Shows
NAIOP San Francisco Bay Area ChapterLooking Around Corners: Miles Treaster on Cycles, Capital & San Francisco’s MomentumIn this episode, host Drew Hess sits down with Miles Treaster, President, Capital Markets, Americas, at Cushman & Wakefield. Miles shares his path from Sacramento and the “Buzz Oates school of industrial development” to leading one of the largest capital markets platforms in the world.
He breaks down how pricing, risk, and investor psychology are shifting; why cash flow is back at the center of valuations; and where opportunities are emerging across office, data infrastructure, industrial, and senior living. The conversation also covers Bay Area dynamics, San Francisco’s renewed momentum, and the role of leadership, mentorship, and humani...
2025-12-0137 min
NAIOP San Francisco Bay Area ChapterAt the Table, Not on the Menu: Advocacy Perspectives from CBPA’s Matt HargroveIn this episode, we sit down with Matthew Hargrove, President & CEO of the California Business Properties Association (CBPA), for a clear and high-level look at how advocacy shapes commercial real estate in California. Matt breaks down what’s really happening in Sacramento—from AB 98 and its cleanup legislation to CEQA updates, leasing bills, building code reforms, and the day-to-day work of navigating more than 2,500 bills each session.
He also shares why member engagement matters, how to build meaningful relationships with policymakers, common misconceptions about advocacy, and why he remains optimistic about the future of CRE in California.
2025-11-0651 min
NAIOP San Francisco Bay Area ChapterGrowth Mindset in a Shifting Market: Luke Ogelsby on AI, SF Resilience, and the Business of BeliefIn this episode, host Drew Hess chats with Luke Ogelsby, Vice Chairman at CBRE and the San Francisco Business Times’ 2024 Broker of the Year. Luke reflects on the evolution of commercial real estate, the unstoppable rise of AI, and why he’s doubling down on San Francisco’s future. He shares lessons from early career struggles, the power of resilience, and how his personal values continue to shape a purpose-driven approach to business and leadership. A must-listen for anyone navigating today’s CRE landscape with long-term vision.
2025-09-1520 min
NAIOP San Francisco Bay Area ChapterFrom the Port to the Boardroom: Linda Hothem’s Legacy in Bay Area Industrial Real EstateIn this episode, host Drew Hess sits down with Linda Hothem, Owner and CEO of Pacific American Group, to explore her remarkable journey from social work to becoming a leading force in industrial real estate. Linda shares the founding story behind Pacific American, her pivotal role in shaping the Port of Oakland’s trade infrastructure, overcoming personal tragedy, and her continued legacy through mentorship, philanthropy, and sustainability. It’s a powerful conversation on leadership, resilience, and innovation in the Bay Area’s evolving commercial real estate landscape.
2025-08-2834 min
NAIOP San Francisco Bay Area ChapterAsking Why, Not What: Matt Field's Playbook for Real Estate SuccessIn this episode of the NAIOP SFBA Podcast, host Drew Hess, Principal at Layline, speaks with Matt Field, Vice Chairman at TMG Partners, in a wide-ranging conversation about leadership, strategy, and creating value in today’s complex real estate landscape.
With over three decades of experience shaping the San Francisco Bay Area skyline, Matt shares lessons from transformative projects like 680 Folsom, PG&E’s Oakland HQ, and Landmark at One Market. He discusses the role of thoughtful deal structure, why asking *“why” not “what” leads to better outcomes, and how transparency and alignment are keys to lasting partnerships...
2025-07-0844 min
NAIOP San Francisco Bay Area Chapter2025 NAIOP SFBA President's Message: A Conversation with Adam VoelkerIn this episode of the NAIOP San Francisco Bay Area Podcast, host Drew Hess, Principal at Layline, sits down with 2025 Chapter President Adam Voelker, Market Leader and Principal at Trammell Crow Company. From industrial to life sciences, Adam brings a purpose-driven approach to leadership—and in this conversation, he shares his personal and professional vision for the year ahead.
You’ll hear Adam’s thoughts on collaboration across chapters, elevating NAIOP’s Executive Development and YPG programs, and why building strong political action committees is essential to the future of Bay Area real estate.
