire with new leases and office buildings hitting the market for sale. Tune in as we look at a two potential record setting office projects in the Brickell Avenue market. We also discuss the impact of the Feds interest policies to commercial real estate. We track commercial real estate so you …
…
continue reading
Non-Compete agreements are a staple in the CRE industry; but will the FTC's ruling outlaw them going forward? Tune in as we discuss and define a non-compete agreement and look at the two ways this ruling could be interpreted. We also look at the continued concerns in the office sector for landlords - while office tenants gain the upper hand. We tra…
…
continue reading
1
Episode 118 - Office Sector Woes Part Three - Expiring Debt Crisis
42:45
42:45
Play later
Play later
Lists
Like
Liked
42:45
The office sector continues to dominate the national news as the debt crisis has the potential to drag the U.S. economy into a recession over the rest of 2024. Four major U.S. banks issued warnings recently of the problems with both current loan payments and maturing debt. Tune in as we deconstruct the news and discuss what's next for the office se…
…
continue reading
1
Episode 117 - Office Sector Woes Part Two
38:25
38:25
Play later
Play later
Lists
Like
Liked
38:25
The Office Sector continues to dominate the commercial real estate news - but it's not good news. Continued diminished demand, higher than expected inflation, and a federal government office space bubble lie ahead for property owners. In today's podcast, we discuss the impact of inflation to the business community and look at a few key deals and fa…
…
continue reading
The office sector of commercial real estate faces several hurdles before a full recovery takes place. Hurdle one: work-from-home that is sticky and part of today's work culture. Hurdle two: A.I. is forecasted to grow in the workplace displacing jobs. Hurdle three: the federal governement occupies very little of its leased office space, as low as 14…
…
continue reading
The office sector of commercial real estate continues to dominate the attention of the news, investors, property owners, tenants, and brokers - with good reason. With 80% of companies offering flexible work schedules (such as work-from-home), coworking demand ramps up in demand as traditional office demand diminishes. How will this impact the offic…
…
continue reading
1
Episode 114 - What is Commercial Real Estate
37:01
37:01
Play later
Play later
Lists
Like
Liked
37:01
What is commercial real estate? Is the office valid today or is the office an old-fashioned ideology that faded with bow ties and IBM blue suites? In a post-pandemic world, the need to understand commercial real estate has never been more important. In today's podcast, get an inside seat to a speech Jorge delivered at a book launch event in 2017 at…
…
continue reading
1
Episode 113 - Brickell Avenue and the Office Market
43:48
43:48
Play later
Play later
Lists
Like
Liked
43:48
Has the Miami office market, namely, the Brickell Avenue office market simmered down? Today we discuss in detail a recent Wall Street Journal article aimed at Miami's hottest market, Brickell Avenue. We'll look at the current conditions including the current Class A rate and occupancy, and walk through three new office development projects. Availab…
…
continue reading
We've read much of the lower occupancy in the CRE industry from both vacancy and work-from-home employees. But what are the domino effects of lower occupancy? Today we discuss the impact of the slowdown in the office sector on cities: namely through devaluation which leads to lower taxes. Tune in to this weekly look at commercial real estate. We tr…
…
continue reading
In today's weekly look at commercial real estate news, we discuss the causes that led to several national CRE firms ending 2023 with posted losses. Is this a reflection of things to come for commercial real estate or a reaction to what's already taken place? We also consider the continuing saga of office occupancy or lack thereof with work from hom…
…
continue reading
1
Episode 110 - Trump Charged in NYC and the Implications to Commercial Real Estate
52:09
52:09
Play later
Play later
Lists
Like
Liked
52:09
In today's podcast, we consider the recent $355 million fine by New York against Donald Trump and the implications for other commercial real estate investors in New York. Will this have a trickle-down effect or will this be an isolated incident? We will also discuss two struggling sectors in commercial real estate; namely indoor malls and the offic…
…
continue reading
1
Episode 109 - Moshe Mana Miami Presentation
33:08
33:08
Play later
Play later
Lists
Like
Liked
33:08
