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Latest podcast episodes about leases

#DoorGrowShow - Property Management Growth
DGS 350: Collaboration Over Competition in Property Management

#DoorGrowShow - Property Management Growth

Play Episode Listen Later Aug 21, 2026 18:34


What if some of the people you see as competitors could actually help you grow your property management business? In this episode of the #DoorGrowShow, Jason and Sarah Hull talk about collaboration over competition and why a scarcity mindset can cause property management business owners to overlook opportunities sitting right in front of them. They break down why clients aren't necessarily choosing a property manager because of a secret strategy, service, or sales pitch, and why trying to protect everything you do from your competitors may be doing more harm than good. If you've been treating the property managers around you strictly as competition, this episode may change the way you look at them. You'll Learn [00:00] Introduction and industry overview [00:58] False scarcity and competition myths [03:19] Clients choose you for your uniqueness, not secret sauce [05:16] The industry benefits from collaboration, not isolation [06:15] Debunking false assumptions about growth and scarcity [08:39] Lead generation is easier than perceived [09:06] The abundance of property management opportunities [11:51] Overcoming fear and false evidence [12:52] Collaboration over competition explained [16:16] The neighbor strategy for referrals Quotables "They work with you because they like you. Because you're unique, because you are uniquely you." — Sarah Hull  "People don't want to buy property management. They want to buy you." — Jason Hull "Some of your neighbors could become one of your best friends and best assets." — Jason Hull Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:00) All right, five, four, three, two, one. Hey everybody, I'm Jason Hull, the founder and CEO of DoorGrow. This is Sarah Hull, owner of DoorGro and the COO. We are the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry.   At DoorGrow, we are on a mission to transform property management business owners and their businesses. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. Now let's get into the show. All right, so today we're going to be talking about collaboration over competition in the property management industry. And the reason for this is because a lot of you are dealing with a lot of false scarcity.   false competition and you're not leveraging some of the people that could be feeding you business, maybe even in your own neighborhood. And so let's get into this. All right, let's talk about it. So if you've ever thought, no, I don't want my competitors   registers to know about doorgrow. I don't want them to work with door grow. I only want to do this or I only want to have the best stuff or I only want to do, you know, the whatever strategy or you know, I want all the connections. And I think a lot of times that's really based in a a scarcity mindset and in a fear-based mindset. Yeah. If you find something that's good and then you go, I'm gonna keep this little secret to myself. I I don't want to tell anyone else about it.   I only want it for me. And maybe it's a website or maybe it's, you know, a special pricing tool, or maybe it's your sales process, or, you know, maybe it's a referral source. Maybe it's what do they call it at KFC? Like the the secret ingredients. Eleven secret eleven herbs and spices. Like I can't I can't let anybody else know what I do or how I do it or why. I don't want them to know anything about me. Then a lot of times I I know it feels like hey, I'm protecting   my assets and I'm protecting my my business and I'm making sure that you know not everyone can copy me. And what it usually boils down to though is A property management is just inherently not that different. Like what one property manager does is really similar to what another property manager does. Are there slight nuances and differences between two companies? Yes, of course there are. How they do things is different.   Of course. But the product itself, what you're actually doing, is not very different from company to company to company. So you're really not saving yourself what you think like what you think you're doing is, I'm not telling anybody. I'm keeping this to myself. I don't want anyone to copy me. It it's it's all the same product. And usually people don't decide to work with you because you have the secret sauce.   They work with you because they like you. Because you're unique, because you are uniquely you. So your competitor and you might do the exact same thing in the exact same area, in the exact same market, targeting the exact same properties and clients. You do everything the same. Your pricing might be the same, the website might look similar, your sales pitches often pretty similar. That's why when you call property management companies, you kind of have deja vu and you hear the same thing again and again and again and again.   Unless you talk with one of our clients and then the conversation sounds slightly different. But it's it's all it all boils down to the same thing. And people aren't working with you because you said the magic words like, they said this one thing and now I have to work with them because no other company does that. No other company is like that. That usually is not the case. Because the product and the service is what it is. It's it's the same. But you're different.   And they like you. And that's why someone will work with you. And guess what? Your competitors probably unless unless you're maybe really mean to them, your competitors probably like you too as a person. They, you know, there's probably maybe some friendly competition there. But they probably like you too. And if you got to know them, you might find that you like them as well. And I think that   looking at this as a collaboration instead of no, it's it's all me, it has to be me, I'm the only one, I'm the best one, and nobody else in this market, everybody else is like this or like that. I'm the only one. Well, all right. I I just don't know how that really serves the industry. I don't know how that really serves the community. Well let's take a step back because I think a lot of business owners   And until your own basic needs are met, you don't care about the community. Let's be real. Like if you're you and your family are hungry and starving, you need money, you need to pay rent, you need to pay your bills, you you want to get your business going. You don't care about the community. You don't care about the industry. You care about yourself, which is fine. So let me help you see how you by being selfish and looking at yourself, you have probably some false assumptions that are causing you to not grow. And that's why you're in this that that   That camp and why you're struggling. So, first of all, like Sarah said, you may have this false scarcity mindset. So, first of all, there is, let's let's kill some assumptions. First, why do you have the assumption that there's a it's hard to grow your business? Or the assumption that there's there's only a small amount of business to go around, or the false assumption that maybe it's difficult to grow your property management business.   What if none of this was even true? These are all false assumptions you have based on bad data and bad information because you've had bad ideas or bad strategy. So, first of all, most property management companies suck in most markets. Why do they suck? Because they're stuck in a lot of this bad mindset stuff. They didn't wake up in the morning saying, I want to start a bad business today. And if you're struggling and customer service is kind of, you know, falling apart, or you've got clients leaving, or people are frustrated.   Or you're super stressed out and you're not loving your business, you didn't wake up in the morning one day and say, This is, I want to start a crappy business today. But that's the default of where you end up when you make certain decisions with certain assumptions because you have blind spots. So let's see if we can destroy a few blind spots for you right now. First, is property management, does everybody sell the same thing? Like Sarah said, no, because why? Property management isn't even the product that people want to buy from you.   They're the right owners that you want. So they're looking for a property management business owner they can partner with that they trust to take over their property. They're not just looking for the cheapest person. But when you commoditize yourself, so by having the wrong offer, you turn yourself into a commodity. You're now and because you're selling the wrong product. And if you're selling the wrong product to the wrong audience, you have the wrong offer that's optimized for the wrong people.   And so then you have the wrong clients, and then your business is really operationally expensive. Your operational costs are really high, really difficult clients to deal with because you have bad channels, the wrong channels, wrong product, wrong offer, wrong clients, right? So we, if we want to counter this and get out of the cycle of suck, one, you have to start firing bad clients. You have to start filtering the cloud clients that you bring on. You need better channels of opportunity that feed you.   Healthier business, healthier property owners, healthier clients, people that trust you, people that are not going to try to micromanage you. The operational costs are lower. They're healthier investors. And then you can sell the right product to them. And then you can have the right offer that's attractive to that type of buyer. And so then everything gets a lot easier. The other thing is Legion is hard. Let's let's attack that. Legion is not hard.   At least half of all rental properties out there are being managed by somebody that doesn't enjoy doing it or that sucks at doing it. Maybe most of them are managed by somebody that doesn't enjoy doing it because a lot of your the lot of half are probably professionally managed or less. And a lot of them are miserable or aren't even good at it. That might be you listening to this right now. And we could help you with that. But most property management companies suck. Most people.   though are not using property manager. So there's a lot of self managing people. They don't enjoy doing it. And rarely have you ever run into a vessor that says, Yeah, I'm gonna I'm doing it myself and I love it. It's my favorite thing. I love managing property. I love showing the property. I love doing inspections and leasing and maintenance coordination. They don't th it's not a hard sell.   Right. So I don't think it's hard to sell property management. I don't think it's hard to get leads. There's tons of available business out there. When scarcity happens is when your channels suck. So if you're focused on SEO, pay-per-click, like Google Ads, pay per lead, like all property management.com, social media marketing, content marketing. Here's where there's a lot of scarcity because there's very little internet or search volume.   looking for property management. And so there's a lot more scarcity there. And there are people winning at this game. But this is kind of like there's there are people winning in Vegas when they're gambling. There are winners. And you see these winners and you're like, they're winning. The lottery. They're like number one on Google. They've been there for a decade. Yeah, they're winning. And everybody else, like second place on Google, gets like a dramatically less traffic, less leads, less business. And that's   It's a hard game to play. So if you're going after Goliath and you are David, but you tr decide to do the same things, you're making really bad moves. So we've got to get you focused on better, more effective lead gen strategies where you're not do focus on digital marketing and you're able to reach these investors and owners that would love your help. They're just not looking for a property manager actively. That doesn't mean they wouldn't buy it. That doesn't mean they don't need it. That doesn't mean they would they would   like give up all that extra freedom and time that they would love to have that you could give to them. You can sell them on this. This is not hard to sell. They don't even like doing it. And you can take it off their plate. And it might even be free for them if they haven't raised rent in the last two years. You just like they might be 10% below market rate on rent. They might be dealing with mol like lots of vacancy.   If you can decrease their vacancy significantly over the course of a year, you probably could pay for your management services just by doing that. So here we are we want to destroy all these false assumptions because fear, they say that is an acronym that stands for false evidence appearing real. So if you're you're in the state of fear or in the state of false scarcity or you have the scarcity mindset.   Every decision you make from that place, from that mindset, is going to be not true or is going to be false or is going to be skewed or is going to be ineffective. And so a lot of you are making decisions from a place of scarcity, which isn't even accurate. There's tons of business out there. Tons of business. There's lots of different growth engines, lots of different strategies and vehicles you could implement on how to grow your business. If you get on a sales call with us, our team will   Give you those strategies for free. So you will be convinced we could help you and you'll know how we could help you and what we could coach you on. So reach out and set up a call with DoorGrow. We are great at this. We've been doing this for almost 18 years. So that's what I would say about that, to destroy some of those false assumptions. And so we believe in a doorgrow. We teach our clients. We believe in collaboration over competition. Right? What does that mean?   That means instead of going, I can't let my competitors know what I'm doing. I don't want to talk to my competitors. I don't want them to know what I'm doing. I would love if I knew what they were doing, but I don't want them to know what I'm doing. I don't wanna talk with them. I don't wanna work with them. I don't wanna look at them. I don't wanna have a relationship with them. I don't wanna put my pricing on my website because then they'll see it and then they'll copy me and they'll they'll do the same thing that I'm doing and they'll have the same thing because   We're the same, you know, we're doing the same thing. Yeah. And and it's that it's that fear. It's that fear and it's that scarcity and it's that well no. Yeah. There's only there's maybe two big companies or three big companies in your market and you're going, Well, I need to be one of them. So I'm I'm I'm gonna just distance myself from my competitors. And if you look at things through the lens of, hey, this is my competitor. Mm-hmm.   then it's really hard for you to want to work with or have a relationship with someone who's your competitor. So you need to be able to look at things different and realize, yeah, you might be in the same market. Yeah, you might do the same thing. Yeah, you might serve the same audience and you might have the same target and you really might have similar goals. But that doesn't necessarily mean that you can't collaborate. Yeah.   And the thing is, people don't want to buy property management. They want to buy you. And you're different than all of your competitors. You have a different philosophy. And hopefully you have a healthy mindset because really what they're buying from you as a partner partially is your mindset. It is your belief system. And if you are coming from a place of scarcity, you also are not going to be very attractive to the healthiest clients. You're not going to be attractive to the best investors. And if you're walking around going, why are all the owners in my market are cheap? You know what that tells me about you?   Yeah, we talk about this in our pricing secrets training and how to figure that out. Like you might be a cheap owner or a cheap O, as I call it, a cheap investor or cheap mindset person, right? So we gotta shift your mindset and that then you start attracting people like you, healthier people. All right, let's do a quick word from our sponsor. We'll get back into this. So our sponsor is second nature. We're talking about collaboration. Yeah.   He's been steamrolling me all day today. okay. Are we segueing into this? Go ahead. Do you want to do it? No, no, you take it. Go ahead. You just you do it. Well go ahead. To be fair, I pointed at it. I know. I didn't think she was gonna lead into it. Okay. Good. Speaking of collaboration and how to partner with someone who's really great so that there's a less of this   You know, scarcity and fear set. mind this fear-based mindset and how to focus on collaboration. Sometimes the people you want to partner with are also in your industry, but they're not direct competitors. Like Second Nature. So let's talk about second nature and then i after this I'm gonna tell you about the neighbor strategy, how you can y actually get neighboring property managers.   To give you business instead of thinking they're taking it from you. Okay. All right, second nature. So the resident experience is broken and it starts with the lease. Leases are getting longer and attention spans are getting shorter. The result is that residents don't read the lease, and PMs know all too well that just it's just a ticking time bomb. Second nature believes it doesn't have to be this way. Introducing resident onboarding.   So, Second Nature's new onboarding guide offers transparency, choice, and convenience to residents all while taking the work off your plate. Lease responsibilities and expectations are made clear and unskippable in a simplified digital signing flow. Residents can customize their living experience, whether they're selecting insurance coverage, upgrading their air filters, or choosing more expense or more extensive pest control coverage, and with group rate internet.   They get gig speed service right in their lease. Best of all, it's fully managed by Second Nature. So there's no extra work for you. This could help. It's kind of like a sounds like an onboarding wizard that they go through to bring them into a better experience. Visit secondnature.com slash affiliate dash doorgrow. So affiliate is A double F I one L I A T E dash Dorgrow.   To start revolutionizing your resident experience. Okay. Cool.   Would you like to explain the neighbor strategy? in two minutes, yes. Cool. So back when I did property management, this was one of the things that I actually really enjoyed doing. I like staying in my lane and not trying to expand into properties, areas and territories that I really wasn't interested in covering, but that I could cover because the right opportunity comes up. We all know how that goes. So   I was actually introduced to a property manager that was a neighboring property manager and I did not cover her area and she did not cover my area. But a lot of times we would talk with investors, both of us would talk with investors to go, hey, do you do this area? And I would go, Absolutely not, I won't touch that with a 10 foot pole. But I have someone who's great to talk with her and she will take good care of you. And she would do the same for me. And we would be able to send each other leads back and forth.   So that I could just cover the area that I was really great at covering and that I wanted to cover and she could do the same thing. And instead of then going, nope, don't cover that area, see you later, bye. Then I would go, well, I don't, but I know someone that can help you. And she's great. Let me get you connected with her. And that became a lead for her. And I got a lot of business from her. And I would send her a lot of business and it was really great. because some people would look at that and go, no, I have no time for that.   And it was a really great relationship that we were able to maintain and grow our businesses together collaboratively. Awesome. So if you you could be a vendor in this industry, you could be a property manager in this industry. If you think that your competitors are your enemies and you think that there's no way to collaborate with them, maybe you're not looking hard enough. And there are some big opportunities for deals to be had, for relationships to be created. And just like Sarah talked about the neighbor strategy.   There's we've had clients with short-term rental companies in the exact same city as long term rental company clients working with each other, feeding each other business. There might be a way to work out. maybe there's different types of properties, whatever, but some of your neighbors could become one of your best friends and best assets. All right. So if you've ever felt stuck or stagnant, you want to take your property management business to the next level. You're dealing with some difficulties and growing, you're you're dealing with difficulties with your mindset, whatever.   Reach out to us at doorgrow.com. Let's help you change things and start making a lot more money. And for a free training on how to get unlimited leads for free, text the word leads to 512-648-4608. Also join our free community online just for property management business owners by going to doorgrowclub.com. And if you want tips, tricks, and ideas to learn about our offers, subscribe to our newsletter by going to doorgrow.com/slash subscribe.   And if you found this even a little bit helpful, don't forget to subscribe and leave us a review. We'd really appreciate it. Until next time, remember, the slowest path to growth is to do it alone. So let's grow together. Bye everyone. Wait a few so it doesn't off at the end. Five, four, three, two, one. Okay, bye.

