The Landscape

Why Boring Wins: Jim Dillavou on Grocery-Anchored Retail, AI in CRE, and the Last Mile Thesis

1 h 0 min · 18. maj 2026
episode Why Boring Wins: Jim Dillavou on Grocery-Anchored Retail, AI in CRE, and the Last Mile Thesis cover

Beskrivelse

Jim Dillavou, Principal and Co-Founder of Paragon Commercial Group, joins Evan Kinne and David Pascale to explain why “boring” necessity retail has become one of the most sought after asset classes in CRE. After 17 years quietly compounding in West Coast grocery-anchored centers, Jim breaks down the pattern-recognition thesis that led Paragon to lean into retail when no one else would, why capital is now flooding back, and how he closed an acquisition with a zero-dollar legal bill using AI.

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episode The Landscape Podcast: Navigating the CMBS Landscape: Insights from Expert, Michael Cohen cover

The Landscape Podcast: Navigating the CMBS Landscape: Insights from Expert, Michael Cohen

In this episode of The Landscape podcast, hosts Evan Kinne and David R. Pascale, Jr. are joined by guest host Jonathan Chassin and special guest Michael Cohen, Managing Partner at Brighton Capital Advisors. The discussion revolves around the current state of the CMBS market post-COVID, the intricacies of special servicing, and the importance of early communication for borrowers facing challenges. Michael shares insights on navigating modifications and extensions, emphasizing the need for borrowers to be proactive and prepared to invest additional capital. The conversation highlights the complexities of the CMBS landscape and the critical role of advisory teams in achieving successful outcomes.

16. jan. 202642 min