Leaning In

In this episode, Terry Montesi sits down with Sandeep Mathrani to unpack a career defined by bold bets, operational discipline, and contrarian thinking in retail real estate. Sandeep shares how he got his start with a single apartment purchase and quickly evolved into a capital markets leader, eventually leading major turnarounds across the industry. The conversation explores his philosophy on inv...

In this episode of Leaning In, Terry Montesi sits down with Mark Gibson to break down the current state of real estate capital markets and what’s actually happening beneath the headlines. Mark shares a data-driven perspective on investor behavior, capital flows, and why many widely discussed risks may be overstated. The conversation covers everything from the return of core capital and shifting in...

Terry Montesi sits down with Monica Mason to explore what is really driving the resurgence of retail real estate investment in the United States. Drawing on her work analyzing capital markets data and investor behavior, Monica explains why retail fundamentals have strengthened in recent years and why institutional investors are increasingly allocating capital to the sector. The conversation unpack...

Ray Washburne joins host Terry Montesi on Leaning In for an in depth conversation about real estate, leadership, and the evolving landscape of Dallas. Ray reflects on his early entrepreneurial years, the lessons that shaped his investment approach, and the principles that guide his work across sectors from hospitality to mixed use development. He and Terry dive into the transformation of Highland...

In this episode of Leaning In, host Terry Montesi sits down with Conor Flynn, CEO of Kimco Realty, for an in-depth discussion about the evolution of retail real estate, the future of mixed-use development, and the trends shaping consumer behavior. Conor shares lessons from his two decades at Kimco, detailing the company’s strategic shift toward grocery-anchored shopping centers, its multifamily ex...

In this forward-looking episode of Leaning In, Terry Montesi is joined by Bart Higgins and Katie Hillier of Future Perfect X, to explore how artificial intelligence is transforming the future of human behavior, retail, and placemaking. Drawing on their deep backgrounds in design, anthropology, and innovation, Bart and Katie unpack how AI will shift the foundational drivers of consumer experience a...

In this episode of Leaning In , Trademark CEO Terry Montesi sits down with Steve Rouman , SVP of Real Estate at RH, to talk about his journey from the landlord side of the business to leading real estate strategy for one of retail’s most design-driven brands. They dive into RH’s transformation into a luxury lifestyle brand, the future of retail site selection, post-COVID consumer behavior, and how...

In this special live episode of Leaning In , Trademark CEO Terry Montesi is joined by returning guest and renowned economist Dr. Peter Linneman to break down what’s shaping the economic landscape as we move through 2025. From inflation and interest rates to capital flows, consumer shifts, and real estate dynamics, Peter offers grounded insights and a healthy dose of perspective on where we’ve been...

The retail real estate landscape is evolving, and few people understand its intricacies better than Adam Ifshin, Founder and CEO of DLC Management. In this episode, Trademark CEO Terry Montesi sits down with Adam to discuss how value-driven open-air centers, omnichannel innovation, and institutional capital are reshaping the industry. Adam shares insights on why open-air retail continues to outper...

The retail world is changing, and two of the biggest names in department stores—Dillard’s and Macy's—are at the forefront. In this episode, Trademark CEO Terry Montesi sits down with the SVPs of Real Estate: Chris Johnson of Dillard's and Chuck DiGiovanna of Macy's, to discuss Retail’s Evolution: Malls, Department Stores, and the Road Ahead . These industry giants share insights into h...

Uncover the story behind one of Texas' most innovative mixed-use developments: Market Street - The Woodlands.  In this episode of Leaning In, we revisit the groundbreaking opening of Market Street in The Woodlands, Texas—one of the nation’s first mixed-use town center projects. Join Trademark Founder & CEO Terry Montesi and Managing Director & CIO Tommy Miller as they share the story behin...

How do we accelerate the success of women in commercial real estate? Wendy Mann, CEO of CREW Network, joins Monica Luera, Trademark’s VP of Development, on Leaning In to discuss advancing gender equity in the industry. This episode explores CREW Network’s groundbreaking research, leadership development initiatives, and global expansion strategy. Wendy and Monica highlight success stories and pract...

The Federal Reserve cut interest rates for the first time in over four years. So, what does that mean for inflation, future rate cuts, and real estate? In this episode, Trademark CEO Terry Montesi speaks with esteemed economist Dr. Peter Linneman about the impacts of rate cuts and why he says the Fed’s recent actions are “a year late and 150 to 200 basis points not enough.” Plus, Dr. Linneman, kno...