Jason & John
J&J Show--Hour 1 Thursday 8/20/26--Over / Unders - Mendoza, FedExForum Lease, Nuggets in the West, HS Football + NFL News - Vita Vea gets deal. NFL predictions

Jason & John

Play Episode Listen Later Aug 20, 2026 48:47


(1) Over / Unders - Mendoza, FedExForum Lease, Nuggets in the West, HS Football (2) NFL News - Vita Vea gets deal. NFL predictions

Real Estate Investing For Professional Men & Women
Episode 392: How Manufactured Housing Creates Cash Flow for Real Estate Investors, with Ali Nasir

Real Estate Investing For Professional Men & Women

Play Episode Listen Later Aug 19, 2026 41:44


What makes manufactured housing communities an interesting opportunity for real estate investors? In this episode of the Massive Passive Cashflow Podcast, Gary Wilson talks with Ali Nasir, a longtime manufactured housing community investor and operator, about the strategies behind investing in one of America's most affordable housing asset classes. Ali shares lessons from more than four decades in the industry, including why manufactured housing can remain resilient across economic cycles, how investors can identify under-occupied communities, and how value-add and infill strategies can increase occupancy and property income. The conversation also explores vertical integration, multiple potential revenue streams, resident retention, market specialization, and creative real estate deal structures. Ali walks Gary through a real-world Orosi, California case study, explaining how a lease-with-option-to-purchase structure allowed his team to control a property with less upfront capital while locking in a future purchase opportunity. Over time, improvements to income and the property's value created a significant value-add opportunity. In this episode: Manufactured housing as an affordable housing investment Why demand can remain strong during economic downturns Infill strategies and increasing occupancy Value-add opportunities in existing communities Vertical integration and multiple revenue streams Resident retention and housing affordability Why market specialization matters Investing in California's manufactured housing market Creative real estate financing and acquisition structures Lease-with-option-to-purchase strategies The Orosi, California case study How investors can think more creatively about real estate deals Connect with Nasir Ali:   Website: www.RISE360Ventures.com Email: info@rise360ventures.com LinkedIn: https://www.linkedin.com/in/joinrisecomm/ Facebook: https://www.facebook.com/Rise360Ventures Instagram: https://www.instagram.com/therise360ventures/ Youtube: https://www.youtube.com/@RISE360Ventures   Attention Investors and Agents:   Are you ready to scale your real estate business and connect with like-minded professionals?

