Commercial Real Estate Investment Conference Podcast (CREIC)

Vacancy is stabilizing. That sounds good. But rent growth is still getting crushed. We're talking 0.5 percent monthly, one to two percent annually. That's the weakest spring gains since 2014.Here's the real story: it's bifurcated. Forty-one of the fifty major markets are showing year-over-year rent improvement. But the Sun Belt is getting absolutely crushed. Austin, Phoenix, Denver, Atlanta seeing 15-21% rent cuts. Record vacancies. The post-pandemic construction boom is still delivering into softening demand. Austin alone went from massive permitting in 2024 to basically nothing in 2025. Ninety-seven percent collapse in permits. But developers are already planning 2026 starts for 2027 and 2028 delivery. They're betting that when supply dries up, they'll be positioned. Supply is finally peaking. Deliveries expected to drop to around 450,000 units in 2026, down from 595,000 in 2025. That's a massive shift. But demand is still there. 637,000 units were absorbed in 2025. That's the seventh best year ever. Coastal markets and low-supply markets are seeing rent growth. Sun Belt oversupply is still a problem. Single-family rents are rising while multifamily is flattening. Record rent gap between the two. The pattern is clear: Vacancy stabilizing. Supply peaking. But rent growth is bifurcated. Winners and losers are being determined right now. The operators who understand this moment, who can read the data and know where to actually deploy capital, they're the ones winning.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.com 

Alright, so here's what's happening in the apartment market right now, and it's actually good news for once.Q1 apartment deliveries just hit a four-year low. We're talking about the fewest new units hitting the market in years. All those markets that got absolutely hammered with supply over the last couple years are finally getting a breather. The oversupply problem is starting to solve itself. Not because demand exploded. Because builders finally stopped swinging the hammer. Meanwhile, Blackstone just crossed 1.3 trillion in assets under management. You know what carried that entire quarter? Data centers and energy. Not traditional real estate. Not office. Data centers. That's the capital flow right now. That's where the smart money is moving. But here's where it gets interesting. The Sun Belt isn't overbuilt. It's uneven. You look at metro-wide rent data and it looks fine. But zoom in? Sharp divide. Some neighborhoods are crushing it. Others are struggling. The investors who are reading the headline numbers and thinking everything's fine are missing the actual play. And in New York, something wild is happening. Nearly a quarter of all Manhattan office relocations over the past three years landed in one submarket. Penn Station area. And here's the kicker. Most of those companies didn't downsize. They upsized. They moved to bigger footprints. Companies aren't shrinking. They're relocating to places where they can actually operate. Where the infrastructure makes sense. So the pattern is clear. Apartment supply is tightening. Capital is flowing to data centers. Office is consolidating in the right locations. The winners are the ones who understand where the actual demand is. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.com 

Something fundamental is shifting in real estate right now, and most people are completely missing it.Blackstone just hit 1.3 trillion in assets under management. Data centers carried the entire quarter. That's not a coincidence. That's a signal. The industry is being forced to rethink operations, strategy, and long-term survival. Technology adoption is accelerating. The Sun Belt isn't overbuilt. It's uneven. Metro-wide rent data is masking a sharp divide, and investors reading only the headline numbers are missing the actual play. Charlotte just climbed to number five in national CRE investment rankings. That's a city that wasn't even on the radar three years ago. Tampa Bay office vacancy just hit a four-year low. The office sector is stabilizing, but not everywhere. Not evenly. Land pipeline is shrinking. 24 percent drop in land listings nationwide. That's reshaping development economics. Headquarters are relocating. Intrametro moves. Cost efficiency. Hybrid work reshaping where companies actually want to be. So what's the pattern? Data centers are booming. Office is stabilizing in the right markets. Land is getting scarce. Capital is getting selective. The operators who understand this moment, who can read the data and move fast, they're going to dominate. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.com 

Texas is not just growing. Texas is outpacing the entire country. Houston industrial construction rose 7.1 percent quarter over quarter. The national average is 2.2 percent. That's more than triple the pace. 21.8 million square feet under construction in Q1. 24 percent preleased. Manufacturing is leading the charge with 21 percent of all leases. Grainger just broke ground on a 1.3 million square foot distribution center in Hockley. 400 jobs. Dallas is a different animal right now. The Texas Stock Exchange is launching in July with 275 million in backing from Charles Schwab, BlackRock, JP Morgan. They're trying to rival the NYSE. Class A office in Uptown Dallas is tightening. Leasing activity is rising. Finance jobs are coming. DataBank just secured a 2 billion dollar construction loan for three new data centers near Dallas. 600,000 square feet. 180 megawatts. They accelerated the timeline by 18 months. These are fully leased before they're even built. Texas is becoming the data center capital of the country. Manufacturing is booming. Finance is moving in. Data centers are being built at scale. Capital is flowing. The operators who understand this moment, who are positioned in Texas right now, they're going to win big. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.com 

