The Commercial Real Estate Investor Podcast

Heading into 2026, a lot of investors are still operating like it’s 2019—assuming industrial will bail them out, multifamily will never crack, and Silicon Valley will somehow innovate its way past fundamentals. But markets don’t reward nostalgia. They reward awareness. If you’re holding real exposure in today’s CRE landscape—whether that’s flex, medical, industrial, or even legacy office—your edge won’t come from speed. It’ll come from knowing which signals actually matter before the institutional money prices it in. Most investors hit this point and keep moving as if every cycle works the same. That’s how portfolios grow… and quietly destabilize. Because what separates those who compound through volatility from those who stall isn’t hustle. It’s structure—understanding where demand is forming, which sectors are insulated, how freight and logistics are shifting, and what rising delinquencies are really telling you about capital risk in 2026. If you want next year to work for you instead of happening to you, you need to stop treating headlines like entertainment and start treating them like strategy. In today’s Deal Desk breakdown, we cover: • Why waterfront-adjacent industrial may be the sleeper flex play of the decade • How cannabis operators are quietly reviving small-town economies—and what that means for landlords • Silicon Valley’s development slowdown—and the asset classes filling its vacuum • The medical office boom and why MOBs are becoming CRE’s fifth food group • Multifamily delinquencies, refinancing pressure, and the real risk hiding inside “safe” deals If you're serious about positioning yourself instead of reacting to the market, this is the context that keeps you sharp while everyone else is guessing. Sponsored by www.CRECentral.com

Making real money in commercial real estate isn’t about finding ten different deals. It’s about learning how to get paid ten different ways on one deal. Most investors get stuck in the same cycle: grind to close, park the asset, and wait years for a payday that may or may not show up. Meanwhile, overhead keeps coming, momentum fades, and the business feels way harder than it needs to be. The truth is, if you structure your deals correctly, you can create income at closing, during the hold, and again on the exit—without needing a massive portfolio to survive. The investors who last in this game aren’t just deal hunters. They’re deal architects. They understand that every transaction has multiple levers: brokerage, fees, operational cash flow, backend upside, and even debt positioning. You won’t stack all of them on every deal, but once you know the menu, you stop being reactive and start building predictable income around your acquisitions. That’s how you keep the lights on while your equity compounds in the background. In today’s breakdown, we cover: • The 10 ways to get paid from a single commercial real estate deal • Which income streams hit up front vs. during the hold vs. at sale • How fees like acquisition, asset management, leasing, and development actually work • A simple $1M example showing how these layers add up in real life If you’re trying to turn CRE into a real business—not just a long-term bet—this is the framework that changes everything. Let’s dive in. Sponsored by www.CRECentral.com

Most investors overlook one of the simplest and most profitable business models in commercial real estate: monetizing land. In 2008, Chicago sold the rights to 36,000 parking meters for $1.15 billion. By 2025, the buyers had already collected every dollar back, plus roughly $500 million in profit, with decades of revenue still ahead. The city did not realize it was sitting on a land based cash flow machine. That deal is a clear reminder of a bigger truth in CRE. Some of the most boring properties quietly outperform the flashy ones. In this video, we break down how simple asphalt lots, parking meters, and industrial outdoor storage evolved into billion dollar assets, and why these land only plays keep winning. Low maintenance. Captive demand. Strong margins. Steady cash flow today, plus long term appreciation in the dirt underneath. If you are chasing stability, simplicity, and upside tied to scarcity and inflation, land monetization deserves a serious look. The opportunity is not in reinventing real estate. It is in charging for land everyone else ignores. Sponsored by www.CRECentral.com

Starting a family office sounds like something reserved for billionaires, but the truth is the “family office mindset” kicks in way earlier than most people realize. If you are sitting on a meaningful liquidity event, a paid off asset, or even a few million in deployable cash, you are already in the zone where strategy matters more than hustle. The problem is most investors hit that point and keep buying deals the same way they always have, reactive, scattered, and without a real portfolio blueprint. That is how wealth gets built, and quietly leaks. What separates families who compound for generations from those who stall out is not access to deals. It is structure. How you hold assets, how you protect them, how you finance them, and how you balance stability with upside. The goal is not just to grow your net worth. It is to build a machine that preserves it, produces cash flow, and stays aligned with what your family actually wants long term. In today’s breakdown, we cover: • How family offices really structure ownership and liability • The portfolio mix that keeps cash flow steady while still creating growth • Why single tenant net lease can act like “bonds” inside your CRE strategy • How to think about debt relationships, 1031 timing, and long term holds If you are serious about turning a strong balance sheet into lasting generational wealth, this is where the game changes. Let’s dive in. Sponsored by www.CRECentral.com

Heading into 2026, a lot of investors are still playing the same game they played in 2021: chasing whatever looks hot, reacting to headlines, and hoping the next deal fixes the last one. But markets don’t reward hustle forever. They reward positioning. If you’ve got real exposure in CRE—whether that’s a solid portfolio, meaningful liquidity, or even just a few good assets—you’re already at the point where strategy matters more than speed. The problem is most people hit that level and keep operating without a blueprint. That’s how returns get built… and quietly leak. What separates investors who compound cycles from the ones who stall out isn’t access. It’s structure. Knowing which sectors actually have tailwinds, which markets are earning real demand, how the capital stack is shifting, and what policy or rate moves will change your underwriting before your broker calls you. If you want 2026 to be an advantage—not a surprise—you need to stop reading news like entertainment and start reading it like allocation. In today’s Deal Desk breakdown, we cover: • What the ULI Emerging Trends report is really saying about 2026 winners and losers • Why niche sectors like data centers, self-storage, and senior housing are pulling ahead • The Trump White House ballroom story—and what it reveals about regulation and development power • The 50-year mortgage push and why “affordability fixes” can destroy long-term wealth • The NYC-to-Florida migration narrative—what’s real, what’s hype, and how to underwrite it • And whether a Fed cut is back on the table, plus what that means for cap rates and deal flow If you’re serious about making smart moves heading into next year, this is the kind of context that keeps you ahead of the market instead of chasing it. Sponsored by www.CRECentral.com