Shows
Simply Commercial Real EstateMajor Real Estate Moves: Hospitality, Office, and Retail Sectors in FocusIn today's episode, we explore significant transactions in the real estate market. Ryman Hospitality Properties makes a landmark acquisition of the JW Marriott Phoenix Desert Ridge Resort & Spa for $865 million, marking a pivotal moment for Arizona's hospitality industry. Blackstone invests $1.39 billion for a 49% stake in a prime Manhattan office tower, signaling confidence in high-quality office assets. Meanwhile, Macerich secures a $340 million loan for Washington Square Mall, highlighting renewed interest in retail real estate. Join us as we delve into these impactful deals and their implications for the industry.
Sources:
https://ir.rymanhp.com/news-releases/news-release-details/ryman-hospitality-properties-inc-announces-upsizing-and-5
...2025-05-2811 minSimply Commercial Real EstateMajor Real Estate Moves: Macerich’s $340M Loan and Manhattan’s $205M Office DealIn today's episode, we delve into significant real estate transactions reshaping the market. Macerich secures a $340 million mortgage for a Portland shopping mall, signaling confidence in retail real estate. Meanwhile, MKF Realty's $205 million acquisition of a Manhattan office property highlights renewed investor interest in prime urban office spaces. Plus, a $55 million refinancing deal for Shaw Park Plaza in St. Louis suggests a shift in lender attitudes towards suburban office properties. Join us for an in-depth analysis of these pivotal deals and their implications for the commercial real estate landscape.
Sources:
https://crenews.com/2025/05/16/macerich-gets-340mln-loan-for-portland-ore-shopping-mall/
https...2025-05-1912 minSimply Commercial Real EstateReal Estate Moves: Major Loans, New Funds, and NYC SalesIn today's episode, we explore significant developments in the real estate sector. Macerich secures a $340 million loan for a Portland shopping mall, while Brookfield launches a $16 billion fund targeting distressed properties. Additionally, Vornado Realty and Albanese Organization sell a Chelsea office building for $205 million. Join us as we delve into these stories and their implications for the market.
Sources:
https://crenews.com/2025/05/16/macerich-gets-340mln-loan-for-portland-ore-shopping-mall/
https://crenews.com
https://news.theregistryps.com/macerich-secures-340mm-financing-for-washington-square-mall-in-tigard-as-part-of-portfolio-optimization/
https://crenews.com/2025/05/16/macerich-gets-340mln-loan-for-portland-ore-shopping-mall/
https://investing.macerich.com/news-releases/news-release-details/macerich-reports-first-quarter-2025-results
https://news.theregistryps.com/despite-50-1...2025-05-1811 min
The Nexus Podcast🎧 #162: Case Study: Peak demand management at scale at Macerich shopping centersEpisode 162 features Ryan Knudson from Macerich and Jon Schoenfeld from Buildings IOT and is our 9th episode in the Case Study series looking at real-life, large-scale deployments of smart building technologies. These are not marketing fluff stories, these are lessons from leaders that others can put into use in their smart buildings programs. This conversation explores how Macerich has incorporated Buildings IOT technology into their shopping centers. Enjoy!Find full show notes and episode transcript on The Nexus Podcast: Episode 162 webpage.Sign-up (or refer a friend!) to the Nexus Newsletter.Learn more about...2024-05-211h 01
CONKERS' CORNERTWIN PETES INVESTING Podcast no.123: With special guest Algy Hall of Citywire, Finding winning elite companies, Rolls Royce, Unilever, Renault, Reckitt Benckiser, BridgeBio Pharma, Mortgage Advice Bureau, Moneysupermarket, GSK Haleon, Ai, Funds, Stocks &The topics, stocks and shares mentions / discussed include:
Special guest Algy Hall of Citywire
Elite Companies
Top Fund Managers / Top Portfolio Managers
Rolls Royce / RR.