There's a moment happening right now in the market that most people are completely missing.Class A apartments are facing oversupply. Class C renters are getting squeezed. But Class B assets are quietly delivering the most stability. That's where the smart money is sitting. Florida is building more storage than any state in America. 55 million square feet of new storage coming online in 2026. The market is finally building like it actually learned something from the last boom. That's discipline. That's operators who understand cycles. Meanwhile, in New York, pension funds are pouring 4 billion dollars into affordable housing. Development, preservation, office-to-residential conversions. That's institutional capital moving. The market is bifurcating. Class A is struggling. Class C is under pressure. Class B is winning. Storage is disciplined. Affordable housing is getting capital. The operators who understand this moment, who are positioned in the right assets, they're going to dominate. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.com 

Adam breaks his silence on the AI tool he's been using religiously behind the scenes. This is his first public endorsement of Simtheory - the browser automation platform that actually delivers where others fall short.In this special promotional episode, Adam explains why ChatGPT and Claude Native just don't cut it for serious operators who need to actually do things, not just talk about them. The speed difference is real. The privacy guarantees are contractual. And the multi-model flexibility means you're never locked into a single vendor.Key points covered:Why Simtheory's web agent reads sites like a human, not through clunky screenshotsThe privacy advantage: your data is contractually protected from AI trainingHow Simtheory lets you choose your AI brain (Claude, GPT, Gemini, and more)Adam's personal connection to the founders and what that means for CREIC attendeesWant to get set up properly? Reach out to Adam directly for the inside track on getting started.CREIC Miami is coming. November 6-7. Request your invitation at CREICmiami.com. Who knows - the Simtheory founders might even be there.

Big banks just posted their cleanest CRE numbers in years. Nonperforming loans fell at every major bank. Starwood REIT closed a 1.7 billion dollar refinancing for their Sun Belt workforce portfolio. Big money is chasing affordable units in growth markets. The capital sources moving real money don't want their names blasted everywhere. They want privacy. They want to know who's in the room. That's why CREIC is shifting to invite-only. Still 500 seats. Still free general admission. But you request your invitation now. The real players prefer privacy over everything else. The venue is invite-only. The attendee list is private. The conversations stay in that room. And yes, everyone already knows it's in Miami. November 6th and 7th.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.com 

The White House just reported a shortage of 10 million housing units in America, nearly 3x what Freddie Mac estimated. The best rental markets right now? The Upper Midwest, not where people expect. Texas job growth is back but with serious caveats. This is the moment. CREIC Miami is shifting to invite-only. There's serious professional athlete capital coming to the building. NFL? Could be. NBA? Don't rule it out. The venue won't be blasted publicly. If you want to know where it is and what type of capital is coming, you need to request your invitation. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026creicmiami.com

Three markets just became the hardest places to rent in America: Chicago, Miami, and Wichita.This episode breaks down what's happening in each market, where capital is flowing, and why operators are making aggressive moves right now without waiting for perfect conditions. Industry events that used to bring serious operators together are mostly gone. There's a vacuum. The people winning are those with strong networks who can move fast. That's why C.R.E.I.C. exists- to create the gathering point where operators, capital, and deal flow converge. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

We spent the last week digging into what's actually happening in the market. Not the headlines. The real data. And what we found is wild. Distressed office sales just topped $5 billion in foreclosure and bankruptcy-related trades in 2025 alone. 2026 is already outpacing that. Over 200 distressed office properties changed hands. Buildings that were worth nine figures five years ago are now trading at fractions of those prices. Downtown Chicago towers under $30 per square foot.Denver and D.C. assets at prices that would have been unthinkable a decade ago. New York is converting its way through the problem. David Werner is picking up older Manhattan office buildings at steep discounts, his latest Hell's Kitchen deal closing at roughly a third of its 2018 price. One Whitehall Street just went into contract for just over $100 million for a rental conversion. 55 Broad Street saw a $500 million recapitalization with institutional capital stepping in. But not everyone's playing the conversion game. Investors like Igal Namdar just dropped $280 million on 250 West 57th Street with no conversion thesis. Just a bet that today's pricing leaves enough room for upside regardless of use. Two different playbooks. Same market moment.Chicago and L.A. are the deepest in the hole. South Florida is sitting it out, waiting for better visibility on rates. The market is in a moment of transition. Price discovery is happening. Deals that were frozen for years are finally moving. And if you've been in commercial real estate and capital raising for any amount of time, you know there used to be pivotal events. Industry gatherings where relationships compounded and deals got done. A lot of those events are gone now. Sunsetted. Minimized. There's a vacuum. That's exactly why C.R.E.I.C. matters right now. This is the new anchor event for people who no longer have one. And the people who move first on sponsorships and VIP tickets? They're going to be the ones positioned to capitalize on what's happening.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

John Todderud, multifamily syndicator with 40 years in the game, went from writing code at Boeing and Fortune 500 tech companies to writing checks in real estate. Early in his conference strategy, he thought the play was to work the room, meet new people, cast the widest net possible. But he realized the actual deals, the real money, weren't coming from strangers met once in a hallway. They were coming from people he kept seeing. Over and over. Depth, not breadth. And here's the thing nobody's talking about. If you've been in commercial real estate and capital raising for any amount of time, you know there used to be pivotal events. Industry gatherings that everyone circled on their calendar. The rooms where deals got done. Where relationships compounded year after year. A lot of those events? Sunsetted. Minimized. Gone. There's a vacuum right now. The central gathering point for operators and capital in this space doesn't exist like it used to. That's exactly why C.R.E.I.C. matters. This isn't just another conference. This is the new anchor event for people who no longer have one. If you know, you know. You show up to one C.R.E.I.C., you walk away with contacts. You show up three years in a row? You've got a network. You've got trust. You've got partners. That's where deals actually get done.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

