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Real Perspectives Podcast

Exploring commercial real estate topics across the West Coast of the US, and sometimes the world!

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The Great Handoff: AI, Aging Owners, and Where Work Goes Next

Vlad and Laura sit down to trace a single thread running through three of the biggest shifts in how — and where — we work. They open with China's startling leap into an AI-and-gig-powered labor force (44% of workers now in the gig economy) and what a number like that would mean for a U.S. system built around employer-provided healthcare, pensions, and the 9-to-5. From there, they turn to "the…

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From Silicon Valley to El Segundo: Defense Tech, Data Centers, and the Grid That Powers It All

Hosts: Vladimir Bosanac , Co-Founder & Publisher of The Registry , and Tom Fischer , Principal and Director of Capital Markets at JB Matteson In this episode, Vlad and Tom trace how the West Coast's commercial real estate map is being redrawn — from a defense-tech boom reshaping Southern California, to the mounting political fight over AI data centers, to an industrial sector cooling off its…

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Redco's Chris Freise: AI Leasing, the Power Crunch, and a 1935 Bar as an SF Recovery Story

On this episode of the Real Perspectives Podcast, Chris Freise gives a rare up-and-down-the-coast view of commercial real estate as someone who invests, operates, and develops across all three major West Coast metros. The conversation digs into Redco's contrarian office thesis — buying San Francisco office with debt when nearly everyone else was forced to pay all cash — and how the AI leasing…

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Construction Slows, Data Centers Surge: Reading the 2026 CRE Cycle

Vladimir Bosanac, co-founder and publisher of The Registry, welcomes back David Arscott of Baycrest Capital for another wide-ranging look at the forces shaping commercial real estate. They open on a striking headline: second-quarter construction deliveries have fallen to their lowest level since 2011 — fifteen years ago — as rising costs, softening valuations, and oversupply in hot markets like…

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The AI Wealth Wave: What OpenAI and Anthropic's IPOs Mean for Bay Area Real Estate

In this episode of the Real Perspectives Podcast, co-host Vladimir Bosanac (co-founder and publisher of The Registry ) sits down with David Saxe (co-founder and managing principal of Calvera Partners ) to unpack how the coming wave of AI IPOs is reshaping the Bay Area's commercial real estate landscape — and why this boom looks fundamentally different from the ones before it. Drawing on David's…

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Location, Location, Belonging: The Hospitality Turn in Real Estate

On this episode of the Real Perspectives Podcast, co-host and Registry co-founder/publisher Vladimir Bosanac sits down with Laura Kreuger, Founder & Executive Director of Asset Locale Property Management, for a wide-ranging conversation on where residential and commercial real estate are headed. A third-generation Silicon Valley real estate investor, Laura shares how she grew up showing properties…

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From NAIOP to CREDA: Why Commercial Real Estate's Oldest Development Group Is Changing Its Name

On this special episode of Real Perspectives, host Vladimir Bosanac , co-founder and publisher of The Registry, sits down with Jordan Angel , Senior Managing Director at JLL Capital Markets and current president of the San Francisco Bay Area chapter of NAIOP — now rebranding as CREDA, the Commercial Real Estate Development Association . Effective July 1, the name change is more than cosmetic.…

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The Unbiased Source of Truth: Inside the AI Tools Reshaping Commercial Real Estate

Real Perspectives Podcast — with Jake Heller, Co-Founder of AI for CRE Collective Host Vladimir Bosanac (co-founder and publisher of The Registry) and co-host Rob Zirkle (VP, Planning and Development at Prince Street Partners) sit down with Jake Heller, a third-generation homebuilder, licensed broker and contractor who has had a hand in more than 6,000 units across Southern California. After…

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The Last Affordable Housing: RV Parks, Return-to-Office & the Airbnb Backlash

Real Perspectives Podcast — presented by The Registry Host Vladimir Bosanac sits down with Evan McLeod, Principal of Palmero Partners, a Seattle-based brokerage, consulting, and investment firm focused on RV parks, manufactured housing, and multifamily across the West Coast. Broadcasting from the Pacific Northwest, Evan brings a rare, ground-level view into one of real estate's most overlooked —…

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Running Out of Mansions: AI Wealth, Market Stagnation, and the LA Question

On this episode of the Real Prospectus Podcast, Vladimir Bosanac sits down with David Saxe, Managing Principal at Calvera Partners, a multifamily owner-operator across California, Texas, and North Carolina. From his new home base in Sausalito, David unpacks why deals are stalling nationwide — a stubborn bid-ask spread, regulatory drag, interest-rate whiplash, and the war in Iran's pressure on…

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Riding the Cycles: Northmarq's Jeffrey Weidell on Rates, Data Centers & the Future of CRE Capital

Hosts Vladimir Bosanac (co-founder & publisher, The Registry) and Byron Renfro (Orchard Commercial) sit down with Jeffrey Weidell, CEO of Northmarq , one of the few large privately held capital markets firms in U.S. commercial real estate. Jeff walks through how Northmarq evolved from a mortgage banking shop into a four-legged "capital markets" business spanning loan servicing ($80B+), debt…

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