Unilever / ULVR
Renault / RNO
Reckitt Benckiser / RKT
BridgeBio Pharma / BBIO
Mortgage Advice Bureau (Holdings) / MAB1
Moneysupermarket.com / MONY
Thor Industries / THO
Inditex Group / BMAD
Tractor Supply Co. / TSCO
Macerich Co. / MAC
GSK / Haleon / HLN
Biotech
Consumer Staples
Funds
Investment Trusts
Phil Oakley's blog Investingstuff | Phil Oakley | Substack
Harriman House books
Powder Monkey Brewing...2024-03-221h 21
The Weekly Take from CBRELet’s Go to the Mall: Macerich's CEO on new value in brick-and-mortar retail mallsThe end of the pandemic and relatively low retail availability have rewritten the “Malls Are Dead” narrative. So asserts Tom O’Hern, CEO of Macerich, a REIT with 47 million sq. ft. of regional town centers. He joins Spencer Levy to discuss how the best malls are succeeding by reimagining their tenant mix and offering shoppers new experiences.2023-08-0133 min
America‘s Commercial Real Estate ShowRetail Update with MacerichTom O'Hern, CEO and Director of Macerich, joins Michael to discuss how large retail properties have performed, leasing activity, and mall property conversions.
Brought to you by:
Bull Realty - https://www.bullrealty.com/
Commercial Agent Success Strategies - https://www.commercialagentsuccess.com/
Buxton - https://www.buxtonco.com/
2022-09-0715 min
Shlomo in ThirtyTwilight Zone (w/Jessica Mauser)Shlomo: It's a crazy thing. Retail properties, they're not getting refinanced and retailers are pulling back.Jessica: Yet landlords are touting the highest occupancy rates they've had in a decade, and rents are astounding, at least in my market.Shlomo: I don't know. As I see potential acquisitions, I see values in the Billions even, but then Macerich can't refinance $537 per square foot loan on Santa Monica Place.Jessica: We're in the Twilight Zone, Shlomo. That's it. The reality has nothing to do with it. Once these reports catch up to what's going on in the...2022-08-3000 min
Nareit's REIT Report PodcastEpisode 320: Macerich CEO Says Consumers Largely Confident, Despite Current Uncertainty Consumers remain largely confident about their personal situations, despite a host of broader economic and geopolitical concerns, says Tom O’Hern, CEO of Macerich (NYSE: MAC). That sentiment is fueling sales and leasing volumes across the REIT’s portfolio of retail and mixed-use real estate.“The resiliency of the American consumer is amazing, and it is once again on display. Shoppers have come roaring back to our centers to shop with a purpose,” O’Hern told the REIT Report.During the first quarter, sales were 111% of what they were pre-COVID.2022-05-2713 min
The Nexus Podcast🎧 #094: The ESG data gap with Ryan Knudson“Carbon neutrality is a big lift and technology is a cornerstone of that. The way we look at our assets now is from a supply and demand perspective. We've really been able to hone in our demand side through investments in building automation technology."—Ryan KnudsonMy HighlightsMacerich’s sustainability target and plan (11:09)ESG reporting and the emerging so-called “data gap” (22:25)New technology that can help close the gap (42:43)Carveouts (50:36)You can find Ryan on LinkedIn.Watch on YouTube or read on the web.Get full access to Nexus.