We also go...
2025-05-0135 min
Simply Commercial Real EstateCommercial Real Estate Faces Uncertainty Amid Tariff TensionsExplore the latest challenges in the commercial real estate sector as the NAIOP Sentiment Index drops to a neutral 50, reflecting caution among developers. Discover how new U.S. tariffs and global trade tensions are impacting credit spreads and the U.S. office sector, with vacancy rates reaching alarming levels. Join our correspondents for insights into the future outlook and potential recovery paths in this evolving market landscape.
Sources:
https://www.naiop.org/news/naiop-news/2025/sentiment-index-spring-2025/
https://www.naiop.org/advocacy/news/2025/house-on-district-work-week-after-passing-key-budget-resolution/
https://www.instagram.com/p/DITxFe0ogtR/
https://podcasts.apple.com/us...
2025-04-1811 min
NAIOP San Francisco Bay Area ChapterThe Rhythms of Real Estate – Insights on Market Cycles with Paul SteinIn this insightful episode, host Drew Hess chats with Co-Founder and Managing Partner at SKS Partners, Paul Stein, who shares his journey in the real estate industry, highlighting the cyclical nature of the market, his experiences in leasing and development, and the importance of collaboration. From groundbreaking projects in San Francisco's South of Market area to his foray into biotech, Paul discusses the challenges, lessons, and strategies that have shaped his career.
2025-03-2025 min
NAIOP San Francisco Bay Area ChapterRiding the Wave: Building Industrial Success with Layline's Drew HessIn this episode, Drew Hess, co-founder of Layline,LLC, joins the podcast to discuss his journey in the commercial real estate industry, focusing on industrial investments. Drew shares his extensive career path, from starting at Arthur Andersen to working with notable firms like AMB Property and Prudential Real Estate Investors. He explains the founding principles of Layline, emphasizing their focus on the Bay Area's industrial sector and their goal to bring institutional experience to a local level. Drew provides insights into the current industrial market trends, challenges posed by rising interest rates, and the impact of COVID-19 on e-commerce...
2024-07-2332 min
Beyond the ResumeThe Impact Real Estate Podcast with Briana Harney DeHaanOn this episode of the Impact Real Estate Podcast presented by Jackson Lucas Executive Search, we talk with the very awesome and very busy Briana Harney DeHaan. She is the Senior Vice President at Northmarq Capital and the President of NAIOP San Francisco Bay Area. We talk to Briana about where her passion for real estate comes from and she pulls the curtain back for us on the state of CRE in San Francisco. Apple Podcasts: https://apple.co/3I3nkG9Spotify: https://spoti.fi/35ZJGLTWeb: https://www.jacksonlucas.com/podcast/briana-dehaan
2024-05-0147 min
NAIOP San Francisco Bay Area ChapterNAIOP SFBA 2024 President's Message with Briana Harney DeHaanIn this episode, host Dave Karol, Managing Director at Ridge Capital Investors, sits down with the NAIOP SFBA's esteemed 2024 President, Briana DeHaan, Senior Vice President at Northmarq. Briana brings to the table her extensive experience in commercial real estate financing, having orchestrated over $2 billion in debt and equity transactions, and her visionary leadership for the SFBA chapter.
Briana shares her strategic vision for NAIOP SFBA in 2024, highlighting her commitment to enhancing educational programs and amplifying government affairs initiatives. Listeners will gain insights into her plans to expand Real Estate Insiders (REI) programming, foster professional growth through the...
2024-04-0311 min
NAIOP San Francisco Bay Area ChapterRiding the Wave: Lessons from a Long-Term Player in Life Science - A Conversation with Wareham Development’s James GoddardIn this engaging episode, host Dave Karol sits down with James Goddard of Wareham Development to delve into the nuances of the Bay Area's life science real estate market. Learn about Wareham's targeted approach to high-barrier markets, how they've adapted to the shifting venture capital landscape, and why nurturing long-term tenant relationships is key. Goddard provides a frank look at Wareham's development strategies, their resilience across market cycles, and imparts practical advice for those in the industry. Join us for a conversation brimming with expert insights and a touch of humor from a seasoned pro.
