Commercial Real Estate Investment Conference Podcast (CREIC)

Something fundamental is shifting in real estate right now, and most people are completely missing it. Blackstone just hit 1.3 trillion in assets under management. Data centers carried the entire quarter. That's not a coincidence. That's a signal. The industry is being forced to rethink operations, strategy, and long-term survival. Technology adoption is accelerating. The Sun Belt isn't overbuilt....

Texas is not just growing. Texas is outpacing the entire country. Houston industrial construction rose 7.1 percent quarter over quarter. The national average is 2.2 percent. That's more than triple the pace. 21.8 million square feet under construction in Q1. 24 percent preleased. Manufacturing is leading the charge with 21 percent of all leases. Grainger just broke ground on a 1.3 million square f...

There's a moment happening right now in the market that most people are completely missing. Class A apartments are facing oversupply. Class C renters are getting squeezed. But Class B assets are quietly delivering the most stability. That's where the smart money is sitting. Florida is building more storage than any state in America. 55 million square feet of new storage coming online in 2026. The...

Adam breaks his silence on the AI tool he's been using religiously behind the scenes. This is his first public endorsement of Simtheory - the browser automation platform that actually delivers where others fall short. In this special promotional episode, Adam explains why ChatGPT and Claude Native just don't cut it for serious operators who need to actually do things , not just talk about them. Th...

Big banks just posted their cleanest CRE numbers in years. Nonperforming loans fell at every major bank. Starwood REIT closed a 1.7 billion dollar refinancing for their Sun Belt workforce portfolio. Big money is chasing affordable units in growth markets. The capital sources moving real money don't want their names blasted everywhere. They want privacy. They want to know who's in the room. That's...

The White House just reported a shortage of 10 million housing units in America, nearly 3x what Freddie Mac estimated. The best rental markets right now? The Upper Midwest, not where people expect. Texas job growth is back but with serious caveats. This is the moment. CREIC Miami is shifting to invite-only. There's serious professional athlete capital coming to the building. NFL? Could be. NBA? Do...

We spent the last week digging into what's actually happening in the market. Not the headlines. The real data. And what we found is wild. Distressed office sales just topped $5 billion in foreclosure and bankruptcy-related trades in 2025 alone. 2026 is already outpacing that. Over 200 distressed office properties changed hands. Buildings that were worth nine figures five years ago are now trading...

John Todderud, multifamily syndicator with 40 years in the game, went from writing code at Boeing and Fortune 500 tech companies to writing checks in real estate. Early in his conference strategy, he thought the play was to work the room, meet new people, cast the widest net possible. But he realized the actual deals, the real money, weren't coming from strangers met once in a hallway. They were c...

Q1 2026 office market breakdown: U.S. office vacancy hit 21%, a record high and four full points above pandemic lows. Simultaneously, tenants signed 120 million square feet of new leases - a 25% jump over Q1 2025 and the highest single quarter since mid-2018. This episode breaks down the paradox. The leasing surge wasn't driven by blockbuster deals but by an unusually high number of smaller transa...

This episode introduces the three people behind CREIC. Cameron Iuvancigh from Thunder Bay, Ontario - working with TribeVest, strategic relationships with fund managers across the country, and his off-grid island project Superior Island. Vanessa Haynes from Tempe, Arizona - founder of Greattly, 15 years of executive marketing management, daughter of Pro Football Hall of Famer Mike Haynes, and found...

The office market as we knew it is gone. Remote work killed it. The pandemic accelerated it. Now capital is repricing office buildings into apartments. Yellowstone secured $203M to convert a 221,000 sq ft office building at 220 West 42nd Street in Times Square into 176 apartments, including 44 affordable units and 18,000 sq ft of retail. Financing includes $36M mezzanine from Naftali Credit Partne...

Sun Life Financial just made one of the most aggressive multifamily plays in years. $1.4 billion to take full control of Crescent Capital and BGO. Another $350 million to acquire Bell Partners, adding 70,000 apartment units across 12 major US markets. Combined, Sun Life now has over $100 billion in real estate assets under management. But this isn't just about buying buildings. It's about buying v...

Columbus, Ohio just took the number one spot in the entire nation for multifamily permits issued with over 7,500 units. Los Angeles is right behind with almost 7,500 units. Miami and Orlando both around 7,000 units permitted. Brooklyn rounds out the top five with almost 6,800 units. Sponsored by Rise48.com creicmiami.com - 500 seats, free general admission. November 6-7, 2026 in Miami.

