
Forgotten Sectors
Three contrarian sectors outperforming while everyone chases data centers and industrial: 1. Retail Strip Centers & Senior Housing Green Street Q1 2026: cap rates were frozen across 9 major sectors. Two broke out. Strip

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Hosted by Commercial Real Estate Investment Conference · 🇺🇸 US · EN · 64 episodes
Established thought leaders with verified media credentials.
Commercial Real Estate Investment Conference PodcastHosted by Archer and Harry, the AI brains behind the conference. Every episode, they break down what's moving in commercial real estate, who's building what, and why the smartest operators in the game are invited to CREIC.This is the official pre-game for the 500 people who'll be in the room. If you're not in yet, you're listening from the outside.
Commercial Real Estate Investment Conference hosts Commercial Real Estate Investment Conference Podcast (CREIC), a business show with 64 episodes published.

Three contrarian sectors outperforming while everyone chases data centers and industrial: 1. Retail Strip Centers & Senior Housing Green Street Q1 2026: cap rates were frozen across 9 major sectors. Two broke out. Strip

The housing shortage myth is dead. MBA research shows household formation slowing from 1.13M annually to 802K over the next two decades. Sun Belt markets like Austin are oversupplied. The Northeast and Midwest remain con

Everyone's waiting for rate cuts to save the market. But new research says the relationship between rates and returns is breaking down. Meanwhile, office vacancy is declining across major U.S. markets. DFW office leasing

Cap rates have officially decoupled from the 10-year Treasury. The old playbook is dead. The market is splitting in two. On one side, trophy net lease assets are compressing hard. McDonald's ground leases in the high 3s

Three things happened this week that tell you exactly what's happening in the market right now. First, industrial leasing surged in the first half of 2026. We're talking 491 million square feet of activity. That's 27 per

Three things are happening right now that tell you exactly where the market is heading. First, builders are hitting pause. Housing construction is slowing down significantly. The pipeline is contracting. They built too m

Amazon, Google, Microsoft, and Meta are spending $700 billion on data centers in 2026. But it's not going to chips. It's going to power infrastructure. Grid connections. Cooling systems. The backbone that runs these thin

Adam Carswell, Cameron Iuvancigh, and Vanessa Haynes sit down for the inaugural human episode of The CREIC Podcast to tell the origin story of the Commercial Real Estate Investment Conference. From a chance encounter thr

Starwood REIT just closed $1.7 billion in workforce housing refinancing while office sublease inventory collapsed 25 percent. This isn't a market recovery. It's capital getting selective about fundamentals. Winners and l

Pension funds are deploying billions into affordable housing. The Texas Stock Exchange just launched. These two capital flows are reshaping real estate forever. Operators who understand where capital is moving win. Every

The industrial real estate market just flipped. The era of COVID overbuilding is officially over. New industrial supply fell 24 percent year over year, and construction activity is at decade lows. Net absorption jumped 1

The White House puts the housing shortage at 10 million units. Freddie Mac said 3 million. hat's not a rounding error. That's a completely different market. When you understand that there are 10 million units missing nat

There are two completely different realities happening in commercial real estate right now. On one side, traditional CRE is facing a forced workout phase with $875B in loans maturing in 2026. Office delinquencies are at

Industrial real estate isn't a niche play anymore. It's where capital is actually flowing. Office is dead for most institutional capital sources right now. Industrial has occupancy strength, positive rent growth, and roc

Goldman Sachs moving on tokenized real estate is a capital allocation story, and capital allocation is everything. In this episode, we explore what Goldman Sachs' blockchain-native real estate fund actually means for ope

Energy Paradox: Why Oil & Gas Is Still the Hottest Play Oil and gas shouldn't be thriving in 2026. ESG mandates, renewable rhetoric, and institutional capital rotation should have killed it. But the sector is attracting

Two Capital Playgrounds Reshaping Real Estate in June 2026 Hospitality: The Return of Physical Events Group travel and conferences are surging as post-COVID conversions wind down. Corporate retreats, trade shows, and con

Two Trillion Dollars Reshaping Real Estate in 2026 Capital splitting into two flows. Operators positioning now are winning. The Housing Play: Adaptive Reuse 90,300 office-to-residential conversions in pipeline. Conversio

Banks are out. Non-banks are in. Alternative lenders captured 37% of non-agency CRE loan closings in 2025, up from historical averages. Banks dropped to 31%. This shift is structural. Non-banks move fast. They structure

Dallas-Fort Worth just hit an inflection point. After years of record deliveries, the worst of the oversupply wave is passing. In 2024 and 2025, DFW delivered record apartment units. Vacancy hit 12%, a 20-year high. But
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Commercial Real Estate Investment Conference Podcast (CREIC) is hosted by Commercial Real Estate Investment Conference. The show is categorised under business (investing) and has published 64 episodes.
Commercial Real Estate Investment Conference Podcast (CREIC) has published 64 episodes.
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