The Industrialist

In this week’s episode of The Industrialist , Jeremy and the crew cover everything happening across retail and net lease: Why 7-Eleven’s inventory bump might signal strategic selling How Chipotle continues to outperform amid tightening supply Starbucks’ 434-store closure and what it means for landlords Salad & Go’s retrenchment and where the brand still thrives Retail comeback stories from Toy...

Week 41 of Shop Talk brings a mix of market talk, real estate reality, and a few laughs along the way. Jeff, Will, and Jeremy dive into everything from rate trends and leaseback deals to the latest wave of multifamily foreclosures sweeping Texas. They unpack why “lots of interest” doesn’t always mean real demand, where rent growth is hitting a wall, and how institutional buyers are recalibrating i...

This week on Shop Talk , the guys cover a wide range—from market updates and real estate trends to college football bets and a candid discussion on America’s gun violence crisis. They break down whether it’s better to own stock or hard assets, dive into the “Term of the Week” (Total Addressable Market), and unpack surprising insights about warehouses in Europe. The conversation shifts to sports be...

On this week’s Shop Talk , the team recaps Jeremy's attendance at Reconvene in Santa Monica, Nancy Lieberman’s Dream Ball Gala, and the challenges of closing a $4.1M deal after a banker backed out last minute. They break down the difference between generational and core assets, share updates on a Liberty Hill IOS deal, and dive into the latest college football matchups and NFL storylines.

At the Texas Tech University REO Conference, Jeremy Mercer ( The Industrialist ) and Conrad Madsen ( The C-Suite Show ) teamed up for a rare joint conversation with industry icon Jack Fraker . From his early days working overseas on the Alaskan pipeline and in Saudi Arabia, to the cold call that led Nokia to Alliance, to building one of the most respected brokerage careers in industrial real estat...

In this episode of Confessions of a Street Broker , Jeremy Mercer sits down with Andrew Wiesemann, a real estate agent who specializes in the leasing, acquisition, and disposition of industrial properties across the country. Andrew’s core focus is IOS and industrial private equity-related businesses, leveraging his market knowledge and negotiation skills to deliver long-term value for clients. Jer...

This week on Shop Talk , the mics were taken over by a new duo—Will Narduzzi and Thomas Mercer. With Jeremy and Jeff both traveling, Will and Thomas held it down, covering market updates, sublease opportunities, and diving into everything from rate cuts to real estate stocks. They also brought plenty of personality—sports picks, a debate on LinkedIn culture, and even a discussion on “creative sell...

In this week’s Shop Talk, the guys covers the latest in real estate and markets alongside the start of football season. They discuss jobless claims, REIT performance, and energy prices before shifting into commercial real estate news, including foreclosure auctions in Texas and CMBS delinquency rates hitting new highs. The conversation also touches on motivated sellers, the challenges in today’s l...

From construction sites in Amarillo to the leadership halls of Texas Tech, Sebastian Gutierrez’s story is one of grit, hustle, and vision. Sebastian grew up working alongside his father in the construction business, learning responsibility early and helping to flip houses and manage rentals before he even graduated high school. That drive carried him to Texas Tech, where he’s double-majoring in fi...

This week on Shop Talk we break down the markets, REIT performance, and the latest noise around Jerome Powell and interest rates. The term of the week is “Flywheel”—a self-reinforcing loop that builds momentum and drives growth. We dive into how investors are using flywheels in real estate strategy and where it shows up in today’s market. Of course, we mix in college football hot takes, a wild Kan...

In this episode of Confessions of a Street Broker , Jeremy sits down with Robert Blankinship, Executive Vice President at NAI Robert Lynn who works the Trinity/Brookhollow submarket of Dallas. Robert grew up in Dallas, started his career with Wilkerson Properties in Lubbock, and by his mid-20s had already managed over 3 million square feet and generated $11 million in sales. Since joining NAI Robe...

