Commercial Real Estate Now

ICSC New York cuts through the noise fast. After days of meetings with investors, retailers, and landlords, the same themes kept resurfacing again and again.This episode breaks down six clear signals from the conference floor based entirely on real conversations and active deal discussions. No predictions. No panel soundbites. Just what is actually driving underwriting, expansion, and capital today.6 Key Takeaways from ICSC New York 1. Cap rates are being driven more by tenant and business risk than by interest rates alone 2. Retail supply remains extremely tight with many retailers focused only on locations they can realistically execute 3. Value add net lease deals are seeing strong demand especially assets with shorter lease terms or below market rent 4. New store openings are performing and supporting continued physical retail expansion 5. Long term credit tenant deals are hard to come by and investors are stepping up to compete. 6. Retailers are reinvesting in their stores through remodels upgrades and reconfigurations often without landlord contributionsTogether these six signals explain why retail fundamentals remain durable.Timestamps:00:00 Intro and why ICSC conversations matter04:50 Cap rates tenant risk and underwriting focus11:17 Tight retail supply and realistic expansion plans15:57 Demand for value add net lease strategies23:48 New store performance and retailer confidence30:14 Shorter lease terms and financing implications34:24 Retailers reinvesting in stores and operations#ICSC #RetailRealEstate #CommercialRealEstate #NetLease #ICSCNewYorkWarning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

In this episode of Commercial Real Estate Now, Karly Iacono sits down with Scott Friedman, Chief Credit Officer at Pulse Ratings, to break down the drivers behind today’s most high-profile Chapter 11 cases. Grounded in real cases including Rite Aid, Joann, Party City, Big Lots, At Home, Claire’s, and major casual dining operators, this conversation explores what’s actually behind the bankruptcy filings; beyond headlines and sentiment. They break down the categorical factors shaping outcomes including macro economic pressures, private equity ownership, shifting consumer preferences and more. This discussion gives investors and landlords a grounded view of the credit dynamics to watch over the next 12 - 18 months and the conditions that may influence which retailers remain stable, restructure, or become higher risk.Learn more about Pulse Ratings:https://www.pulseratings.com/For speaking inquiries, collaboration, or investment discussions, contact Karly Iacono at [email protected] or (201) 600-3237#RetailRealEstate #CommercialRealEstate #CREInvesting #RetailInsights #NetLease #RetailStrategy #TenantCredit #PulseRatings #RetailTrends #InvestmentInsights #RetailRisk #CreditAnalysis #RealEstateInvesting #KarlyIacono #commercialrealestatenow Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Luxury retail is undergoing a strategic reset, and investors are paying close attention. In this episode, we break down how top luxury brands are rethinking their real estate—buying key assets, reinventing flagship strategies, and expanding into markets that reflect shifting wealth patterns. This conversation is for investors tracking:• Luxury retail investment trends• Prime high-street and flagship real estate• Suburban luxury expansion• Wealth migration and spending patterns• Retail corridor performance• The evolution of luxury resale and authenticated consignmentIf you are investing in retail corridors, suburban luxury centers, or high-street assets, this episode will help sharpen your strategy for the year ahead. Subscribe for weekly insights on real estate investing.#LuxuryRetail #CommercialRealEstate #RetailInvesting #CREInvesting #RetailRealEstate #HighStreetRetail #LuxuryBrands #WealthMigration #FlagshipStores #RetailTrends #RealEstateInvesting #RetailStrategy #InvestmentInsights #KarlyIaconoWarning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Most investors understand the basics of a 1031 exchange — but the strategy is in the structure.Join Todd Pajonas the President of Legal 1031 Exchange and Karly Iacono, Senior Vice President at CBRE as they break down: • How bonus depreciation and cost segregation influence return profile and tax efficiency• Reverse 1031 exchanges and when buying before selling creates a real advantage• What happens when an ownership group has mixed goals — and how to avoid drop-and-swap mistakes• The role of state-level tax rules in multi-state replacement decisionsThis conversation is about preserving wealth, reducing tax drag, and making smarter decisions before your exchange timeline starts.Get in touch with Todd Pajonas here:https://legal1031.com/team/todd-r-pajonas-esq📌 Subscribe for more insights on commercial real estate investing📧 For speaking, media, or investment inquiries contact: [email protected]#1031exchange #bonusdepreciation #costsegregation #netleaseinvesting #commercialrealestate Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

The Federal Reserve has officially shifted gears — cutting rates by 25 bps, ending quantitative tightening, and admitting it’s partially “data blind.”In this episode of Commercial Real Estate Now, Karly Iacono breaks down what the Fed’s October pivot means for investors — and outlines five actionable strategies to navigate this new environment.1️⃣ Re-engineer your financing before the market does it for you2️⃣ Evaluate tenant “margin shock” risk3️⃣ Build a liquidity cushion while everyone else relaxes4️⃣ Re-price equity and partnerships before valuations catch up5️⃣ Anticipate a behavioral slowdown — not a market collapse🎯 This is a window where smart capital acts before consensus forms.🔗 Connect with Karly Iacono. [email protected] → https://www.linkedin.com/in/karlyiaconoInstagram → https://www.instagram.com/karly.iacono/#CommercialRealEstateNow #KarlyIacono #FedRateCut #InvestorStrategy #CREInvesting #CapitalMarkets #FederalReserve #InterestRates #retailrealestate Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax or legal advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.