Q1 2026 office market breakdown: U.S. office vacancy hit 21%, a record high and four full points above pandemic lows.Simultaneously, tenants signed 120 million square feet of new leases - a 25% jump over Q1 2025 and the highest single quarter since mid-2018. This episode breaks down the paradox. The leasing surge wasn't driven by blockbuster deals but by an unusually high number of smaller transactions. Average new lease sizes remain 15% below pre-pandemic norms. Tenants are taking less space, committing to shorter terms, and moving into spec suites. This is flight to quality playing out in real time. Financial services firms are propping up stronger markets. Charlotte and New York both posted leasing volumes above pre-2020 averages. San Francisco is getting a lift from AI-driven tech leasing. But the ceiling is coming into view. Return-to-office movement may be approaching its peak. Job growth remains tepid. Rising energy costs are creating demand-side headwinds. For owners of high-quality, amenitized products in the right markets - Charlotte, New York, San Francisco, Orange County, Dallas - the demand signal is real. For everyone else, rising vacancy and expiring leases are still the story.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

This episode introduces the three people behind CREIC.Cameron Iuvancigh from Thunder Bay, Ontario - working with TribeVest, strategic relationships with fund managers across the country, and his off-grid island project Superior Island. Vanessa Haynes from Tempe, Arizona - founder of Greattly, 15 years of executive marketing management, daughter of Pro Football Hall of Famer Mike Haynes, and founder of Greattly Gives nonprofit. Adam Carswell from Painesville, Ohio - architect of the capital-raising ecosystem, built RaiseMasters from zero to ten million dollars in 31 months, hosted over 1,000 interviews, and the Global Capital Connector. Together, they're creating a goldmine. Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

The office market as we knew it is gone. Remote work killed it. The pandemic accelerated it. Now capital is repricing office buildings into apartments. Yellowstone secured $203M to convert a 221,000 sq ft office building at 220 West 42nd Street in Times Square into 176 apartments, including 44 affordable units and 18,000 sq ft of retail. Financing includes $36M mezzanine from Naftali Credit Partners and main debt from Bank Hapoalim (U.S. lending arm), arranged by IPA's Capital Markets. The property was acquired in 2022 via deed-in-lieu of foreclosure for $161.1M, down from EPIC's $261M purchase in 2012.This deal is part of a massive national trend. At the start of 2026, 90,300 apartments are under construction through office conversions, a 28% increase year-over-year and 291% increase since 2022. Office conversions now represent 47% of all adaptive reuse projects. NYC leads with 16,400 units in pipeline. Washington D.C., Chicago, Los Angeles, Dallas, Philadelphia, and Denver are all converting office to residential. National office vacancy is 17.6%, with eight top-25 markets above 20%. Austin at 24.6%, San Francisco at 24.2%.Multifamily vacancy is 4.8% vs office at 19%. Multifamily rents up 21.3% since 2020, office rents up only 1.4%. Over 81 million sq ft of office space in conversion pipeline, 75% planned for multifamily. Fewer than 20% of office properties suit residential conversion. Conversions cost 20-30% less than new construction. RXR converting 1.1M sq ft into 1,250 units. Broad Street Development recapped another conversion for $175M. This is where institutional capital is flowing. This is the biggest real estate transition in America.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

Sun Life Financial just made one of the most aggressive multifamily plays in years. $1.4 billion to take full control of Crescent Capital and BGO. Another $350 million to acquire Bell Partners, adding 70,000 apartment units across 12 major US markets. Combined, Sun Life now has over $100 billion in real estate assets under management. But this isn't just about buying buildings. It's about buying vertically integrated platforms with in-house management, local expertise, and operational control. Supply is still crushing demand. Vacancy rates aren't supposed to stabilize until late 2026. Most operators are treading water. Sun Life walks in and buys the machine. 75% of the Bell Partners deal is being paid in shares, not cash. A Canadian insurance company just told the market: the US rental market is undersupplied for the next decade, and we're positioning to own it. This episode breaks down what Sun Life's $1.75 billion move really means for operators, capital allocators, and anyone paying attention to where institutional money is actually going.Episode Sponsor: Rise 48 EquityRise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work.rise48.comCREIC | Commercial Real Estate Investment ConferenceMiami | November 6-7, 2026500 seats. Free general admission. Spots are limited.creicmiami.com

Columbus, Ohio just took the number one spot in the entire nation for multifamily permits issued with over 7,500 units. Los Angeles is right behind with almost 7,500 units. Miami and Orlando both around 7,000 units permitted. Brooklyn rounds out the top five with almost 6,800 units. Sponsored by Rise48.com creicmiami.com - 500 seats, free general admission. November 6-7, 2026 in Miami.

