

The Weekly Take from CBRE
CBRE
What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake
Episodes
Mentioned books

Aug 25, 2025 • 35min
Built to Last: Investing in Real Estate through REITs
Steven Wechsler, President and CEO of Nareit, is a leading advocate for Real Estate Investment Trusts (REITs). He discusses the benefits of investing in REITs, emphasizing their structural discipline and tax efficiency. The conversation highlights how public REITs, with conservative management and lower leverage, offer stability. Wechsler also explores the global investment landscape and emerging asset classes within REITs, such as data centers and healthcare facilities, while considering the evolving needs of the real estate market post-COVID.

10 snips
Aug 18, 2025 • 38min
Powerhouse: The Future of Data Centers
Gordon Dolven, Director of America's Data Center Research at CBRE, and Maja Rosenquist, EVP at Mortenson with decades of construction experience, dive into the booming data center sector. They discuss how AI is reshaping site selection strategies and the crucial need for scalable power. The shift in lease structures focusing on power usage reflects the surging market demands, while rising investment from infrastructure funds signals robust growth ahead. They also tackle construction challenges and innovative approaches to meet the needs of this dynamic industry.

Aug 11, 2025 • 36min
Legacy: The Legendary Stephen M. Ross on Building a Real Estate Empire and Florida’s Next Great City
Stephen M. Ross, CEO and chairman of Related Ross and owner of the Miami Dolphins, shares his vision for West Palm Beach as a burgeoning business hub. He discusses the importance of walkability and a vibrant community in attracting top talent. Ross emphasizes the thriving Class A office space market, demonstrating strong demand despite national trends. He advocates for inclusive growth through investments in education and cultural amenities, creating a well-rounded ecosystem that positions Palm Beach County alongside top growth markets like Austin.

10 snips
Aug 7, 2025 • 16min
The Commercial Real Estate Outlook for the rest of 2025 (BONUS EPISODE)
Henry Chin, Global Head of Research at CBRE, shares valuable insights on the future of the commercial real estate market. He predicts a 10% increase in U.S. investment activity in 2025, citing recovery signs in office leasing and a rebound in demand. Industrial spaces are becoming vital, with a focus on modern facilities near consumers. Meanwhile, retail availability remains tight and rents in the multifamily sector are set to grow, particularly in the Midwest and Pacific Northwest. Opportunities in data centers and credit markets also emerge for savvy investors.

10 snips
Aug 4, 2025 • 36min
Valley of the Sun: Exploring hospitality investments in Phoenix
Entrepreneurs Sam Fox, a 10-time James Beard Award semi-finalist and founder of Fox Restaurant Concepts, and Brian Frakes, president of Common Bond Development Group, share insights on hospitality investments in Phoenix. They discuss how hospitality-led development reshapes urban real estate, with restaurants and hotels acting as vital traffic anchors. The duo highlights Phoenix's growth as a diverse market and emphasizes the importance of operational control for enhancing guest experiences. They also address evolving investment strategies that prioritize experience and adaptability in a post-COVID landscape.

Jul 28, 2025 • 37min
Wonderwall: Adaptive Reuse and Sustainable Development in Europe
Steve Skinner, CEO of HB Reavis, Simon Brown, Head of UK Office Research at CBRE, and Alastair Perks, Executive Director at CBRE, dive into the transformation of European real estate. They discuss the shift from new builds to adaptive reuse, emphasizing sustainability and urban renewal. Urban revitalization challenges in London and the post-pandemic retail recovery are examined, along with the resilience of office spaces in the UK market. The trio also highlights emerging opportunities in healthcare and student housing, illustrating vibrant growth amid economic changes.

7 snips
Jul 21, 2025 • 36min
For Tomorrow: PGIM's Co-CEO on the Future of Real Estate Investment
Raimondo Amabile, Co-CEO of PGIM Real Estate and a visionary behind the innovative Real Asset X lab, discusses the transformative impact of AI on real estate investing. He explores how sustainability and operational efficiency are reshaping asset management, with AI optimizing building systems for energy savings. Amabile also highlights shifts in investor focus toward Europe and Asia, the significance of tech-enabled value creation, and the evolving nature of asset valuation with sustainability at its core. It's a glimpse into the future of real estate investment.

35 snips
Jul 14, 2025 • 40min
Roll with the Changes: Finding value in today's real estate investment market with AEW
Mike Byrne, Chief Investment Officer at AEW Capital Management, and Tom Traynor, Vice Chairman at CBRE, dive into today's real estate investment climate. They discuss how investors can mitigate risks and seize opportunities amidst geopolitical shifts and economic changes. The conversation highlights the rising interest in high-quality office assets and the improving landscape for debt capital. They also emphasize the importance of technology and AI in investment strategies, advocating for flexibility in adapting to local market demands.

33 snips
Jul 7, 2025 • 28min
New Horizons: Why Global Capital Is Eyeing U.K. Real Estate
In this discussion, Nick Montgomery, Global Head of Real Estate for Schroder's Capital, and Lee Bruce, CBRE's executive director, dive into the rebounding U.K. real estate market. They highlight how AI is revolutionizing valuations and investment strategies. The duo also emphasizes the sharp divide in the office market, where premium spaces thrive while lower-grade assets struggle. Sustainability emerges as a key driver for investors, favoring green buildings. International confidence resurfaces, particularly from Asia and Australia, signaling a bright future for U.K. real estate.

21 snips
Jun 30, 2025 • 31min
Make Way: Why European logistics is built for the long haul
In this engaging discussion, Jack Cox, Managing Director at CBRE, and Robert Dobrzycki, CEO of Panattoni Europe, dive into the evolving landscape of the European logistics market. They highlight the surge in demand from e-commerce and 3PLs, along with the critical role of operational expertise, especially in urban settings. The pair talks about the growing potential of data centers and contrasts the fragmented European market with that of the U.S., noting the impact of geopolitical changes and technology on investment opportunities.