Leaning In

In this episode, Tom McGee, President and CEO of ICSC, joins host Terry Montesi to explore the future of retail.

ICSC elevates the marketplaces and spaces where people shop, dine, work, play, and gather. Drawing from ICSC's extensive industry research, Tom offers perspectives on the vitality of physical retail, the necessity of adapting to changing needs, and the pivotal role of omnichannel strategies. He also shares key insights from ICSC’s Halo Report.

Tom also explores the ramifications of the demand for physical space, government regulatory constraints, and recent news such as Macy's store closures.

Plus, discover the exciting initiatives of the ICSC Foundation, focused on providing valuable networking and growth opportunities for emerging talent.

Subscribe to Leaning In for more discussions with leaders in retail and real estate.

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It’s time to spotlight Trademark Founder Terry Montesi. In this insightful episode with Kevin Kessinger, Trademark's new President and COO, Terry shares his journey from the Memphis grocery business to groundbreaking retail and multifamily developments in Dallas Fort-Worth and beyond.

Discover what sets Trademark apart – a commitment to building a legacy that is not just financial. Plus, Terry reflects on lessons learned from transformative projects, like Market Street Woodlands and Saddle Creek, and discusses the future of real estate.

Leaning In is published every month. Subscribe to stay up to date.

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In this episode of Leaning In, we welcome back Dr. Peter Linneman, authority on real estate economics and principal at Linneman Associates, for an update on the current economic landscape. Peter shares his predictions for 2024, discussing pent-up demand, inflation, and the Federal Reserve's role. He also sheds light on how housing data affects inflation measures and the impact of lower interest rates on capital markets. Plus, broader trends like shifts in healthcare costs and demographics.

Subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry.

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Get a retrospective and a forward-looking perspective on multifamily from Kimberly Byrum, Zonda’s Managing Principal of Multifamily, in conversation with Trademark’s Chad Colley, Multifamily & Mixed-Use Partner. 

The two explore the challenges and triumphs of the asset class, touching on topics including inflation, the capital market, and the practicality of office conversion.

Kimberly draws from over 25 years of experience to make bold predictions for 2024, provide insights into DFW’s resiliency and other prime markets, and explore emerging development and design trends such as build-to-rent single-family housing.

Leaning In is published every month, subscribe to stay up to date.

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Mark Gibson, CEO of JLL Capital Markets Americas, joins host Terry Montesi for their yearly conversation on the state of capital markets.

Tune in for a macro perspective of recent changes in interest rates and inflation, and the condition of the CRE banking and debt markets. Plus, Mark shares his sector-specific views on retail, multifamily, mixed-use and office, and insights into the cities and trends that are reshaping the investment landscape.

Subscribe to Leaning In to never miss an episode.

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Real estate journalist Steve Brown has chronicled top stories spanning the '80s savings and loan crash to the innovative developments shaping today’s Dallas-Fort Worth skyline. 

In this episode with host Terry Montesi, Steve Brown covers it all – from the biggest stories of his career at The Dallas Morning News to the even bigger personalities he’s encountered in the real estate industry. 

Plus, Terry and Steve discuss the current state of office, multifamily and retail sectors, as well as DFW development projects making headlines. Leaning In is published every month; subscribe to stay up to date.

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On this episode of Leaning In, Michael Dardick, Founder and CEO of Granite Properties, speaks with host Terry Montesi about the past, present and future of the office sector.

They explore the performance of office assets and their resilience in critical U.S. markets. Additionally, Michael sheds light on Granite's work in flexible leasing and how his commercial real estate company remains dedicated to an employee-focused approach.

Leaning In is published every month, subscribe to stay up to date.

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JP Suarez, retired Executive Vice President, Regional Chief Executive Officer and Chief Administration Officer of Walmart International, sits down with host Terry Montesi. They discuss leadership and retail, tracing JP's journey from prosecutor to his influential role in Walmart’s business development and real estate.

Tune in for key insights into management, Walmart’s success, real estate dynamics, the evolution of retail technology, and the health of brick-and-mortar stores.

Be sure to subscribe to hear future episodes as the Trademark team engages with experts in the real estate industry. 