2022-03-3154 min
Top Business Leaders Show[SpotOn Series] Networking in Style at Baltimore’s Finest Luxury Business ClubJohn Bonavia is the Founder of The Gateway Advantage, a luxury business club in Baltimore. The Gateway Advantage aims to create a professional network environment for business owners, entrepreneurs, and investors to meet like-minded people and find innovative solutions. John is a sales and marketing guru who uses his skills in problem-solving, ethics, leadership, and creativity to meet sales, profitability, and growth objectives. Previously, he was a Regional Sales Manager for First Data Corporation, a Property Manager for Macerich, and a Contract Specialist for The National Institutes of Health. In this episode… You look to th...2021-12-2923 min
Tactical Toolbelt022: Aligning Landlords and Tenants to Push to Net ZeroThis episode of Tactical Tool Belt features Tyson Woeste in conversation with Olivia Bartel Leigh, Executive Vice President, Portfolio Operations and People at Macerich. The two chat about how Macerich has incorporated efficiency and sustainability into its business, including solar capacity, fuel cell capacity, and EV charging. They also discuss the unique challenge that retail owners face in aligning their tenants’ goals with their own sustainability goals. Fifth Wall is the largest venture capital firm focused on technology-driven innovation for the global real estate industry. Macerich is an owner, operator, and developer of retail and mixed use re...2021-10-0537 min
Retail Is Your Business - retailtech and retail innovationThe State of Shopping Centers - Gabrielle Licht of MacerichGabrielle Licht sits down with Rob and Rebecca to discuss the current state of shopping centers and office buildings. She talks about how Macerich's Brandbox approaches physical retail for digitally native brands to open and operate stores as as a complement to e-commerce growth.See omnystudio.com/listener for privacy information.2021-09-0135 min
Market FireKeeping Austin Weird - Ep 22https://www.liquiddeath.com code idiots10
Buy BIG MAN GEAR: http://www.bigmangear.com
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T-Mobile started a streaming service and quit after a few months: https://www.theverge.com/2021/3/29/22356978/t-mobile-tvision-live-plus-zone-shutting-down-youtube-tv
Entercom, an established media conglomerate rebrands as Audacy in an effort to become a podcasting company: https://www.theverge.com/2021/3/30/22356598/entercom-audacy-podcast-network-radio-rebrand
Retail is so very dead. What is the fate of all those malls? A: https://finance.yahoo.com/news/amazon-buying-dead-malls-reason-162839847.html ; B: https://www.cnbc.com/2021/04/01/macerich-sale-of-arizona-mall-hints-at-whats-to-come-for-dying-malls.html
Joe Rogan will create...2021-04-201h 03
The Retirement Learning LabDaily Stock Analysis – Macerich Company -will it be the next "Short Squeeze" or not?Send us a textMacerich is one of the most highly shorted stocks in the market now. What's that mean??? Could it be the next GameStop or AMC? Maybe or maybe not. The interesting thing about Macerich is its valuation. Today, I talk more about short selling and its effect on companies like Macerich. That is what I am talking about today on the Daily Stock Analysis. Listen, learn, and subscribe. If you'd like to view this episode or previous episodes, visit http://www.youtube.com/c.richardsfinancialplanning #investing #markets #commerceAdd...2021-01-3041 min
Scottsdale Frame of MindConversation with Andy Greenwood, VP Development with MacerichIn this inaugural episode of Scottsdale Frame of Mind, brought to you by Scottsdale Leadership, hosts Andrew Volkmer and Jenna Kohl talk with Andy Greenwood, VP of Development at Macerich Companies, one of the country's leading owners, operators and developers of major retail real estate, including Scottsdale’s Fashion Square Mall. Andy shares the challenges faced by Fashion Square during the pandemic and when non-peaceful protesters and looters descended upon the mall in spring 2020. Andy gives us an inside view of new additions to the mall including the debut of Francine, a unique French offering. Andy shares his compelling pe...2020-09-1435 min
Stock StoriesMacerich (MAC) - High Quality Tenants In A Pure-Play Mall REITMacerich is one of the larger pure-play mall REITs in America, and they have several dozen properties scattered across the country. Though they have a good history of paying generous payouts to shareholders, is their very existence in trouble because of COVID-19 and the general trend of e-commerce?Instagram: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com2020-08-1929 min
Truth, Lies and Coverups with Traci BrownFBI Interview Master Class with Chris GrahamYou’ve seen Chris Graham in HBO’s McMillions docuseries. He’s a big reason the FBI cracked McDonald’s Monopoly game fraud case. In our interview he pulls back the curtain on exactly how the FBI does their interviews (interrogations) so they stand up in court. And he also talks about his work at Macerich shopping centers. You’ve been to their malls around the country. After listening to this you’ll never give a hard time to mall cops again.2020-06-1659 min
The Intelligent Investing Podcast#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)Show Notes
In this episode, Eric sits down with Julian Lin to discuss the mall real estate industry.