The independent landlord sector is stabilizing. New data from Chandan Economics shows on-time rent payments climbed to 83.7% in February 2026, up from 82.8% in January. That's the highest reading since the wheels started wobbling in mid-2025.This episode breaks down what the numbers actually mean:On-time payments at 83.7%, up 135 basis points from the September 2025 lowFull-payment rate at 95.8%, the highest since August 2025Late payments still above 10%, but the three-month moving average is trending downYear-over-year comparisons still negative (31 consecutive months), but the gap is narrowingWestern and Mountain states leading: South Dakota (97.2%), New Hampshire (94%), Utah (94%), Alaska (93.5%)2-4 family rentals outperforming single-family and larger multifamilyMacro tailwinds: GDP at 2.2%, wages outpacing inflation, steady employmentThe takeaway: This is stabilization, not a victory lap. The worst of the payment squeeze appears to be behind us, but we're not back to normal. It's a grind, not a snap back.Episode Sponsor: Rise 48 Equity Rise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They handle the heavy lifting. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is AI-generated. Not financial advice. Do your own homework.

Alterra Mountain Company just broke ground on The Stockman, Auberge Collection. A $550 million hotel-residence hybrid in Steamboat Springs, Colorado. And it's telling you exactly where capital is moving.This episode breaks down why this deal matters:Why institutional capital is shifting away from commoditized markets toward resort and lifestyle destinationsThe Stockman: 9 stories, 59 guest rooms, 95 private residences, ski-in/ski-out access, butler serviceWhy hybrid deals with multiple revenue streams (hotel, residential sales, management fees) are attracting serious capitalSteamboat Springs as a proven destination market with consistent high-net-worth demandWhat this signals for operators still chasing oversupplied Sun Belt multifamilyWhy lifestyle and resort destinations are getting institutional attention right nowThe Stockman is not an outlier. It's a signal of where the market is heading.Episode Sponsor: Rise 48 Equity Rise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.

The February rent numbers are in and the headline is going to scare some people.National multifamily rent growth slowed to 1.2% year-over-year, down from 1.4% in January. Annualized monthly growth is sitting at 0.2%.But context is the difference between panicking and positioning.In this episode, we break down:Rents have increased for 32 straight months with zero national declines86.6% of metros still posting positive YoY growthFlorida and Texas struggling under oversupply: North Port (-5.3%), Cape Coral (-5.0%), Austin still 18.2% below its 2022 peakNational vacancy hit 7.3% in DecemberVirginia Beach (+5.9%), San Francisco (+5.9%), and Chicago (+5.4%) leading the other side of the splitNortheast projected at 4-5% annual rent growth; Midwest on a 3-4.5% pathSun Belt looking at 1-2% at best until supply is absorbedYardi Matrix projecting 450,000 deliveries in 2026, a 24% drop from 595,000 in 20252027 deliveries dropping further to ~416,000New construction starts for rental housing down 70% from peakYardi forecasting national rent growth to hit 2% by 2027Why disciplined operators buying now, at the bottom of the rent growth cycle, will look like geniuses 18 months from nowEpisode Sponsor: Rise 48 Equity Rise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.

AI job growth is hyper-concentrated in a handful of U.S. metro areas. If you're an investor, operator, or capital allocator, you need to know which ones and what it means for office demand and data center development.In this episode, we break down:San Jose: Highest AI talent concentration in the country (6x national average), $216K average AI salaryNew York City: 15,000+ new AI job listings, $151K average salary, Harvey AI expanding in ManhattanSeattle: AI roles nearly 3x the national average, $170K average pay, Microsoft/Amazon/startups driving office absorptionDallas: The dark horse with $128K average salary, 316 coworking spaces, solid fiber coverage, and a cost of living that makes scaling affordableCBRE projecting more high-profile AI leasing deals through 2026OpenAI expanding in San Francisco's Mission BayThe office market bifurcation: AI-rich metros thriving while traditional markets struggleData centers as the dominant asset class: $600B+ in cloud company capex projected for 2026Moody's projecting $3 trillion in global data center spending over five years100 GW of new capacity by 2030 = $1.2 trillion in real estate asset value creationData centers outbidding home builders for land in major U.S. marketsEpisode Sponsor: Rise 48 Equity Rise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.

Rise48 Equity is the first official sponsor of CREIC.This entire episode is dedicated to them. This is how we treat our sponsors.Founded by Zach Haptonstall out of Phoenix, Arizona, Rise48 Equity is one of the most disciplined multifamily operators in the country. From a lower middle class upbringing to building a vertically integrated real estate company with over 11,000 units, 350 W2 employees, and a track record that speaks for itself.In this episode, we break down:Zach's journey from undersized offensive lineman to healthcare marketing director to full-time real estate operatorQuitting a $200K+ career with $300K in savings and making zero dollars for three yearsHow Rise 48 went from 6 deals ($60M) to 32 deals ($1.3B) in 24 monthsFull vertical integration: Rise 48 Communities (property management) and Rise 48 ConstructionControlling the entire supply chain with fixed pricing on materials and labor sourced wholesale from overseas manufacturersNever missing a debt payment, never defaulting, never losing investor capitalPlaying "grim reaper" by acquiring over a dozen distressed deals at loan amounts, wiping out seller equityExpanding from Phoenix to Dallas (2023) and North Carolina (2024)Shutting down two profitable businesses (HVAC company with $3.5M revenue/35% margins and third-party management) on January 1, 2026 to maintain laser focusGoing all in on AI with an internal AI committee, daily standups, and building a proprietary operating system using Claude CodeAutomating 4,000 monthly distribution payments in two days (saving $100K and six months of development)Pivoting to operational value-add: bulk cable contracts, carports, valet trash to drive NOIZach's market outlook: 12-month bottom window, new supply absorbed by late 2026/early 2027, significant housing shortage ahead, and tailwinds for operators who bought at 30-50% discountsWatch the full interview with Zach Haptonstall: On the Rise Podcast - Zach Haptonstall InterviewLearn more about Rise48 Equity: rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.

