
Ep. 3- CRE Unplugged x Thesis Driven: The CRE Draft, Tariffs, and the DIY Tech Surge
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About this listen
In this CRE Unplugged x Thesis Driven crossover, Ryan, Nadine, and Brad unpack the ripple effects of newly imposed tariffs and the fresh wave of uncertainty hitting the market. They dig into the hype (and reality) of reshoring manufacturing—and whether bringing production back home could actually reshape industrial demand and CRE investment strategy.
As hybrid work continues to win out over return-to-office mandates, the crew explores how this shift is rewriting the rules on office usage, workplace design, and company culture. Then it’s onto the rise of bootstrapped tech: with AI, no-code tools, and dirt-cheap infrastructure, will more owners start building their own solutions from scratch?
And yes, Nadine jumps into her first real estate snake draft—making bold picks across asset classes and talking big picture bets for 2025. From macro headwinds to innovation tailwinds, this one’s a sharp take on what’s really moving the market.
Show Notes:
0:10: Intro
0:40: How are the Tariffs currently affecting the real estate market?
14:08: The impact of the decreasing cost of building technology
28:01: Hybrid Work is prevailing as RTO Mandates struggle to gain ground
41:24: HILO Highlights: David Abrams discusses his latest guests on TEN and his new blog about how CX is changing the workplace?
47:30: Real estate categories draft
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This episode is sponsored by our awesome partner, HILO, making connectivity and engagement a breeze in commercial real estate.