Founders Club - For Real Estate Entrepreneurs
Single Tenant Net Lease Strategy: Real Estate's Ultimate Cheat Code? | George Pino on Founders Club

Founders Club - For Real Estate Entrepreneurs

Play Episode Listen Later Aug 19, 2026 44:06


Welcome to another episode of Founders Club! On this episode we'll be talking to George Pino about Single Tennant Net Leases (or Tripple Net Leases).   Connect with Founders Club Host Oliver Graf on Instagram: @OliverGraf360     Do me a solid and…   Leave a 5 star review!   Find me on Instagram: @OliverGraf360   Founders Club TikTok: @FoundersClubPodcast   Subscribe to my YouTube channel: http://www.youtube.com/c/OliverGrafTV   Get on my VIP email list and get new episodes of Founders Club straight to you inbox: http://eepurl.com/g_L2Ev   Book me to speak: https://olivergraf.tv/speaking   Book a 1-on1 coaching session: https://calendly.com/olivergraf360/vip   ► JOIN OUR NATIONWIDE REAL ESTATE TEAM: https://www.100commissionrealestate.com  

The Enterprise Podcast
Morning Drive: Lease away

The Enterprise Podcast

Play Episode Listen Later Aug 18, 2026 10:18


EGX index reshuffle. Al Baraka’s tender offer. Gov’t targets domestic funding. Valu closes maiden bond. Morning Drive is your daily download of the essential headlines shaping Egypt. From business policy and finance to the latest in tech, all in under 10 minutes. Hosted by ‘Synthetic Salma’ — an AI-powered version of our own Executive Editor Salma El-Saeed. You can read the full newsletter on the website. Morning Drive is brought to you by: Madinet Masr GRANITE Financial Holding Bonyan for Real Estate Investments And check out our other show Making It, an hour where the founders, CEOs, investors, and policymakers making the biggest decisions in our region show their work and talk about what’s next.See omnystudio.com/listener for privacy information.

The Andrew Carter Podcast
Buying a Car? Should you lease or buy? New or used?

The Andrew Carter Podcast

Play Episode Listen Later Aug 18, 2026 6:05


Buying a car in Canada right now can be a pretty expensive proposition, and once you've settled on the vehicle, there's another big question: how should you actually pay for it? Do you finance it, lease it, or pay cash? Pat Cayer is an automotive reviewer and content creator, a retired Canadian Armed Forces veteran, and an Advanced Driving Course Instructor, spoke to Ken Connors.

WSJ Tech News Briefing
TNB Tech Minute: OpenAI Leases Ohio Data Center

WSJ Tech News Briefing

Play Episode Listen Later Aug 17, 2026 1:57


Plus: Uber partners with drone startup Zipline to make drone deliveries. And Alibaba sells its Lingxi Games videogame business. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Growing Harvest Ag Network
Morning Ag News, August 17, 2026: A deeper look into farmland lease options

Growing Harvest Ag Network

Play Episode Listen Later Aug 17, 2026 2:57


Farmland owners or operators face a choice of lease options, but which one pays more? The agricultural economists at Purdue University looked into that question and found that over the past 20 years, no single lease type consistently outperformed the others. NAFB News ServiceSee omnystudio.com/listener for privacy information.

The Manila Times Podcasts
DEAR PAO: Effect of a notice to vacate after an implied new lease | August 17, 2026

The Manila Times Podcasts

Play Episode Listen Later Aug 17, 2026 3:11


DEAR PAO: Effect of a notice to vacate after an implied new lease | August 17, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

House Guest with Kenzie Elizabeth
Feeling Stuck So I'm Taking a Gap Year at 28 & Finding a New Lease on Life (I Want to Feel Like I'm Truly LIVING)

House Guest with Kenzie Elizabeth

Play Episode Listen Later Aug 13, 2026 68:59


This week's episode we have one of Kenzie's closest friends on the show to recap her gap summer at 28. Presleigh shares how she's been feeling stuck, what she's doing to change that, how she plans to change her entire life & finding a new lease on life. Hope you enjoy! PROPOSAL VLOG: https://www.youtube.com/watch?v=Ze4KsihNwYA&t=921sBLOG: https://kenzieelizabeth.coSHOP MERCH OUT NOW: https://shop.dearmedia.com/collections/ilysmWatch us on youtube: https://youtube.com/kenzieelizabethKenzie's IG: https://bit.ly/298RzRnKenzie's Twitter: https://bit.ly/2RdtJsEHG IG: https://bit.ly/2vlwxXy Sponsors: Quince: Download the Quince app for app-exclusive offers, or go to Quince.com/houseguest Something Borrowed Blooms: Visit SomethingBorrowedBlooms.com and use code HOUSEGUEST at checkout for $100 off of $500+. Hers: Visit forhers.com/houseguest to get personalized, affordable care that gets you Osea: Get 10% off your first order sitewide with code HOUSEGUEST at OSEAMalibu.com Starbucks Learn more about your ad choices. Visit megaphone.fm/adchoices

Retail Retold
Why Retail Rents Are Rising and New Supply Is Still Years Away

Retail Retold

Play Episode Listen Later Aug 13, 2026 32:05


Retailers want to grow. The question is what they'll pay for the right space.Retailers want more stores. Vacancy remains historically low. And meaningful new retail development is still years away.So what does that mean for the next five years of retail real estate? What are the forces today that are driving the future?At the center of the August What's in Store conversation between CBRE's Karly Iacono and Chris Ressa is a fundamental supply and demand imbalance. Retailers continue to look for opportunities to grow, but the economics of large-scale new development remain challenging. Construction costs, land availability, interest rates and exit values all factor into the equation.But there is one lever that ultimately has to move to make more projects pencil: rent.And that shift is already underway.The question is how far it can go, and what happens along the way.Karly and Chris dig into what rising net effective rents and limited new supply could mean for existing retail real estate, and whether retailers have more room to pay for the locations they really want. They also explore why the physical store has become more valuable to retailers, not just as a place to generate sales, but as a critical part of how brands reach and serve their customers.The changing market is influencing more than rents. Retailers are rethinking the traditional store prototype, using better data to make decisions about where to open, how big to go and which formats make sense in different markets. The result is a much more nuanced approach to expansion, from flagships and large-format stores to smaller concepts, outlets and pop-ups.And as competition for the right space increases, the way deals get done is evolving too. Lease negotiations are changing, retailers are planning their pipelines years in advance, and both sides are looking for ways to move from opportunity to open store faster.Where does all of this lead?The conditions shaping retail real estate today could define the market for years to come. What's changing now, what still needs to change, and what it could mean for the next five years.What You'll HearWhy rents need to rise before meaningful new retail development returnsHow low vacancy is making the right locations more valuableWhy retailers are getting more intentional about where and how they growHow better data is creating more conviction around store decisionsWhy physical stores matter more than the headlines suggestHow the landlord and tenant dynamic is shiftingChapters03:10 - When does new retail development come back?Chris explains why rent, not retailer demand, is the biggest hurdle standing between today's market and meaningful new shopping center construction.05:45 - The rent growth hiding in plain sightFace rents don't tell the whole story as TI packages, retailer investment and net effective rents reshape deal economics.08:36 - Does geography change the development equation?Land availability, Sun Belt growth, interest rates and construction costs determine where new projects have the best chance of penciling.11:12 - The physical store is more valuable than the headlines suggestChris argues that the market still underestimates what stores do for retailers and their relationship with consumers.12:03 - Retail's one-prototype era is overRetailers are using data to make smarter decisions about formats, distribution, clustering and market-specific store strategies.16:41 - What younger consumers reveal about physical retailKarly's New York retail tour with her kids shows how pop-ups, flagships and social media can work together to drive real-world shopping.21:09 - Lease negotiations are moving back toward balanceAfter years of tenant-friendly movement, landlords and retailers are becoming more pragmatic about non-monetary provisions and getting deals done.24:24 - Why the store-opening timeline still needs workRetailers are planning pipelines years in advance because leases, municipalities and multiple decision-makers make timelines difficult to compress.27:02 - The lease provision seeing the biggest shiftUse restrictions have become significantly more flexible as shopping center tenant mixes continue to evolve.29:28 - The local entrepreneur has changedMore founders are thinking about scale, franchising, private equity and monetization before they even open location number one.

