

Bisnow Reports
Bisnow
Current Season: First Draft Live
Between economic whiplash, shifting policies and market volatility that changes by the hour, you need industry insights that cut through the noise. That's exactly why we're launching First Draft Live, a new weekly series that breaks down what's happening, why it matters and what you need to know to do better business.
Join us live on Bisnow.com every Friday at 12:30 PM ET / 9:30AM PT for conversations with the industry's sharpest minds discussing the week's most critical stories, or catch the replay right afterwards — here on your podcast app of choice.
Between economic whiplash, shifting policies and market volatility that changes by the hour, you need industry insights that cut through the noise. That's exactly why we're launching First Draft Live, a new weekly series that breaks down what's happening, why it matters and what you need to know to do better business.
Join us live on Bisnow.com every Friday at 12:30 PM ET / 9:30AM PT for conversations with the industry's sharpest minds discussing the week's most critical stories, or catch the replay right afterwards — here on your podcast app of choice.
Episodes
Mentioned books

Nov 13, 2023 • 24min
BMO Capital's John Kim
John Kim, BMO Capital Markets senior analyst covering U.S. REITs, speaks about the third quarter earnings season. Read more: Vornado Pulling Out Of New York City Casino SweepstakesDespite Outperforming Sector, SL Green Stock Being Heavily ShortedSL Green's Sluggish Leasing Sends Stock Tumbling As REIT Readies For Turnaround

Nov 6, 2023 • 39min
MSCI's Jim Costello
Distress in real estate is prevalent in industry chatter – and in the headlines, but when it comes to sales, it is still not much of a factor. bIn fact, less than 2% of sales are distressed asset sales in the U.S., according to Jim Costello who is the chief economist at investment research firm MSCI’s Real Assets team. Read more: CRE Loan Distress Hits 10-Year High As Office Debt Crisis AcceleratesREPORT: Regional Banks See Big Jump In Nonperforming CRE Loans, Related LossesVolume Of Distressed Asset Sales On Mute As Owners Battle A New Type Of CrisisLuck And Guts Might Not Be Enough To Ride This Real Estate Cycle

Oct 30, 2023 • 26min
JLL Chief Technology Officer Yao Morin
JLL's CTO Yao Morin on JLL's generative artificial intelligence model, JLL GPT, and how she thinks AI can improve the lives of brokers and help them do their job. She also discusses the widespread angst about AI, its dangers and the concerns that it will push people out of employment.Read more: ‘There’s A Degree Of Wonder’: Why New AI Tools May Finally Be The Tech That Shakes Up Real Estate

Oct 23, 2023 • 33min
What A WeWork Bankruptcy Would Mean For Office Landlords
Explore the financial troubles and potential bankruptcy of co-working company 'Weed Work'. Discover the decline and pullback of WeWork's presence in London. Discuss the potential outcomes of a WeWork bankruptcy, including advantages for WeWork and concerns for subtenants. Analyze the departure of San Diep Muthrani and the challenges faced by WeWork. Delve into WeWork's financial struggles, failed cost-cutting efforts, and the impact of the pandemic on their revenue.

Oct 16, 2023 • 35min
Lockton's Danielle Lombardo
Danielle Lombardo, Chair of Lockton's global real estate practice, discusses the escalating insurance costs in the real estate industry and the need for a solution. They explore the changing mindset towards insurance, the impact of volatility on real estate deals, challenges of property insurance in Florida, growing demand for risk management consulting, and the outlook for reinsurance in 2024.

Oct 9, 2023 • 27min
CBRE's Richard Barkham
CBRE's Richard Barkham, global chief economist, discusses the US economy's resilience, inflation's impact on interest rates, cap rates and IRRs stabilization trend, low retail vacancy rates, and the effects of global turmoil on commercial real estate and cross-border investments.

Sep 25, 2023 • 27min
Willow River Capital's Thomas Yoo
Thomas Yoo, the CEO of Willow River Capital Management, talks about the shifts in Asian investment into USA real estate, managing different cultural approaches to business, and the environment for loan sales.

Sep 18, 2023 • 29min
Rudin's Bill Rudin
Bill Rudin, CEO of Rudin Management Company, shares insights from his extensive experience in New York City real estate. He discusses the challenges of office occupancy and the conversion of 55 Broad into housing. Rudin also addresses the impacts of the migrant crisis on urban housing and the importance of collaboration for long-term solutions. He reflects on historical parallels of New York's economic challenges, emphasizing the role of federal support, and highlights the potential of strategic partnerships in fostering growth.

Sep 11, 2023 • 32min
Marilynn Joyner talks about Her Workplace
Marilynn Joyner, the founder of Her Workplace – a startup that offers physical coworking space, in person events and a digital networking and career resource platform – all tailored for women and nonbinary people, at this moment in the world of work.

Aug 21, 2023 • 24min
The Story Of CrowdStreet, Nightingale Properties And The Missing Millions
Jarred Schenke and Ethan Rothstein talk over the Nightingale Properties and CrowdStreet deal that resulted in a DOJ investigation and the disappearance of millions of investor dollars. Read more:Inside Nightingale Properties, The CRE Firm At The Center Of The Missing MillionsDOJ, SEC Investigating Nightingale After $40M Of Investor Cash Allegedly Diverted To CEO's AccountsCrowdfunding Industry Tries To Restore Confidence In Wake Of Nightingale Fraud Allegations


