MENGENAI EPISOD INI
Office leasing is surging, yet more than a billion square feet of office space still sit empty. Homebuilders are shrinking houses to keep buyers in the market. And AI is taking on everything from apartment leasing to the equipment inside industrial buildings. Where is real estate heading, and who’s actually making money?
In PLOT Live Episode 13, Jake Heller and Quinn Edwards break down the forces reshaping commercial real estate and housing, with guests from WithCoverage, Funnel Leasing, and CrossnoKaye. From the widening gap between trophy offices and obsolete buildings to the difference between using AI and proving it pays off, we explore what these changes mean for owners, operators, investors, and renters.
IN THIS EPISODE:
🏢 Office’s uneven comeback
🏠 D.R. Horton and the affordability squeeze
🤖 AI adoption vs. actual results
⚡ The real estate behind the AI boom
🏗️ The apartment supply slowdown
MEET THE GUESTS:
• JD Ross and Seth Samowitz | WithCoverage
How AI and insurance expertise can help owners navigate coverage, carrier pricing, and operational headaches, and how a flat-fee approach changes the traditional insurance model.
• Tyler Christiansen | Funnel Leasing
How centralized leasing teams and AI can create a more connected renter experience across an apartment portfolio, where automation helps, and why people still matter when it’s time to tour and sign a lease.
• Jesse Crossno | CrossnoKaye
What “physical AI” looks like inside an industrial facility, from controlling refrigeration equipment to adjusting energy use around electricity prices, and how those savings can affect property economics.
Plus, we decode the broker language everyone knows: “off-market deal,” “value-add opportunity,” and “creative financing.” What’s the pitch, and what’s the translation?
Chapters:
00:00 - Intro and Show Agenda
0:03:08 - Colliers Q3 Office Report
0:10:52 - Interview with JD Ross and Seth Samowitz of WithCoverage
0:26:26 - D.R. Horton's 2027 Housing Outlook
0:37:32 - Real Estate Power Rankings
0:42:03 - Interview with Tyler Christiansen of Funnel Leasing
0:58:13 - Anthropic's $9B Compute Commitments
1:06:09 - Overrated or Underrated
1:12:58 - Interview with Jesse Crossno of CrossnoKaye
1:27:13 - Big Deal Energy
1:34:43 - Property Managers & AI Results
1:42:35 - Apartment Deliveries Slow, New York Bucks the Trend
1:52:05 - The PLOT NOT Top 10 and Outro
What would convince you that AI is earning its keep in a building? Share your take in the comments.
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