Everything Coworking
434. The Amenity Strategy That Won Josh Kaplan A Lease: Inside Clubhouse Work & Golf

Everything Coworking

Play Episode Listen Later Aug 12, 2026 55:25


What happens when a golf simulator in your garage turns into a 25,000-square-foot coworking business? For Josh Kaplan, founder of Clubhouse Work & Golf, the idea started with a group of friends wondering how hard it could be to rent a warehouse, set up a golf simulator, and have somewhere to work and play during the winter. Three years later, Clubhouse Work & Golf has its first location in Denver, sold out its 50 private offices in less than 13 months, and is opening a second location. In this episode, Josh and I talk about: How he went from an 18-year career in software to launching a coworking business Why it took nearly three years and 30–40 failed deals to finally get the first location open How golf became the hook, but hospitality and design became a much bigger part of the value proposition What Josh learned from his first location and is applying to the second Why he's deliberately taking a conservative approach to expansion How his team has evolved as he moves away from day-to-day operations And why he believes Clubhouse Work & Golf can eventually scale beyond Denver I love Josh's story because it's a great example of building something genuinely differentiated instead of trying to create another version of the same coworking space. And the golf is only part of the story. Resources Mentioned in this Episode: Josh's LinkedIn profile Clubhouse Work & Golf's website Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

Dirt & Sprague
Wright Gazaway of KATU joins us in studio on City Council vote today...state of Blazers/City lease negotiations

Dirt & Sprague

Play Episode Listen Later Aug 12, 2026 40:59


Investigative Reporter/Anchor Wright Gazaway of KATU joins us in studio for the 9am with an update on where things stand with Moda Financing...what we expected from City Hall today...and when we expect the Blazers and City to sit down and start hammering out details of a new lease.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Ford Goes Cheap, Leases Come Home, AI Watches Your Back

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Aug 11, 2026 10:00 Transcription Available


Episode #1420: Ford previews a $25K crossover for 2029, why the return of lease returns is great news for Penske, plus Nissan's AI-powered factory cameras that are watching workers. Show Notes with links: Ford is circling back to the affordable end of ...

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Greenfield's Reason for Optimism, VW Goes Trucking, EV Lease Hangover

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Aug 10, 2026 15:29 Transcription Available


Episode #1419: We're kicking off the week with Steve Greenfield's optimistic take on technology and AI, plus Volkswagen's very American plan to grow its U.S. presence with a pickup truck, and EV lessees discovering their once-in-a-lifetime deals may ac...

The John Batchelor Show
S8 Ep1224: H.W. Brands, Part Two: In 1941, the debate intensifies over the Lend-Lease Act, which Lindbergh argues supports British imperialism rather than democracy. Lindbergh testifies before Congress, asserting that air power makes the Western Hemispher

The John Batchelor Show

Play Episode Listen Later Aug 9, 2026 37:28


   H.W. Brands, Part Two: In 1941, the debate intensifies over the Lend-Lease Act, which Lindbergh argues supports British imperialism rather than democracy. Lindbergh testifies before Congress, asserting that air power makes the Western Hemisphere more defensible, contradicting Roosevelt's claims that technology has made America more vulnerable. Roosevelt declares an "unlimited national emergency," casting anti-interventionists as disloyal "copperheads" and "fifth columnists." The America First movement is effectively ruined following Lindbergh's Des Moines speech, in which he identifies "Jewish Americans" as a group pushing the U.S. toward war, leading to widespread accusations of anti-Semitism. The national debate ends abruptly with the attack on Pearl Harbor and Hitler's subsequent declaration of war. Although Roosevelt bars his chief critic from official military service, Lindbergh eventually flies combat missions surreptitiously as a civilian consultant in the Pacific. (2)v       

Bar and Restaurant Podcast :by The DELO
15 Years of PV Burger: Building a Cult Following with Grit, Quality & By Staying Independent | EP224

Bar and Restaurant Podcast :by The DELO

Play Episode Listen Later Aug 9, 2026 40:24


What started with a Craigslist ad and a love of food turned into one of Arizona's most recognizable independent burger spots.In Episode 224 of On The Delo, Delo sits down with Bret Shapiro, Chef/Owner of Paradise Valley Burger Company, to talk about 15+ years of PV Burger, the realities of restaurant ownership, and why Bret has never been interested in following the traditional growth playbook.Bret shares the story behind taking over the original restaurant, building a loyal crew and customer base, and eventually moving PV Burger from its longtime 40th Street and Bell Road location to Scottsdale. They get into staying independent, using his own capital to grow, keeping restaurant footprints small, navigating rising costs, and the advice Bret has followed from the beginning: if something has to change, raise the price before you lower the quality.Of course, they talk burgers too—from the story behind the Burger Brulee and Paradise Burger to the TV appearances that put PV Burger in front of a national audience, including Diners, Drive-Ins and Dives, Man v. Food, Guy's Grocery Games, and Check, Please! Bret also shares what's next, his early-morning routine, and why after 15 years in business, consistency still matters more than hype.Chapter Guide (Timestamps)(0:00 - 3:24) Welcome, Meeting Bret Shapiro, and the PV Burger Office Story(3:24 - 7:23) Origin Story: From Music to Food and a Craigslist Ad That Changed Everything(7:23 - 11:10) Losing the Lease at 40th and Bell and the Overnight Move to Scottsdale(11:10 - 14:21) Taking Care of the Crew and Whether Chefs Make Good Business Owners(14:21 - 18:03) Staying Independent, Lease Advice, and Reading Today's Arizona Market(18:03 - 20:39) Footprint, Dine-In vs. Takeout Shift, and Learning From Deluxe Burger(20:39 - 25:06) Fries, Jalapeno Ranch, and the Stories Behind the Burger Brulee and Paradise Burger(25:06 - 28:02) Life on TV: Diners Drive-Ins and Dives, Man v. Food, and Guy's Grocery Games(28:02 - 30:19) The Hardest Part of 15 Years and Why You Never Step Down on Quality(30:19 - 34:25) Morning Routine, Walking With Dad, and Changing His Relationship With Alcohol(34:25 - 35:22) What's Next: A New Sandwich Shop and Reviving Paradise Valley Pizza(35:22 - 38:23) Rapid Fire: Trucks, Scuba, Sushi, and a Month of Travel(38:23 - 39:39) Social Handles, Closing Thoughts, and Supporting Local Restaurants

Infinitum
Za sada je mnogo smešno

Infinitum

Play Episode Listen Later Aug 8, 2026 83:45


Ep 289 Apple Just Became a $5 Trillion Company Apple Reports 3Q 2026 Results: $29.8B Profit on $109.4B Revenue Apple Reports Q3 2026 Earnings - MacStories Tim Cook Thanks Shareholders on His Final Apple Earnings Call Team Ternus drags retired vice president of hardware engineering back into Apple Apple acquires Czech materials science firm PlasmaSolve - MacDailyNews OpenAI: Apple is getting this wrong — Apple's outside counsel emailed the wrong Chang, thanked OpenAI's GC for a call that never happened, and Apple's own employees were the ones asking for help finding files Prasad Pilla: Apple sued OpenAI claiming ex-Apple employees walked away with confidential information. OpenAI responded by saying, "Actually... your lawyer emailed the wrong Chang, thanked someone for a phone call that never happened, your own employees kept texting our engineer for help after… Eric Migicovsky: Apple kinda did this to Pebble in 2015 — We tried for weeks to get our app updated, zero response from Appstore review team. It turns out their GC had emailed me directly, but it went to spam and I never noticed. Instead of the appstore review person… Claude Cowork can escape its sandbox, rummage through all of your files Users' private Claude chats revealed with simple Google search Simon Willison: This is absolutely wild... Anthropic reviewed their logs and found out that their own supposedly-sandboxed cyber evals had hacked three separate companies back in April without them noticing! henk van ess — Tonight I typed just one sentence into Google Earth and put refugees near the Mexican border. Then I planted a nuclear plant in Iran. What on earth is Google doing? Aakash Gupta: Apple launched a 0% interest lease this week that makes them more money than charging interest would. The whole mechanism lives in one number. Lease a $2,999 MacBook Pro and you pay $58 a month for 36 months. That's $2,088. The buyout at the end is $911, so the two paths sum to… Vadim Yuryev: Update: Apple's lease deal is MUCH better than I expected. Since the automatic option is a buy-out if you take no action after your lease ends, it qualifies for the Section 179 asset deduction rule for businesses. This means you can lease a $2,999 MacBook Pro and pay $0 down,… Pavel Durov: Last night Apple briefly removed Telegram from the AppStore because a user had planted illegal porn in a public chat. Telegram was restored within hours. But I want to explain what happened — to warn other app developers and help protect online communities from similar attacks. iPhone to Windows clipboard sharing coming to iOS 28 in the EU What is happening to encrypted HFS+? - The Eclectic Light Company Pastebot 3 Doubles Down on Mac Clipboard Automation and Introduces Two New Business Models - MacStories Pocket Casts: Enjoy Podcasts on Your TV — sada i na Apple TV-u Fast Mac networking is too expensive. I fixed that. The Java Story | The Official Documentary Pojačalo podcast EP 380: Jovan Jovanović, senior test engineer Zahvalnice Snimano 7.8.2026. Uvodna muzika by Vladimir Tošić, stari sajt je ovde. Logotip by Aleksandra Ilić. Artwork epizode by Saša Montiljo, njegov kutak na Devianartu

