Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales requires more industrial space than an equivalent $1 spent at a brick and mortar. Dr. Walter shares his projections on both demand and inventory and the importance Gateway leaders working together.
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It's not just Evergrande who just blew up, but the number two and number three, they've also all crashed and burned. Then when you...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the misconception of a recession, GDP contraction in the first three quarters and possible...
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...