On this week’s episode of Shop Talk , Jeremy, Jeff, and Will break down what’s moving in the markets, from housing and REITs to oil and debt. They dive into why banks are racing to build new branches, Taylor Sheridan’s massive studio project in Fort Worth, and finish with a full preview of the Big 12 football season. Articles Mentioned: https://therealdeal.com/texas/fort-worth/2025/08/13/taylor-sh...

In this week’s The Industrialist: Retail Recap , Jeremy, Bob, and Rob welcome special guest Zach Spletter, Senior Real Estate Manager for T-Mobile, for a deep dive into retail site selection, tenant mix, and the changing competitive landscape. They swap stories from hundreds of T-Mobile deals, small-town expansion strategies, and why outparcels still rule. The conversation shifts to retail market...

This week on The Industrialist: Shop Talk , Jeremy, Jeff, and Will cover everything from industrial leasing headaches to college football season previews. The guys break down why their 27,000 SF heavy industrial listing isn’t moving, the realities of a rent correction in the IOS space, and the challenge of standing out in a crowded DFW market. In market updates, they hit CRE stock performance, ETF...

In this week’s episode of The Industrialist: Shop Talk , Jeremy, Jeff, and Will dive into market updates from Terrell to Rome (Texas, not Italy), the latest on REITs and ETFs, and why that 130% dividend might not be as sweet as it sounds. They also unpack Onyx Partners’ $947 million acquisition of the JCPenney portfolio and debate whether it's a bold move or a bet on dead malls. The term of th...

In this week’s episode of The Industrialist: Shop Talk , Jeremy and Jeff tackle Week 31 with a lively breakdown of the Big Ten football landscape for the upcoming 2025 season. From Ohio State’s repeat title hopes to Oregon’s portal power plays and Indiana’s All-American-loaded defense, the duo dishes out win predictions, sleeper picks, and must-watch matchups. They also dive into real estate and e...

Portfolio Sale Teaser⁠⁠⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights: Tenants: 11 Portfolio Size: 273,427 SF across...

In this episode of Confessions of a Street Broker , Jeremy Mercer sits down with Reid Bassinger, a partner at Lee & Associates and a self-proclaimed deal junkie. They dive into the changing tides of industrial leasing, tenant leverage in today's market, and the cold-call grind that built Reid’s career. From ball boy memories and family legacy to a warehouse auction showdown with Google and...

Portfolio Sale Teaser⁠⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights: Tenants: 11 Portfolio Size: 273,427 SF across...

In this episode of The Industrialist , Jeremy and Will sit down with repeat guest Summitt Hogue, founder of GROWE, a Dallas-based commercial real estate firm focused exclusively on serving the various needs of third-party logistics companies across the United States. After beginning his career in commercial real estate, Summitt quickly identified the unique and under-served challenges faced by 3PL...

Portfolio Sale Teaser⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights: Tenants: 11 Portfolio Size: 273,427 SF across 1...

Before Confessions of a Street Broker had a format or any momentum—Todd Hubbard was already in the studio. This episode is a throwback to the first recording Jeremy ever did, with the guy who unknowingly helped shape the voice of the podcast. Funny enough, people still say, “Todd, you need to go on Jeremy’s podcast,” —not realizing he was the very first guest. Todd returned just two weeks ago for...

Portfolio Sale Teaser⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights: Tenants: 11 Portfolio Size: 273,427 SF across 10...

Todd Hubbard returns to The Industrialist —this time not as our inaugural guest, but as a seasoned voice reflecting on two decades in the trenches of Fort Worth commercial real estate. In this unscripted, unfiltered conversation, Todd, Jeremy, and Will dive deep into the state of the industrial market, the flood of inquiries from foreign buyers, and what it takes to keep winning in a market that’s...

Portfolio Sale Teaser⁠ - ⁠ We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights: Tenants: 11 Portfolio Size: 273,427 SF across 10...