Real Perspectives Podcast

On this episode of the Real Perspectives Podcast, Vladimir Bosanac, co-founder and publisher of The Registry, sits down with Forrest Jinks, founder and CEO of Altus Equity Group. Altus is a privately held real estate investment firm focused on multifamily and small-bay industrial properties across the U.S. Forrest has been investing since 1999. He started with the cheapest house in Santa Rosa and...

The Swig Company turns 90 this year, and few firms have owned office buildings longer. President and CEO Connor Kidd joins host Vladimir Bosanac, co-founder and publisher of The Registry, to talk about what nine decades of ownership teach you about patience, partnership and timing. Kidd traces the company from Benjamin Swig’s handshake partnerships in 1936 to today’s portfolio of urban office buil...

Can AI cut the time it takes to figure out what you can build on a site? Co-hosts Vladimir Bosanac (co-founder and publisher of The Registry) and Rob Zirkle (Vice President of Planning and Development, Prince Street Partners) sit down with Olya Krasnykh, co-founder of Contor, an AI-powered land use and development platform based in Northern California. Olya’s path to proptech is anything but typic...

Mark Anderson, president and CEO of MGAC, rejoins The Registry co-founder and publisher Vladimir Bosanac for an update on how his firm has grown since their pandemic-era conversation. Now about 400 people across the U.S., Canada, the UK, Australia and the EU, the project and program management consultancy turned 30 this year and has kept up its pattern of doubling in size roughly every five years....

On this episode of the Real Perspectives Podcast, co-hosts Vladimir Bosanac (co-founder and publisher of The Registry) and Tom Fischer (Principal and Director of Capital Markets at JB Matheson) look at first-half 2026 multifamily data. They start with the national picture, then rank the markets The Registry covers from weakest to strongest: Texas, Southern California, the Pacific Northwest, and No...

In this episode of the Real Perspectives Podcast, Vladimir Bosanac, co-founder and publisher of The Registry, and Laura Kreuger, founder and executive director of Asset Locale, talk with Chrissie Davis, president of Incorage General Contractors. Davis spent 14 years at her previous firm. She started as an assistant project manager and became president, and she helped grow the company into a $100 m...

The Bay Area was written off as a place to make things. Now advanced manufacturers are taking most of the newest industrial space in the East Bay. On this episode of Real Perspectives, host Vladimir Bosanac (The Registry) and co-host Byron Renfro (Orchard Commercial) talk with Steve Kapp, Executive Managing Director in Newmark's San Francisco and East Bay Industrial group. They cover what's drivin...

Publisher Vladimir Bosanac talks with Evan McLeod, Principal at Palmero Partners, about the state of Puget Sound investment heading into Q3 2026. A generation of long-time private owners is exiting — retirement, rent control, pet-fee bans, aging brick buildings — while new hands-on capital moves in chasing well-located assets at bases the region hasn't seen in years. Evan opens up the operator's s...

Host Vladimir Bosanac is joined by co-host David Arscott (CEO & Co-Founder, Baycrest Capital ) for a read on the multifamily and industrial markets — then sits down with David Klein (EVP & Managing Principal, Lee & Associates SF) on the most underserved corner of life science real estate. In this episode: Multifamily is bouncing off the bottom — national vacancy near 4.3%, Bay Area ren...

The Bay Area multifamily market keeps getting "wilder and wilder." In this episode, host Vladimir Bosanac (co-founder and publisher of The Registry) sits down with Dave Saxe, Managing Principal at Calvera Partners, to unpack why San Francisco has become arguably the strongest multifamily market in the country — with 25–30% lease trade-outs, vacancy at a 20-year low, and the AI boom pulling equity...

Vlad and Laura sit down to trace a single thread running through three of the biggest shifts in how — and where — we work. They open with China's startling leap into an AI-and-gig-powered labor force (44% of workers now in the gig economy) and what a number like that would mean for a U.S. system built around employer-provided healthcare, pensions, and the 9-to-5. From there, they turn to "the grea...

Hosts: Vladimir Bosanac , Co-Founder & Publisher of The Registry , and Tom Fischer , Principal and Director of Capital Markets at JB Matteson In this episode, Vlad and Tom trace how the West Coast's commercial real estate map is being redrawn — from a defense-tech boom reshaping Southern California, to the mounting political fight over AI data centers, to an industrial sector cooling off its p...

On this episode of the Real Perspectives Podcast, Chris Freise gives a rare up-and-down-the-coast view of commercial real estate as someone who invests, operates, and develops across all three major West Coast metros. The conversation digs into Redco's contrarian office thesis — buying San Francisco office with debt when nearly everyone else was forced to pay all cash — and how the AI leasing reco...

