Episodes

  • Lessons from the Trinity/Brookhollow Submarket of Dallas with Robert Blankinship
    Aug 21 2025

    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 Robert Lynn in 2008, he has completed more than 250 transactions totaling nearly 9 million square feet and over $400 million in volume.

    We talk about his path into industrial real estate, the lessons he learned early on, what it takes to track every tenant and deal in your market, and some of the unique experiences that shaped his approach to business.

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    1 hr and 37 mins
  • Defining “Strong Demographics” (Or Not)
    Aug 19 2025

    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-sheridan-ross-perot-jr-tap-texas-film-incentives/

    https://product.costar.com/home/news/1858422611?tag=18

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    38 mins
  • From Small Towns to Flagship Stores: T-Mobile’s Site Strategy
    Aug 14 2025

    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 trends—from Starbucks, Chipotle, and 7-Eleven performance to the “Buc-ee’s effect” and the latest QSR rankings.

    The guys also cover lease negotiations, bankruptcy fallout, co-tenancy battles, and Dallas-Fort Worth’s fiercely competitive brokerage scene.

    Last but not least they give updates dates on bonus depreciation, Rollertown Beer Works’ massive new Frisco facility, Paper City’s top Dallas pizza picks, and what’s driving today’s restaurant, banking, and service leasing boom.

    Connect:

    ⁠Jeremy Mercer LinkedIn⁠

    Rob Franks LinkedIn

    Bob Moorhead LinkedIn

    Zach Spletter LinkedIn⁠

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    1 hr and 8 mins
  • "I am with the family office"
    Aug 12 2025

    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 skepticism, and the “Term of the Week”: Family Office—what it is, what it isn’t, and why $100M might be the magic number.

    From there, the conversation runs through ACC football storylines, key matchups for Clemson, SMU, Florida State, Miami, UNC, and Pitt, plus some nostalgic detours on legendary players. Wrapping up, they spotlight two big industry moves: the launch of Eider Creek, a Texas-focused industrial investment and development firm, and S2 Capital’s acquisition of Fort Capital’s industrial platform.

    Link to Articles Mentioned: https://therealdeal.com/texas/dallas/2025/08/11/dallas-industrial-real-estate-veterans-launch-eider-creek/

    https://s2cp.com/s2-capital-enters-definitive-agreement-to-buy-industrial-real-estate-platform-fort-capital/

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    47 mins
  • In the Path of Growth (Eventually)
    Aug 5 2025

    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 the week, “in the path of growth,” gets decoded for what it really means: it’s probably still in the middle of nowhere.

    Finally, things take a turn into SEC football territory as they break down team win totals, depth charts, and quarterback storylines heading into the season. Toss in some traffic data, DFW fatal crash stats, and a reminder that your vacant building isn’t paying the bills—and you’ve got another classic episode of Shop Talk.

    📌 Related reading: ⁠https://therealdeal.com/texas/2025/07/25/texas-foreign-buyer-ban-rattles-brokers/

    https://www.bizjournals.com/dallas/news/2025/08/01/dfw-traffic-commutes-ranking.html

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    44 mins
  • Big Ten Football Preview & Foreign Buyer Ban Fallout
    Jul 29 2025

    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 economic updates, including market movements, jobless claims, and real estate stock performance. To close out, they unpack Texas Senate Bill 17—a new law banning certain foreign nationals from acquiring Texas real estate—and how it’s already disrupting deal pipelines and raising constitutional questions among brokers and investors.

    🎧 Tune in for sports hot takes, real estate insights, and a healthy dose of sarcasm.

    📌 Related reading: "Texas foreign buyer ban rattles brokers" – The Real Deal

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    27 mins
  • When the Only Thing Iconic Is the Asking Price
    Jul 22 2025

    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 sites

    Land Area: 33.88 acres

    Markets: Dallas-Fort Worth, San Antonio, Oklahoma City

    Offers Due By: July 15th

    If you’re interested in learning more, please register to our portal ⁠⁠⁠⁠here⁠⁠⁠⁠. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM.


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    17 mins
  • Confessions of a Street Broker: Every Section of That Lease Is a Money Item with Reid Bassinger
    Jul 17 2025

    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 getting burned—literally—Reid shares the deals, the grit, and the perspective he’s gained along the way.


    FOLLOW US:

    LinkedIn - Matador Realty Investments

    Instagram - @jbmatcap

    X - @jbmatcap

    YouTube - @jbmatcap

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    1 hr and 17 mins