Jeremy, Jeff, and Will catch up on travel, football, market updates, and a wild story about Nazi scientists founding NASA (yes, really). They dive into the latest real estate wins — from leasing quirks to property management surprises — and wrap up with their trademark blend of humor and hard truth about what’s happening in Collin County’s explosion of billion-dollar projects. It’s part market talk, part college football therapy session, and all classic Shop Talk.
On this week’s episode of Shop Talk, the guys kick things off with fishing stories from Florida before diving into the state of the markets — oil dips, interest rate spreads, and why some brokers still don’t understand the math behind a deal.
Jeremy and Jeff unpack a wild “Property Management Moment” involving a dog bite, a lawsuit, and the importance of tenant COIs (Certificates of Insurance).
From there, it’s football picks, Big Ten chaos, and a Dallas city-owned office building gone terribly wrong. They wrap with news on Rick Perry’s Amarillo nuclear AI project and McKinney being named the nation’s hottest housing market.
In this week’s episode of The Industrialist, Jeremy and the crew cover everything happening across retail and net lease:
Why 7-Eleven’s inventory bump might signal strategic selling
How Chipotle continues to outperform amid tightening supply
Starbucks’ 434-store closure and what it means for landlords
Salad & Go’s retrenchment and where the brand still thrives
Retail comeback stories from Toys R Us and Aldi
Grocery chains expanding across DFW
And yes, the official debate on the 15 best steakhouses in Texas
They wrap with laughs, stats, and some friendly steakhouse slander—because no episode’s complete without a little controversy.
Week 41 of Shop Talk brings a mix of market talk, real estate reality, and a few laughs along the way. Jeff, Will, and Jeremy dive into everything from rate trends and leaseback deals to the latest wave of multifamily foreclosures sweeping Texas. They unpack why “lots of interest” doesn’t always mean real demand, where rent growth is hitting a wall, and how institutional buyers are recalibrating in an 8-cap world. Plus, the guys riff on gas prices, S&P returns vs. owning the Cowboys, bank mergers, and college football chaos.
It’s part market check, part therapy session, and all Real Estater energy.
This week on Shop Talk, the guys cover a wide range—from market updates and real estate trends to college football bets and a candid discussion on America’s gun violence crisis. They break down whether it’s better to own stock or hard assets, dive into the “Term of the Week” (Total Addressable Market), and unpack surprising insights about warehouses in Europe. The conversation shifts to sports betting strategies, NIL’s impact on college football, and closes with an unfiltered take on safety, politics, and culture in America. A mix of finance, football, and frank opinions—exactly what Shop Talk does best.
On this week’s Shop Talk, the team recaps Jeremy's attendance at Reconvene in Santa Monica, Nancy Lieberman’s Dream Ball Gala, and the challenges of closing a $4.1M deal after a banker backed out last minute. They break down the difference between generational and core assets, share updates on a Liberty Hill IOS deal, and dive into the latest college football matchups and NFL storylines.
At the Texas Tech University REO Conference, Jeremy Mercer (The Industrialist) and Conrad Madsen (The C-Suite Show) teamed up for a rare joint conversation with industry icon Jack Fraker. From his early days working overseas on the Alaskan pipeline and in Saudi Arabia, to the cold call that led Nokia to Alliance, to building one of the most respected brokerage careers in industrial real estate—Jack shares lessons learned, pivotal deals, and timeless advice on persistence, work ethic, and relationships. This crossover episode delivers wisdom for both students entering the industry and veterans looking to sharpen their edge.
In this episode of Confessions of a Street Broker, Jeremy Mercer sits down with Andrew Wiesemann, a real estate agent who specializes in the leasing, acquisition, and disposition of industrial properties across the country. Andrew’s core focus is IOS and industrial private equity-related businesses, leveraging his market knowledge and negotiation skills to deliver long-term value for clients.
Jeremy and Andrew dive into Andrew’s journey from residential and commercial investment management into the industrial brokerage world, exploring everything from handling vacancies and development challenges to the rise of institutional buyers. Andrew also reflects on the discipline that has shaped his career—from giving up drinking to embracing clarity, patience, and persistence in business.
This week on Shop Talk, the mics were taken over by a new duo—Will Narduzzi and Thomas Mercer.
With Jeremy and Jeff both traveling, Will and Thomas held it down, covering market updates, sublease opportunities, and diving into everything from rate cuts to real estate stocks.
They also brought plenty of personality—sports picks, a debate on LinkedIn culture, and even a discussion on “creative sellers.”
Tune in to hear a fresh perspective from the next generation of voices at Matador.
In this week’s Shop Talk, the guys covers the latest in real estate and markets alongside the start of football season. They discuss jobless claims, REIT performance, and energy prices before shifting into commercial real estate news, including foreclosure auctions in Texas and CMBS delinquency rates hitting new highs.
The conversation also touches on motivated sellers, the challenges in today’s lending environment, and what the data means for multifamily, office, and industrial assets. Mixed in are college football picks, NFL talk, and the usual Shop Talk banter.
From construction sites in Amarillo to the leadership halls of Texas Tech, Sebastian Gutierrez’s story is one of grit, hustle, and vision.
Sebastian grew up working alongside his father in the construction business, learning responsibility early and helping to flip houses and manage rentals before he even graduated high school. That drive carried him to Texas Tech, where he’s double-majoring in finance and accounting, serving as President of the Real Estate Organization, and engaging in the Scovell Business Leadership Program.
In this episode, we dive into:
How growing up in a hardworking immigrant family shaped Sebastian’s mindset
Building a real estate portfolio before college
The impact of Texas Tech’s programs, professors, and network
Lessons learned from internships at Woodbine and the road ahead with PwC in New York
Why the underdog mentality can be your greatest asset
Sebastian’s journey is proof that with grit, faith, and the right community behind you, you can build your own path—no matter where you start.
Connect with Sebastian on LinkedIn here.
Connect with Jeremy on LinkedIn here.
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This week on Shop Talk we break down the markets, REIT performance, and the latest noise around Jerome Powell and interest rates. The term of the week is “Flywheel”—a self-reinforcing loop that builds momentum and drives growth. We dive into how investors are using flywheels in real estate strategy and where it shows up in today’s market. Of course, we mix in college football hot takes, a wild Kansas State family brawl, high school football matchups, and some betting picks for the weekend.
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.
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/
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.
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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/
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
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
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.
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.
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