2024-03-0328 min
NAIOP San Francisco Bay Area ChapterRiding the Wave: Multi-family Mastery: Unveiling the Secrets of Thriving in Residential Real Estate with Todd DarlingIn this episode, Host, Dave Karol, Managing Director at Ridge Capital Investor interviews Todd Darling, COO of Acacia Capital, where he discusses the company's focus on multi-family real estate and its success in the western US market. He shares his background in the industry and how he transitioned from working for a large organization to a smaller private equity group. Todd also talks about the impact of the COVID-19 pandemic on the multifamily market and the opportunities it presents. He emphasizes the importance of understanding regulatory issues when underwriting deals and provides insights into the current state of the m...
2023-12-1824 minNAIOP San Francisco Bay Area ChapterWhat’s Happening in Oakland, an Insider’s Perspective, with Isaac AbidIn this episode host David Karol, Managing Director, Ridge Capital Investors interviews Isaac Abid, Partner, HP Investors an investment and development firm based in San Diego and Oakland.
Abid shares his unique insight into the Oakland market as one of largest commercial real estate owners and as a resident. In December 2022 he was featured an SF Business Times article entitled “Oakland Tried to Create a Living Downtown. It Hasn’t Worked”. He breaks down what is really happening with regard to public safety and City politics and why he remains optimistic about the future of the city.
2023-05-1034 minNAIOP San Francisco Bay Area ChapterAddressing the Commercial Real Estate Talent Shortage: The Innovative CREATE ProgramIn this episode, host Dave Karol, Managing Director at Ridge Capital Investors and industry veteran, Tawni Sullivan discuss the CREATE program and the reality of the enormous talent gap in commercial real estate.
CREATE, The Commercial Real Estate Alliance Tomorrows Employees, is a unique collaboration between NAIOP-SFBA, BOMA SF, BOMA East Bay, and IREM that educates a diverse workforce and connects career-ready candidates to employers. In partnership with San Francisco State University and Merritt College, CREATE provides signature a program that allows students learn the fundamentals of the industry and about career opportunities.
2023-03-2921 minNAIOP San Francisco Bay Area Chapter2023 President’s Message with Colby WickIn this episode host Dave Karol, Managing Director, Ridge Capital Investors interviews Colby Wick, Managing Director, Shorenstein Properties and 2023 NAIOP SFBA Chapter President. Wick provides insight on the state of Bay Area office and multifamily markets and shares what he is most fired up about as Chapter President including a new taskforce he created to help revitalize downtown San Francisco.
2023-01-2316 min
CREative Talk with Tim Jemal - NAIOP SoCalEP 20 - Bud PharrisThe NAIOP SoCal Podcast is back the final installment in our podcast series for 2022! Tune in and listen as NAIOP SoCal CEO, Tim Jemal, is joined by Bud Pharris, Senior Managing Director West Region, of Link Logistics.
With over 25 years of commercial real estate experience, San Francisco native Bud Pharris boasts an impressive career with a focus on industrial ground-up development, value add projects and leasing. He has sourced nearly $4 billion in capital deployment and development deals, with an additional $2.8+ billion in regional transaction oversight throughout the western United States. He is involved in a number of...
2022-12-2057 minNAIOP San Francisco Bay Area ChapterPresidio Bay Ventures - What’s Their Secret Sauce? A Conversation with Founder Cyrus SanandajiIn this episode host Dave Karol, Managing Director, Ridge Capital Investors interviews Cyrus Sanandaji, Founder and Managing Director of Presidio Bay Ventures a San Francisco based investment and development firm focused on design, construction, and long-term operation of a diverse set of product types.
The rich and candid conversation includes insights into what drove Sanandaji to start the company after working for the US General Services Administration (GSA) delivering projects for agencies such as the FBI, how his international background shapes his perspective, where he sees the best opportunities for development during these uncertain times and how he...