Julian is a contributor on Seeking Alpha with over 13,000 followers. Julian runs a stock investment newsletter named Best of Breed which invests in high-quality companies with “moaty” business models, conservative balance sheets, and best in class management teams. You can find out more about the newsletter here - there is a 2 week free trial available.
Stocks of mall real estate investment trusts (‘Mall REITs’) have been crushed over the past several years, with some names having dividend yields up...2020-03-1350 min
Where We Buy: Retail Real Estate with James CookLeasing a Lifestyle at Kierland Commons in Scottsdale, AZ - Where We Buy #136Kim Choukalas of Macerich leads a tour of Kierland Commons, the outdoor shopping center in Scottsdale, Arizona. It's a mixed-use, vertical collection of narrow streets with ground floor retail and office and residential above. Kim explains how retailers appeal to the lifestyle of the center's core shopper, how dining serves as a traffic driver and why retailers like tourists. James Cook is the director of retail research in the Americas for JLL.2020-03-0417 min
Retail RedevelopedCurating Mixed-Use Developments with Hines Director of Leasing - Nick GarziaEncouraging development within dense, more compact areas of land that reduces traffic and pollution by creating pedestrian-friendly environments is on the rise. Developers across the country are curating diverse mixed-use developments that forge a comprehensive live-work-play environment. What are the ins and outs of establishing a mixed-use development and what are consumers looking for in these centers? Listen along as we're joined by the Director of Leasing in the Southeast for Hines, Nick Garzia. Nick has spent the past 25 years designing and leasing shopping centers across the country for Hines, Macerich, Poag & McEwen, and Simon Property Group. Together we'll dive...2020-02-2850 min
The Option BlockOPTION BLOCK 865: REIT Put Palooza Redux Plus DNE Order NuancesOPTION BLOCK 865: REIT Put Palooza Redux Plus DNE Order Nuances HOST: MARK LONGO, THE OPTIONS INSIDER CO-HOST: ANDREW GIOVINAZZI, OPTION PIT FIDELITY HOT SEAT: KONSTANTIN VRANDOPULO, TRADING STRATEGY DESK, FIDELITY BROKERAGE SERVICES LLC TRADING BLOCK SEGMENT MARKETS RALLYING AFTER TRUMP IS IMPEACHED VIX: 12.7 - UP .2 FROM LAST SHOW VVIX: 99.75 - UP 1 FROM LAST SHOW VXX: 15 - EFFECTIVELY UNCHD FROM LAST SHOW TECHNICAL ANALYSIS AND OPTIONS ACTIVITY AT FIDELITY IN ITCI/ BA/ TSLA/ AAPL S&P IS THE DECADE'S RUNAWAY WINNER ODD BLOCK REVIEW - NIKE PRE-EARNINGS CALL LOVE REVIEW - REIT PUT PALOOZA TO BE W...2019-12-231h 01
Retail Is Your Business - retailtech and retail innovationMatt Kaden of MMG Advisors and Ann Marie Stephen of Fabric - Innovating RetailMouthMedia partnered with Macerich, a real estate investment trust that invests in shopping centers, to hold a roundtable discussion about DTC-first brands and physical retail spaces with the Retail Innovation Lounge. During this discussion, Matt Kaden (Managing Partner for MMG Advisors), Anne Marie Stephen (Sales Director, US Retail + Commerce for Fabric) and Rob Sanchez (CEO for MouthMedia Network) had a dynamic conversation about disruption, transformation, and the future of retail. .See omnystudio.com/listener for privacy information.2019-12-2018 min
5 Minute Success - The PodcastPam Goodwin - Secrets of a Commercial Power Broker Revealed: 5 Minute Success - The PodcastPamela’s interest in entrepreneurship started when she was four years old. Her first venture was a lemonade stand, and then worked in the family’s poultry business, to tenant coordination/project management with several large shopping center owners, to developing more than 50 pad sites with Brinker Int. (Chili’s and On the Border). Being an entrepreneur, Pamela decided to start her own company in 2006. What distinguishes her from others in her field of expertise is she has a long record of successfully guiding local and national clients (Walgreen’s, McDonald’s, Chase Bank to name a few) with their comm...2019-11-1228 min
