GlobeSt Perspectives Podcast: Daily Summaries Delivered

Searching for Top-Tier Returns? Look to the Middle.

GlobeSt. Aspiring Leader Tim Donovan explains why investors should stop looking past middle-market properties in the Midwest. The Midwest region and middle-market properties are typically overlooked by investors, but at the intersection of those spaces, Midloch Investment Partners sees tremendous opportunity. The firm has built a pioneering investment strategy focused on buying middle-market properties in cities across the Midwest. By focusing on these underserved markets, Midloch co-founder and managing director Tim Donovan, who was recently named an Aspiring Leader by GlobeSt., says that he has found something valuable and increasingly rare in the current market: stability and upside. Donovan talks about the strategy in this episode of the Insiders podcast series. In the interview, he discusses: - What makes the Midwest region an attractive investment market - Why middle-market properties are a sweet spot for investment - How the firm plans to launch a private credit fund to bolster middle-market investment

The AI Shift: Moving From Tools to Operational Performance

The most impactful AI programs are able to manage large-scale operational platforms for property managers. AI is still new, but it is already evolving. Many companies started implementing AI to solve specific problems or isolated tasks. Now, AI is transitioning from a specific toolkit to something much grander. In this format, AI knows the history of the property and business model, and it can communicate with tools inside the platform. This is a gamechanger for property managers, says Cat Allday, VP of product at AppFolio. In this podcast, you'll hear: How AI is reshaping real estate performance Why property operators should create a comprehensive, integrated AI strategy Why AI native architecture is essential to creating an impactful AI platform

Inside The Specialty Assets High-Net Worth Investors Should Be Considering

Real estate connected to women's sports, women's brands and certain international investments have the potential to deliver outsized returns to investors. As investors continue to search for yield in a constrained environment, attention is shifting toward undercapitalized segments with significant growth potential. Women-centric platforms, from professional sports to consumer brands, are no longer peripheral plays; they represent scalable, high-performing opportunities capable of delivering the returns that have become harder to capture in traditional asset classes. That's according to high-net-worth investment advisor and 2026 GlobeSt. Woman of Influence Belinda G. Schwartz, executive chair of Herrick and co-chair of the Real Estate Department. Herrick is a full-service commercial real estate law firm based in NYC. Schwartz sat down with us to talk about the award, the state of the industry and how she is strategically advising clients today. In the podcast, you'll also hear: How the current market challenges have changed the investment conversation for high-net worth clients. The real estate opportunities in specialty investments, like women's sports and women's brands. How law firm leadership is evolving and why diversity remains an important factor in advising clients. Press play to hear more from Schwartz.

How to De-Risk Net Lease

The net lease market has evolved substantially in the last five years, and investors that can adapt to the new market fundamentals are succeeding. In a market with high interest rates and high inflation, it is becoming increasingly difficult to generate investable risk-adjusted returns. Long-term leases with built-in step increases often don't produce enough cash flow to offset increasing operational costs. ARCTRUST CEO Gary Baumann, however, is continuing to carve a path forward, and he was named a Net Lease Influencer by GlobeSt.com for this innovative investment strategy. In this episode of the Influencers podcast series, you'll hear: · - What's included in the ARCTRUST's multi-pronged strategy; · -How the firm has navigated 40 years in business by building when it is cheaper to build and buying when it is cheaper to buy; and · - Which practical changes net lease investors need to make to adapt to the current market.

Why the Complex Multifamily Market Needs Tech Innovation

These Strategies Achieve Stellar Risk-Adjusted Returns in Retail

Sigmund Cos. is challenging the status quo in retail investment with alternative investment strategies that are delivering value. Institutional investors have been hard focused on core grocery-anchored shopping centers for years, but the retail market has attractive opportunities beyond those properties. Under the leadership of managing partner Wright Sigmund, The Sigmund Companies has focused on convenience- and necessity-based retail in edge markets and lifestyle centers in larger markets to deliver the same risk-adjusted returns. Sigmund was recently named a retail real estate influencer by GlobeSt.com for his pioneering strategies that deliver meaningful value in alternative and often overlooked retail assets. Sigmund sat down with GlobeSt.com to discuss investment opportunities in retail including: How to underwrite opportunities in necessity-based retail and lifestyle retail centers The importance of using tenant mix, lease-up and capital improvements to drive value at the property How the firm is using technology and AI to drive efficiency and remain competitive

Governance Versus Experimentation: Finding Balance in Your Tech Strategy

The commercial real estate (CRE) industry is fervently adopting AI, but a balanced technology strategy is the key to ensuring its success. CRE companies are widely implementing AI solutions and other emerging technologies to bolster investment strategy and create valuable efficiencies in processes. But in this rapid adoption, commercial real estate companies must remember to balance governance and best practices with experimentation and innovation. Finding that balance will ensure a successful technology program, according to Damu Bashyam, EVP and Chief Information and Innovation Officer at Berkadia. Bashyam was recently named a GlobeSt. tech influencer, and he's led the launch of Berkie, Berkadia's proprietary generative AI platform. Bashyam sat down with us for an episode of GlobeSt.com's podcast to talk about technology adoption, including: - -How to turn IT into a strategic growth enabler - - What commercial real estate companies should do to advance technology programs this year - -Why creating a balanced technology strategy with best practices is crucial to a successful tech adoption

Healthcare Real Estate Sets Up for a Better 2026

The healthcare sector has been navigating significant challenges, but Toby Scrivner of Northmarq is optimistic about 2026. The healthcare sector is in the middle of a challenging cycle. Meanwhile, a wave of consolidation and rising macroeconomic concerns made 2025 especially difficult for healthcare real estate strategy and investment. In this podcast, Toby Scrivner, SVP and director of the national healthcare group at Northmarq, unpacks it all. Scrivner was recently named a 2025 Top Healthcare Influencer by GlobeSt., and he has a storied reputation in the industry, completing more than 700 transactions. He takes us inside the healthcare sector to discuss: - -How healthcare consolidation is impacting real estate strategy - -Why a 40% increase in construction costs has increased occupancy costs for real estate and slowed transaction volumes - - What he believes will lead to optimism in the coming year