2022-11-091h 08NAIOP San Francisco Bay Area ChapterExploring the World of Pension Funds with Sally Stocks, Portfolio Manager at CalSTRSIn this episode host Dave Karol, Managing Director, Ridge Capital Investors and interviews Sally Stocks, Portfolio Manager at CalSTRS, the second largest pension fund in the US. Stocks shares candidly about her role and what drove her decision to join the organization after many years working with them as her client. She also provides valuable insight into what CalSTRS looks for in their local real estate partners, the importance of Environmental, Social and Governance (ESG) in the equation and why she encourages young professionals to explore the world pension funds along their career path.
2022-10-0440 minNAIOP San Francisco Bay Area ChapterInsight from Your NAIOP SFBA Presidents, Past & PresentIn this episode host Dave Karol, Managing Director, Ridge Capital Investors and Past NAIOP SFBA Chapter President interviews current Chapter President, Amanda Bates, Vice President, Portfolio Director, EQ Office, and Immediate Past President Adam Lasoff, Managing Director, JLL, Capital Markets Group.
Long time colleagues and friends, they engage in a fun, candid, and meaningful conversation. Topics include the impact of the pandemic on their lives and careers, role NAIOP has played in their success, their thoughts state of the office market, their advice for young professionals and more!
2022-06-2149 min
NAIOP San Francisco Bay Area ChapterNAIOP SFBA Podcast TrailerIn this trailer host Dave Karol, Managing Director of Ridge Capital Investors and Past NAIOP SFBA Chapter President introduces the new podcast series. He shares the chapter’s goals and provides insight into what listeners can expect to experience when tuning in as well as how they can find and engage with the podcast.
2022-04-0801 min2020-08-2654 minNAIOP San Francisco Bay Area ChapterInside NAIOP's YPG and NED ProgramsNAIOP San Francisco Bay Area Chapter is pleased to deliver another outstanding podcast: Inside NAIOP’s YPG and NED Programs. This episode provides the inside scoop on the unique scientific approach behind the chapter’s renowned Young Professionals Group and its innovative new NAIOP Executive Development program. It features a conversation between Cori English, NAIOP SFBA Board Member / Communications Committee Co-Chair and leadership development guru for both YPG and NED, Julie Chesley, PhD. A highly-recommended listen for anyone who is thinking about applying to either program as well as those interested in personal and professional development.
You can fin...
2020-06-2328 min
Real Perspectives PodcastKim Snyder, President of U.S. West Region PrologisKim Snyder is responsible for all activities for Prologis’ West region, including development, acquisitions and operations. Key markets include San Francisco, Seattle, the Central Valley, Southern California, the Inland Empire, Las Vegas and Phoenix. He joined AMB Property Corporation in 2005, bringing extensive experience in real estate development and construction, acquisitions and industrial leadership.As managing director and senior vice president during his tenure at AMB, Kim managed AMB's Airport Group, as well as Mexico and Brazil operations. Prior to AMB, he was president and CEO of Paragon Capital Corporation, and served as managing director fo...
2020-06-1932 min
Real Perspectives PodcastDavid Karol & Dick Scott, NAIOP San Francisco and Silicon Valley chapter presidentsToday, we sit down with David Karol, Principal at Ridge Capital Investors and Dick Scott, Divisional Vice President of PS Business Parks. Dave is a chapter president of NAIOP San Francisco and Dick leads NAIOP Silicon Valley. Today, we speak with them as representatives of their local NAIOP chapters, where we discuss the impact of California Senate Bill 939 and its intended and unintended consequences on the commercial real estate market throughout the region. Here are their thoughts!
2020-06-1235 minNAIOP San Francisco Bay Area ChapterUnconscious Bias and the Bottom Line: The Business Case for EqualityThis inaugural podcast presented by Dr. Rebecca Johannsen, Corporate Consultant, discusses how overlooking diversity can actually inhibit the potential of any business. Johannsen shares research and suggests methods to help listeners combat unconscious biases and reshape their thinking (and their workplaces) to leverage the full potential of everyone on their team. Host: Cori English, Director at RETS Associates. Guest: Chapter President, Lauren Young, Partner at PCCP, LLC.
2019-06-2729 min