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Mark Gibson, CEO of JLL Capital Markets Americas, joins host Terry Montesi for their yearly conversation on the state of capital markets.

Tune in for a macro perspective of recent changes in interest rates and inflation, and the condition of the CRE banking and debt markets. Plus, Mark shares his sector-specific views on retail, multifamily, mixed-use and office, and insights into the cities and trends that are reshaping the investment landscape.

Subscribe to Leaning In to never miss an episode.

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Dive into the design minds of Swoon, the multi-disciplinary design studio known for their expertise in luxury branding, interior design, and art direction.  

On this episode of Leaning In, host Cassie King, Trademark’s Senior Director of Design & Placemaking, is joined by Kevin Thomas & Lauren Cadieux of Swoon, the studio. The conversation explores the studio’s signature approach that blends brand with interior design in their breathtaking residential, commercial, and historical projects like the Driskill Hotel and Galleria Dallas' brand refresh and renovation.

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Ethan Chernofsky, VP of Marketing at Placer.ai, joins Terry to dive into data-backed trends for retail, mixed-use and office. They revisit Ethan’s bold prediction for 2022 and discuss how consumer behaviors are shifting in 2023, from return to office, to experiential, and inflation. Plus, what retail concepts are primed for success and how Placer.ai is used to make informed business decisions. 

Subscribe to Leaning In to never miss an episode.

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Terry Montesi sits down with friend Rand Stagen, CEO of Stagen Leadership Academy, to discuss the pillars of successful leadership in today’s polarized world. The conversation centers around the power of awareness in leadership and how strategically thinking about the future can create a better workplace; a concept Stagen Academy has termed “The Long Game”. 

Plus, Rand shares his insights on conscious capitalism and stepping up to higher ground in all aspects of life. 

Leaning In is published every month, subscribe to stay up to date!

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Dr. Peter Linneman, real estate economist and principal of Linneman Associates, joins Terry for another dynamic discussion on the current state of the economy. Listen for Peter’s projections on how the coming year may unfold in the U.S. and major Texas markets.

Plus, he examines the potential impacts of interest rate hikes and the battle of the economy vs. The Fed. The conversation then moves to capital markets and the future of multifamily and retail, as well as demographic and technology trends to watch for in real estate.

Leaning In is published every month, subscribe to stay up to date!

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M2G Ventures is a Dallas-Fort Worth commercial real estate company founded by twin sisters Jessica Essl and Susan Gruppi. In this episode, Terry sits down with co-president Jessica and they discuss her time in the industry as a woman and how her team is making an impact.

Terry asks what she’s learned working on projects in urban industrial development, adaptive reuse and mixed-use districts such as Mule Alley in the Stockyards. Like many professionals, her success has come with obstacles. Jessica shares her tips for working with family and growing up in the industry.

What happens when you lean into your niche and develop spaces for your community that they’ve been missing? For entrepreneur Jonathan Morris, it's created businesses where customers feel at home.

In this episode, Trademark's Senior Director of Design & Placemaking Cassie King, and Creative Manager Alex Hayes, wrap up their conversation with Jonathan. He shares his inspiration for evolving Hotel Dryce and Fort Worth Barber Shop, and what makes Fort Worth a unique place for business. Plus, how he thinks entrepreneurs can find success in 2023. Spoiler alert: it involves leaning in.

Missed part 1? Listen from the beginning here.

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Jonathan Morris’ idea of Fort Worth is creative, cool and collaborative. So when he struggled to find spaces that reflected his community, he set out to create them himself. His fix? Design-forward spaces that support visionaries and Black artists, reward boldness, and welcome all.

Jonathan joins Trademark’s Cassie King, Senior Director of Design & Placemaking and Alex Hayes, Creative Manager, to talk about his vision behind Fort Worth Barber Shop and Hotel Dryce, a 21-room boutique hotel. Plus, how his supportive spirit has no city limits as host of Self Employed on Chip and Joanna Gaines’ Magnolia Network.

Leaning In is published every second and fourth Wednesday of the month. Subscribe to hear part 2 of the conversation.

