HeyJaredCommercial Real Estate Now
Welcome to Commercial Real Estate Now! Content for the commercial real estate industry by the doers - dealmakers, senior advisors, and professional landlords. Expect expert analysis on retail tenants, debt and finance, market shifts, and broader economic impacts.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
Equipment Rental Net Lease vs. Industrial Outdoor Storage: Same Land, Different Trade (opens the original)
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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.
Why Institutions Are Under-Allocated to Retail Real Estate (opens the original)
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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% f
The Retail Real Estate Supply Crunch: What the Next 5 Years Look Like for Landlords & Tenants (opens the original)
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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-hungr
Net Lease Tenant Credit Decoded: 3 Buckets Behind 2026's Biggest Expansions (opens the original)
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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: Bu
Assistive Intelligence, Not Artificial: Rethinking AI in Commercial Real Estate (opens the original)
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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
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