Ian Talks Comedy
Bill Nuss (Mee-Ow show / NBC exec / 21 Jump Street ep / Pacific Blue creator)

Ian Talks Comedy

Play Episode Listen Later Aug 8, 2026 49:05


Bill Nuss joined me to discuss watching Off. Joe Bolton as a child; writing to Johnny Carson; his love of Honeymooners; going to film school backward; creating the Mee-Ow show at Northwestern with partner Dusty Kay; Seth Myers crediting it with his pursuing comedy; meeting Brandon Tartikoff; auditioning for SNL; Brandon gets them a pitch at Eight is Enough; going with Brandon as an exec to NBC; creation of Diff'rent Strokes; being in the room when the cancellation of SNL was discussed; worked on Cannell and Larson series; asked to write for A-Team & later 21 Jump Street; casting Johnny Depp; writing the Hulk Hogan A-Team episodes; "Lease with an Option to Buy" w/ Della Reese and worst episode of A-Team; writing a Psycho homage for Knight Rider and a The God's Must Be Crazy takeoff for the A-Team; creating the Booker character for Jump Street; favorite Jump Streets; Raven; guesting on his shows; The Hat Squad; Renegade; directing was easy for him; favorite episode of Booker; creating Pacific Blue; WWE & Mario Lopez; PB episodes "Stargazer' and "59 Minutes"; creating North Shore and having young Jason Momoa in the cast; NCIS; Hawaii 5-0; his passion project, the musical version of The Honeymooners

Commercial Real Estate Pro Network
National Tenant Triple Net Lease with Alan Fruitman - CRE PN #564

Commercial Real Estate Pro Network

Play Episode Listen Later Aug 6, 2026 38:41


Today, my guest is Alan Fruitman. Alan Fruitman has helped more than 1000 investors purchase several billion dollars of triple net properties. Tenants include Chase Bank, Chick Fil A, Chipotle, McDonald's, and many others. He also wrote the triple net property book,   https://1031tax.com/  

Alberta Real Estate Tutor
Percentage Lease Explained How Do Landlords Share in Retail Revenue

Alberta Real Estate Tutor

Play Episode Listen Later Aug 5, 2026 2:25


Percentage Lease Explained: How Do Landlords Share in Retail Revenue? Enroll in courses here: https://www.albertarealestateschool.com/shop/ or call our Success Team at : 587-936-7779 What is a percentage lease in commercial real estate? A percentage lease is commonly used in retail properties, shopping centres, and plazas. Under this type of lease, the tenant typically pays: ✔️ Base Rent ✔️ Operating Costs (where applicable) ✔️ Additional Percentage Rent once sales exceed a specified breakpoint Here's the basic idea: Shopping centres and plazas often invest in marketing and promotions that drive customer traffic to retailers. For example, a large mall marketing campaign can attract more shoppers, helping retailers increase sales. Because the landlord contributes to creating that business traffic, the lease may allow the landlord to receive a percentage of the tenant's revenue above a certain sales threshold (breakpoint). For example, a tenant might pay base rent plus an additional 2%–3% of sales above the agreed breakpoint. That additional amount is paid to the landlord, which is why it's called a percentage lease. Understanding commercial lease structures is key for commercial real estate education and exam preparation. Start your career in Real Estate today! Our courses equip you with the skills needed to pass your licensing exam in Alberta. Link in the comments.

Nightside Project
A SpaceX Rocket Is About to Crash Into the Moon, $900 Per Kid on Back-to-School Shopping, and Should You Lease Your iPhone?

Nightside Project

Play Episode Listen Later Aug 4, 2026 73:27


A SpaceX Rocket Is About to Crash Into the Moon, $900 Per Kid on Back-to-School Shopping, and Should You Lease Your iPhone?   A 9,000-pound SpaceX Falcon 9 upper stage is on a collision course with the Moon — impact expected around 12:35 AM MDT Wednesday morning — and Utah astronomer Patrick Wiggins joins us live to break down whether you'll actually be able to see it from here. Plus, parents are expected to spend an average of $900 per child on back-to-school shopping this year…why?   Apple just launched its new "Apple Upgrade" leasing program with Klarna — iPhones starting at $17.99 a month — and Ethan weighs in on whether this is a budget-friendly game-changer or a never ending payment game.    KSL Brightside streams live weekdays 12–3 PM. Watch the YouTube-exclusive live stream from 12–1 PM, then catch us on radio and YouTube from 1–3 PM.

Jason & John
Hour 3---J&J Show Tuesday 8/4/26--Mahomes and Athletic QB rankings for 2026 & Jaylen Brown's 76ers + Jessica Benson joins us to talk about GG Jackson & the Grizzlies

Jason & John

Play Episode Listen Later Aug 4, 2026 47:37


(1) Mahomes and Athletic QB rankings for 2026 & Jaylen Brown's 76ers (2) Jessica Benson, Grind City Media/Grizzlies Radio, on GG Jackson & preseason (3) Zay Flowers gets PAID + it's Fantasy Football Season at 92.9

Jason & John
Hour 1---J&J Show Tuesday 8/4/26--Aaron Rodgers go off on ESPN, Jahmyr Gibbs & NFL RBs, NFL Hof, Grizz lease + Protect College Sports Act details

Jason & John

Play Episode Listen Later Aug 4, 2026 52:45


(1) Aaron Rodgers go off on ESPN, Jahmyr Gibbs & NFL RBs, NFL Hof, Grizz lease (2) Protect College Sports Act details

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
AI Akio, Lease Retreat, Rivian's R2 Reality Check

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Aug 3, 2026 14:35 Transcription Available


Episode #1413: Today we're talking about Toyota turning Akio Toyoda into an AI management coach, why fewer Americans are leasing vehicles, and Rivian's R2-fueled quarter as revenue improves, losses narrow, and cash burn remains firmly in the passenger ...

Your Landlord Resource Podcast
What To Do After a Tenant Signs Their Lease, Our Move-In Process

Your Landlord Resource Podcast

Play Episode Listen Later Aug 3, 2026 39:25 Transcription Available


Send us Fan MailSo, the lease is signed, the confetti's basically falling, and then… what? If you've ever found yourself scrambling three days before move-in trying to remember whether you actually collected the security deposit, this episode is for you. Kevin and I are walking you through exactly what to do after a tenant signs their lease, starting with the money you need in hand before you ever hand over a key, and the one rule we refuse to break, no matter how much we like a new tenant.We're also getting into our pre-move-in walkthrough process, including a California law that changed how many photos we now take of every single unit, and why it's actually in our best interest, even though it felt like a hassle at first.Plus, I'm sharing what's inside our welcome email and our tenant unit binder, the small welcome gift we leave for every new tenant, and a story about a garbage disposal habit that cut our repair calls almost to nothing.And toward the end, we give an honest, unsponsored rundown of the landlord software platforms people ask us about most, so you can decide what's actually worth paying for.Hit play, because by the end of this episode, you'll have a repeatable process for everything that happens between signing day and move-in day.What You'll Learn in This Episode• The exact order of operations for funds, documentation, and rent setup after a lease is signed•  The one rule we never break, no matter how much we like a new tenant•  Why California now requires landlords to photograph every unit before, during, and after a tenancy•  What's inside our welcome email and tenant unit binder•  The simple habit that's cut our garbage disposal repair calls to almost nothing•  An honest, unsponsored comparison of Innago, TurboTenant, DoorLoop, and RentRediEpisodes & Resources MentionedEpisode 8: Our Best Tips for a Smooth Tenant Move-InEpisode 26: Welcome Gifts — Why They're Important for Your Rental Property BusinessEpisode 67: Renters Insurance — What Every Landlord Needs to KnowEpisode 123: Landlord Systems — The Unit BinderFREE Move-In / Move-Out Inspection FormBLOG: 10 Things Tenants Need to Know at Move-InBLOG: The What and Why of Move-In and Move-Out Inspections Innago: Completely FREE landlord management softwareTurboTenant: Great landlord management software for newer landlordsRentRedi: Management software that syncs with QuickBooks OnlineDoorLoop: The best landlord management software for larger portfoliosConnect with Us: 

Gravity Healthcare Hacks
Before Occupancy Drops: The Warning Signs Senior Living Executives Need to Watch with Jerry Vinci