Leading Voices in Real EstateJamie Hodari | CEO and Co-Founder of IndustriousIt’s no surprise that coworking spaces are shaking up the business world. Many companies are abandoning their traditional offices, selling assets like desks and rolling chairs, and downsizing square footage to move into modern outsourced workplaces, like Industrious and WeWork. With this growing trend, competition is increasing, though no two models are identical and profits can be hard to achieve. This week’s timely discussion with Jamie Hodari, CEO and Co-Founder of Industrious, touches on just that and drills into what sets a company like Industrious apart from others.The three major takeaways from...2019-10-211h 07
Where We Buy: Retail Real Estate with James CookConstant Reinvention at Scottsdale Fashion Square - Where We Buy #100Before it was a shopping center, the place where Scottsdale Fashion Square now stands was just a stretch of Arizona desert with a drug store on it. Back then, the only reason to go to a store was to get something you needed. Today, top shopping centers are giving people novelty and excitement. Kim Choukalas is with Macerich, the company that owns the mall. She gives a walking tour of the many ways the mall is changing to keep pace with modern tastes.2019-04-1920 min
Retales From the FrontlineShoptalk Series, Part 2: Reimagining the MallDid you ever think you could have an office at the mall, or rent a store for just a month or two to show off a new product, collection or innovation? Today’s reimagined mall lets you do just that, with an experience that feels like a great magazine – offering a thoughtful collection of food, shopping, housing, entertainment, and community. Two mall experts from different sides of the world, Patrick Bousquet-Chavanne of Dubai-based Emaar Malls and Kevin McKenzie of Brandbox and Macerich sat down with host Matt Rubel to talk about how they are reinventing the mall. This is the second epi...2019-03-2620 min
The InvestHER PodcastCrushing it in Commercial Real Estate Investing with Pamela GoodwinWe are thrilled to interview, Pam Goodwin, the author of “One Cent Lemonade to Million Dollar Deals” on today’s show. Pam is an Investor, Speaker, #1 Bestselling Author, Trainer, and Media Personality in the Dallas/Fort Worth area, where she lives with her husband and two sons. Pam is the principal and founder of Goodwin Commercial, a boutique commercial real estate and consulting firm specializing in developing retail and restaurant pad sites. With more than two decades of experience in tenant representation, project management, property development, and leasing, she has worked with companies such as: The Hahn Company, MEPC American Properti...2018-07-1348 min
The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa GuidelliEP 23: Crushing it in Commercial Real Estate Investing with Pamela GoodwinWe are thrilled to interview, Pam Goodwin, the author of “One Cent Lemonade to Million Dollar Deals” on today’s show. Pam is an Investor, Speaker, #1 Bestselling Author, Trainer, and Media Personality in the Dallas/Fort Worth area, where she lives with her husband and two sons.
Pam is the principal and founder of Goodwin Commercial, a boutique commercial real estate and consulting firm specializing in developing retail and restaurant pad sites. With more than two decades of experience in tenant representation, project management, property development, and leasing, she has worked with companies such as: The Hahn Company, MEPC A...2018-07-1344 min
The John Guinn ShowJohn Guinn Travel Show - 23rd March 2017Before the emails start, I know that there are two different spellings for the same word in this description :)One of the top activities while away is shopping. My first guest is Kate Birchler, assistant vice president Tourism Marketing at Macerich Shopping Centers & Fashion Outlets.Kate was recently in London to promote Macerich to the UK travel industry. Macerich Shopping Centers & Fashion Outlets are located in across the USA and they range from intimate outdoor settings to large regional centers. They have high-caliber outlets providing a wide selection of stores, restaurants and entertainment. 2017-03-231h 00
Nareit's REIT Report PodcastMacerich Sees Importance of Sustainability in Attracting Shoppers Jeff Bedell, vice president for sustainability at retail REIT Macerich, talks with NAREIT's Fulya Kocak. Macerich won the 2016 Leader in the Light Award in the Retail category, and Bedell says sustainability plays a part in the company's expanding efforts to attract shoppers. 2016-12-1513 min