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March 25, 2025 72 mins

🚨 Is industrial real estate on the verge of a major shift? In this episode of Commercially Speaking, Bo and Timmy Barron welcome back fan-favorite Chad Griffiths for a deep dive into what’s really going on in industrial CRE—from tariffs and trade wars to data center bubbles and global power shifts.

Chad brings his signature mix of humor, insight, and t-shirt-worthy wisdom to explain how tariffs, political chaos, and supply chain uncertainty are creating both risk and opportunity. From the Trump administration’s trade tactics to the rise of fake data centers, this conversation pulls no punches and delivers must-know insights for anyone navigating the industrial real estate space in 2025.

🎯 Key Topics Covered:

  • Why the U.S. is becoming more protectionist—and what that means for Canadian investors
  • The truth about data center speculation and what could pop the bubble
  • How small-bay and mid-bay warehouses may be the strongest CRE play right now
  • What to know about industrial outdoor storage (IOS) and where institutional money is headed
  • Why global friendships are shifting and what history teaches us about today’s alliances

🎧 Listen now on Spotify, Apple Podcasts, or YouTube—and don’t forget to hit subscribe, comment, and if someone came to mind during this episode, share it with them!


🔗 Resources Mentioned:

⏰Time Code⏰

00:00:00 - Welcome00:00:56 - Thank You to Massimo Group and Site To Do Business For Sponsoring This Episode00:01:31 - Welcome Back Our Favorite Canadian and The Industrial King, Chad Griffiths00:03:07 - Sorry About The Tariff’s, Man00:04:18 - Canadian Gift00:08:44 - “We’re #2!” (A Brilliant Avis Campaign)00:09:42 - Let’s Get Back To Tariffs00:11:31 - Trade Tension (War)00:13:22 - 3 Goofballs Talk Ukraine00:19:39 - A Brief History Of WWII00:23:12 - The End Of Globalization?00:31:27 - Data Center Outlook Since DeepSeek’s Coming Out Party00:35:15 - No Clear Exit Strategy00:37:11 - One Giant Data Center Bubble?00:38:16 - Thanks To Our Sponsors00:39:20 - I Like How Exciting Data Centers Are But….00:40:33 - People Are Building Fake Data Centers (Groq CEO)00:42:11 - Are Data Centers Real Estate?00:42:51 - 1.21 Gigawatts!00:44:57 - If You Build It, Will They Come??00:46:07 - Are There Actually Fake Data Centers Out There?00:47:56 - Groq vs Grok00:50:58 - Most Exciting Thing In Industrial Real Estate For 2025?00:54:26 - Mid Bay vs Small Bay Industrial00:56:01 - Mary Jane Update For Timmy00:59:12 - Pop Quiz01:04:51 - Outro

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