GlobeSt Insiders Podcast Series

Despite shifting fundamentals and increasing economic uncertainty, Gordon Whiting of TPG Angelo Gordon says that net lease assets are providing downside protection. Tariffs, interest rates, and a volatile stock market are weakening commercial real estate investment sentiment and pushing capital back to the sidelines—but net lease assets are the silver lining. Gordon Whiting, founder and co-portfolio manager of TPG Angelo Gordon’s net lease strategy and a recent recipient of GlobeSt.com’s Influencers of Net Lease award, has an optimistic outlook on net lease investment opportunity this year. Whiting sat down to talk about the net lease investment market. In the interview, he explains: ●     How the macroeconomic environment could affect net lease asset performance and investment ●     Opportunity for sale-lease back deals as companies look to monetize real estate assets ●     Why he is optimistic about net lease activity (and interest rates) in the second half of the year

At the start of 2025, the multifamily sector encountered significant market volatility due to the transition to a new presidential administration. While the broad tariffs implemented in early April have intensified economic uncertainty, Berkadia sees several promising signs on the horizon. In this episode of GlobeSt.com's Thought Leadership podcast series, we delve into the evolving multifamily financing landscape with Josh Bodin, Senior Vice President of Securities Trading at Berkadia. Bodin sits down with contributor Ilana Polyak to talk about Berkadia’s bullish multi-year outlook and details of what’s behind his optimism. The conversation explores: ●     How tariffs are shifting inflation forecasts and the Fed’s rate-cutting strategy ●     Why declining construction starts, improving fundamentals, and the single-family housing affordability crisis are creating a compelling multi-year bull case for multifamily ●     The strong debt financing environment with GSEs, private debt funds, banks, and life insurance companies all participating ●        How market stability—rather than specific interest rate levels—drives transaction volume in commercial real estate *The podcast was recorded on April 4, 2025.

“Standards of care” isn’t just for healthcare; these guidelines are also important in restoration services. And, when insurers and restoration professionals are working from the same standards-of-care playbook, making the customer whole again is an infinitely smoother process. In this podcast, Jim Novotny and Rick Wahlstrom, both in estimate review and compliance for 1-800 WATER DAMAGE, dive deeper into standards of care in the restoration industry. You’ll learn: * The different facets of standards of care in restoration, including building materials and codes, safety protocols, and EPA and OSHA guidelines;  * How adhering to standards of care makes the claims process smoother and ensures a better outcome; * The penalties that can be incurred if standards of care aren’t upheld; and * Why it’s important for restoration professionals and insurers alike to understand standards of care in the same way.   For more insights from the 1-800 Water Damage team of experts, click here [https://www.propertycasualty360.com/expert-perspectives/1-800-water-damage].

Tremont Realty Capital says the middle market represents one of the largest segments of the commercial real estate sector, yet it can often be overlooked. It is this segment of the market that The RMR Group’s Tremont Realty Capital, however, sees significant opportunities.  Tom Lorenzini, SVP of Tremont Realty Capital, says the firm would rather have a deep portfolio of smaller loans than a smaller portfolio of larger loans for better diversification and risk management.  In this episode of GlobeSt.com’s podcast, Lorenzini spoke about the current lending market and the firm’s lending strategy. He discusses: * Tremont Realty Capital’s unique structure and how it leverages The RMR Group’s scale. * Why the middle market, which Tremont defines as assets having values in the $25 million to $100 million range, may be the sweet spot for lending activity. * Why no commercial asset class—even office—is off the table this year.

Many commercial real estate owners are pursuing C-PACE as a construction financing solution for its accretive benefits.  While the program has been around for more than 15 years, C-PACE financing has gained popularity in recent years. According to the C-PACE Alliance, the C-PACE market reached nearly $10 billion as of the end of 2024. Nuveen Green Capital was responsible for close to half of all C-PACE originations in 2024. We sat down with Jessica Bailey, president and CEO of Nuveen Green Capital, who was recently named a 2025 Rainmaker in CRE Debt, Equity and Finance by GlobeSt.com, to take a closer look at C-PACE financing and its benefits for borrowers. In the conversation, we discuss: * C-PACE’s appeal and flexibility for a variety of projects and the innovative ways it can be structured, * Why owners shouldn’t be concerned that C-PACE attaches to the property’s tax bill, * How C-PACE can be used for resiliency projects to help mitigate climate risk, and * Where C-PACE financing is expanding and an outlook on the future.