The independent landlord sector is stabilizing. New data from Chandan Economics shows on-time rent payments climbed to 83.7% in February 2026, up from 82.8% in January. That's the highest reading since the wheels started wobbling in mid-2025. This episode breaks down what the numbers actually mean: On-time payments at 83.7%, up 135 basis points from the September 2025 low Full-payment rate at 95.8...

Alterra Mountain Company just broke ground on The Stockman, Auberge Collection. A $550 million hotel-residence hybrid in Steamboat Springs, Colorado. And it's telling you exactly where capital is moving. This episode breaks down why this deal matters: Why institutional capital is shifting away from commoditized markets toward resort and lifestyle destinations The Stockman: 9 stories, 59 guest room...

The February rent numbers are in and the headline is going to scare some people. National multifamily rent growth slowed to 1.2% year-over-year, down from 1.4% in January. Annualized monthly growth is sitting at 0.2%. But context is the difference between panicking and positioning. In this episode, we break down: Rents have increased for 32 straight months with zero national declines 86.6% of metr...

AI job growth is hyper-concentrated in a handful of U.S. metro areas. If you're an investor, operator, or capital allocator, you need to know which ones and what it means for office demand and data center development. In this episode, we break down: San Jose: Highest AI talent concentration in the country (6x national average), $216K average AI salary New York City: 15,000+ new AI job listings, $1...

Rise48 Equity is the first official sponsor of CREIC . This entire episode is dedicated to them. This is how we treat our sponsors. Founded by Zach Haptonstall out of Phoenix, Arizona, Rise48 Equity is one of the most disciplined multifamily operators in the country. From a lower middle class upbringing to building a vertically integrated real estate company with over 11,000 units, 350 W2 employee...

Private credit was the institutional darling for two years running. High yields. Massive inflows. But the cracks are showing. A live dispute between Western Alliance and Jefferies over a $337M loan tied to bankrupt First Brands is exposing just how fragile the space has become. Banks hold roughly $300B in private credit exposure through opaque SPV structures and fund financing channels. When one b...

Blackstone emerged as one of the biggest sellers in commercial real estate to start 2026, offloading over $1 billion in assets in January alone. Park Avenue Tower in Manhattan ($730M), Skyview Park in Queens ($424M), Streets of Woodfield near Chicago ($69M). But they're not running for the exits. They're repositioning into data centers, luxury apartments, and logistics. In this episode, we break d...

The official CREIC website is live. creicmiami.com  - go check it out right now. For twelve episodes, we've been telling you the room is being built. Now it has a home. The event. The vision. The RSVP. It's all in one place. Adam, Cam, and the team are taking an approach nobody has ever seen in commercial real estate. They're not building another conference. They're creating an experience and deli...

If you just started listening, this is the episode that catches you up. The first three episodes of The CREIC Podcast laid the foundation for everything that's followed. Today, we walk through all three and explain why they still matter eleven episodes later. Episode 1: The Room Is Being Built The origin story. The conference circuit is falling apart. Adam Carswell and Cameron Iuvancigh noticed, a...

Episode 11 of The CREIC Podcast highlights three newly confirmed attendees from completely different backgrounds - all converging on Miami in November. Featured in this episode: Kyle Swafford — Swafford Law Firm. Syndication attorney specializing in fund structuring, SEC compliance, and legal infrastructure for operators nationwide. Rachel Griffith — Senior Vice President at King Operating (Dallas...

Six months ago, Atlanta was a punchline. Now it's projected to rank #2 in the country for rent growth. In this episode, we break down Atlanta's surprising multifamily turnaround and what's driving the shift: 4.1% projected rent growth in 2026 — ranking #2 among major U.S. metros 8,400 fewer units delivering in 2026 vs. 2025 Vacancy tightening to 5.2% — the lowest since the post-pandemic recovery L...

Five confirmed names. Five completely different lanes. One room. This episode breaks down five newly confirmed CREIC attendees spanning multifamily operations, self-storage, institutional capital formation, ultra-luxury development, and energy infrastructure - all converging in Miami this November. Featured in this episode: Sandhya Seshadri — Founder, Engineered Capital | 3,000+ multifamily doors...