Peaks & Portfolios

Hosted by PEG Companies

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Latest episode

Feb 2025

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EN-US

About the show

Market volatility. Geopolitical tensions. Regulatory changes. Interest rate fluctuations. Rising construction costs. Tightening debt markets. The list continues… Navigate the rugged terrain of today's ever-evolving commercial real estate investment landscape with a 360° view from the top. Peaks & Portfolios: Presented by PEG Companies summits a new peak each week, exploring current events and headlines, trends, issues, and opportunities impacting the CRE investment space. Scale to new heights in your investment journey with host Rachel Oh and leading experts as they trek toward the promise of prosperous portfolios here in the Mountain West region and beyond. Tune in now and elevate your CRE investment game!

Listen to episodes

17 recent

February 27, 2025Episode 1544 min

The ROI of Art in Architecture: Designing for Better Returns

Years ago, a young sculptor named Jory Morgan Walker helped shape the design of iconic Las Vegas landmarks like the Luxor, Paris, and Mandalay Bay through his fine arts expertise. Today, that same classically trained artist leads one of the West’s most prominent architectural firms, Beecher Walker Architects, blending art, technology, and architecture to create top-performing spaces for commercial real estate investors. Walker shares how to harness the power of design and functionality to boost ROI in even the most challenging market conditions. Discover his insights and strategies for success in today's dynamic environment.Want to Get In Touch? Send us a text message!

January 30, 2025Episode 1641 min

2025 Economic Outlook: Insights from Cushman & Wakefield

From a new presidential administration to surging demand for data centers, 2025 is shaping up to be a pivotal year. In this episode, we sit down with James Bohnaker, Senior Economist at Cushman & Wakefield, for an economic outlook with insightful forecasting for the year ahead. James unpacks key factors—including potential tax changes, the economic ripple effects of deregulation, and shifts in immigration—offering expert insights into what lies ahead. Tune in for a nuanced look at the opportunities and risks shaping growth in 2025, across a rapidly evolving market.Want to Get In Touch? Send us a text message!

December 5, 202435 min

Building Through Bonds: Innovative Financing Strategies in Real Estate

Explore the evolving dynamics of debt and financing in real estate investment with insights from Brad Andrus, Founding Partner of Bridge Investment Group, and Lauro Garcia, Senior Vice President / Managing Director for Stern Brothers. Andrus shares lessons from navigating multiple recessions, emphasizing how downturns can reset markets and create prime buying opportunities for agile investors; particularly through alternative financing methods. Garcia brings a fresh perspective, explaining his innovative use of taxable bonds for construction and acquisition financing. By leveraging traditional banks for letters of credit and issuing fully assumable bonds, he offers a strategic win-win approach for borrowers and lenders. Tune in for expert strategies to thrive in today’s shifting real estate investment market.Want to Get In Touch? Send us a text message!

October 7, 2024Episode 1453 min

Office Exodus: Tackling Double-Digit Vacancies and Negative Absorption

With double-digit vacancies that are the worst on record in many markets, commercial real estate investors are faced with the challenge of navigating negative absorption in the office sector. While the Mountain West region has acted as a buffer, avoiding some of the harsher realities facing first-tier markets, we remain in the thick of what real estate mogul Brandon Fugal dubs a "character-building cycle." In this episode, we sit down with the Chairman of Colliers International to explore the myriad of factors driving change in the sector—from technological advancements to broader economic shifts. Hear why Fugal believes the public is still in the dark about the true impact of remote work, how he aligns with Elon Musk’s controversial return-to-office mandates, and and which investors he predicts will see the greatest returns over the next five to ten years.Want to Get In Touch? Send us a text message!

August 1, 2024Episode 1344 min

Impact Investing: Leveraging Tax Credits for Affordable Housing

Can innovative urban development turn the tide on housing scarcity? Through an engaging discussion on public-private partnerships and debunking myths of unattractive low-income housing, we explore tax credits and other effective tools for structuring successful affordable housing investments. In this week's episode, we're delving into one of the most pressing issues of our time and discussing innovative funding methods for those looking to make an impact.Want to Get In Touch? Send us a text message!

July 18, 2024Episode 1247 min

Soaring Insurance Costs: When Will Investors Find Relief?

Since 2016, the CRE insurance market has faced turbulence due to natural disasters and rising capital costs. This week's episode with Ted Brown, President and Partner at Lockton Companies, breaks down the impact of skyrocketing insurance rates on deals. Ted explains how underwriters initially priced for low catastrophe risk, but consecutive severe weather events led to increased rates. However, there is a silver lining! Tune in to find out when he believes rates will stabilize.Want to Get In Touch? Send us a text message!

June 20, 2024Episode 1140 min

Why Utah's Real Estate Market Is Booming

Get the scoop on Utah’s booming real estate market with Peaks and Portfolios. Join Kip Paul, Michael King, and JT Redd from Cushman & Wakefield as they share insights on growth and investment opportunities along the Wasatch Front. Learn why Utah ranks as the best overall state in the U.S. and how its growth creates a compelling environment for commercial real estate. Explore Salt Lake City's downtown growth, hotel undersupply, and the conversion of hotels into multifamily units in Utah's hospitality sector.Want to Get In Touch? Send us a text message!

June 13, 2024Episode 1050 min

How AI is Revolutionizing Commercial Real Estate

What if your next real estate decision could be guided by AI? Tune in as we explore game-changing innovations in Prop Tech. Discover how advancements make property management seamless, from virtual tours to app-based laundry systems and vehicle vending machines. We delve into AI's future in real estate, automating tasks and predicting equipment failures. This episode offers insights on how technology revolutionizes real estate, while also cautioning about potential risks and threats in today's environment.Want to Get In Touch? Send us a text message!

May 30, 2024Episode 941 min

Hot off the Press: An Analysis of CBRE's New American Cities Report

The urban landscape is evolving, responding to societal changes, economic pressures, and the global pandemic. Insights from leaders like Julie Whelan of CBRE are invaluable. CBRE's new report reveals the intricacies of urban transformation and growth, offering a future roadmap for U.S. cities. In this episode, we interview Whelan for a deep dive into these findings. Learn about essential elements for a thriving city, and gain a comprehensive guide for vibrant, resilient, and inclusive urban development. Check out CBRE's report on the future of US cities here.Want to Get In Touch? Send us a text message!

May 23, 2024Episode 831 min

Riding the Wave of Opportunity with Newly Appointed PEG Companies Co-CEO Garett Bjorkman

In this episode, newly appointed PEG Companies Co-CEO Garett Bjorkman explores modern financial landscapes shaping new investment opportunities. We discuss how private credit firms address banks' liquidity gaps in transitional real estate assets. Garett shares insights from his journey from Shanghai to Utah. Topics include conservative lending in multifamily real estate, potential in select service and extended-stay hotels, and balancing affordable luxury projects with investor returns.Want to Get In Touch? Send us a text message!