TX CRE Brief: August 26, 2022

You Tube as an Information Source.

This week’s newsletter includes:

1)    Media links.

1)    Media Links

Many times, YouTube can be a complete rabbit hole time-waster.  However, a well-managed list of trusted and diverse sources can make it an extremely useful tool for discovering interesting data and ideas from a wealth of professionals.

Wells Fargo: Monthly Economic Outlook – August 2022.  Economist Shannon Seery and Senior Economist Mark Vitner discuss the outlook. (5m)

Marcus & Millichap: 3 Significant CRE Trends for the Rest of 2022.  Over the last few months the commercial real estate conversation has been dominated by inflation, interest rates and recession risk. Today John T Chang discusses 3 other trends that hold particular significance for the industry. The employment market, suburbanization and lifestyle changes. (5m)

Trepp: Trepp Wire Podcast Ep. 151. Global CRE & Structured Finance Review Amid Market Volatility. In a special episode of The TreppWire Podcast, we welcome back our global Trepp team to provide an update on the state of the structured finance markets around the world. We dive into our takeaways from two recent conferences, Global ABS 2022 and Structured Finance Vegas 2022. We also talk about the latest news in CRE, CMBS, and corporate CLOs. (23m)

America’s Commercial Real Estate Show. Nareit 2022 Mid-Year Performance Update.  John Worth with Nareit joins show host Michael Bull to discuss highlights from their mid-year outlook. Discussions include the impact of inflation, rising rates, and the labor market. (31m)

CBRE: REAL Talk Podcast Series Ep. 3 – The Evolution of Internal and External Space.  For some time, workplace design and architecture have been evolving to reflect users’ specific needs and purposes. Exponential changes were already underway when COVID accelerated their progress.  In this episode of CBRE “Real Talk”, Ada Fung, Head of CBRE Office Services, is joined by Jennifer So, Head of CBRE Workplace Strategy and Dr. Isabelle Chan, Assistant Professor in the Department of Real Estate and Construction at University of Hong Kong, to reimagine the post COVID workplace and share insights on how the evolution of internal workplace and external space impact people’s well-being. (18m)

The Ralph Bivens Project: The Houston Office Market Mid-Year 2022.   The Houston office market has one of the highest vacancy rates in the nation. In the post-Covid era many firms downsized their offices. But there are signs of a growing upswing in 2022, says Cameron Colvill of Whitebox Real Estate, which recently opened an office in Houston. (31m)

Marcus & Millichap: U.S. Multi-family Outlook.  The pandemic created a lot of new opportunities in the multifamily space. It changed the economy, behavior and the supply and demand outlook for housing. (18m)

Core Logic: Homeowner Equity Reached Record Level in Early 2022. Since 2012, home prices have risen continuously, providing borrowers with large amounts of home equity. At the end of the first quarter of 2022, the average borrower had $280,000 in home equity — this is a gain of $64,000 over the past year and $125,000 over the past five years. Hear from CoreLogic principal economist Molly Boesel. (3m)

Sandler Worldwide: How to Succeed Podcast, What is An Upfront Contract? Upfront contracts are used in sales when a company wants to ensure they are getting the best deal possible. This type of contract requires the buyer to pay for the products or services before they receive them. This can be a good option for companies that want to make sure they are getting what they paid for, and it can help to build trust between the buyer and seller but when is the time to use it? Let’s find out in this video as Joe Ippolito joined us to talk about this topic so watch until the end of this video. (24m)

THANK YOU

 I hope you enjoyed this TX-CRE-Brief. If you see something that might be of interest and should be included in a future brief, please send it along via DM on LinkedIn or by e-mail to TX.Sales.Leadership@pm.me.

And please, by all means, support the sources I link to above.

Thanks everyone!