transcript
show notes
In this episode, Marc sits down with Ryan Severino, chief economist and head of research at BGO, for a deep dive into the forces shaping commercial real estate across North America. Fresh off his keynote at the CRE.Converge conference, Ryan shares his data-driven outlook on the economy, interest rate cycles, and what today’s uncertainty means for developers and investors. From policy risks and central bank moves to sector-specific trends in industrial, multifamily, retail, office and data centers, Ryan offers clear insights on where resilience and opportunity are emerging. Recorded on Nov. 6, 2025.