The Real Estate Market Watch - current events through a real estate lens. Podcast Por Dr. Adam Gower arte de portada

The Real Estate Market Watch - current events through a real estate lens.

The Real Estate Market Watch - current events through a real estate lens.

De: Dr. Adam Gower
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A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn’t a show about deal hype or trend-chasing. It’s about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside protection. Each episode features candid conversations with economists, multi-cycle real estate professionals, and respected market thinkers. The aim: to make sense of fast-moving events without partisan noise or clickbait headlines - only the real implications for real estate. There’s no fixed release schedule. Episodes are published in response to market conditions, not calendars. If you're trying to navigate uncertainty with a clear-eyed, capital-first approach, this podcast is for you. Newsletter: GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000Unless otherwise indicated, all images, content, designs, and recordings © 2025 GowerCrowd. All rights reserved. Economía Finanzas Personales
Episodios
  • Trust and the Bureau of Labor Statistics

    Trust and the Bureau of Labor Statistics
    Sep 25 2025
    Erica Groshen knows what’s behind the numbers. She served as the 14th Commissioner of the Bureau of Labor Statistics and a Vice President at the New York Fed. The BLS is rarely in the headlines but political assaults on its independence have suddenly made its work front-page news. At stake: whether the data that guide trillions in investment and policy decisions can still be trusted. In our conversation, Erica and I explored five questions that matter not just for CRE professionals, but for anyone trying to make sense of today’s economy: What happens to markets when political leaders undermine trust in official statistics? How would a politicized Fed and BLS reshape the cost of capital and risk across the economy? How is the nation’s labor data actually gathered? Why does the BLS’s data matter so much for the business and CRE cycle? How does the Fed use labor data to set interest rates? This isn’t an abstract debate. For commercial real estate, cap rates, borrowing costs, and deal structures all trace back to the business cycle - and that cycle is measured first and foremost by BLS data. If you want to look beyond today’s headlines and hear why institutional trust translates directly into your cost of capital — this is the episode to listen to. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today’s volatile real estate landscape. You’ll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.Real implications of macro trends for investors and sponsors with actionable guidance.Insights from real estate professionals who’ve been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
    Más Menos
    56 m
  • Why Affordable Multifamily Outshines Luxury

    Why Affordable Multifamily Outshines Luxury
    Sep 22 2025

    Greg MacKinnon is Director of Research at the Pension Real Estate Association (PREA), where he updates the world’s largest institutional investors on portfolio construction, risk, and strategy. His is a vantage point most sponsors never get to hear directly.

    In this conversation, Greg and I revisited our conversation from two weeks ago to drill deeper into the housing market. His thesis is simple but surprising: the capital flows and risk assessments at the very top of the pyramid are being reshaped by renter bifurcation and the economics of affordability.

    Here are five questions Greg answered that every serious CRE professional should consider:

    1. Why does the 10-year Treasury matter more than the Fed’s 25 bps rate cut last week?
    2. How fragile is today’s economy, and what does that mean for institutional portfolio construction?
    3. How can understanding the “barbell” of renter demand help you make better investment decisions?
    4. Why has naturally affordable multifamily historically outperformed luxury on a risk-adjusted basis?
    5. Where are institutions actually deploying capital today and why?

    Greg’s insights are drawn from the institutional world, where the stakes are measured in billions and the lens is long-term risk management.

    For sponsors and operators, listening in offers a rare chance to see how these investors are evaluating markets - and to align your own strategies accordingly.

    *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today’s volatile real estate landscape. You’ll get:
    • Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.
    • Real implications of macro trends for investors and sponsors with actionable guidance.
    • Insights from real estate professionals who’ve been through it all before.

    Visit GowerCrowd.com/subscribe
    Email: adam@gowercrowd.com
    Call: 213-761-1000
    Más Menos
    46 m
  • Distress Is Coming - Slowly, Then All At Once

    Distress Is Coming - Slowly, Then All At Once
    Sep 15 2025
    Reid Bennett knows multifamily. As National Council Chair of Multifamily at SVN and a 24-year broker across market-rate, workforce, and affordable housing, he’s completed hundreds of transactions and advised lenders on more than 450 broker opinions of value (BOV) in just the past 18 months. In my recent conversation with him, Reid cuts through the noise to explain what’s really happening in multifamily and why sponsors and investors need to pay attention. Here are five big questions he answers: Are the 450+ BOVs a sign that distress is about to hit multifamily, or just lenders marking time? Why are occupancies still in the mid-90s when everything else in the economy feels shaky? What’s crushing NOI faster - insurance, property taxes, or payroll? How should investors think about workforce housing as a long-term hedge against oversupply at the top end? Why do Class A buildings show concessions while B and C rents remain sticky, and how does new supply really solve affordability? This isn’t 2009, but it isn’t 2021 either. Reid explains why today’s market feels like a slow-motion reset and what signals to watch if you want to stay ahead. Tune in to hear Reid’s unvarnished take. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today’s volatile real estate landscape. You’ll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.Real implications of macro trends for investors and sponsors with actionable guidance.Insights from real estate professionals who’ve been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
    Más Menos
    46 m
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Good insights to terms for investors. Found out about south and tax free states. I’ll listen again!
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