Commercial Real Estate Now

Commercial Real Estate Now explores the trends, investment strategies, and market shifts shaping commercial real estate today through an investor and capital markets lens.Hosted by Karly Iacono, the show features conversations with leading investors, operators, developers, and industry experts covering retail, capital markets, AI, consumer trends, and the forces driving where capital is moving next.Subscribe today and stay informed to stay ahead.

Commercial Real Estate Now is a business podcast hosted by Karly Iacono, with 254 episodes on record and a Required Pod Score of 80.

Karly Iacono hosts Commercial Real Estate Now, a business show with 254 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Commercial Real Estate Now

  Equipment Rental Net Lease vs. Industrial Outdoor Storage: Same Land, Different Trade

  Sep 24, 20266 min

  Same physical profile, completely different underwrite. United Rentals and Sunbelt Rentals anchor the equipment rental net lease space, but one carries an S&P investment-grade rating and the other doesn't — and neither trades like industrial outdoor storage (IOS), even though both sit on sub-20% FAR land. Karly Iacono breaks down the tenant credit, cap rates, and lease structures that actually separate these two products. 0:22 The key tenants: United Rentals vs. Sunbelt 1:23 Equipment rental vs. IOS — same land, different play 1:53 IOS vacancy and the mark-to-market gap 2:57 Tenant credit: IOS vs. equipment rental 3:54 Cap rates by market tier 4:20 Lease term and escalation structure 5:16 The bottom line Subscribe to Commercial Real Estate Now for weekly net lease and capital markets breakdowns. #CommercialRealEstate #NetLease #creative Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

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  Commercial Real Estate Now

  Why Institutions Are Under-Allocated to Retail Real Estate

  Sep 11, 202637 min

  Retail real estate is outperforming — so why are institutions still under-allocated to it? In this episode of What's In Store?, Karly Iacono and Chris Ressa look at retail through an institutional lens: how institutional investors underwrite, price, and allocate capital to retail differently than private buyers, and why retail still lags multifamily and industrial in institutional portfolios. Topics covered: -Why retail sits at just 13% of institutional holdings vs. 29% for multifamily and 34% for industrial (NCREIF data) -How the allocation gap traces back to the 2008 financial crisis, not today's fundamentals -Co-tenancy clauses demystified: what triggers a violation, what remedies apply, and why newer leases increasingly favor landlords -CAM billing and operational complexity — real underwriting concern or overstated risk? -The NOI growth story: why rising rents and tight vacancy make the case for retail right now -Is retail "the next multifamily" from a cap rate and stability standpoint? Whether you're an institutional allocator or a private investor, this episode breaks down why the smart money is starting to take a second look at retail. Subscribe to stay informed at the intersection of retail and real estate. #CommercialRealEstate #RetailRealEstate #InstitutionalInvesting #NetLease #CRE #CapitalMarkets #WhatsInStore Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

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  Commercial Real Estate Now

  The Retail Real Estate Supply Crunch: What the Next 5 Years Look Like for Landlords & Tenants

  Aug 20, 202634 min

  Vacancy is historically low, retailers want more space, and new construction still doesn't pencil — so what breaks the logjam? In this episode, Karly Iacono of CBRE and Chris Ressa of DLC dig into the structural dynamics driving today's retail real estate market and what the next five years could look like for landlords and tenants alike. They cover: *Why meaningful new shopping center development in the U.S. remains elusive *The push-pull between supply-constrained landlords and expansion-hungry retailers *How lease negotiation dynamics are shifting and which provisions are (and aren't) moving *Brand partnerships and retail cross-branding in unexpected places Whether you're a landlord, retailer, broker, or just obsessed with where retail is headed, this one's for you. #RetailRealEstate #CRE #Retail #ShoppingCenters #commercialrealestate Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

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  Commercial Real Estate Now

  Net Lease Tenant Credit Decoded: 3 Buckets Behind 2026's Biggest Expansions

  Jul 16, 202610 min

  Real expansion is happening in net lease right now with a focus on gas convenience, drive-thru coffee, fitness, and QSR. Tenants across all these categories are actively adding locations in 2026. But a public ticker on the door doesn't tell you who's actually on the hook if the tenant defaults and that answer changes everything about how you underwrite the deal. In this episode, Karly Iacono breaks down net lease tenant credit into three buckets every investor needs to underwrite differently: Bucket 1: The lease sits directly with a publicly rated parent. The credit is transparent and Wall Street prices it every day. Bucket 2: No public rating, no SEC filings but the lease still sits with a real corporate entity. Some of the strongest credits in net lease live here. Bucket 3: The one that catches investors off guard. The brand is publicly traded and expanding fast, but the franchisor is not your tenant. The franchisee is. And several of the biggest names in this bucket have stated explicitly they do not guarantee the lease. The takeaway: match your diligence to the credit, not the brand's fame and keep an eye on these expanding tenants. 🔔 Subscribe to Commercial Real Estate Now for weekly market insights. #CommercialRealEstate #KarlyIacono #CommercialRealEstateNow #netlease #underwriting #tenant #credit The opinions expressed in this video are those of Karly Iacono and her guests and may not represent those of CBRE or its affiliates. This content is for educational purposes only and does not constitute legal, financial, or investment advice. Please consult a qualified attorney licensed in your state and a licensed financial advisor before making any investment or legal decisions. This video may reference trade names or trademarks of various third parties; all product and company names are trademarks™ or registered® trademarks of their respective holders, and any such reference is solely for illustrative purposes and does not imply any affiliation with, endorsement by, or association of any kind between such holders and CBRE or Karly Iacono.

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  Commercial Real Estate Now

  Assistive Intelligence, Not Artificial: Rethinking AI in Commercial Real Estate

  Jul 9, 202622 min

  AI in commercial real estate isn't about robots replacing brokers, it's about clearing the administrative grind so humans can do the relationship-driven work only they can do. Choon Lee, CEO of Abstra and Abstra Point, joins Karly Iacono to break down 15 years of building AI for lease abstraction and site tracking, why CRE has lagged the AI adoption curve, and his three-part framework for where AI actually delivers value today. 🎙️ Guest: Choon Lee, CEO, Abstra & Abstra Point 🔔 Subscribe for more conversations at the intersection of commercial real estate, capital markets, and the technology reshaping how deals get done. #CommercialRealEstate #AIinRealEstate #PropTech #KarlyIacono #CommercialRealEstateNow #realestatetech The opinions expressed in this video are those of Karly Iacono and her guests and may not represent those of CBRE or its affiliates. This content is for educational purposes only and does not constitute legal, financial, or investment advice. Please consult a qualified attorney licensed in your state and a licensed financial advisor before making any investment or legal decisions. This video may reference trade names or trademarks of various third parties; all product and company names are trademarks™ or registered® trademarks of their respective holders, and any such reference is solely for illustrative purposes and does not imply any affiliation with, endorsement by, or association of any kind between such holders and CBRE or Karly Iacono.

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