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In the second part of our conversation with Scot Redman of Baymo, hear how the experiential company is revolutionizing the holidays. Scot shares insight into his team’s creative process for SNOWDAY, and what they see for the future of the industry.

Plus, Trademark’s Stephany Ruiz, Senior Director of Guest Services & Experience, and Chuck Steelman, VP of Experience, give a snapshot of holiday activations across the Trademark portfolio, from celebrity appearances to mesmerizing decor.

Be sure to subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry.

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From their fully-immersive exhibit SNOWDAY, to photos with Santa that embrace technology in magical ways, Baymo has a knack for creating unique holiday guest experiences.

Join Trademark’s Stephany Ruiz, Senior Director of Guest Services & Experience, and Chuck Steelman, VP of Experience, as they talk with Baymo’s co-creator Scot Redman. They explore how Baymo’s activations go beyond your typical selfie museum to inspire customer loyalty and lasting memories.

In this episode:

• Baymo’s groundbreaking SNOWDAY exhibit
• The creative process for building new shopping center activations
• How technology is evolving the Santa experience

Leaning In is published every second and fourth Wednesday of the month. Subscribe to hear part 2 of the discussion.

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Terry  sits down with Mark Gibson, CEO of JLL Capital Markets Americas, for  their annual discussion on the state of capital markets today and  impacts on commercial real estate. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

 • Changes in debt/equity financing trends
‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ • Interest rate predictions and inflation
‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ • Key CRE trends impacting DFW and other active cities
‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ • The renewed demand for office and retail product types

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In Part 2 of Terry’s discussion with Venture Commercial’s Mike Geisler, hear how mixed-use and real estate is evolving, trends in the DFW market and advice for professionals just starting out. Plus, Mike talks about Venturetainment - Venture Commercial’s answer to consumer’s pent-up demand for F&B and entertainment after pandemic shutdowns.

Mike Geisler started Venture Commercial Real Estate “to be totally service oriented towards our clients.” With a pay it forward mentality  and non-competitive office environment he’s built a trusted brokerage  firm that has worked on prominent projects including Dallas’ Plaza at  Preston Center and Deep Ellum.

In this episode of the podcast, get the scoop on Mike’s start in the  CRE industry, who helped shape his career, and how he’s helped reinvent  the DFW retail sector.

Leaning In is published every second and fourth Wednesday of the  month. Be sure to subscribe on your preferred podcast app to hear part 2  of the discussion with Mike.

In Part 2 of our discussion, dive further into the current economic cycle with Dr. Peter Linneman, real estate economist and principal of Linneman Associates. Peter and Terry explore the future of shopping centers, how midterm election results could impact inflation and legislation, and what types of businesses are sure to weather challenges head-on.

Leaning In is published every second and fourth Wednesday of the month. Be sure to subscribe on your preferred podcast app to the next episode with Venture Commercial's Mike Geisler.

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Dr. Peter Linneman, real estate economist and principal of Linneman Associates, returns for his bi-annual discussion with Terry on the current economic cycle and what makes it unique from others. Hear his prediction on if we’re approaching a recession, and key risks and opportunities in commercial and multifamily real estate regarding supply chain issues, inflation and interest rates.Leaning In is published every second and fourth Wednesday of the month.

Be sure to subscribe on your preferred podcast app to hear part 2 of the discussion with Peter.

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In the second part of our conversation, M2G Ventures Co-President Susan Gruppi discusses how her commercial real estate company leans into public art. She also talks about her mental health advocacy with UT Southwestern and advice to future women entrepreneurs. Stay tuned until the end when Susan turns the tables on Terry to ask about his career highlights and influencers.

Be sure to subscribe on your preferred podcast app to hear the next episode on the State of the Economy with Dr. Peter Linneman.

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How a real estate enthusiast went from founding a college real estate  club to co-founding one of DFW's hottest real estate companies, M2G  Ventures. Susan Gruppi sits down with Terry Montesi and Trademark's  Senior VP of Property Management, Maranda Auzenne to talk lessons  learned as a founder, her growth at Trademark, and leading as a woman in  the real estate industry. The three also discuss their fondness of  adaptive re-use/mixed-use and industrial projects.

