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Podcast: The Best Ever CRE Show
Episode: Self Storage Overbuild, Niche Plays and What Still Works ft. Ash Patel
Description: Matt Faircloth interviews Ash Patel, and the two hosts do a 2025 look-back / 2026 look-forward on what theyâre seeing across major commercial asset classesâplus where they think real estate operators are headed after the last couple years of âextend and pretendâ.
They start with why triple-net retail has stayed surprisingly strong (including the âno new supplyâ reality) and why office still feels âtoxicâ for many banksâcreating an âoffice tsunamiâ of opportunities and pain as debt resets and distressed deals trade at steep discounts.
From there, they dig into multifamily as a tale of two outcomes (legacy fixed...