Billionaire real estate developer Moshe Mana recently offered his insight to Miami's growth potential as the global financial capital of the world at a South Florida Office Broker's Association luncheon hosted by Collier's at Museum Tower in Downtown Miami. Contact the show if you are interested in attending future monthly luncheons. With permissio…
…
continue reading
1
Episode 108 - Commercial Real Estate Update
38:11
38:11
Play later
Play later
Lists
Like
Liked
38:11
Nearly a year has passed since the last Don't Sign the Lease Podcast, and we now have a better picture of what's happening in commercial real estate. Join us as we unfold commercial real estate highlights in 2023. Stay tuned as we plan to bring snapshots of key South Florida office markets in future episodes. Jorge L. Morales is President of the in…
…
continue reading
Today is the final new content podcast of the Don't Sign the Lease Podcast. We'll be transitioning the podcast to a new Florida market specific podcast coming soon. In today's podcast, we look at the commercial real estate world shedding jobs as well as big tech. WeWork announces the closure of 40 locations and we discuss the prospects of a recessi…
…
continue reading
1
Episode 106 - Hurricane Ian Impacts the West Coast of Florida
16:16
16:16
Play later
Play later
Lists
Like
Liked
16:16
Category 4 Hurricane Ian slammed into the west coast of Florida this week leaving hundreds stranded, many lives lost and much real estate damaged. Our prayers go out to the many who have been impacted by the storm.
…
continue reading
1
Episode 105 - Employers want workers back in the office
41:10
41:10
Play later
Play later
Lists
Like
Liked
41:10
Major companies like Apple and Ally Financial have mandated a return to the office (RTO) post Labor Day weekend. While the mandates roll out, the five day work week seems like a relic from the past as most companies require just 1, 2 or 3 days a week from the office. Will this trend weather a Recession storm? What amenities will it take to attract …
…
continue reading
In today's episode, we consider office demand for end of Q2 2022 as we look ahead to the rest of the year. We also discuss the recently passed Inflation Reduction Act - calling for the spending of over $400 billion to reduce inflation? Yes, spending is what led to inflation...and we discuss in detail ESG and why your small business needs to be awar…
…
continue reading
Miami continues to receive out of town corporate relocations. In today's podcast we discuss several of the key recent lease transactions in Brickell, Coral Gables, and Doral. We track commercial real estate so you can focus on your business. Jorge Morales is founder and president of Blue Box Real Estate, LLC, an independent commercial real estate f…
…
continue reading
The Recession bearing down on the office sector coupled with corporate America's adoption of work from home strategy have many wondering if we've entered into an Office Apocalypse. Tune into this weekly look at commercial real estate news. We track commercial real estate so you can focus on your business. Give us a thumbs up and subscribe to the po…
…
continue reading
1
Episode 101 - The Answer is - a Recession
58:49
58:49
Play later
Play later
Lists
Like
Liked
58:49
Irrespective of what our political leaders and the media label the recent economic news: two consecutive quarters of negative GDP growth equals a Recession. While it's fun to watch the media try to put a positive spin on the recession of 2022, the impact to commercial real estate is already being felt. Tune in to today's podcast as look at the turb…
…
continue reading
Miami snags another blue state corporation; Citadel to relocate from Chicago to Miami. Citadel enters with two massive real estate deals in the Brickell area. Sublease space continues to grow in Florida, but is mainly concentrated in central Florida. Tune in to this weekly look at commercial real estate. We track commercial real estate so you can f…
…
continue reading
In today's podcast we take a deep dive on two national stories involving CRE giants. CBRE is in the news on a major lawsuit accused by a property owner of multiple conflicts of interest (alleged). Cushman & Wakefield is in contempt of court for not turning over all requested documents from the AG of New York. We track CRE in order that you may focu…
…
continue reading
There is a real tug of war between workers and employers - some employers like Tesla have given ultimatums: work from the office 40 hours a week or find another job. Have American workers become entitled? Is a five-day work week in the office harsh work conditions? In today's podcast we explore recent employee and employer surveys on remote work. W…
…
continue reading
