Adding Value with Shy Assar

About Millie & Severson: Operating for over 81 years, Millie & Severson is a premier, employee-owned (ESOP) general contractor in California and Nevada. Known for their "big projects, no egos" culture, they are a dominant force in industrial tilt-up construction, partnering with global giants like Amazon, Prologis, Trammell Crow, and Brookfield. Timestamps: 0:00 - Introduction: The Industrial Tipp...

Whether you are an institutional developer sourcing land, a third-party logistics (3PL) provider looking to automate, or a broker trying to avoid a multi-million dollar mistake—this masterclass outlines exactly how to navigate today's grid constraints. Episode Timestamps 00:00 Cold Open & Introduction – Why power is the ultimate gatekeeper. 01:23 The Reality of SoCal's Grid – Why the power is ther...

Emily is a premier Southern California industrial Fee Developer and project manager that both institutional investors and private corporate owner-users trust to run their developments from inception to completion. When a corporate user, manufacturer, or logistics firm wants to buy land and build their own facility in the Inland Empire industrial market, trying to manage civil engineering, design d...

In this episode of Adding Value, host Shy Assar sits down with Louie Goros, Managing Director and Head of Distribution at Kingsbarn Real Estate Capital—a powerhouse firm with over $2 billion in assets under management. Louie pulls back the curtain on how sophisticated property owners are leveraging Delaware Statutory Trusts (DSTs) and Cost Segregation studies to completely eliminate landlord heada...

Timestamps: [00:00] - Market Overview: The tension between vacancy headlines and institutional activity. [01:19] - Q1 2026 Deal Highlights: Brokering 1 million square feet in Ontario and Riverside. [02:48] - The Buyer Pool: Why sourcing buyers for vacant buildings is increasingly difficult. [04:47] - Sub-100k Sq. Ft. Sector: Why smaller buildings are weathering the storm best. [07:15] - Case Study...

Key Topics: 2026 TEU Forecast and Market Stability. Rising oil prices and downward pressure on industrial rents. The "China + 1" strategy and its impact on transit times. How BNSF and Union Pacific are integrating with the Port's rail strategy. The resilience of California’s export economy.  [00:00] – Introduction: The end of front-loading and the new "sea of uncertainty."  [01:38] – 2025 Market R...

In this episode, we cover: ✅ How 100% Bonus Depreciation works for industrial assets. ✅ The "Catch-Up" Trick: How to get deductions for properties you’ve owned for years. ✅ Why car washes and "Special Purpose" buildings are tax goldmines. ✅ Energy incentives (179D) and the "Green Building" advantage in California.   Special Offer for Viewers: Jason has provided a 10% discount on cost segregati...

What you’ll learn in this episode: The 2026 Market Vibe: Why 1031 volume remains strong despite interest rate volatility [01:15]. The Debt Myth: Why you don't actually have to replace "debt with debt" to stay tax-deferred [19:24]. Reverse 1031s: The "Power Move" for industrial owners who need to buy before they sell [31:00]. The California Clawback: How the FTB tracks your equity even if you move...

What you’ll learn in this episode: The "Entitlement Value" Shift: Why raw land carries more risk than ever before. The High Desert Boom: Why labor shortages are pushing development to Victorville and Palmdale. CEQA Streamlining: The "Addendum" strategy that bypasses the 12-month EIR trap. The #1 Project Killer: Why ignoring the community is the fastest way to lose your investment. The Future of In...

Key Topics Covered: What defines a legitimate IOS asset? The role of heavy industrial zoning and high-flow-through site functionality. Why institutional capital (pension funds, insurance) has flooded the space. The impact of interest rates on portfolio aggregation and exit strategies. The 2026 outlook for Southern California vs. the National IOS market.  Connect with Shy Assar: 📺 YouTube: @Adding...

We discuss: Substantial Completion: Why the lease start date is often a "moving target" and how to define it. The 30-Day Warranty Trap: Why a building inspection is your best friend before the clock runs out. Zoning & Suitability: Whose job is it to ensure the warehouse fits the business use? (Warning: It’s not always who you think!) Capital Expenditures: Why the 12-year amortization schedule migh...

 In this episode, you’ll learn: How the SBA 504 program provides stability with 25-year fixed rates. The reality of current lending timelines and the "45-day contingency" standard. Strategies for refinancing existing debt to pull out working capital. Why "Pre-Approval" is the most critical step for any industrial owner-user.  Connect with Jennifer Davis: LinkedIn: https://www.linkedin.com/in/jenni...