Gravity Healthcare Hacks

Play Episode Listen Later Aug 3, 2026 25:25 Transcription Available


Occupancy is a lagging indicator. By the time census begins to fall, the problems behind it may have been visible for months.In this episode, Melissa Brown talks with Jerry Vinci, founder of CCR Growth, co-founder of Nordon, and host of From Leads to Leases, about the early warning signs that reveal whether a senior living community's occupancy is truly sustainable.They discuss declining search visibility, weakening reviews, lost competitive positioning, AI visibility, pricing transparency, resident experience, and the risks of relying too heavily on third-party referral aggregators. Jerry also explains why growing demand will not automatically fill every building—and why operations, service, staffing, and ownership of the lead pipeline matter more than simply increasing advertising spend.If your community is full today, this conversation will help you determine whether it is positioned to stay that way.Support the show

Marsha Collier & Marc Cohen Techradio by Computer and Technology Radio / wsRadio
TechRadio: Should You Lease Your Apple Gear? Casio's New Smart Ring + Who Wins Search

Marsha Collier & Marc Cohen Techradio by Computer and Technology Radio / wsRadio

Play Episode Listen Later Aug 2, 2026 43:39


This week on TechRadio (Your Tech News of the Week) we dig into whether leasing an iPhone, iPad, or Mac actually makes sense, details on the grandfathered iPhone Upgrade Plan, Casio's stylish new smart ring as an Oura competitor, and who's currently leading the search engine race. Plus: a smart glasses detector app, the latest on MySpace, the FAA's approach to rocket launches, whether you should regularly restart your phone, and the top streaming shows and movies right now.

Govcon Giants Podcast
How to Get Paid on Federal Building Leases Without Owning Any Property

Govcon Giants Podcast

Play Episode Listen Later Aug 1, 2026 9:43


Federal agencies lease office and program space through contracts that can run four to ten years, and a bidder does not need to own or manage any property to win one. Eric Coffie coaches a live caller through the exact structure: partner with a commercial real estate broker to source the building, then bid the government a marked-up lease rate and keep the difference as your fee. What you'll learn in this episode: - Why a federal building lease contract does not require you to own or manage property - The difference between a residential broker and a commercial real estate broker, and why it matters for this bid type - How a markup on the lease rate becomes your profit on the deal - Why calling the contracting officer directly can save you from bidding on a recompete that never leaves its current building - The one form most solicitations require to prove you have a relationship with the building owner before you submit Chapters: 0:00 - Why finding contracts beats winning them 0:48 - Caller question, bidding armed forces career center leases 1:37 - Partnering with a commercial real estate broker 3:02 - Where your fee actually comes from 5:04 - Confirming the relationship with the building owner 6:51 - Why action beats research paralysis 7:02 - Reaching out to the contracting officer first 9:02 - Closing, Federal Help Center community Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

KMJ's Afternoon Drive
Lease Your Next iPhone & Ozempic Temples

KMJ's Afternoon Drive

Play Episode Listen Later Aug 1, 2026 13:45


Apple's new Apple Upgrade leasing program offers lower monthly payments and easier upgrades for customers who frequently replace their devices. USA Today reports that doctors are increasingly seeing “temporal hollowing,” or sunken temples, among patients who have experienced rapid weight loss while using GLP-1 medications like Ozempic and Wegovy. Please Like, Comment and Follow 'Philip Teresi on KMJ' on all platforms: --- Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Michael Garfield
Roombas, iPhone Leases & the Evolution of ESPN

Michael Garfield

Play Episode Listen Later Aug 1, 2026 82:54 Transcription Available


This week, Michael Garfield breaks down the U.S. government's decision to ban certain foreign-made robots and what it could mean for popular smart home devices like robot vacuums. He also sits down with ESPN historian Mike Soltys to discuss his new book, Sports Heaven: The Birth of ESPN, and the incredible story behind the network that changed sports broadcasting forever. Plus, are smartphones getting so expensive that leasing is the new normal? Michael explores Apple's new iPhone leasing option and whether buying a phone outright is becoming a thing of the past.

In the News
254: A New Lease on the iPhone

In the News

Play Episode Listen Later Jul 31, 2026 71:43 Transcription Available


Send us Fan MailWatch the video!https://youtu.be/gIS4_2GwJJEIn the News blog post for July 31, 2026https://www.iphonejd.com/iphone_jd/2026/07/in-the-news839.html 00:00 Love it. Lease it. Upgrade it.27:19 We Want the NICE Soap, Apple!35:26 Where Y'at? Finding Our Daughters43:12 Pre-Indexing Your iPhone48:12 Faster Charging Valet 51:28 A Cool, No Joke Accessory56:10 Feel Good Lasso58:26 Brett's iTip: Digital Crown Orientation on the Apple Watch1:06:49 Jeff's iTip: Hold Digital Crown for SiriJuli Clover | MacRumors: Apple Upgrade: 20 Things to Know Before Leasing an iPhone, iPad, or MacJohn Gruber | Daring Fireball: John Ternus Should Reverse Apple's Slide Down the Advertising Slippery SlopeJason Snell | Six Colors: Always choose the good soapJohn Gruber | Daring Fireball: Ads in Software Are Like Stickers on LaptopsWilliam Gallagher | AppleInsider: Daughters overjoyed as Apple Watch gift saves their father's lifeZac Hall | 9to5Mac: iOS 26.6 now available for iPhone with these changesAndrew O'Hara | AppleInsider: Twelve South Valet mini review: A luxe MagSafe catch-all with new, faster speedsEd Hardy | Cult of Mac: I got this iPhone accessory as a joke. Now I love it.Brett's iTip: Change the Digital Crown orientation on your Apple Watchhttps://support.apple.com/en-sg/guide/watch/apd0bf18f46b/watchos  Jeff's iTip: Hold Digital Crown to use Sirihttps://support.apple.com/en-us/105063 Support the showBrett Burney from http://www.appsinlaw.comJeff Richardson from http://www.iphonejd.com

All TWiT.tv Shows (MP3)
Hands-On Apple 242: Understanding Apple Upgrade

All TWiT.tv Shows (MP3)

Play Episode Listen Later Jul 30, 2026 14:54 Transcription Available


Apple just replaced its iPhone Upgrade Program with a device leasing model run by Klarna, and you might end up paying more for devices you never actually own. Find out what happens when your monthly payments end in this episode covering Apple Upgrade! Apple launches Apple Upgrade device lease, replacing iPhone Upgrade Program Klarna partnership explained: application, credit check, and payment limitations Lease requirements: activation, payments, trade-ins, and pickup rules Device condition, damage, and loss policies under Apple Upgrade Canceling early, returns, and keeping financed accessories End-of-term options: upgrade, return, or buy device outright Host: Mikah Sargent Download or subscribe to Hands-On Apple at https://twit.tv/shows/hands-on-apple Want access to the ad-free audio and video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: threatlocker.com/twit

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Hands-On Mac (Video)
HOA 242: Understanding Apple Upgrade

Hands-On Mac (Video)

Play Episode Listen Later Jul 30, 2026 14:54


Apple just replaced its iPhone Upgrade Program with a device leasing model run by Klarna, and you might end up paying more for devices you never actually own. Find out what happens when your monthly payments end in this episode covering Apple Upgrade! Apple launches Apple Upgrade device lease, replacing iPhone Upgrade Program Klarna partnership explained: application, credit check, and payment limitations Lease requirements: activation, payments, trade-ins, and pickup rules Device condition, damage, and loss policies under Apple Upgrade Canceling early, returns, and keeping financed accessories End-of-term options: upgrade, return, or buy device outright Host: Mikah Sargent Download or subscribe to Hands-On Apple at https://twit.tv/shows/hands-on-apple Want access to the ad-free audio and video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: threatlocker.com/twit

apple upgrade device leases macbook imac klarna hom ipados twit mikah sargent club twit iphone tips iphone upgrade program ios tips club twit discord hands on mac
All TWiT.tv Shows (Video LO)
Hands-On Apple 242: Understanding Apple Upgrade

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Jul 30, 2026 14:54 Transcription Available


Apple just replaced its iPhone Upgrade Program with a device leasing model run by Klarna, and you might end up paying more for devices you never actually own. Find out what happens when your monthly payments end in this episode covering Apple Upgrade! Apple launches Apple Upgrade device lease, replacing iPhone Upgrade Program Klarna partnership explained: application, credit check, and payment limitations Lease requirements: activation, payments, trade-ins, and pickup rules Device condition, damage, and loss policies under Apple Upgrade Canceling early, returns, and keeping financed accessories End-of-term options: upgrade, return, or buy device outright Host: Mikah Sargent Download or subscribe to Hands-On Apple at https://twit.tv/shows/hands-on-apple Want access to the ad-free audio and video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: threatlocker.com/twit

apple hands upgrade device leases macbook imac klarna hom ipados twit mikah sargent club twit iphone tips iphone upgrade program ios tips club twit discord hands on mac
The Hot Slice
321. Great Pizza Isn't Enough. Building a Business with Michael Androw

