BJ Feller & Isaiah Harf
Net Takeaways with Feller & Harf
Diving into the Commercial Real Estate & Net Lease markets on a monthly basis, exploring trending and real time topics across the industry
Be sure to visit the podcast's website and support the creator: net-takeaways-with-feller-harf.simplecast.com
Author
BJ Feller & Isaiah Harf
Category
Podcast website
Latest episode
Nov 19, 2024
Where to listen?
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Episodes
Chasing Capital Gains and Cherry Hill Dreams: The Net Takeaways on 1031s 19.11.2024 32:28
Episode Title: From Hockey Glory to 1031 Stories: The Net Lease Playbook Episode Overview: In this episode, BJ and Isaiah tackle two seemingly unrelated topics—hockey memories and real estate—but bring them together in their signature style. The conversation ranges from reminiscing about seventh-grade choir trips and boarding school hockey days to a deep dive into the current state of 1031 exchang...
Urban Showdown: The Future of City Ecosystems (Part II) 04.11.2024 41:43
Episode Title: The Urban Reset: Revitalizing America's City Centers Summary: In this engaging episode of Net Takeaways , hosts BJ Feller and Isaiah Harf dive deep into the challenges facing urban centers across the United States, exploring the complex issue of rising office vacancies and dwindling retail spaces. Through a humorous and insightful discussion, they outline the hurdles to revitalizing...
From TiVo to Triple Pumps: Can Starbucks Recapture the Coffeehouse Vibe? 29.10.2024 33:46
In this episode of Net Takeaways , BJ and Isaiah bring their A-game with a nostalgic and insightful look into the evolving world of retail and community spaces. Topics Covered: Opening Banter: BJ and Isaiah share a trip down memory lane, discussing the days of TiVo, VHS, and the lost art of waiting for Saturday morning cartoons. This sets the stage for a conversation about how our relationship wit...
Urban Showdown: Navigating Walgreens Closures, Office Vacancies, and the Future of City Ecosystems (Part I) 22.10.2024 47:19
Here are the detailed episode notes for your podcast: Episode Notes: "Urban Showdown: Navigating Walgreens Closures, Office Vacancies, and the Future of City Ecosystems" Key Topics Discussed: Walgreens Store Closures: Announcement of 1,200 Walgreens store closures over the next 36 months. Breakdown of the financial impact: estimated $360 million in rent savings and an additional $120 million in...
Cap Rates, Groceries & Hurricane Milton: The Wild Ride of CRE in 2024! 15.10.2024 43:56
Episode Notes: Title: Market Imbalances, Grocery Retail Boom & The Fed's Next Move Hosts: Bryn Feller and Isaiah Harf Episode Overview: In this episode of Net Takeaways , Bryn and Isaiah cover major trends in the commercial real estate market, focusing on key shifts in supply and demand imbalances, the grocery retail segment, and the Federal Reserve’s influence on market movements. Here are the ma...
Fed Rate Cuts, Cap Rate Chaos, and Net Lease Nightmares: What Investors Need to Know 09.10.2024 33:41
Episode 33: Fed Rate Cuts, Cap Rate Chaos, and Net Lease Nightmares Key Topics Covered : The Fed’s Recent Rate Cut – We break down what the much-anticipated rate cut means for commercial real estate and why the excitement may be a little overblown. If you’ve secured fixed-rate financing recently, this news might not change much for you. Cap Rate Trends – With inventory levels in net lease markets...
CEO Joey Agree - Net Takeaways Interview 25.09.2024 52:26
Episode Title: Net Lease Evolution with Joey Agree, CEO of Agree Realty Podcast: Net Takeaways with Feller & Harf Hosts: BJ Feller & Isaiah Harf Special Guest: Joey Agree, CEO of Agree Realty Episode Overview: In this insightful episode, BJ and Isaiah sit down with Joey Agree, the CEO of Agree Realty, to discuss the evolution of the net lease real estate sector and the strategic moves that have dr...
Mailbag! (No Ring Mode) 10.09.2024 29:29
Title : Net Takeaways with Feller & Harf: No Ring or Mode Hosts : BJ Feller & Isaiah Harf Key Topics : AI & Machine Learning in Commercial Real Estate : Discussing the role of AI in property valuation, market analysis, and whether traditional methods are becoming obsolete. The Impact of Long-Term Leases & Interest Rates : How 15- to 20-year leases are holding up in the current interest rate enviro...
Grande in a Venti Cup with Two Pumps 03.09.2024 44:37
Net Takeaways with Feller and Harf: Grande in a Venti Cup with Two Pumps Episode Title: RealPage Lawsuit, Starbucks' New CEO, and the Future of Omnitail Release Date: Tuesday, September 3rd 2024 Hosts: BJ Feller and Isaiah Harf Episode Summary: In this episode, BJ and Isaiah tackle some of the hottest topics in commercial real estate and business. They discuss the implications of the DOJ’s lawsuit...