Private credit was the institutional darling for two years running. High yields. Massive inflows. But the cracks are showing. A live dispute between Western Alliance and Jefferies over a $337M loan tied to bankrupt First Brands is exposing just how fragile the space has become. Banks hold roughly $300B in private credit exposure through opaque SPV structures and fund financing channels. When one blows up, nobody knows where the shrapnel lands.Meanwhile, commercial real estate values remain approximately 22% below their 2022 peak, creating a compelling entry point as capital begins rotating back into real assets. Blackstone's BREIT just posted its strongest inflows since 2022. The smart money isn't guessing. It's moving.In this episode, we break down:Why private credit's high-yield appeal is being recalibrated against liquidity and transparency risksThe Western Alliance vs. Jefferies dispute and what it signals about bank exposure to private credit$300B in opaque bank exposure through SPVs and fund financingNon-traded REIT inflows rebounding after dropping from $33.2B (2022) to $5.7B (2025)Blackstone's BREIT posting its strongest inflows since 2022CRE values sitting 22% below 2022 peak as an entry pointU.S. equity REITs tripling capital raising in FebruaryHarbor Group International closing a $562M, 11-asset multifamily acquisitionFreddie Mac's Small Balance Loan program anchoring multifamily financingExecutive orders targeting housing regulation cutsRent cuts in a quarter of U.S. apartment markets, led by Florida metrosBank of America leasing the full office tower at One Bryant ParkOpenAI expanding with another Mission Bay lease in San FranciscoElectrified industrial outdoor storage emerging as a niche asset classA $200M data center factory coming to Brighton, ColoradoEpisode Sponsor: Rise48 Equity Rise48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management and construction. Full platinum-level renovations that increase asset value and profit margins for investors. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.

Blackstone emerged as one of the biggest sellers in commercial real estate to start 2026, offloading over $1 billion in assets in January alone. Park Avenue Tower in Manhattan ($730M), Skyview Park in Queens ($424M), Streets of Woodfield near Chicago ($69M). But they're not running for the exits. They're repositioning into data centers, luxury apartments, and logistics.In this episode, we break down:Why Blackstone is shedding legacy assets and what it signals for the broader CRE marketWhere institutional capital is flowing right now (industrial deal activity is only 11% below pre-pandemic levels)Clarion Partners' $412M acquisition of The Brickyard logistics site in LAThe office market reality: trophy assets move, everything else strugglesDeals over $100M increasing year over year despite declining total volumeThe federal government buying warehouses (not leasing) for ICE detention centersSale-leaseback resurgence: $14B fueled by M&A activityPublic Storage acquiring National Storage Affiliates in an all-stock dealJay Parsons' 2026 apartment rent outlookIndustrial bulk occupancies jumping 25%Office traffic posting its strongest February since 2020Bank of America strategist drawing pre-2008 parallelsRising five-year inflation expectations driven by energy prices and geopolitical tensionsEpisode Sponsor: Rise48 Equity Rise48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management and construction. Full platinum-level renovations that increase asset value and profit margins for investors. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.]]>

The official CREIC website is live.creicmiami.com - go check it out right now.For twelve episodes, we've been telling you the room is being built. Now it has a home. The event. The vision. The RSVP. It's all in one place.Adam, Cam, and the team are taking an approach nobody has ever seen in commercial real estate. They're not building another conference. They're creating an experience and delivering more value than this niche has ever seen at a single event.Here's the bold claim: There will be more capital at CREIC ready to deploy than all of the major events usually on the North American commercial real estate circuit. And in just the last five days, major equity has confirmed it will be in the room.This isn't an event where you sit in the stands and wave pom poms. This is where deals get done.Website:creicmiami.comApply to Sponsor CREIC or This Podcast:https://forms.gle/mhTUaqo3ipRqKgLh9CREIC — November 6-7, 2026 | Miami, FL500 seats. Spots are limited. Move fast.