The Hot Slice

Play Episode Listen Later Jul 30, 2026 31:07


Send us Fan MailIn this episode of The Hot Slice Podcast, Michael Androw, owner of E&D Pizza Company, in Avon, Connecticut, gets honest about what it actually takes to open and survive in this industry. He shares the hard lessons that recipes and passion can't teach you, from the financial traps that can cost you your home to the relationships that can save your doors from closing. If you own a pizzeria or dream of opening one, this conversation delivers the "down and dirty" reality most people learn the hard way.Here's what Michael covers:Relationships before you need them. Why building genuine, non-transactional ties with your building and health inspectors matters, and how those ties let him reopen the morning after disaster.Surviving disaster. The Thanksgiving a car crashed through his building, and what it takes to manage contractors, insurers and inspectors when everything falls apart.The brutal math of slow days. A Tuesday in February with $75 in total sales, and how to hold your nerve on labor, utilities and staff morale when the register goes quiet.Outsource the numbers. Why accounting and payroll should go to professionals, because you can't afford to get tax codes wrong on zero sleep.Learning to let go. How over-managing slows your team and hurts your labor metrics, and why delegation is the hardest skill for a perfectionist owner.Consistency and creativity. Following recipes to a T for customers who expect the same pizza every time, while giving staff room to build fun weekly slice specials.Lease and loan landmines. The commercial lease clauses and loan terms that carry personal liability, and how to tell good money from bad.The emotional cost. Seven days a week for two straight years, and the private toll of ownership no one warns you about.Michael brings this same candor to his workshop at Pizza Expo Columbus: W01, You Want to Open a Pizza Restaurant? on Sunday, October 11, from 8 a.m. to noon ($250). Workshop Description: Dreaming of opening your own pizzeria from scratch? Michael Androw has been there, done that, and lived to tell the tale. This workshop is your crash course in everything from site selection and lease negotiations to zoning laws and start-up marketing. But it's not just about the nuts and bolts — it's about the blood, sweat, and tears (and maybe a few sleepless nights) that come with building your dream. Michael's insights could be the difference between success and heartbreak. If you're ready to take the plunge, this session is a must. Register now for Pizza Expo Columbus .

The Best One Yet

“Apple Upgrade” is a iPhone lease as low as $18/mo… it's an Android-killer and Apple's post-Mag-7 strategy.Tom Holland & Zendaya are the Gen Z Power Couple saving hollywood… but run 2 totally different businesses.Do you have 500 followers?... You could be a Mini Influencer (we'll tell ya how to monetize it).Plus, KFC's secret spice recipe just went up for auction… So we found the list of capitalism's top secret recipes.$YUM $AAPL $METAGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Business Casual
FIFA Draws Backlash for “Selling Soul of Football” & Apple Wants You to Lease Your iPhone

Business Casual

Play Episode Listen Later Jul 29, 2026 30:09


#899: FIFA president Gianni Infantino plans to sell stake in the World Cup and its governing body hates it. Apple wants you to upgrade your iPhone with the option to lease. JPMorgan and Ohio State ink a record sports deal that shows the professionalization of college sports. Europe's richest man, LVMH CEO Bernard Arnault publicly disputes any rumors of family in-fighting. Finally, Odyssey translator Emily Wilson hated Christopher Nolan's ‘The Odyssey.' Got difficult questions? Head to https://www.claude.ai/mbd to answer them.  Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

MacBreak Weekly (Audio)
MBW 1035: Riding Nerdy - Apple's Own Lease-to-Own Program

MacBreak Weekly (Audio)

Play Episode Listen Later Jul 29, 2026 144:33


Apple is teaming up with Klarna to launch a lease-to-own program for its devices. Apple loses a bid to overturn Masino patent verdict. Apple is facing a lawsuit by customers who lost money through a fake Bitcoin wallet app in the App Store. And Apple is gearing up for a big smart home push. Apple's new hardware subscription sounds great, except for one limitation Apple loses bid to overturn $634 million Masimo patent verdict, new trial also denied. Judge approves Apple's $250 million settlement offer over Siri lawsuit. Apple just improved TestFlight for users with a lot of beta apps. Apple sued by customers who lost combined $1.8 million through fake Bitcoin wallet in App Store. Update Now: iOS 26.6 and macOS Tahoe 26.6 patch hundreds of security flaws. iOS 27 public beta 2 is here with Siri AI, iPhone speed upgrades, and more. watchOS 27 adds new feature to improve your Apple Watch battery life. Here's everything new for CarPlay in iOS 27. Here's everything new for Messages in iOS 27. Gurman's Mac roadmap. Apple set to make big smart home push with Siri AI at center. A.R. Rahman brings his immersive music experiences to Apple Vision Pro. Always choose the good soap. Apple promotes 'Nido de Villanas,' a Mexican microdrama shot on iPhone 17 Pro. Apple TV announces streaming date for its epic Neuromancer adaptation, new Dark Matter and Matchbox trailers. Picks of the Week Leo's Pick: Twelve South PowerBug Christina's Pick: BookPlayer Andy's Picks: Casio WS-1600H Jason's Pick: Apple II Mini Replay Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/MacBreak zocdoc.com/macbreak cachefly.com/twit

Jason & Alexis
FULL SHOW 7/29: Bad Cruise Behavior, "Moana" Don't Wanna, Apple Lease Program, "Wicked" & "Private Lives" Theater Reviews

Jason & Alexis

Play Episode Listen Later Jul 29, 2026 132:38


Bad cruise behavior caught on film. The live action Moana might be the last straw. Apple is launching a new lease program, we think this is going to be great! Are people still shopping at Bath & Body Works, Colleen & Leah still remember their signature fragrance. AITA: We ask you is this bride wrong for not wanting her sister to announce her pregnancy at her wedding?Big Fat Theater Reviews! Colleen saw "Wicked" and Leah caught "Private Lives". Screen Queens: Colleen was mildly traumatized by "Worst Neighbor Ever" (Netflix) Leah dropped back into the "Big Bang" universe with "Stuart Fails To Save The Universe" (HBO) and Jason relived the glory days with "The Story of Late Night" (HBO) Holly's Hot Girl Walks are really good for us, Colleen tells us why. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MacBreak Weekly (Video HI)
MBW 1035: Riding Nerdy - Apple's Own Lease-to-Own Program

MacBreak Weekly (Video HI)

Play Episode Listen Later Jul 29, 2026 144:32


Apple is teaming up with Klarna to launch a lease-to-own program for its devices. Apple loses a bid to overturn Masino patent verdict. Apple is facing a lawsuit by customers who lost money through a fake Bitcoin wallet app in the App Store. And Apple is gearing up for a big smart home push. Apple's new hardware subscription sounds great, except for one limitation Apple loses bid to overturn $634 million Masimo patent verdict, new trial also denied. Judge approves Apple's $250 million settlement offer over Siri lawsuit. Apple just improved TestFlight for users with a lot of beta apps. Apple sued by customers who lost combined $1.8 million through fake Bitcoin wallet in App Store. Update Now: iOS 26.6 and macOS Tahoe 26.6 patch hundreds of security flaws. iOS 27 public beta 2 is here with Siri AI, iPhone speed upgrades, and more. watchOS 27 adds new feature to improve your Apple Watch battery life. Here's everything new for CarPlay in iOS 27. Here's everything new for Messages in iOS 27. Gurman's Mac roadmap. Apple set to make big smart home push with Siri AI at center. A.R. Rahman brings his immersive music experiences to Apple Vision Pro. Always choose the good soap. Apple promotes 'Nido de Villanas,' a Mexican microdrama shot on iPhone 17 Pro. Apple TV announces streaming date for its epic Neuromancer adaptation, new Dark Matter and Matchbox trailers. Picks of the Week Leo's Pick: Twelve South PowerBug Christina's Pick: BookPlayer Andy's Picks: Casio WS-1600H Jason's Pick: Apple II Mini Replay Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/MacBreak zocdoc.com/macbreak cachefly.com/twit

Daily Tech News Show
Will You Lease Your Next iPhone With Apple Upgrade? - DTNS 5319

Daily Tech News Show

Play Episode Listen Later Jul 28, 2026 31:36


Motorola's new Android app called Indigenous Collections is all about the preservation of indigenous language and culture, and Model Context Protocol got its biggest update to date to make AI agents in the enterprise more practical at scale.Starring Jason Howell and Jenn Cutter.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

CNBC Business News Update
Market Midday: Stocks Rise, Dow Gains 600; Apple to Lease iPhones • 7/28/26

CNBC Business News Update

Play Episode Listen Later Jul 28, 2026 2:44


The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit CNBC.com for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Your Landlord Resource Podcast
Lease Addendum vs. a New Lease: How to Know Which One You Need

