Leaning In

Links: ⁠Rand on LinkedIn⁠ ⁠Stagen Leadership Academy⁠ ⁠Good to Great by Jim Collins⁠ ⁠Built to Last by Jim Collins⁠ ⁠Developmental Politics by Steve McIntosh⁠ ⁠Conscious Capitalism⁠ ⁠The Institute for Cultural Evolution⁠ Timestamps: (1:01) - Rand’s background and career (3:02) - Rand’s experience working with Trademark (5:40) - Are leaders born or made?  (8:18) - Stagen Leadership Academy’s core tenants (15:27) - The power of humility (21:21) - The world needs demonstration more than it needs instruction (23:46) - Playing the long game in business and life (30:03) - Conscious Capitalism & the Dangers of ideological extremism (43:53) - The Future of Leadership (44:44) - What voices are inspiring you right now? (50:42) - How would you boil down the idea of outstanding leadership? (52:35) - Terry’s thoughts on his own awareness development

Ethan Chernofsky, VP of Marketing at Placer.ai, joins Terry to dive into data-backed trends for retail, mixed-use and office. They revisit Ethan’s bold prediction for 2022 and discuss how consumer behaviors are shifting in 2023, from return to office, to experiential, and inflation. Plus, what retail concepts are primed for success and how Placer.ai is used to make informed business decisions.  Subscribe to Leaning In to never miss an episode. Links: Placer.ai Ethan on LinkedIn Visit us online at https://trademarkproperty.com/ Timestamps (00:01:02) What trends are you seeing in 2023? (00:02:48) Thoughts on the Mall industry (00:05:56) What were some major takeaways from your Q1 Retail foot traffic report? (00:10:01) Thoughts on return to the office (00:14:19) What shifts have you seeing movie theatres and eatertainment concepts? (00:17:25) Stores being a great place to shop vs. a great place to buy (00:20:16) Are there any new developments on privacy concerns regarding how you collect data? (00:23:25) What are some newer features Placer has rolled out? (00:26:08) How is Placer intending to use AI? (00:27:59) Are you seeing more online retailers seeing success with Brick and Mortar? (00:31:22) What retail concepts are on the rise right now? Are there any struggling? (00:33:46) What are some high-level takeaways for using data to develop effective mixed-use assets? (00:36:50) Are you seeing applications for Placer in Multifamily? (00:37:56) Final thoughts on Retail Media

Terry Montesi sits down with friend Rand Stagen, CEO of Stagen Leadership Academy, to discuss the pillars of successful leadership in today’s polarized world. The conversation centers around the power of awareness in leadership and how strategically thinking about the future can create a better workplace; a concept Stagen Academy has termed “The Long Game”.  Plus, Rand shares his insights on conscious capitalism and stepping up to higher ground in all aspects of life.  Leaning In is published every month, subscribe to stay up to date! Links: Rand on LinkedIn Stagen Leadership Academy Good to Great by Jim Collins Built to Last by Jim Collins Developmental Politics by Steve McIntosh Conscious Capitalism The Institute for Cultural Evolution Topics: (0:57) - Rand’s background and career (2:58) - Rand’s experience working with Trademark (5:36) - Are leaders born or made?  (8:14) - Stagen Leadership Academy’s core tenants (15:23) - The power of humility (21:17) - The world needs demonstration more than it needs instruction (23:42) - Playing the long game in business and life (29:59) - Conscious Capitalism & the Dangers of ideological extremism (43:49) - The Future of Leadership (44:40) - What voices are inspiring you right now? (50:38) - How would you boil down the idea of outstanding leadership? (52:31) - Terry’s thoughts on his own awareness development

Dr. Peter Linneman, real estate economist and principal of Linneman Associates, joins Terry for another dynamic discussion on the current state of the economy. Listen for Peter’s projections on how the coming year may unfold in the U.S. and major Texas markets. Plus, he examines the potential impacts of interest rate hikes and the battle of the economy vs. The Fed. The conversation then moves to capital markets and the future of multifamily and retail, as well as demographic and technology trends to watch for in real estate. Leaning In is published every month, subscribe to stay up to date! Links: Linneman Associates, LLC Peter on LinkedIn Topics: (0:47) - What are your thoughts on the current economic cycle? (15:23) - What do you think happens to the Fed Funds rate in 2023? (17:54) - What are you seeing in Capital Markets? (27:28) - How do you advise those working on projects where there is static-negative leverage? (31:19) - What are you seeing in Multifamily and Retail assets for 2023? (38:00) - Do you have any insight in rents and demand within Multifamily? (42:43) - What key trends for this year we need to watch for? (49:38) - Do you see any changes in the Texas market?

