Follow @jbmatcap on Instagram, YouTube, and X.
Chapters
00:00 Introduction and Setting the Scene
01:45 Navigating Commission and Decision-Making
04:05 Trends in College Football Betting
06:45 Reflections on Team Performance and Coaching
08:35 The Financial Landscape of College Football
10:14 Analyzing Upcoming Games and Predictions
15:12 Coaching Philosophy and Youth Sports
16:22 Super Bowl Aspirations and Team Dynamics
18:54 Affordable Housing and Market Expectations
In this episode, Jeremy, Jeff and Will discuss various topics ranging from the consistency of their podcasting efforts to the latest trends in the real estate market. They analyze economic indicators, stock performance, and the impact of coaching changes in college football. The conversation also covers predictions for upcoming bowl games and the implications of the transfer portal on team dynamics. The episode concludes with a discussion on the Heisman Trophy and its significance in the current college football landscape. In this conversation, the hosts delve into various aspects of college football, including quarterback comparisons, the implications of offensive awards, and the cultural impact of college football stars. They discuss NFL prospects, the declining attendance at bowl games, and the highlights of Texas high school football. The conversation also touches on economic growth driven by new developments, Google's expansion in Texas, and the future of data centers amidst rising competition. The hosts conclude with personal anecdotes and reflections on the leasing market and upcoming events.
Jeremy, Will and Jeff offer valuable insights into the interplay between finance, politics, and sports. Key takeaways include the importance of monitoring market trends and their implications, understanding the influence of political rhetoric on economic sentiment, recognizing the growing disparities in college football due to NIL, and staying vigilant in property management to avoid unexpected costs. By staying informed and adaptable, individuals can navigate these complex landscapes more effectively.
In this week’s episode, the guys cover year-end market updates, real estate stock performance, and the challenges of digital leasing—from tenants signing on car hoods to checks that never arrive. They debate old-school leasing practices, discuss conference championship weekend, the coaching carousel, and which teams deserve a playoff spot. The conversation wraps with North Texas real estate news and a hilarious personal story about the roughest hotel stay in Dallas.
Jeremy, Jeff, and Will sit down during this Thanksgiving week to discuss:
1. The real estate market is experiencing volatility; strategize selling and buying based on market trends.
2. Government spending continues to rise, prompting discussions about fiscal responsibility.
3. Defining a personal "North Star" can guide future decisions and strategies in business.
4. Finding cost-effective solutions in property management can enhance client relationships and business outcomes.
In this week’s episode, the guys are back from a whirlwind weekend—Graham, Pittsburgh, Lubbock—and dive straight into a packed conversation covering college football chaos, market updates, and a fiery deep-dive into commercial real estate lease transparency. From Notre Dame’s sheer talent advantage to Heisman debates, Aggie drama, and the rise of data-center-driven economic development in North Texas, the crew jumps between sports, economics, and real-world brokerage frustrations with their usual humor and candor.
Jeremy breaks down why commercial tenants need better disclosures, Jeff reflects on decades of lease negotiations, and Will gives an on-the-ground look at what’s really happening in the markets. Plus—property management horror stories, the latest SIOR milestone, SMU soccer shoutouts, and this week’s betting picks. A jam-packed, highly entertaining, and surprisingly educational episode.
Links to articles mentioned:Ross Perot Jr. unveils $10B “city within a city” in Denton
Irving touts dozens of economic development 'wins,' $572 million in investment
The team dives into another chaotic, entertaining week in industrial real estate, college football, old-building nostalgia, and the bizarre downfall of Sonder. Jeff returns from a Scranton trip with a full “Old Building Reporter” segment, complete with Dunder Mifflin lore, steam engines, and the existential question of what happens to 140-year-old industrial buildings in modern markets.
We run through:
Market updates, REIT performance, and interest-rate sanity
A “buildings with a yard—like the good old days” listing plug
Why industrial REITs are somehow still negative
Doge, Elon, and federal budget rants
The ultimate fluff term: “strong demographics”
The craziest Airbnb collapse of the year (RIP Sonder)
The weirdest Airbnb stories you’ve ever heard
College football chaos, Heisman hopefuls, and Tech’s defensive buzz
The rise of a Celina pro soccer team and mixed-use speculation
Week 45 brings market updates, San Antonio leasing news, and the latest industrial and housing trends across Texas — plus a few unfiltered takes from a train bathroom. The guys dive into debt, real estate inventory, and why Princeton, Texas is booming, before ending with college football picks, property management moments, and a few laughs along the way.
Links to Article Mentioned:
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.
SUBSCRIBE TO THE PODCAST SO YOU NEVER MISS AN EPISODE.
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.