Special Episode: Opportunity Zones 2.0

Rebecca Rockey, Cushman & Wakefield

On this episode, Rebecca Rockey, head of quantitative insights and principal economist at Cushman & Wakefield, joins Marc to examine how AI, demographic change, supply chain shifts and energy demands are reshaping commercial real estate. Rockey shares insights on industrial and office market trends, emerging growth opportunities, and why resilience is becoming a defining factor in investment and development strategy. Recorded on June 9, 2026.

Leo Addimando, Alterra Property Group

Marc sits down with Leo Addimando, cofounder and CEO of Alterra Property Group, to explore the rise of industrial outdoor storage (IOS) from an overlooked niche to one of commercial real estate’s fastest-growing sectors. Addimando explains how IOS has evolved into an institutional asset class, the role of zoning and location strategy, and why infrastructure spending, e-commerce and the data center boom are fueling demand. He also discusses the operational realities of IOS, the challenges new investors face entering the space, and why he believes IOS remains in the early innings of long-term growth. Recorded on May 7, 2026.

Special Episode: Opportunity Zones 2.0

In this episode, Angel Rice and Dave Sobochan of Cohen & Co. join us to discuss the evolution of the Opportunity Zone program and the transition to Opportunity Zones 2.0. They break down how the program works, the tax incentives driving investment, the uncertainty surrounding new census tract designations, and how investors and developers are planning for 2027 and beyond. The conversation also explores IRS guidance, emerging deal structures, state-level strategies, and why Opportunity Zones are expected to play an even bigger role in commercial real estate over the next decade. Recorded on May 14, 2026.

Chad Lavender, Newmark

In this episode, Chad Lavender, president of capital markets for North America at Newmark, breaks down today’s commercial real estate landscape, calling it a constructive market driven by strong debt liquidity and smarter capital. He explores recovery signals across asset classes – from tightening industrial supply to surging interest in retail, senior housing and data centers – while highlighting pricing trends and investor behavior. Lavender also unpacks challenges for developers, the rise of private credit, and the growing impact of AI on real estate demand, offering a grounded, forward-looking view on where opportunities lie. Recorded on April 13, 2026.

Entrepreneur and Venture Capitalist Leonard Brody

In this episode, Marc sits down with I.CON West keynote speaker, techno-economist and venture capitalist Leonard Brody to unpack the supercycle shaping today’s global economy. Drawing on 300 years of history, Brody explains how major shifts – often driven by technology – trigger waves of uncertainty, disruption and ultimately growth. He argues that AI is the defining force of this cycle, accelerating change faster than ever while reshaping work, society and geopolitics. Despite near-term volatility, Brody emphasizes that history points to long-term economic expansion. He also shares why critical thinking and pattern recognition are essential skills in a “post-truth” era – and how leaders can navigate disruption without falling behind. Recorded on April 2, 2026.