If you just started listening, this is the episode that catches you up. The first three episodes of The CREIC Podcast laid the foundation for everything that's followed. Today, we walk through all three and explain why they still matter eleven episodes later. Episode 1: The Room Is Being BuiltThe origin story. The conference circuit is falling apart. Adam Carswell and Cameron Iuvancigh noticed, and instead of complaining, they decided to build the room themselves. That's how CREIC was born. Episode 2: Why 500 Is Just the Beginning500 isn't a cap. It's year one. The floor, not the ceiling. Modeled after a resource investment conference that started small and became one of the biggest gatherings in its industry. Same playbook. Applied to commercial real estate. Episode 3: The Miami FactorWhy Miami? $16 billion in CRE sales in 2025. A 35% surge in investment sales. CBRE's #2 target city for CRE investment. Class A rents in Brickell pushing $73/sq ft. 127 companies relocated to Miami-Dade since 2020. Miami isn't random. It's strategic. Plus: Breaking NewsThis weekend, Adam and Cam worked some network magic. Very serious institutional capital is heading to the room in November. Not angel money. Not friends and family rounds. The kind of capital that moves the needle on real deals. More details coming soon. RSVP (Free General Admission):https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335 Apply to Sponsor CREIC or This Podcast:https://forms.gle/mhTUaqo3ipRqKgLh9 CREIC — November 6-7, 2026 | Miami, FL500 seats. Spots are limited. Move fast.

Episode 11 of The CREIC Podcast highlights three newly confirmed attendees from completely different backgrounds - all converging on Miami in November.Featured in this episode:Kyle Swafford — Swafford Law Firm. Syndication attorney specializing in fund structuring, SEC compliance, and legal infrastructure for operators nationwide.Rachel Griffith — Senior Vice President at King Operating (Dallas). 25+ years in leadership, 15 years in Africa, now leading partner relations and capital development for a fourth-generation oil and gas company focused on Texas Permian Basin projects.Bryan Escudero — President & CEO of First Gen Foundations (Miami-based). Educating and empowering first-generation investors through multifamily in secondary markets like Columbus, Ohio.Three lanes. One room. This is what we mean when we say CREIC is being built differently.🎟️ RSVP (Free General Admission): https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335📩 Apply to Sponsor CREIC or This Podcast: https://forms.gle/mhTUaqo3ipRqKgLh9Miami. November 6-7, 2026. 500 seats. The room is filling up.

Six months ago, Atlanta was a punchline. Now it's projected to rank #2 in the country for rent growth.In this episode, we break down Atlanta's surprising multifamily turnaround and what's driving the shift:4.1% projected rent growth in 2026 — ranking #2 among major U.S. metros8,400 fewer units delivering in 2026 vs. 2025Vacancy tightening to 5.2% — the lowest since the post-pandemic recoveryLowest apartment pricing among major metros last yearHot submarkets: Cumberland, Midtown, Gwinnett County, Clayton County19,000 jobs projected to be added in 2026Plus Quick Hits:CRE CLO issuance picking back upInstitutional investors preparing to deploy capitalPhoenix ranked #1 for industrial investment in 2025Chicago's 2.8M SF Aon Center sent back to special servicing🎟️ RSVP (Free General Admission — Limited to 500): https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335📣 Interested in sponsoring CREIC and/or The CREIC Podcast? Apply here to set up a call with Cam, Adam, and the team.CREIC — November 6-7, 2026 | Miami, FL500 High Achievers. One Room.

Five confirmed names. Five completely different lanes. One room.This episode breaks down five newly confirmed CREIC attendees spanning multifamily operations, self-storage, institutional capital formation, ultra-luxury development, and energy infrastructure - all converging in Miami this November.Featured in this episode:Sandhya Seshadri — Founder, Engineered Capital | 3,000+ multifamily doors | $200M in assets | Dallas-Fort WorthPaul Bennett — President, Triple A Storage | 90 full-cycle deals | ~20% avg returns | 32 years in CREJeremy Dyer — VP of Capital Formation, Rise48 Equity | $2.4B in transactions | $750M passive equity | PhoenixSamuel Coon — Four Seasons Private Residences Lake Austin | 210 acres | $4.6M–$50M residencesCourtney Moeller — Fund Manager, Iron Horse Fund I | Navy veteran | $100M fund | 100+ wells drilled🎟️ RSVP (Free General Admission - Limited to 500): https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335📣 Interested in sponsoring CREIC and/or The CREIC Podcast? Apply here to set up a call with Cam, Adam, and the team.CREIC - November 6-7, 2026 | Miami, FL500 High Achievers. One Room.

This week, Adam Carswell dropped a LinkedIn post that stopped the CRE feed cold. Six words: "The industry lost its gathering place."In this episode, we break down why the post is spreading, what it actually says, and why the commercial real estate world can't stop talking about it.The Diagnosis — The conference circuit isn't tired. It's dead. Same recycled panels. Same sponsors buying stage time. Adam and Cameron said: "If no one's going to build the room, we will."The Paradox — Free general admission. Capped at 500. It's like a Michelin-star restaurant that doesn't charge for dinner but only serves 500 people a year. You don't argue about the menu. You figure out how to be one of the 500.The Weight of the Room — Joe Fairless ($2.7B AUM). Michael J. Flight (Godfather of Blockchain Real Estate). Sunrise Capital ($400M AUM, 33 consecutive quarters of distributions). Petr Krovina (Chief of Staff of Liberland). When a sovereign nation's Chief of Staff flies in, it's not another panel about duplexes.The Architecture — Problem. Villain. Heroes. Invitation. This post isn't built like a flyer. It's built like a manifesto. And people share missions faster than they share marketing.Read the LinkedIn post: Adam Carswell on LinkedInRSVP for CREIC (free, limited to 500): https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335CREIC. November 6-7, 2026. Miami. 500 serious operators. One room.