M2G Ventures is a Dallas-Fort Worth commercial real estate company founded by twin sisters Jessica Essl and Susan Gruppi. In this episode, Terry sits down with co-president Jessica and they discuss her time in the industry as a woman and how her team is making an impact. Terry asks what she’s learned working on projects in urban industrial development, adaptive reuse and mixed-use districts such as Mule Alley in the Stockyards. Like many professionals, her success has come with obstacles. Jessica shares her tips for working with family and growing up in the industry. Enjoyed this episode with Jessica Essl? Listen to Terry’s discussion with her sister and co-president Susan Gruppi. And, join us next month for insights from economist Dr. Peter Linneman as he returns to the show. Links: Jessica Essl on LinkedIn M2G Ventures Topics: (1:08) - Jessica’s background and motivation for getting into Real Estate (4:40) - What is M2G and your vision for the company? (6:09) - What have been some challenges you’ve faced in starting this business? (10:33) - How did you come up with the idea to play in the industrial asset class? (13:33) - What led you to enter the Austin market? (15:42) - What are some of the biggest takeaways from your time at Trademark? (19:59) - What was your involvement in the development of Mule Alley in the Fort Worth Stockyards? (24:21) - What are some trends you’re seeing in Texas and DFW? (27:37) - Who are the tenants for upgraded Class B industrial? (29:43) - Why has mentorship been so important to you? (34:39) - What’s the dynamic like running M2G with your twin sister? (36:12) - What’s behind your diligent work in mental health services? (40:13) - How are Trademark and M2G different rather than similar? (42:18) - Terry’s hopes for Trademark in 2023 (43:27) - What advice would you give your younger self?

What happens when you lean into your niche and develop spaces for your community that they’ve been missing? For entrepreneur Jonathan Morris, it's created businesses where customers feel at home. In this episode, Trademark's Senior Director of Design & Placemaking Cassie King, and Creative Manager Alex Hayes, wrap up their conversation with Jonathan. He shares his inspiration for evolving Hotel Dryce and Fort Worth Barber Shop, and what makes Fort Worth a unique place for business. Plus, how he thinks entrepreneurs can find success in 2023. Spoiler alert: it involves leaning in. Missed part 1? Listen from the beginning here. Links: Hotel Dryce Fort Worth Barber Shop Jonathan on Twitter Self Employed Hosted by Jonathan Morris Topics: (0:50) - Does Fort Worth have anything unique to offer for small business owners? (5:14) - How has travel influenced your palette? (7:51) - How do you see yourself leaning into your community for mentorship? (9:20) - Do you have your eye on any other Texas markets? (10:29) - Jonathan’s love for music and custom playlists (13:15) - What do you think 2023 will bring for small business owners?

Jonathan Morris’ idea of Fort Worth is creative, cool and collaborative. So when he struggled to find spaces that reflected his community, he set out to create them himself. His fix? Design-forward spaces that support visionaries and Black artists, reward boldness, and welcome all. Jonathan joins Trademark’s Cassie King, Senior Director of Design & Placemaking and Alex Hayes, Creative Manager, to talk about his vision behind Fort Worth Barber Shop and Hotel Dryce, a 21-room boutique hotel. Plus, how his supportive spirit has no city limits as host of Self Employed on Chip and Joanna Gaines’ Magnolia Network. Leaning In is published every second and fourth Wednesday of the month. Subscribe to hear part 2 of the conversation. Links: Hotel Dryce Fort Worth Barber Shop Jonathan on Twitter Self Employed Hosted by Jonathan Morris Topics: (0:49) - Can you tell us more about the projects you’re working on and where you started? (5:29) - The power of community (7:42) - Do you think that diversity and community will be more of a consumer trend in the future? (9:35) - How do you balance the desire to create something for yourself while also creating an inclusive space? (13:00) - What is your vision for all the art in Hotel Dryce? (17:27) - What was your experience launching construction of the hotel during the pandemic? (24:38) - If you had to start over today, would you do anything differently? (27:22) - What’s the most shocking thing you’ve learned during this process? (29:50) - How did your show at the Magnolia Network come to be? (33:45) - Do you find that these platforms allow you to share your entrepreneurial passion in ways you couldn’t before?