Be sure to subscribe on your preferred podcast app to hear part 2 of Susan's discussion.

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Listen to the second part of our conversation with Mike Ablon, Founding Partner of PegasusAblon, as he and Terry discuss the future of mixed-use and multifamily. Mike shares how the challenges of inflation and e-commerce can be met on the national level and how well Dallas will fare. The two also share their separate perspectives on how a prime mixed-use development is built… to stack or not to stack uses.

Mike Ablon, founding partner of PegasusAblon, joins Terry to share his insights into developing notable projects like the Dallas Design District using personalization and profiling. Plus, they discuss trends in mixed-use and multifamily real estate and if rental demand will slow down.

Leaning In is published every second and fourth Wednesday of the month. Subscribe on your preferred podcast app to hear part 2 of Mike and Terry's discussion.

Topics:

(0:41) - Mike’s background and career

(2:33) - What have been some memorable projects you’ve worked on? We’re there any lessons learned or things you’d do differently?

(6:51) - Whare are some trends you see influencing the future of retail, mixed-use, and commercial Real Estate?

(12:43) - What trends do you see affecting the future of multifamily?

(17:12) - Do you see the amenities and services offered changing in multifamily over the next decade?

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Laura and David are back with Teeg, Catch Co.’s Director of Retail Experience, to continue their talk about experiential retail. Teeg drops insights into how they’re innovating traditional retail with untraditional shopper experiences, like truly hands-on shopping and appearances from their funny mascot Karl VonDibble.

Leaning In is published every second and fourth Wednesday of the month. You can find the first half of the discussion on your favorite podcast app.

Subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry.

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Anglers have been hooked on fishing and outdoor brand Catch Co. since starting their Mystery Tackle Box subscription program, and rescuing people from the indoors. The latest way Catch Co. is reeling in stronger customer relationships? Brick and mortar stores.

Trademark’s Laura Hale, Director of Marketing and David Pratt, VP of Leasing, talk with Catch Co’s Teeg Stouffer, Director of Retail Experience, about the journey from online to in-store and how to evolve the customer experience along the way. Warning: this episode includes a few fishing jokes.

Leaning In is published every second and fourth Wednesday of the month. Subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry.

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Terry and Cassie wrap up their conversation with Brandon Diamond on the benefits of a mixed-use place, like its ability to increase space premiums by 30%. Plus, hear why some existing single-uses should be transformed into a mixed-use site, and how developers can prepare for a future with less demand on parking spaces.

Leaning In is published every second and fourth Wednesday of the month. You can find the first part of the discussion on your favorite podcast app.

How can you create memorable customer experiences that drive retention and revenue? Designing an authentic sense of place is key. 

In this episode, Terry Montesi is joined by Brandon Diamond, Partner and Executive Director of planning and architectural firm Torti Gallas + Partners and Cassie King, Trademark’s Senior Director of Design and Placemaking. They discuss their work together repositioning spaces and designing new environments, their strategy behind meaningfully integrating public art, amenities and experiential and what is a waste of money. 

Leaning In is published every second and fourth Wednesday. Subscribe on your favorite podcast app to hear the final part of Terry and Cassie's discussion with Brandon that digs further into placemaking.

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Ethan Chernofsky, VP of Marketing at Placer.ai, continues his  conversation with Terry Montesi about the short and long-term effects of  the pandemic on consumer behavior. Plus, they discuss the future of  technology in mobile location and retail analytics, what Placer.ai is  seeing in the market, and if they believe your next big real estate  investment might be in the Metaverse.

Leaning In is published every second and fourth Wednesday of the month.  You can find the first half of Terry and Ethan’s discussion on your  favorite podcast app. Subscribe to hear future episodes as Terry and  other members of the Trademark team speak with experts in the real  estate industry.

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Ethan Chernofsky of Placer.ai joins Terry Montesi for his second appearance on Leaning In to discuss the proven return of retail in ’21-’22, how retailers should shift their marketing strategies and ways top-tier malls are setting themselves apart. Ethan describes how open-air and indoor shopping centers are reflecting this success and current world events’ effect on consumer behavior in the retail market. The two also evaluate the biggest industry changes since the pandemic, and Ethan shares why he is bullish on department stores.

