Ray Washburne, an accomplished investor, shares his insights into the shifting trends in cities and retail. He discusses the critical role local restaurants play in shaping urban identity and how consumer behavior is bifurcating between luxury and value segments. Ray also highlights the growing demand for modern office amenities, while many older buildings face demolition due to high conversion costs. Urban revitalization is on the rise, yet he warns of economic caution with sticky inflation and consumer debt impacting future investments.

Henry Bott, President of Swire Properties USA, has shaped Miami's real estate landscape for decades. Troy Ballard serves as Vice Chairman in CBRE’s multifamily practice, specializing in Florida's market. Together, they discuss Miami's rapid growth and its appeal to international investors. The demand for luxury housing, exemplified by the Residences at Mandarin Oriental, is on the rise. They also examine the changing demographics in Brickell and explore adaptive re-use opportunities in the softening office market.

Stoneshield Capital’s Juan Pepa and CBRE's Adolfo Ramirez-Escudero discuss Spain's economic renaissance, which has engendered bountiful investment opportunities.Share these insights about investment opportunities in Spain: Spain has great fundamentals: Gone are the dog days following the Global Financial Crisis. Spain's high economic growth rate has made it an attractive investment destination.Focus on alternative real estate sectors: Some of Spain’s strongest sectors are student housing, life sciences and seniors housing.Renewable energy is in demand: Interest in energy and sustainable infrastructure, particularly around data centers and the industrial sectors, is high.Big pharma has a big presence: A consolidation of big pharma companies makes the region attractive for life sciences investment.It’s a business-friendly environment: Incentive programs and a supportive regulatory environment has drawn inbound capital.

This week we shine a spotlight on San Francisco, a market that is showing increasing signs of shaking off the post-pandemic doldrums. Listen to a wide-ranging discussion as The Bay Area Council's Jim Wunderman and CBRE's Joe Wallace explore the growing impact of AI on local economy and real estate market,  opportunities across sectors, public-private collaborations and the city's budding revival.Share these insights from this week’s episode: Tech and AI Potential: The growth of AI is contributing to an  economic revival in San Francisco.Office-Space Dynamics: Office leasing improved notably  in San Francisco in Q4 2024, driven by its strong tech tenant base.Housing Development: Increasing the availability of affordable housing is vital for maintaining the city's workforce and economic growth.Infrastructure Improvements: Enhancing transportation—including the city’s historic trolley—and other infrastructure systems will support the region's growth.Cultural and Tourism Appeal: San Francisco's unique culture, diversity and lifestyle continue to attract talent and investment.

Jamie Hodari, CEO of CBRE's Building Operations & Experience and Industrious, discusses the transformative power of workplace experience. He highlights how enhancing space can deepen tenant attraction and boost employee satisfaction. Hodari emphasizes the importance of AI in interpreting data for better operations and the shift towards vibrant urban environments that support hybrid work. He notes the evolving finance industry’s need to adapt to operational real estate, urging a focus on quality spaces that enrich people’s lives.

Greg Juceam, President and CEO of Extended Stay America, shares his expertise on the rising extended-stay hotel sector. He highlights the investment potential in secondary markets and the operational simplicity of these accommodations. Juceam discusses the benefits of ownership combined with franchising, supporting scalable growth. He also touches on the diverse demand from construction crews to digital nomads, predicting stable occupancy. Finally, he delves into strategic expansions and the impact of mega trends reshaping the industry.

Boryana Zamanoff, a Senior Wealth Strategist at BNY Mellon, expert in capital deployment, joins CBRE's Zaahir Syed, Managing Director and co-head of real estate for private funds, along with Compie Newman, Executive Director focused on family offices. They dive into accessing the vast but elusive capital from high-net-worth individuals and family offices. Topics include the importance of trusted relationships, evolving investment strategies in current market conditions, and the next generation's impact on investment preferences, emphasizing flexibility and sustainability.

Ryan Barber, Global Head of Property at Aon, Raphael Dawson from Walton Street Capital, and CBRE’s Chris Nassa discuss critical strategies in property and casualty insurance amidst recent calamities. They emphasize innovative risk modeling for informed decisions and advocate for captive insurance as a cost-effective strategy for large portfolios. The trio also highlights the significance of accurate data in shaping premiums and managing risks, while stressing the importance of having in-house experts to navigate evolving market trends.

Hala Moddelmog of the Woodruff Arts Center and CBRE’s Nicole Goldsmith discuss Atlanta's  economic and cultural development, highlighting the role of diverse talent, sports, the arts and entertainment and a welcoming business climate in its rise.Share these insights from this week’s episode: Corporate support, cultural institutions and educational resources fuel Atlanta's economic development.The growing preference for mixed-use environments and high-amenity office spaces has attracted global brands and talent.Major sporting events like the 2026 FIFA World Cup and strategic urban development projects will continue to shape Atlanta's global standing.Addressing infrastructure challenges, particularly in the transit system, are key to supporting future growth.One of the most educated cities in the U.S., Atlanta’s ability to retain its diverse, highly skilled workforce is critical for sustained success.

 What will 2025 hold for the global economy and real estate? Selma Hepp, CoreLogic Chief Economist, and Richard Barkham, CBRE Global Chief Economist, discuss where they see opportunities and challenges and a few things to keep an eye on.Share these insights from this week’s episode: Despite continued high interest rates, the economy is expected to perform well in the near term, driven by a resilient consumer.Housing sales are expected to remain subdued due to persistently high mortgage rates and ongoing affordability Issues.Real estate is at the beginning of a new cycle with retail and industrial particularly well positioned.Increased insurance costs and property taxes have exacerbated housing affordability challenges.