Episodes

In this episode of Common Area Podcast, David Bodamer discusses the recent mega-merger between Simon Property Group and Taubman Centers. David explores the early days of the retail mall industry, which began with these two retail real-estate giants, to uncover what finally brought these two rivals together. In this episode, you will learn: What events led to the REIT revolution About the conflictual past relationship between Simon Property Group and Taubman Centers Insights into why both compan...

In this episode of Common Area Podcast, David Bodamer discusses how grocery stores are evolving to meet consumers’ ever-changing shopping habits, why consolidation is inevitable, and how these changes will impact shopping center landlords. In this episode, you will learn: How grocery chains are evolving to accommodate changes in consumer habits Why smaller stores are at risk of being snatched up by the national players and larger chains Why consolidation can be positive for landlords And more! ...

In this episode of Common Area Podcast, David Bodamer shares results from NREI’s new survey, which gauges how the CRE industry views President Donald Trump on the heels of impeachment. And to keep this all in context — the respondents commented on events that took place at the end of 2019, not the president’s most recent actions. In this episode, you will learn: Why NREI decided to conduct a survey about this particular president How President Trump rates according to the CRE industry How respo...

In the final episode of Common Area Podcast for 2019, David Bodamer recaps the commercial real estate industry’s biggest stories of the year. Get ready for an episode that’s full of notable and newsworthy 2019 topics, like the implosion of WeWork and the shakeout in the retail space caused by the shift to direct-to-consumer sales. In this episode, you will learn: About WeWork’s current state of affairs How the direct-to-consumer trend has affected the industrial sector A new meaning of “diversi...

In this episode of Common Area Podcast, David Bodamer talks about his trip to Toronto, Canada, where he attended the Global Property Market Conference and the Annual Toronto Real Estate Forum. David discusses what he learned about Canadian commercial real estate trends and how the status of the U.S. economy and commercial real estate market is influencing investor decisions in Canada. In this episode, you will learn: Insight into whether we’ve entered a new kind of cycle (and why the baseball a...

In this episode of Common Area Podcast, David Bodamer uncovers the findings from their annual research into the retail sector. Retail has had quite a year with chains closing or restructuring under bankruptcy. Will there finally be light at the end of the tunnel for this struggling sector? You’re about to find out. In this episode, you will learn: How sentiment has changed in regards to investors’ plans to buy, hold, or sell in this sector How respondents’ predictions about cap rates have shift...

In this episode of Common Area Podcast, David Bodamer serves up one hot story that focuses on McDonald’s. Whenever you see its famous golden arches, you probably recognize this ubiquitous restaurant right away. You might also know that McDonald’s is more of a real estate company than they are a fast-food restaurant. But why is this subject making headlines again? You’re about to find out. In this episode, you will learn: How deep the McDonald’s franchise is into real estate Whether it would mak...

In this episode of Common Area Podcast, David Bodamer talks about the news that made headlines this week, including the latest update on Sears, recent research from Hodes Weill, and a Cornell University report showing a rise in target allocations. David also shares news from the Boston area on the lab space market, and whether it is it signalling a downturn ahead. In this episode, you will learn: Ongoing issues for Sears through bailout and bankruptcy Where large pension funds are investing the...

In this episode of Common Area Podcast, David Bodamer discusses Nestpick’s list of the world’s best cities for Generation Z, what RCA’s research is showing for the slowdown of CRE acquisitions by foreign investors, and lastly what questions California’s new rent control law is posing for multifamily investors. In this episode, you will learn: Which city Nestpick ranked highest for Generation Z The surprising metrics that Nestpick used to score each city Which countries top the list for being ac...

In this episode of Common Area Podcast, David Bodamer talks about the big news that hit the shopping sector this week: Bed Bath & Beyond is upping the number of stores it expects to close. As well, you’ll get the latest scoop on CRE investors’ growing interest in casino hotels and investors’ steady attraction to medical office buildings. In this episode, you will learn: How a new board of directors is looking to salvage Bed Bath & Beyond Why top casino REITs are succeeding, despite having stron...

In this episode of Common Area Podcast, David Bodamer shares highlights from new NREI exclusive research that examines the evolving hospitality sector. As well, he discusses the record-setting surge in investments in real estate tech companies and what is on the horizon for Austin’s CRE market. In this episode, you will learn: How the rise home-sharing apps, like Airbnb, is affecting the hospitality market What landlords, developers, and property managers need to focus on when selecting smart h...

