The Not Podcast Podcast

Orange County office just posted two consecutive quarters of positive absorption for the first time since COVID. What's actually driving the recovery, and which properties are getting left behind? In this episode of 5x5 with CompStak, host Brian Caldwell sits down with Mike Adams, market lead for Orange County office at Stream Realty Partners, to unpack the real dynamics reshaping Southern Cal...

New York office rents are up 28.5% from their post-pandemic trough, the strongest recovery of any major U.S. market. But the story behind that number is more nuanced than the headline suggests, and a new complication is showing up at the negotiating table: clients armed with AI tools that don't always get it right. CompStak Co-Founder and CEO Michael Mandel sits down with Gabe Marans, Vice Cha...

Remember to eat your spinach first! (You'll get it after you listen to the episode). Most companies overlook the critical groundwork needed for AI success, and the consequences? Missed opportunities, sluggish decision-making, and falling behind in a fast-changing market. But those who get it right now? They’re building a future where data-driven decisions accelerate deals, optimize assets, and...

Nearly half of recently matured loans defaulted, most of them office. Michael Mandel and Steve Kuritz, Senior Managing Director at KBRA, explore what KLOCs reveal about the CMBS market, how conditions vary across major cities, and what the looming maturity wall means for office investors. Check out the KCP Index : https://www.kbra.com/analytics/products/kcp Keep up with CompStak on social: Instagr...

Artificial intelligence is everywhere in commercial real estate, but what’s actually working for brokers right now? Michael Mandel sits down with Topher Stephenson, Co-Founder of CRE AI Studio, to break down how AI is being used in CRE brokerage today, from CRM workflows and deal sourcing to pitch deck creation and data analysis. They explore the gap between big firms investing heavily in AI from...

Looking for quick, sharp CRE insights you can actually use? Welcome to 5x5 with CompStak — your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience. In this episode, Brian Caldwell sits down with Adam Collins, VP: Tenant and Occupier Advisory, at Transwestern. Can DC office bounce back? A look into DOGE, conversions, and market reality. Kee...

Michael Mandel sits down with Will O’Donnell, Managing Director at Prologis, to explore how data and AI are transforming commercial real estate. 🎧 Tune in for: How Prologis leverages data to optimize leasing & capital deployment Why data accuracy is critical for decision-making The balance between AI efficiency and human judgment The role of digital twins in real estate strategy Evaluating Pr...

Looking for quick, sharp CRE insights you can actually use? Welcome to 5x5 with CompStak — your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience. In this episode, host Brian Caldwell sits down with Ryan Atkinson from JLL to unpack the evolving world of data centers and the growing impact of AI on real estate. 🎧 Tune in for: Why power av...

Looking for quick, sharp CRE insights you can actually use? Welcome to 5x5 with CompStak — your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience. In this episode of 5x5 with CompStak, host Brian Caldwell sits down with Josh Wyss from Cushman and Wakefield to dive into the Phoenix industrial market. 🎧 Tune in for: The recent surge in ind...

Check out the recap of our conversation with Shahar Koifman, Head of Research at Faropoint , where we discuss the insights from our joint report on Small Bay Industrial, focusing on market trends, tenant characteristics, and the economic resilience of this sector. We explore: - How small-bay industrial is defined and where it’s growing- Rent trends by market and tenant size- Single vs. multi-tenan...

Looking for quick, sharp CRE insights you can actually use? Welcome to 5x5 with CompStak , your bite-sized breakdown of what’s happening in commercial real estate, powered by data and real-world experience. In this kickoff episode, we’re live in Atlanta with Tim Wright , Director at Cushman & Wakefield , who shares what he’s seeing on the ground as an officer tenant rep actively doing deals....

In this episode, Michael Mandel sits down with Greg Katz to unpack how retail has evolved in the years since the pandemic. They dive into how Esri’s geospatial data is shaping retail strategies, why grocery-anchored centers are making a strong comeback, and how “medtail” is carving out its place in the market. From the challenges of visualizing data to the growing importance of consumer personas,...

In this episode of The Not Podcast Podcast , Michael Bull, Founder and CEO of Bull Realty, shares insights from his 35+ years in commercial real estate. He unpacks the evolution of the industry, current office market trends, and today’s challenging lending environment. Michael also highlights the critical role of training for brokers, the growing influence of media in shaping real estate conversat...

In this episode of The Not Podcast Podcast , Michael is joined by long-time friend LD Salmanson, CEO and Co-Founder of Cherre, to discuss the intersection of AI and startups in an ever-evolving world. But don’t worry, this isn’t just another AI episode. Tune in for their hot (and sometimes differing) takes on how AI is shaping the future. 00:00 Introduction to AI in Real Estate 01:51 The Role of A...

In this episode of The Not Podcast Podcast , Michael is joined by CompStak’s Real Estate Intelligence team to break down the Year-End Market Office Report. They dive into key trends in office employment, leasing, and rent across major U.S. markets, exploring the performance of various sectors and the evolving dynamics between urban and suburban spaces. The team also offers insights into what’s ahe...

Michael Mandel is joined by Mark Fitzgerald, Executive Director and Head of North American Research at Affinius Capital, who shares his extensive experience in the CRE lending world. They discuss key trends to watch in the coming months, Mark’s approach to navigating the challenges of finding accurate data and deriving actionable insights, and how his methods have evolved throughout his career. Ke...

Tune in for a special episode with Michael Mandel and Alie Baumann as we explore what the election outcome could mean for commercial real estate. Check out more data in our blog posts on what this could all mean: Part One: Federal Office Footprint in Flux: Current Landscape and Utilization Trends Part Two: Federal Office Footprint in Flux: Washington D.C. Office Market Trends and 2024 Election’s P...

In this episode of the Not Podcast Podcast, Michael sits down with Nick Carter, Senior Director / Team Lead US Real Property Tax Case Management at Altus Group. We're diving into data centers and property tax implications. Data centers play a crucial role in the digital age and Nick takes us through why and how this sector is booming and how you can take advantage of this hot market. * * Check out...

We’re kicking things off with an exclusive deep dive into data, dive into the challenges of data management, AI, and reliability and how to overcome them with industry pro Josh Herrenkohl from FTI Consulting. They cover cutting-edge tech driving the industry forward, whether AI will replace analysts, and how companies like FTI Consulting rely on accurate data to support clients. *** Keep up with C...

In the first episode of the Not Podcast Podcast, Michael Mandel, CEO and Co-founder of CompStak, sits down with Bob Knakal for an exclusive deep dive into the world of data, AI, and relationship building in commercial real estate. Get the inside scoop on his new venture at BKREA, his unexpected journey into brokerage, the story behind his famous Map Room, and importance of granular data AND person...