South Florida housing market cooled off in April - is this the tip of a major housing correction iceberg? Or a momentary, I have to pay my taxes in April blip? We'll find out. RTO has also cooled off as major employers such as Apple pivot to keep employees home. Tune in to this weekly look at commercial real estate. We track commercial real estate …
…
continue reading
1
Episode 096 - CRE faces strong headwinds in 2022
53:40
53:40
Play later
Play later
Lists
Like
Liked
53:40
As we move towards mid-2022, headwinds can be felt coming off the horizon heading straight towards the commercial real estate recovery efforts. Work from home implementation for office tenants, record high rents, rising construction costs and supply shortages, cost of funds, government regulations, wars, stock market crash, and oh - remnants of the…
…
continue reading
Tenant's Bill of Rights? That's what Miami-Dade County Mayor proposed to favor tenants to the detriment of landlords. While this apparently only applies to residential, it's only a matter of time until the concept trickles down to commercial real estate. One major U.S. city has already applied rent controls. But is this the role of government or is…
…
continue reading
1
Episode 094 - Miami leads the nation- here's why
42:03
42:03
Play later
Play later
Lists
Like
Liked
42:03
Miami is destination number one for big tech, financial services, banking and a host of many other industries. What sets Miami and the South Florida region apart? Why are so many firms flocking New York and other areas of the country to Miami? In today's podcast, we visit with May's edition of Florida Trend and their coverage of Miami at a glance. …
…
continue reading
1
Episode 093 - Florida verses Disney - Government and CRE Intersect
56:21
56:21
Play later
Play later
Lists
Like
Liked
56:21
Florida and Disney are atop every headline with the Florida legislatures recent vote to strip Disney of their special tax incentives and self-governing provisions after Disney failed to "stay in their lane". But are we asking the right questions: is it right for government to give special tax provisions and regulations to big corporations and not t…
…
continue reading
1
Episode 092 - Inflation, Inflation, Inflation
54:00
54:00
Play later
Play later
Lists
Like
Liked
54:00
"Putin's Inflation" - Really? Our politicians attempt to pass the blame for rising prices on the recent war doesn't hold up to facts. Inflation hit 5% in May of 2021 and increased each month with the exception of one month. Inflation hit 7% in December of 2021, 7.5% in January 2022, and 7.9% in February of 2022 - all before Putin invaded Ukraine. I…
…
continue reading
1
Episode 091 - The Future of Office Space in America
1:05:33
1:05:33
Play later
Play later
Lists
Like
Liked
1:05:33
A recent survey revealed that 50% of office workers would resign if required to return to the office. What does this mean the future demand for office space in America? Major institutional owners of Class B and C office buildings in New York and Chicago have recently turned the keys over to their lenders. In today's podcast, we consider all the fla…
…
continue reading
1
Episode 090 - New York City Office and Demand
38:46
38:46
Play later
Play later
Lists
Like
Liked
38:46
As New York City goes, so goes Miami. In today's podcast, we discuss recent office deals signed in New York City and discuss office demand and the gap between the haves and have nots. Own a Class B or C office building in a major metro-market? It may be time to consider major renovations or alternative uses. What can office landlords do to attract …
…
continue reading
1
Episode 090 - The Priciest Office Markets
47:04
47:04
Play later
Play later
Lists
Like
Liked
47:04
Office tenants tune in: what are the priciest US markets? The pandemic temporarily slowed the progress of office rents and sales prices, but over 2021, the numbers came roaring back for many US markets. Further, we discuss two major lease transactions in NYC and Miami and consider other news relating to commercial real estate. We track commercial r…
…
continue reading
Cryptocurrency continues to grow in influence and importance - as highlighted by the current events in Ukraine. In today's podcast, we explore the impact of cryptocurrency and the new to market blockchain companies heading to Miami. We also discuss office demand and rent growth year over year, which markets outperformed expectations and which marke…
…
continue reading
1
Episode 088 - Where is the Office Sector Heading
46:23
46:23
Play later
Play later
Lists
Like
Liked
46:23
Have workers returned to the office? Do they even want to? Do employers and employees agree on the future work day/schedule? What can office landlords do to attract tenants? Where is demand for office space heading? All this and more as we review recent articles and news related to office demand and worker returns to the office. Please consider lik…
…
continue reading