Six sectors. March 2026 data. Fast and sharp.In this episode, we break down the current state of commercial real estate across six key sectors with real numbers, real pitfalls, and real opportunities:Multifamily — Supply wave receding. Austin permits down 97%. Assets trading at 20% discounts. Fannie/Freddie with $176B ready to deploy.Self-Storage — REITs up 17% YTD. Climate-controlled units commanding 50-80% premiums. AI pricing tools driving 5-8% revenue boosts.Mobile Home Parks — 95%+ occupancy. Only 38% of US households can afford a traditional home. Private equity rent hikes triggering regulatory backlash.Single Family Rental — Occupancy above 95% since 2018. 14.6M SFR households. Insurance and tax increases eating real returns.Short-Term Rentals — 84,000 new listings. Occupancy down 8.6%. ADRs up 6% YoY. Regulations tightening coast to coast.Office — Vacancy 19-23% nationally. CMBS delinquencies past 2008 levels. $875B in CRE loans maturing in 2026. Conversion plays emerging.Data sourced from Grok, X, CBRE, Deloitte, Principal, MetLife, BiggerPockets, and more. We're AI. Use this as a starting point, not a finish line.RSVP for CREIC: https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335

The CREIC RSVP list keeps getting heavier.In this episode, we break down five more confirmed names heading to the Commercial Real Estate Investment Conference, November 6-7 in Miami:Gary Lipsky — CEO, Break of Day Capital. 3,000+ units. $300M+ in transaction value. 90% of his net worth in his own deals.Alan Pavlosky — Legacy All Stars Podcast. 30 years with pro athletes, executives, and public figures.Jonny Cattani & Sunrise Capital Investors — $400M AUM. 33 consecutive quarters of distributions. 1,000+ accredited investors served.Petr Krovina — Chief of Staff, Free Republic of Liberland. Blockchain governance. Bitcoin as legal tender. Represented at Davos.Ben Malech — Associate, Quantum Capital Partners. $22.65M permanent loan arranged. Adam's former mentee at Tulane.Free general admission. Limited to 500.RSVP: https://www.eventbrite.com/e/commercial-real-estate-investment-conference-miami-nov-6-7-tickets-1983844176335

The RSVP list for CREIC keeps getting heavier. Five confirmed names you need to know before November 6-7, 2026 in Miami. Joe Fairless — Co-founder of Ashcroft Capital. $2.7 billion in assets under management. Over 10,000 multifamily units. Left Madison Avenue in 2012, raised $843K from 12 people, and never stopped. Founded the Best Ever CRE Show — 3,700+ episodes and counting. Mathew Owens — OCG Properties, Manhattan Beach, CA. CPA who started flipping in 2006 and went full-time real estate. Raised over $150 million in private investor capital. 1,500+ units owned. 700+ completed projects over 10+ years. Zero investor losses. First official CREIC sponsor. Tait Duryea — Third-generation airline captain. 12,000+ flight hours. Founded Turbine Capital in April 2020 when flights were grounded. Built a real estate PE firm for pilots. First year: raised $2.5M, placed $5.38M with operators. Wayne Courreges III — U.S. Marine Corps Corporal. Bought his first property at 19 while active duty. 16 years at CBRE. MBA from UNC. Founded CREI Partners. $60M portfolio in multifamily and industrial outdoor storage. Scott Kidd — 20+ years as a professional yacht captain. Started with $20 and a plane ticket. Now a multifamily syndicator in Florida. Hosts the Yacht Captain Investor podcast. RSVP free: https://www.eventbrite.com/e/1983844176335 Spots are filling fast. Once this room is full, it's full.

Lazaro Vento. They call him Laz. Confirmed for CREIC. November 6-7, 2026. Miami. Before Airbnb had ten listings in the entire city of Miami, Laz was already stacking reservations. He started selling Bentleys, Rolls-Royces, and Bugattis. Best year? $400K. Then he bet everything on a cigar lounge and lost $2.5 million. House gone. Savings gone. All he had left was a real estate license and the audacity to knock on doors in Little Haiti when everyone else called it the ghetto. He rented every house on the block. Put them all on Airbnb. Bought a tiny house for $1,500 off Facebook Marketplace and turned it into a destination. Built systems that became the regulatory blueprint for short-term rentals in the entire state of Florida. Made $500K in two days selling mentorships. Highest ticket? $22,000. And unlike the gurus who never owned a single listing... Laz had receipts. Last deal? Turned a $500K property into a $2M exit in seven months. RSVP free: https://www.eventbrite.com/e/1983844176335 Spots are filling fast. Once this room is full, it's full.