In this episode of Common Area Podcast, David Bodamer shares highlights from the current NREI exclusive research series that unveils trends in brokerage firms. As well, he brings you updates on how foreign investors are emerging in the multifamily sector, what industrial investors are doing to the national cap rate, and new opportunities that are in store for self-storage developers. In this episode, you will learn: What trends are emerging within brokerage firms Which type of firm brokers pref...

In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss updates from the stories that we’ve been following for the last few weeks. Get the latest news about the Feds cutting interest rates, WeWork postponing their IPO, and online stores moving to brick-and-mortar spaces. In this episode, you will learn: How the Fed’s interest rate cuts could affect CRE investors Why WeWork is still not ready to go public What is driving popular online retailers to open physical st...

In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss highlights from the top stories of this past week. Find out the key takeaways from the NIC Fall 2019 Conference, the latest buzz on WeWork’s IPO, an update on 2019 YTD investment sales figures, and how rising construction costs are disrupting multifamily financing. In this episode, you will learn: That there is a substantial private-pay seniors housing and care market currently not being served Whether WeWork...

In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss top stories affecting the affordable and senior housing sector and they uncover the results from a study focused on female buying power, “Rise of the SHEconomy.” Highlights include investment opportunities near big schools, the latest on affordable and smaller housing markets, and why retailers are turning their efforts to attracting single women to their stores. In this episode, you will learn: How successfu...

Today, co-host Aric Johnson asks David Bodamer the question we all want an answer to but are afraid to ask: Why did we change the name of this podcast from Weekender to Common Area? After David shares the answer, they go on to discuss the data from NREI’s latest research study on the seniors housing market. In this episode, you will learn: The major takeaways from this year’s research Has there been a shift in the sentiment from previous surveys? How respondents view construction as it affects ...

In this episode of the Weekender podcast, David Bodamer and co-host Aric Johnson discuss top stories centering around the finance and investment side of the industry. Highlights include what the inverted yield curve might mean for investors, highlights from an interview with RCA’s Jim Costello, life insurance companies looking to increase their CRE lending portfolios and how big-chain drugstore closures are impacting the CRE market. In this episode, you will learn: How the inverted yield curve ...

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson discuss top stories around the correlation between the macro-economic backdrop of the Fed dropping rates and the real estate industry, including office vacancy rates, the state of regional malls, why college graduates are moving home, and the cost of living across the country. In this episode, you will learn: Which cities are among the t...

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson discuss top stories around the retail market, from mega-malls to old favorites like Barneys New York and dollar stores. In this episode, you will learn: Is the American Dream mega-mall coming to fruition after 20 years? Why you shouldn’t think of it as a mall, but more like a tourist attraction Why luxury department stores are not immune...

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson talk about the trends happening in the multi-family sector, retail sector loans, and an update on the “hot” self-storage sector. In this episode, you will learn: How labor shortage is affecting rent prices Why we can expect to see an expansion of garden-style apartments in the ‘burbs Why lenders and investors are wary of retail-backed CM...

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson talk about the valuation of WeWork, the pros and cons of Prologis’s Clear Lease structure, apparel stores lending clothes to gain business, and more competitive terms on “green” and “affordable” loans. In this episode, you will learn: Where WeWork’s losses are derived from What the Clear Lease is and what it represents About the try-it-b...

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Matt Halloran talk about food halls, the use of emerging technology to boost the retail market, recent data around cap rates for multifamily dwellings, and high-profile hotels and big portfolios. In this episode, you will learn: How food is driving mall traffic New ways technology can give retail a boost If cap rates are favorable for new investors L...

Today, David Bodamer and co-host Aric Johnson continue with the NREI Research Series by reviewing NREI’s 4th annual REITs study. In this episode, you will learn: The major takeaways from this year’s research Which categories are on respondents’ buy and sell lists The status of REIT balance sheets What kind of predictions the study provides for REIT stock prices and returns And more Tune in now to hear the latest findings in the review of the fourth annual REITS Study as part of the NREI Resear...

In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer and co-host Aric Johnson introduce the NREI Research Series and take a close look at the multi-family sector. In this episode, you will learn: That multi-family is the strongest real estate sector and is a very stable investment What’s happening with CAP rates Whether investors are looking to buy, hold, or sell Is the development of new properties slowing? Why the answer is “maybe” Whether rent rates are on...