The Industrialist

Jeremy and Will open with Matador’s biggest deal yet before getting into the realities of operating in commercial real estate: market swings, tenants, financing, construction, lenders, and the pressure that comes with it all.

They also discuss fiduciary duty, why the market is so difficult to read right now, and the challenge of balancing work, drinking, recovery, and sleep.

Then it’s on to college football, with plenty o...

In this episode, we reflect on our personal memories of September 11 and how that day permanently changed the way Americans viewed the world. From a third-grade classroom to a first job after college, we share the moments, emotions, and uncertainty that remain vivid decades later.

We then turn to today’s real estate market, examining the growing backlash against data center development. As municipalities impose bans and morato...

What happens when a city tells you your property is in violation... but cannot point to the rule you supposedly broke?

In this episode of Shop Talk, Jeremy, Jeff, and Will get into the real-world friction between industrial property owners and municipalities, from code enforcement and certificate-of-occupancy delays to zoning overlays and the growing resistance to industrial outdoor storage.

They also discuss how AI can help owners...

In this episode of Shop Talk, Jeremy and Will dive into two topics Texans can't stop talking about: college football and real estate.

The conversation starts with the latest controversies surrounding college football, including rule enforcement, player discipline, and the ongoing challenges facing programs across the country. The hosts share their perspectives on how the game is evolving and what these developments could mean for te...

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In this episode of Shop Talk, Jeremy and Will pull back the curtain on what’s been happening behind the scenes at Matador.

From graduations and travel schedules to new acquisitions hitting the market, the team discusses the realities of operating in today’s industrial real estate environment. With interest rates remaining elevated and market conditions continuing to shif...

In this episode of The Industrialist, Jeremy Mercer sits down with retail real estate veteran Dave Cheatham to discuss the changing business landscape surrounding college athletics, NIL, and the broader evolution of real estate strategy.

With more than 30 years of experience and over $3 billion in retail transactions, Dave has advised some of the nation’s largest brands including JCPenney, Hobby Lobby, Aldi, Gap, Darden, CVS P...

In this episode of The Industrialist, Jeremy Mercer sits down with Chris Wong to talk about his unconventional path from tax and M&A work at Deloitte into the world of real estate investment.

Chris shares how his background in accounting and corporate tax gave him a unique lens on transactions, development, and investment strategy. The conversation covers his time at Hillwood, helping build out real estate operations at Austin I...

In this episode, Jeremy and Will sit down with Michael Tran and Cody Payne to break down what they're seeing in the small bay industrial market.

They cover how to analyze sites, what actually matters in development, and where they see people get leasing and management wrong. The conversation gets into real operating challenges, from rent collection to tenant relationships, and why execution on the ground is what separates good deals...

Jeremy announces some big news about Matador business and then the rest of the episode is a mix of real-time market talk, deals in motion, and what we’re seeing on the ground right now.

They also get into:

• Why responsiveness is more important than ever in today’s market

• How small delays can completely change the outcome of a deal

• What Matador seeing on active transactions right now

• A property management lesson on older i...

In this episode, Jeremy sits down with Romy Cheema to talk about what actually drives success in real estate, and what most people get wrong.

They get into the importance of being in your market, not just analyzing it from a distance. Romy breaks down how proximity leads to better relationships, better information, and ultimately better deals.

They also cover common mistakes investors make, missing local demand signals, overlooking t...

This week’s Shop Talk is a real-time look at what’s actually happening in the market, from acquisitions to macro trends to where things may be headed next.

Jeremy and Will break down where they’re actively buying today, with a heavy focus on small bay industrial in North DFW, Austin, and San Antonio. They walk through their current buy box, what they’re avoiding, and why older, overlooked assets can still out...

In this episode of Confessions of a Street Broker, Jeremy Mercer sits down with Christian Moore to break down the evolution of the Dallas commercial real estate market and what it actually takes to build a career in brokerage.

The conversation covers market dynamics, deal-making strategies, and how COVID reshaped both industrial and office sectors. Christian shares real-world lessons from transactions, how to navigate challenging de...

Did you miss us? Jeremy and Will are back with a quick breakdown of what’s happening in the market right now and what it actually means.

In this episode, they cover the recent upswing in the Dow, oil prices pushing toward $115 per barrel, and the broader ripple effects hitting everything from transportation costs to everyday expenses. If you’re feeling it at the pump, you’re not alone.

They also touch on the nationa...