San Francisco has been facing extraordinarily high office vacancy rates since the pandemic. But more recently, the rise of artificial intelligence (AI) has stimulated demand for space and an influx of capital. Real estate investor Glenn Gilmore and CBRE’s Mike Taquino discuss the city’s history of resilience, culture of innovation and greatest opportunities.Insights to Share: Venture capital firms, particularly those focused on AI, are increasingly establishing offices in San Francisco, which is driving demand for office space. San Francisco’s well-known headwinds have caused investors to shy away from what could be  generational buying opportunities. AI is driving significant changes in San Francisco's real estate market, in terms of the types of offices needed and the locations most in demand. AI is also encouraging shorter lease terms, reflecting the fast-moving nature of tech companies.  San Francisco’s tenants are showing a preference for high-end and creative office space, as well as a preference for sustainability and adaptive reuse.

Belinda Román, 2023’s most accurate forecaster, according to The Wall Street Journal, and CBRE Econometric Advisors’ Dennis Schoenmaker opine on the art, science and technology involved in predicting the ebbs and flows of the global economy.Insights to Share: Belinda Román, Associate Professor of Economics at St. Mary’s University, expects GDP growth of 3% this year.CBRE EA’s Dennis Schoenmaker expects GDP to hover around 2%.Even with slower economic growth, there will be opportunities in commercial real estate.Regional, national and global forecasting requires a deep understanding of the available data.In commercial real estate, where information has historically been opaque, future forecasting can be enhanced by  AI.

Experts Melinda McLaughlin from Prologis and Chris Riley from CBRE discuss the enduring appeal of industrial real estate despite recent market adjustments. They highlight the viability of conversions to industrial spaces near urban centers, the integration of automation in manufacturing and warehousing, and the long-term stability of the sector amidst evolving trends and challenges.

This podcast discusses the uncertainty of interest rates in commercial real estate, highlighting the challenges faced by industrial and multifamily sectors. It explores the importance of maintaining strong lender relationships and the split nature of the office sector. Retail is gaining significance to institutional investors amidst the evolving economic landscape.

Julia Coronado, from Macro Policy Perspectives, discusses cooling global inflation, higher neutral interest rates, and relief for multifamily developers. She shares insights on Federal Reserve decision-making, economic outlook, interest rates, stock market dynamics, retirement planning, immigration impact, urban development challenges, and lessons from the financial crisis.

Siemens Real Estate CEO Stephanie Dorsey shares insights on managing global portfolios, emphasizing talent attraction, sustainability, and technology manufacturing. Discussions include site selection strategies, sustainability as a must-have for occupiers, and return-to-office strategies benefiting everyone.

Mexico’s industrial real estate market is benefiting from the need for more resilient supply chains. PGIM’s Enrique Lavín, DHL’s Guillermo Espinosa Armendáriz and CBRE’s Yadira Torres-Romero explain the advantages and challenges of nearshoring.Insights to Share: Nearshoring is spurring industrial activity beyond Mexico’s border cities as companies seek inland nearshoring opportunities.The lower cost and availability of labor explains why companies have relocated or expanded manufacturing operations in Mexico.The cost of capital, even for transactions denominated in U.S. dollars, is lower than in the U.S.

Fried Frank’s Jon Mechanic and Michael Werner—attorneys steeped in the in’s and out’s of New York City dealmaking—share thoughts on the office market, affordable housing, recent legislative changes and much more.Insights to Share: Despite the headlines, there is budding optimism in some New York commercial real estate sectors, particularly Class A office.Legislative efforts to promote affordable housing and sustainability are both incredibly important and challenging.New York City provides a nexus of talent, amenities and capital that is hard to replicate.

CBRE's podcast features Alex Chambers from Highwoods and Elizabeth Goodwin discussing Nashville's appeal to young people and businesses. They highlight the city's affordability, government investments in entertainment and sports, and growth in tech and retail industries. Nashville offers private investors opportunities in Class B office properties.

Exploring the success story of Tampa, Florida as a hot market attracting institutional capital and top talent. Insights include the importance of strong partnerships with the local community, long-term vision, and public-private investments driving development across sectors.