Leaning In is published every second and fourth Wednesday of the month. Be sure to follow the show on your preferred podcast app to hear Part 2 of Ethan and Terry’s discussion.

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Josh Grillo, co-founder and president of Resident360, is back with Todd Anderton and Chad Colley to finish their discussion around what works, what’s changed and what is to come for multifamily marketing. Josh explains how the Metaverse and VR/AR technology will impact resident experience and other residential real estate trends that will emerge in the next 5-10 years. Josh also discusses what consumers are demanding in today’s evolving market.

Leaning In is published every second and fourth Wednesday of the month. You can find the first half of this discussion on your preferred podcast app. Tune in for our next episode with Ethan Chernofsky, Vice President of Marketing for Placer.ai.

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Josh Grillo, co-founder and president of Resident360, joins Todd Anderton, Trademark’s VP of Marketing, and Chad Colley, Trademark’s SVP Multifamily Partner, to share his multifamily marketing industry expertise, including best-practice examples and major multifamily marketing pitfalls. Josh also shares current marketing trends that would’ve surprised him a decade ago. The three discuss how Josh’s book, The Definitive Guide to Apartment Marketing, shaped the industry and the importance of immersive, integrated and experiential marketing for multifamily products.

Leaning In is published every second and fourth Wednesday of the month. Be sure to follow the show on your preferred podcast app to hear Part 2 of Josh, Todd and Chad’s discussion.

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CBRE’s Senior Economic Advisor & Global Chief Client Officer, Spencer Levy joins Terry Montesi and Chad Colley of Trademark to discuss macro-economic trends in the global real estate market, with a specific focus on mixed-use and multifamily assets. Spencer shares his thoughts on CBRE’s research and 2022 predictions, as well as his research-based investment insight, including the recently published report Live Work Play: Millennials Myths and Realities.

Leaning In is published every second and fourth Wednesday of the month. Be sure to follow the show on your preferred podcast app to hear Part 2 of Terry, Chad and Spencer’s discussion.

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In this episode, Terry Montesi, Trademark’s CEO and founder, and Ellen Dunham-Jones, author, professor and director of Georgia Tech’s Urban Design program, pickup their discussion about suburban redevelopments. Ellen explains the importance of community and how implementing green spaces in redevelopments provides a perfect platform for people to gather and connect. Terry and Ellen share their predictions for the future of urban and suburban markets after identifying current mixed-use trends in both locations. Stay tuned through the end to hear why Ellen believes there is a new kind of retail real estate on the way.

Leaning In is published every second and fourth Wednesday of the month. You can find the first half of Terry and Ellen’s discussion on your preferred podcast app and tune in for our next episode with Mark Gibson, CEO of Capital Markets, JLL.

Timestamps

Trademark CEO and founder Terry Montesi speaks with Ellen Dunham-Jones, notable author, professor, and Director of Georgia Tech’s Urban Design Program, about her passion for redeveloping suburban commercial properties. The two examine the three stages of redevelopment and express the importance of the third stage: “re-greening” projects. Ellen also shares her thoughts on revitalizing communities across the country, and how to handle the plethora of dying malls. At the end, Ellen discusses her exciting new book project and how it will influence the future of commercial redevelopment.

Leaning In is published every second and fourth Wednesday of the month. Be sure to follow the show on your preferred podcast app to hear Part 2 of Terry and Ellen’s discussion.

Timestamps

(1:17) - Ellen’s background and career focus

Dr. Peter Linneman joins Terry Montesi to continue the second half of their discussion about the current state of the country’s economy, and its influence on the real estate sector. Peter gives a comprehensive overview of the residential real estate economy and explains how the multifamily and single-family markets are simultaneously finding success. They evaluate COVID’s hard reset of the economy, its lasting impact, and the progression of our current economic cycle. Peter also depicts the cause-and-effect of the economic decisions made over the past year and a half, and how those choices can be seen in today’s real estate market.

Follow “Leaning In” on your preferred podcast app to hear future discussions about mixed-use and retail real estate on the second and fourth Wednesday of the month.