The Not Podcast Podcast

New York Is Back. AI Is Complicating It.

New York office rents are up 28.5% from their post-pandemic trough, the strongest recovery of any major U.S. market. But the story behind that number is more nuanced than the headline suggests, and a new complication is showing up at the negotiating table: clients armed with AI tools that don't always get it right. CompStak Co-Founder and CEO Michael Mandel sits down with Gabe Marans, Vice Chairman at Savills, to unpack what's driving New York's recovery, why San Francisco is roughly two years behind, and what happens when 31% of Manhattan sublease space expires between 2026 and 2028. They also get into AI: how brokers are using it to sharpen their workflows, and why Marans is now spending time de-educating clients who arrive convinced they deserve lobby signage in a 3 million square foot building.

Link Logistics on Building the Data Foundation AI Actually Needs

Remember to eat your spinach first! (You'll get it after you listen to the episode). Most companies overlook the critical groundwork needed for AI success, and the consequences? Missed opportunities, sluggish decision-making, and falling behind in a fast-changing market. But those who get it right now? They’re building a future where data-driven decisions accelerate deals, optimize assets, and revolutionize operations. Matt Rand and Matt Ostrower from Link Logistics join us to reveal their journey to building a robust data foundation that accelerates decision-making and optimizes assets. Learn how their proprietary platform, Olinda, predicts property values and why organizational commitment from the C-suite is crucial.

Office Defaults Are Rising. Now What?

Nearly half of recently matured loans defaulted, most of them office. Michael Mandel and Steve Kuritz, Senior Managing Director at KBRA, explore what KLOCs reveal about the CMBS market, how conditions vary across major cities, and what the looming maturity wall means for office investors. Check out the KCP Index: https://www.kbra.com/analytics/products/kcp Keep up with CompStak on social: * Instagram: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/compstak/⁠⁠⁠⁠⁠⁠⁠ * YouTube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CompStak * LinkedIn: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/compstak/⁠⁠⁠⁠⁠⁠⁠ * X: ⁠⁠⁠⁠⁠⁠⁠https://x.com/CompStak⁠

AI in Brokerage: What Actually Works (And What Doesn’t)

Artificial intelligence is everywhere in commercial real estate, but what’s actually working for brokers right now? Michael Mandel sits down with Topher Stephenson, Co-Founder of CRE AI Studio, to break down how AI is being used in CRE brokerage today, from CRM workflows and deal sourcing to pitch deck creation and data analysis. They explore the gap between big firms investing heavily in AI from the top down and individual brokers trying to improve their day-to-day productivity. Keep up with CompStak on social: * Instagram: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/compstak/⁠⁠⁠⁠⁠⁠⁠ * YouTube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CompStak * LinkedIn: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/compstak/⁠⁠⁠⁠⁠⁠⁠ * X: ⁠⁠⁠⁠⁠⁠⁠https://x.com/CompStak⁠

5x5 with CompStak: What Happens to DC Office in a DOGE World?

Looking for quick, sharp CRE insights you can actually use?Welcome to 5x5 with CompStak — your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience. In this episode, Brian Caldwell sits down with Adam Collins, VP: Tenant and Occupier Advisory, at Transwestern. Can DC office bounce back? A look into DOGE, conversions, and market reality. Keep up with CompStak on social: Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/compstak/⁠⁠⁠⁠⁠⁠ [https://www.instagram.com/compstak/] YouTube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CompStak⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CompStak] LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/compstak/⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/compstak/] X: ⁠⁠⁠⁠⁠⁠https://x.com/CompStak⁠ [https://x.com/CompStak]