Six names. All confirmed for CREIC Miami. November 6-7, 2026. Senate Eskridge – Twin Falls, Idaho. 847+ units. $15M raised. Runs the Magic Valley Real Estate Investors Meetup and helps organize the Idaho Real Estate Conference. Fletcher Wheaton – Cabo San Lucas. Co-founder of the Cabo Real Estate Summit. Hosts the "Real Estate Without Borders" podcast. Marco Pfeiffer – Managing Principal at Opportunistic Capital Group. ~40 doors across Alabama and Florida. Quit his W-2 in 2020. Michael Roberts – JETVEND (jets.aero), Ocala, FL. Aircraft broker serving real estate developers, construction firms, hospitals, casinos, and sports teams. Chris Larsen – Founder of Next Level Income, Asheville, NC. $1.5B+ in acquisitions. All-American cyclist. Author of "Next-Level Income." Logan Freeman – Midwest CRE Advisors, Kansas City. AI-driven analytics. Former Oakland Raiders undrafted free agent. $350M+ in transactions. "Mr. Kansas City." This is what happens when you build a room the right way. The right people show up. RSVP free: https://www.eventbrite.com/e/1983844176335 462 spots remaining. When they're gone, they're gone.

Two heavy hitters. Both confirmed for CREIC Miami. November 6-7, 2026.Michael J. Flight – 34 years in commercial real estate, $600M+ in transactions, CEO of Liberty Real Estate Fund, and Forbes' "Godfather of Blockchain Real Estate." Rumor has it he made CREIC history as the first-ever VIP ticket buyer. Legend status.M.C. Laubscher – The Cash Flow Ninja. 849+ podcast episodes downloaded in 180 countries. His guest list includes Robert Kiyosaki, Grant Cardone, Patrick Bet-David, Jim Rogers, Doug Casey, and Anthony Pompliano. Forbes Finance Council member. Confirmed speaker at CREIC Miami with exclusive content he's preparing specifically for this room.This is what happens when you build a room the right way. The right people show up.RSVP free: https://www.eventbrite.com/e/1983844176335500 spots. When they're gone, they're gone.

We've told you why CREIC exists. We've told you why 500 is just the beginning. Now let's talk about why Miami. Because nobody in the history of conferences has ever dreaded a trip to Miami in November. But this isn't just vibes and palm trees. Miami has quietly become one of the most important commercial real estate markets in the country. And CREIC is planting its flag right in the middle of it. The Numbers South Florida posted $16 billion in commercial real estate sales in 2025 — highest since 2017 Investment sales surged 35% year-over-year CBRE ranked Miami the #2 target city for CRE investment, with 70% of investors planning to acquire more Office vacancy in Miami-Dade dropped 70 basis points — one of the best improvements in the country Class A rents in Brickell pushing $73/sq ft, up over 50% since 2020 127 companies relocated to Miami-Dade since 2020, occupying 2.2 million square feet This isn't a beach town with some office buildings. This is an institutional-grade market that happens to have incredible weather. The Cardone Effect Love him or hate him, Grant Cardone put Miami on the map for commercial real estate. $5 billion AUM. 10X Corporate Centre in North Miami. Real Estate Summits drawing thousands. He didn't just invest in Miami — he branded it. And who knows, maybe Mr. 10X himself will be in the room at CREIC. What's Next The first three episodes were the foundation. Origin. Vision. City. Now the podcast pivots into what's actually moving in commercial real estate — capital raising, fund structures, LP psychology, deal flow, and the trends shaping the market heading into 2026 and beyond. Commercial Real Estate Investment Conference 📍 Miami, FL 📅 November 6-7, 2026 👥 500 high achievers. Free general admission. 50 VIP spots. 🎟️ RSVP FREE: https://www.eventbrite.com/e/1983844176335 The room is being built. Tell your wife to start packing.]]>

The commercial real estate conference scene is in retreat. Events that used to draw thousands are scaling back, going virtual, or quietly disappearing. While everyone else pulls back, CREIC Miami is pushing forward.500 isn't a cap. It's the foundation. Year one. The floor, not the ceiling.CREIC is modeled after what a good friend has built in a completely different sector - a resource investment conference that started in a room and grew into one of the biggest gatherings in its entire industry. Same playbook, applied to commercial real estate.The first 500 people set the DNA. Fund managers. Operators. Capital raisers. LPs who actually deploy. When this grows to 5,000+, the people in the room for year one are the ones who shaped the culture.Commercial Real Estate Investment Conference 📍 Miami, FL 📅 November 6-7, 2026 👥 500 high achievers. Year one. The easiest it'll ever be to get in.Free general admission. 50 VIP spots. When they're gone, they're gone.🎟️ RSVP FREE: https://www.eventbrite.com/e/1983844176335Get in while the getting in is easy. Because next year, you're going to wish you did.

The commercial real estate conference scene is falling apart. Major conferences are shutting down, downsizing, or turning into glorified networking happy hours with bad panels and worse energy.Two guys noticed it: Adam Carswell and Cameron Iuvancigh. They've been in these rooms for years. They watched the quality nosedive. Instead of complaining about it, they decided to build the room themselves.That's how CREIC Miami was born.Commercial Real Estate Investment Conference 📍 Miami, FL 📅 November 6-7, 2026 👥 500 high achievers. Fund managers. Operators. Capital raisers. LPs who actually deploy.World-class speakers who've done the thing they're talking about. An exhibition hall designed for real conversations and serious deal flow. Free general admission. 50 VIP spots. When they're gone, they're gone.🎟️ RSVP FREE: https://www.eventbrite.com/e/1983844176335If you're going to be in one room this year, make it this one.