The Weekly Take from CBRE

Macquarie Group’s Andrew Burdick pulls the curtain back on the company’s newly reimagined Americas headquarters in Midtown Manhattan. Burdick and CBRE’s Lenny Beaudoin discuss how design, flexibility and sustainability can converge to create spaces that foster innovation, support company culture and drive long-term value.

·     Workplace design can reflect and reinforce your organization’s mission and cu...

CEO John Santora discusses WeWork’s revival, and its focus on real estate fundamentals, disciplined growth and delivering flexible, hospitality-driven office solutions worldwide.

·     WeWork has repositioned itself as a real estate-first company focusing on strategic locations, hospitality services and profitability.

·     Demand for flexible office space is accelerating, w...

Two international experts—Pro-invest Group’s Sabine Schaffer and CBRE’s Stuart McCann—unpack the fundamentals and investment appeal behind co-living.

Share these insights on co-living, which is attracting residents and capital, particularly in overseas markets:

• Co-living fills a market gap between hotels and multifamily, and is distinguished by resident tenure, product mix and community social environment.

· &n...

With a twist on the conventional lodging business model, Extended Stay America (ESA) has seen impressive growth in recent years. ESA CEO Greg Juceam discusses managing its real estate portfolio and provides insights on the business of long-term accommodations.

Share these insights from this week’s episode:

1. Investment Potential: The extended-stay lodging segment offers a resilient and growing opportunity, part...

Fifth Wall’s Brendan Wallace and CBRE’s Connor Hall explore innovation in commercial real estate, from flexible workspaces to AI-driven investment strategies.

Share these insights on proptech investing:

·     Investing in PropTech, like all venture capital investments – is high risk and high reward. Investors typically underwrite 40%+ internal rates of return (IRRs), betting that a few transformativ...

Leading construction and finance experts gathered at Turner & Townsend’s New York office to discuss the impact of tariffs, interest rates, new technology, labor availability and more on commercial construction.

1.    Uncertainty: The construction industry faces significant uncertainty due to volatile interest rates, higher tariffs and costs for materials and labor.

2.    Contract Scru...

Robinson Weeks Partners’ David Welch and CBRE’s Chris Riley discuss market opportunities and challenges in the industrial real estate sector. Chris will be leaving CBRE to join Robinson Weeks in a senior position effective June 1.

Share these insights on industrial & logistics real estate:

1.     E-commerce helped the industrial sector grow, but a spate of development has created challenges.

2.&n...

In this bonus episode, CBRE's new Global Head of Research, Dr. Henry Chin, discusses the current outlook for commercial real estate for both occupiers and investors.

Key Takeaways on the Economic and Real Estate Outlook

·     Market Sentiment: Real estate fundamentals don’t change overnight. Leasing activity is proceeding across asset classes though some occupiers are delaying decisions until they...

Galvanize Climate Solutions’ Joe Sumberg and CBRE Chief Sustainability Officer Rob Bernard share insights on achieving high returns through sustainable investment strategies.

·     Profitable Sustainability: Commercial real estate investment strategies that integrate today’s sustainability and decarbonization technologies can enhance returns.

·     Economic Opportunities: Th...

Each new generation brings opportunities and challenges to the workplace. Recorded live at ICSC Detroit, leaders from two Michigan-based real estate families, the Schostaks and the Friedmans, discuss the hard but necessary conversations and choices required to maintain a multi-generational enterprise.

Share these insights on succession planning in family-owned businesses:

·      Succession Plan...

Stories are what make information memorable and communications more impactful. Author and business consultant Esther Choy discusses business storytelling, emphasizing how engaging narratives can be more persuasive and increase connections with audiences.

Share these insights on how to use storytelling to improve the impact of communications

1.    Remember the “IRS” model: The Intriguing Beginning, Riveti...

Wharton organizational psychologist and New York Times-bestselling author Adam Grant shares insights on making better business decisions, fostering innovation and how your personal "challenge network” can lead to superior products and delight your customers.

Share these insights on how to be a successful leader:

1.    Encourage Humor and Humility: They help maintain a flexible and open-minded approa...

Manulife’s Jessica Harrison and CBRE’s Kevin Aussef join us from the CBRE Investor Symposium, where they highlight investment opportunities, particularly in alternative asset classes.

Share these insights:

-     Market Momentum: Real estate capital markets are gaining momentum, as the gap between buyer and seller expectations narrows.

-     Strategic Investment: Sectors like ...

We explore Chicago's vibrant real estate scene with CIBC’s Karen Case and CBRE’s Lisa Konieczka. They discuss market dynamics, Fulton Market's emergence and transformation, and ongoing capital markets challenges and opportunities.

Share these insights about Chicago real estate:

-     The Big Split: Chicago's office market is bifurcated: creditworthy occupiers looking for high-quality space will have...

Two self-storage experts—Merit Hill Capital’s Liz Schlesinger and CBRE’s Nick Walker—discuss the sector's strong long-term fundamentals and near-term challenges facing this resilient asset class, including a tepid housing market.

Share these insights about the self-storage industry fundamentals:

1. Operators understand the customer: Self-storage customers prioritize proximity and convenience over amenities.
2. Data plays a hug...

Ray Washburne is an accomplished investor with an eclectic portfolio that spans shopping centers, restaurants, energy and more. Washburne offers a unique perspective on market trends, Investment opportunities and the the evolution of cities.

Retail

• Unique Identity Wins: Local restaurants and regional brand dining experiences are essential to attracting visitors to a city or neighborhood.
• Bifurcation of Retail: High-end luxury ...

Swire Properties’ Henry Bott and CBRE's Troy Ballard examine Miami's growth, appeal to global investors and the Residences at Mandarin Oriental, Swire's luxury condominium project on Brickell Key Island.

Share these insights about opportunities in Miami:

1. Miami is thriving: The city is growing rapidly, with strong demand for housing driven by an increasing population.
2. Luxury housing is in demand: The Residences at Mandari...

Stoneshield Capital’s Juan Pepa and CBRE's Adolfo Ramirez-Escudero discuss Spain's economic renaissance, which has engendered bountiful investment opportunities.

Share these insights about investment opportunities in Spain:

1. Spain has great fundamentals: Gone are the dog days following the Global Financial Crisis. Spain's high economic growth rate has made it an attractive investment destination.
2. Focus on alternative real...

This week we shine a spotlight on San Francisco, a market that is showing increasing signs of shaking off the post-pandemic doldrums. Listen to a wide-ranging discussion as The Bay Area Council's Jim Wunderman and CBRE's Joe Wallace explore the growing impact of AI on local economy and real estate market,  opportunities across sectors, public-private collaborations and the city's budding revival.

Share these insights f...