 00:00:00 Intro: Why Small Bay Industrial is outperforming Big Box.  00:01:45 The history of BKM Capital Partners and the thesis for light industrial. 00:03:43 Transitioning from private to institutional ownership in business parks.  00:04:32 Why vertical integration is a survival requirement in operations.  00:05:13 Scaling through technology: How BKM manages 4 leases per day.  00:07:31 Defining...

As an industrial real estate broker here in the Inland Empire, I see these design and entitlement challenges every day when helping clients reposition assets and secure long-term tenants. Whether you are a developer, investor, or fellow broker, this conversation offers essential insights into what it takes to get a project out of the ground in today’s market.  [00:00:00] – Introduction: The evolvi...

 📈 Key Takeaways for IE Brokers: The Scaling Secret: How Rexford grew from 2 million to over 50 million square feet.  Inland Empire Market Pulse: Why the sub-100k SF market is weathering the storm better than big-box.  Relative Functionality: How to reposition Class B assets to achieve Class A rents. The "Hustle" Factor: What top-tier investors actually look for in a brokerage partner today. Legi...

 Inside the Episode: The Triad of Success: Why "Why," Training, and Mentorship are the only things standing between you and a career exit. The Invisible Ceiling: How Allen quadrupled his income in his 60s by embracing coaching after years as a top producer. Strategic Networking: Why socializing with your competitors isn't "networking" and how to build a referral engine with CPAs and Attorneys. The...

We dive into: Current IE industrial trends, regulations (AB98, SP330), and expansion to areas like Menifee, Beaumont, and Hesperia Tenant demands for state-of-the-art facilities (high clear heights, ESFR, trailer storage) CBRE's information advantage for institutional clients (Prologis, Clarion, Brookfield) and private landlords Brokerage strategies, career advice, and what it takes to rank in the...

[00:00] - Introduction to Adding Value An overview of the show’s mission to explore stories and strategies in the industrial and logistics real estate world. [01:03] - Market Highlights: The Great Recalibration Shy introduces the Q4 2025 market data, highlighting negative absorption in the West and high vacancy in the East. [02:12] - Case Study: The 1.1 Million Sq Ft Fontana Sale A deep dive into...

[00:00] - Introduction to Adding Value Shy Assar introduces the show’s focus on industrial real estate and current market trends. [01:04] - Guest Introduction: John Shardlow An introduction to John Shardlow, a specialist in complex entitlement, zoning, and environmental matters at Alan Matkins. [02:11] - Background on Alan Matkins and the Inland Empire Market John discusses his firm's focus on rea...

From the unique challenges of owner-user financing to the rise of private credit and debt funds, Michael shares his expertise in arranging over $5 billion in financing. Whether you are an owner-user looking to expand your business or an institutional investor restructuring a portfolio, this deep dive into the 2026 capital landscape is essential for anyone looking to stay competitive in the Inland...

🚀 Key Topics Covered: Entitlement Risk: Why closing on unentitled land is becoming a thing of the past. Market Shifts: Comparing the "easy" days of early 2000s development to today's 3-4 year approval timelines. AB98 & Opposition: How to navigate "sensitive receptors" and community pushback in the Inland Empire. Future Outlook: Jackson’s predictions for supply constraints and the "structural dema...

Key Topics Covered: ✅ Triple Net (NNN) vs. Industrial Gross: Who really carries the risk of inflation and rising insurance? ✅ The "AIR Lease" Debate: When to use standard forms and when you MUST hire an attorney to customize. ✅ Prop 13 & Property Tax Caps: Protecting your NOI during a change of ownership. ✅ Due Diligence "Stress Tests": Lifting the hood on environmental reports, title issues,...

From core vs. value-add strategies to Cabot’s industrial-only investment thesis (dating back to 1986), we dig into what separates long-term operators from short-cycle capital. Chelsea breaks down why the Inland Empire’s rent correction is creating rare buying opportunities, how pricing today sits near or below replacement cost, and why yield premiums in this region stand out vs. other major market...

Highlights: Picking the right building (clear height, power, sprinkler design) Permitting path & speeding up go-live When automation beats labor (and how to phase it) Cold storage: rack-supported + “lights out” case study Domestic vs imported racking in SoCal’s seismic codes Support the journey — like, comment, subscribe. Music License: MB01TGKRMBHDK91 Follow Adding Value with Shy Assar for more c...

We explore the story behind MDH’s recent $30M Ontario acquisition, dive into how deals are sourced, analyzed, and executed, and discuss what makes multi-tenant industrial assets irreplaceable in today’s market. James also offers advice for young brokers and investors — from the power of persistence to the mindset it takes to thrive in a cyclical industry.  Support the journey — like, comment, subs...