In the second part of our conversation with Scot Redman of Baymo, hear how the experiential company is revolutionizing the holidays. Scot shares insight into his team’s creative process for SNOWDAY, and what they see for the future of the industry. Plus, Trademark’s Stephany Ruiz, Senior Director of Guest Services & Experience, and Chuck Steelman, VP of Experience, give a snapshot of holiday activations across the Trademark portfolio, from celebrity appearances to mesmerizing decor. Be sure to subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry. Links: SnowDay Dallas SnowDay Pop on Instagram The Redman's on Instagram Topics: (0:37) - Recapping the Trademark Holiday Experiences (2:28) - How do you continue to evolve a project like Pop? (5:06) - What is your creative process? (9:23) - What do you think separates you from other immersive selfie museums? (13:06) - What advice would you give someone looking to get into the immersive experience industry? (15:03) - Meeting the Buyer brothers and industry predictions

From their fully-immersive exhibit SNOWDAY, to photos with Santa that embrace technology in magical ways, Baymo has a knack for creating unique holiday guest experiences. Join Trademark’s Stephany Ruiz, Senior Director of Guest Services & Experience, and Chuck Steelman, VP of Experience, as they talk with Baymo’s co-creator Scot Redman. They explore how Baymo’s activations go beyond your typical selfie museum to inspire customer loyalty and lasting memories. In this episode: Baymo’s groundbreaking SNOWDAY exhibit The creative process for building new shopping center activations How technology is evolving the Santa experience Leaning In is published every second and fourth Wednesday of the month. Subscribe to hear part 2 of the discussion. Links: SnowDay Dallas SnowDay Pop on Instagram The Redman's on Instagram Topics: (0:46) - How has being at Trademark Property Centers changed your business? (2:36) - How have you seen immersive experiences evolve over the past 4 years? (5:15) - What tools do you use to promote activations? (9:27) - how do you reach communities outside of the immediate area to come to these places? (13:37) - What is Snow Day? (15:35) - What do you look for in spaces that would host an activation? (18:21) - What was the inspiration behind adding on the Santa Experience? (28:24) - Did you predict the changes in the business once you added Santa? (30:08) - Was there a post that sticks out in your mind that drove tons of eyeballs to Snow Day?

Terry  sits down with Mark Gibson, CEO of JLL Capital Markets Americas, for  their annual discussion on the state of capital markets today and  impacts on commercial real estate. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  • Changes in debt/equity financing trends ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ • Interest rate predictions and inflation ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ • Key CRE trends impacting DFW and other active cities ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ • The renewed demand for office and retail product types Links: About Mark Gibson JLL Capital Markets Topics: (1:15) - What has changed in the capital markets since we spoke last year? (8:28) - Do you have a forecast on how high-interest rates could be pushed by the FED and how long they’ll stay there? (12:16) - How do you think RE investors are likely to behave strategically given inflation and recession risk? (15:44) - What are the long-term inflation and interest rate expectations? (19:45) - Where do you think cap rates will be in 4 years? (21:51) - What are your opinions on key trends impacting DFW and how do you see the metroplex performing amidst economic uncertainty? (25:51) - What are your thoughts on the Houston market? (27:05) - What’s your view on the Office Sector? (33:38) - What are your views on the Retail Sector? (35:01) - What trends are you seeing that will have an impact on RE investing and development going forward?