Over the past six years, Placer.ai has evolved into an essential tool for real estate professionals seeking location data and insights. Ethan Chernofsky, SVP of Marketing at Placer.ai, joins Kevin Kessinger, President and COO of Trademark, to discuss data in detail. Their conversation covers the nuances of data collection, like what makes it effective and how we should question it. Plus, what the...

In this episode of Leaning In, we welcome Brandon Isner, thought leader in retail research. With over 15 years of industry experience, Brandon is a prominent voice in retail real estate. Alongside host Tommy Miller, Trademark’s Managing Director & CIO, Brandon shares valuable data insights on the current retail landscape, including resilient consumers, the role of stores in the supply chain, a...

Trademark’s leasing team brings you the latest retail trends and insights straight from ICSC Las Vegas 2024. They discuss topics capturing retailers' attention, from health and wellness brands driving retail expansion to brands that are making a comeback. Plus, leasing trends shaping our portfolio at in-demand properties like Market Street Woodlands and Galleria Dallas. Hosted by: Daniel Goldw...

In this episode, Tom McGee, President and CEO of ICSC, joins host Terry Montesi to explore the future of retail. ICSC elevates the marketplaces and spaces where people shop, dine, work, play, and gather. Drawing from ICSC's extensive industry research, Tom offers perspectives on the vitality of physical retail, the necessity of adapting to changing needs, and the pivotal role of omnichannel st...

It’s time to spotlight Trademark Founder Terry Montesi. In this insightful episode with Kevin Kessinger, Trademark's new President and COO, Terry shares his journey from the Memphis grocery business to groundbreaking retail and multifamily developments in Dallas Fort-Worth and beyond. Discover what sets Trademark apart – a commitment to building a legacy that is not just financial. Plus, Terry...

In this episode of Leaning In, we welcome back Dr. Peter Linneman, authority on real estate economics and principal at Linneman Associates, for an update on the current economic landscape. Peter shares his predictions for 2024, discussing pent-up demand, inflation, and the Federal Reserve's role. He also sheds light on how housing data affects inflation measures and the impact of lower interes...

Get a retrospective and a forward-looking perspective on multifamily from Kimberly Byrum, Zonda’s Managing Principal of Multifamily, in conversation with Trademark’s Chad Colley, Multifamily & Mixed-Use Partner.  The two explore the challenges and triumphs of the asset class, touching on topics including inflation, the capital market, and the practicality of office conversion. Kimberly draws f...

Mark Gibson, CEO of JLL Capital Markets Americas, joins host Terry Montesi for their yearly conversation on the state of capital markets. Tune in for a macro perspective of recent changes in interest rates and inflation, and the condition of the CRE banking and debt markets. Plus, Mark shares his sector-specific views on retail, multifamily, mixed-use and office, and insights into the cities and t...

Real estate journalist Steve Brown has chronicled top stories spanning the '80s savings and loan crash to the innovative developments shaping today’s Dallas-Fort Worth skyline.  In this episode with host Terry Montesi, Steve Brown covers it all – from the biggest stories of his career at The Dallas Morning News to the even bigger personalities he’s encountered in the real estate industry.  Plu...

On this episode of Leaning In, Michael Dardick, Founder and CEO of Granite Properties, speaks with host Terry Montesi about the past, present and future of the office sector. They explore the performance of office assets and their resilience in critical U.S. markets. Additionally, Michael sheds light on Granite's work in flexible leasing and how his commercial real estate company remains dedic...

JP Suarez, retired Executive Vice President, Regional Chief Executive Officer and Chief Administration Officer of Walmart International, sits down with host Terry Montesi. They discuss leadership and retail, tracing JP's journey from prosecutor to his influential role in Walmart’s business development and real estate.   Tune in for key insights into management, Walmart’s success, real estate d...

Mark Gibson, CEO of JLL Capital Markets Americas, joins host Terry Montesi for their yearly conversation on the state of capital markets. Tune in for a macro perspective of recent changes in interest rates and inflation, and the condition of the CRE banking and debt markets. Plus, Mark shares his sector-specific views on retail, multifamily, mixed-use and office, and insights into the cities and t...