Vladimir Bosanac, co-founder and publisher of The Registry, welcomes back David Arscott of Baycrest Capital for another wide-ranging look at the forces shaping commercial real estate. They open on a striking headline: second-quarter construction deliveries have fallen to their lowest level since 2011 — fifteen years ago — as rising costs, softening valuations, and oversupply in hot markets like Au...

In this episode of the Real Perspectives Podcast, co-host Vladimir Bosanac (co-founder and publisher of The Registry ) sits down with David Saxe (co-founder and managing principal of Calvera Partners ) to unpack how the coming wave of AI IPOs is reshaping the Bay Area's commercial real estate landscape — and why this boom looks fundamentally different from the ones before it. Drawing on David's ea...

On this episode of the Real Perspectives Podcast, co-host and Registry co-founder/publisher Vladimir Bosanac sits down with Laura Kreuger, Founder & Executive Director of Asset Locale Property Management, for a wide-ranging conversation on where residential and commercial real estate are headed. A third-generation Silicon Valley real estate investor, Laura shares how she grew up showing proper...

On this special episode of Real Perspectives, host Vladimir Bosanac , co-founder and publisher of The Registry, sits down with Jordan Angel , Senior Managing Director at JLL Capital Markets and current president of the San Francisco Bay Area chapter of NAIOP — now rebranding as CREDA, the Commercial Real Estate Development Association . Effective July 1, the name change is more than cosmetic. Ange...

Real Perspectives Podcast — with Jake Heller, Co-Founder of AI for CRE Collective Host Vladimir Bosanac (co-founder and publisher of The Registry) and co-host Rob Zirkle (VP, Planning and Development at Prince Street Partners) sit down with Jake Heller, a third-generation homebuilder, licensed broker and contractor who has had a hand in more than 6,000 units across Southern California. After testi...

Real Perspectives Podcast — presented by The Registry Host Vladimir Bosanac sits down with Evan McLeod, Principal of Palmero Partners, a Seattle-based brokerage, consulting, and investment firm focused on RV parks, manufactured housing, and multifamily across the West Coast. Broadcasting from the Pacific Northwest, Evan brings a rare, ground-level view into one of real estate's most overlooked — a...

On this episode of the Real Prospectus Podcast, Vladimir Bosanac sits down with David Saxe, Managing Principal at Calvera Partners, a multifamily owner-operator across California, Texas, and North Carolina. From his new home base in Sausalito, David unpacks why deals are stalling nationwide — a stubborn bid-ask spread, regulatory drag, interest-rate whiplash, and the war in Iran's pressure on infl...

Hosts Vladimir Bosanac (co-founder & publisher, The Registry) and Byron Renfro (Orchard Commercial) sit down with Jeffrey Weidell, CEO of Northmarq , one of the few large privately held capital markets firms in U.S. commercial real estate. Jeff walks through how Northmarq evolved from a mortgage banking shop into a four-legged "capital markets" business spanning loan servicing ($80B+), debt or...

On this episode of Real Perspectives, co-host Vladimir Bosanac is joined by David Arscott of Baycrest Capital for a wide-ranging look at the pressures reshaping commercial real estate. With a vantage point spanning coast-to-coast debt acquisitions and West Coast multifamily and industrial underwriting, David unpacks why CMBS distress has hit a record ~12%, what the surge in private debt means for...

In this episode of Real Perspectives, host Vladimir Bosanac is joined by co-host Rob Zirkle — architect by trade and head of development at Prince Street Partners — for a candid conversation about AI's grip on commercial real estate and far beyond. They dig into why 29 Silicon Valley firms are hunting for 100,000+ square foot footprints, why AI culture is fueling a genuine return to the office ("t...

Vladimir Bosanac is joined by Tom Fischer, Principal and Director of Capital Markets at J.B. Madison, for a wide-ranging conversation on the state of multifamily and commercial real estate heading into Q2 2026. Tom — who oversees roughly 3,000 units across West Coast markets on behalf of 700+ high-net-worth investors — unpacks why national rent growth has flattened to under 1%, how oversupply in m...

In this episode, we sit down with Nick Arenson, homebuilding president of Rurka Homes and managing director of Altamont Development, the firm behind The Lakes at Mountain House — a premier master-planned community in one of Northern California's newest and fastest-growing cities. Arenson shares his vision for The Lakes, which he describes as the next chapter in the growth of Mountain House: beauti...