Wrigley, Wawa, and the 7-Eleven Power Play 29.08.2024 29:18
Chicago Traffic Miracle: The DNC is in town, but instead of chaos, BJ and Isaiah find themselves cruising through the best traffic Lake Shore Drive has seen in ages. Maybe we should invite the DNC more often? The Shorts Debate: Isaiah makes a rare sartorial choice—shorts in the office! But don’t worry, he’s got a good reason: Cubs game after work. BJ, ever the professional, doesn’t miss her chance...
Zombie Pharmacies with a Side of Key Lime 12.08.2024 36:09
Introduction: BJ Feller and Isaiah Harsh open the episode with a casual conversation about Lollapalooza in Chicago. The hosts introduce the main topics: zombie pharmacies in NYC, unemployment and interest rates, and the impact of technology in commercial real estate. Zombie Pharmacies in New York: Discussion on the New York Times article about 222 dark big-box pharmacies in NYC, with specific stat...
Department Store M&A: Saks & Nieman’s Big Move 16.07.2024 31:17
In this episode Feller & Harf explore the latest news in Sak's and Nieman's big merger and what it means for the mall and retail landscape more broadly. The latest Big Lots filing hales trouble ahead, what it means for the discount retail world. And what BJ & Isaiah are watching in the months ahead.
Endless Shrimp at Summer Camp 09.07.2024 36:21
In this episode of Net Takeaways, Feller & Harf break down the breaking major Walgreens news of major store closures, explore the fallout from the long-coming Red Lobster bankruptcy and look ahead to how the CRE market inventory logjam could break.
Net Takeaways Reacts to Retail Headlines! 19.03.2024 36:00
Who's got the best wings in Chicago? Isaiah puts his Upstate New York street cred to good use Dollar General's Big Announcement of 1000 store closure, what it means for the retail landscape Aldi's Big News of 800 new stores by 2028 Walmart's plan to add 150 new large format stores over the next decade
OAC & The OC - ICSC OAC 2024 : The Big Easy Recap 13.03.2024 32:45
Net Takeaways with Feller & Harf breaks down: The hottest restaurants from the travels in California and New Orleans The ICSC OAC (Outdoor Air Conference) takeaways: Bullish Sentiment on Retail Leasing Outlook Capital Markets Observations The recent news of the announcement by NYC that they will be sending state police and national guard personnel into the NYC subway systems, and what it means for...
Where'd Isaiah Go?! Talking Cannabis with Special Guest Host Christian Tremblay 30.01.2024 31:47
On this episode of Net Takeaways with Feller and Harf, someone find Isaiah, he's missing! BJ is joined by special guest host Christian Tremblay to break down the incredible growth of the cannabis industry and its impact on the commercial real estate landscape Christian Tremblay is the national leader in brokerage of cannabis occupied real estate having completed more than $250mm of volume. Chris...
Brrr America is Chilly - Time for a Slurpee (7-Eleven's Big M&A Deal) 23.01.2024 33:22
On this episode of Net Takeaways, Feller & Harf discuss: - The impact of 7-Eleven's Sunoco acquisition and what it means for the latest landscape of the convenience and gas station market. How are convenience stores changing their actions - if at all - as electric vehicles break 10% of annual sales? - December Retail Sales & Consumer Confidence numbers are soaring, what's it mean for the commercia...
Big Predictions for 2024 09.01.2024 31:32
On this episode of Net Takeaways, BJ & Isaiah make their predictions for what's in store for the commercial real estate markets in 2024 - join them for the Annual Big Predictions Episode!
Holiday Mailbag! 03.01.2024 28:11
On this episode of Net Takeaways with Feller & Harf, BJ & Isaiah answer questions from listeners on real estate, and of course hospitality! Tune in for our Holiday Mailbag!
Holiday Party Hijinks + ICSC NYC & Walgreens Slide 19.12.2023 29:30
In this episode of Net Takeaways, Feller & Harf break down the impact of a major credit downgrade in the retail space, and what it means for capital market conditions, and the takeaways from the major ICSC NYC conference
Pie a la Harf with a Side of Lower Inflation 28.11.2023 36:57
In this episode of Net Takeaways, Isaiah talks about how he has developed a new appreciation for pies in the Thanksgiving episode. Feller & Hard explore how lowering inflation is setting up for some stabilization going into 2024!
Pharmageddon Oh My!! 10.11.2023 35:35
On this episode of Net Takeaways, Feller and Harf discuss Pharmageddon, Amazon's Latest Retail News, and possible relief on commercial construction costs and the implications which could follow
Chicago Steaks & Market Stakes 23.10.2023 36:07
In this episode of Net Takeaways with Feller & Harf, BJ & Isaiah break down what's going on in the most turbulent commercial real estate market in more than a decade, and more importantly answer the age old question: "what's the best steak in Chicago?"
CRE Octofrication 30.08.2022 40:36
Harf & Feller break down the current landscape as the commercial real estate market sees buyer demand shifting across the spectrum but doing so unevenly. Discussion of what it means as CRE deal making season prepares to get underway for Q2 2022
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