Your Landlord Resource Podcast

Play Episode Listen Later Jul 27, 2026 24:09 Transcription Available


Send us Fan MailIf you've ever stared at a lease wondering whether you need a lease addendum vs new lease entirely, this episode is for you. Kevin and I get asked this question often, and honestly, guessing wrong can leave your paperwork not holding up when you need it most.I'm walking you through the exact test we use to decide whether a quick addendum will do, or whether it's time to start completely over with a new lease. And once you hear what our contractor found in a supposedly empty closet during a routine inspection, you'll understand exactly why this distinction matters so much.We also get into a couple of our own near misses, including the time strangers tried to rent one of our units with zero intention of ever actually living there. Plus, I'm sharing exactly where Kevin and I get our own leases and addendums from, along with an honest, unsponsored rundown of the landlord software platforms people ask us about most.Hit play, because by the end of this episode, you'll never have to guess which document you need again.What You'll Learn in This Episode•  The simple test we use to decide between an addendum and a brand new lease•  Why one routine inspection turned into a lease decision we did not see coming•  The near miss that almost turned one of our own units into a full time Airbnb•  Where we personally get our leases and addendums from, and what it actually costs• An honest, unsponsored breakdown of the landlord software platforms people ask about mostEpisodes & Resources MentionedEpisode 32-34: Our Lease and Addendums Masterclass (starts at EP32) — Episode 115: Our New Utility Fee Breakdown Episode 129: Should You Allow Smoking in Your RentalEpisode 130: Guest Policies — What They Are, Why They Matter, and How to Actually Enforce ThemEpisode 22: The Pros and Cons of Renting to Pet Owners Episode 61: Fair Housing and Emotional Support Animals (ESAs) Episode 108: Navigating Reasonable Accommodation Requests Innago: Completely FREE landlord management softwareTurboTenant: Great landlord management software for newer landlordsRentRedi: Management Software that syncs with QuickBooks's Online DoorLoop: The best landlord management software for larger portfoliosEZLandlordForms State specific leases and addendums, over 400 forms available!California Apartment Association Where we get our landlord forms Connect with Us: 

The Dentalpreneur Podcast w/ Dr. Mark Costes
2559: The Lease Mistakes That Can Sink Your Dental Practice

The Dentalpreneur Podcast w/ Dr. Mark Costes

Play Episode Listen Later Jul 23, 2026 28:47


On today's episode, Dr. Mark Costes sits down with Eric Pook, owner of Cirrus Consulting Group, live from Thrive Live 2026 in Las Vegas. Eric shares how his background in medical and dental entrepreneurship led him into the highly specialized world of dental office lease consulting, and why so many dentists unknowingly sign agreements that can put their practice, profitability, and future transition at risk.  From missed renewal deadlines and month-to-month leases to assignment clauses, personal guarantees, tenant improvement allowances, and landlord leverage during practice sales, Eric breaks down the most common lease mistakes dentists make and how proactive planning can protect long-term value. He also explains why doctors should review their leases years before renewal or transition, especially if they plan to expand, renovate, sell, or protect their estate. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.cirrusconsultinggroup.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast  

Investor Fuel Real Estate Investing Mastermind - Audio Version
The Future of Real Estate: Smart Contracts, Ground Leases and Collective Ownership

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 22, 2026 26:12


Join us as we explore innovative real estate strategies with Joshua Wicke, who shares his insights on community-focused projects, decentralized finance, and the future of real estate investment.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Real Ghost Stories Online
They Couldn't Make It to the End of the Lease | After Midnight

Real Ghost Stories Online

Play Episode Listen Later Jul 21, 2026 18:55


The rental house was never supposed to be permanent. It was simply a place to live for six months while their dream home was being remodeled. At first, everything seemed perfect. The children settled into new routines, the house was comfortable, and every week brought them one step closer to moving into the home they had always wanted.Then the footsteps started.At first they were easy to dismiss. An older house always makes strange noises. But when every member of the family began hearing someone walking the upstairs hallway late at night, those explanations became harder to believe. Then their youngest daughter casually mentioned the little girl she kept seeing running through the house. Months later, her mother would finally see the same child standing at the end of the hallway.The family never made it to the end of the lease.#GhostStory #HauntedHouse #Paranormal #TrueGhostStory #HauntedHallway #ShadowChild #Supernatural #Unexplained #ScaryStories #GhostEncounter #HauntedHome Love real ghost stories? Don't just listen—join us on YouTube and be part of the largest community of real paranormal encounters anywhere. Subscribe now and never miss a chilling new story:

The Grave Talks | Haunted, Paranormal & Supernatural
They Couldn't Make It to the End of the Lease | After Midnight

The Grave Talks | Haunted, Paranormal & Supernatural

Play Episode Listen Later Jul 21, 2026 18:55


The rental house was never supposed to be permanent. It was simply a place to live for six months while their dream home was being remodeled. At first, everything seemed perfect. The children settled into new routines, the house was comfortable, and every week brought them one step closer to moving into the home they had always wanted.Then the footsteps started.At first they were easy to dismiss. An older house always makes strange noises. But when every member of the family began hearing someone walking the upstairs hallway late at night, those explanations became harder to believe. Then their youngest daughter casually mentioned the little girl she kept seeing running through the house. Months later, her mother would finally see the same child standing at the end of the hallway.The family never made it to the end of the lease.#GhostStory #HauntedHouse #Paranormal #TrueGhostStory #HauntedHallway #ShadowChild #Supernatural #Unexplained #ScaryStories #GhostEncounter #HauntedHome Love real ghost stories? Don't just listen—join us on YouTube and be part of the largest community of real paranormal encounters anywhere. Subscribe now and never miss a chilling new story:

Thoughts on the Market
A Test for Capital Markets: Funding AI

Thoughts on the Market

Play Episode Listen Later Jul 16, 2026 11:52


Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave.Read more insights from Morgan Stanley.----- Transcript -----Lindsay Tyler: Welcome to Thoughts on the Market. I'm Lindsay Tyler, TMT Credit Research Analyst at Morgan Stanley. Anish Shah: And I'm Anish Shah, Global Head of Debt Capital Markets at Morgan Stanley. Lindsay Tyler: Today, how issuers and investors are approaching the rapidly evolving world of AI financing. It's Thursday, July 16th at 10am in New York. As AI demand accelerates, credit markets are being asked to finance infrastructure on a scale that used to be associated with utilities, telecom, or energy. That raises a central question for issuers and investors: How much debt can the AI ecosystem absorb? And at what price? Anish, can you walk our listeners through the key products in your purview? Anish Shah: Certainly, in my nearly twenty years at Morgan Stanley, this is probably the most incredible time period I've ever seen in the credit markets. I've had the privilege of working across a number of different roles in capital markets and lending. And a couple of years ago, we integrated the debt underwriting business across both investment-grade and leverage finance franchises in recognition of how interconnected the whole credit ecosystem has become. In addition to our core activities helping clients raise capital for their strategic priorities, two of the big focus areas that we've had have been finding ways to harness the power of the private credit universe and also delivering best-in-class capabilities in funding this incredible growth in AI spend. Lindsay Tyler: AI financing has certainly been a theme we've also been focused on in research. Our equity research colleagues project that a handful of key players could add more than 30 gigawatts of capacity over a two-year timeframe, driving around [$]2 trillion of aggregate cash CapEx in that period. And to put that into context, a single gigawatt of data center capacity can require roughly $12 billion for the shell, and then often more than double that for chips and racks. So, from your vantage point, what inning are we in? And what gives you confidence that credit markets can continue funding this opportunity at scale? Anish Shah: I mean, Lindsay, the numbers certainly are staggering, as you note. And if you just observe the CapEx estimates for the hyperscalers and broadly for AI infrastructure, we're certainly in the early innings. Lindsay Tyler: Mm-hmm. Anish Shah: The largest tech companies have historically, as you know, raised very little debt. In fact, many of these companies have not even needed a credit facility. As CapEx projections were materially increased in the second half of last year, we saw the beginning of scaled capital raises. Hyperscaler issuance has quickly gone from less than one percent of the investment-grade market to more than 10 percent of the market. You know, as I look ahead, based on what we're seeing on the ground, we think that AI-related funding, whether it's for data center development or financing compute capacity, could top 15 percent of the total issuance across all credit products. This has been an unprecedented test for the capital markets, both in terms of the depth of capacity and the breadth of product. The teams have been on the forefront of deep investor dialogue and product innovation. This spans corporate investment grade, first of their kind financings in high-yield and leveraged loan markets, and new takes on asset-backed financing. And each of these areas has seen material issuance both in public and private markets. Lindsay Tyler: Great backdrop. Let's dig first into investment-grade corporate debt, an area you know well from your time previously leading the investment-grade team. Can you help frame the scale and the significance of this financing bucket and how AI-related debt is scaling within it? Anish Shah: Well, you know, as you know, the investment-grade bond market, specifically in dollars, is the deepest, most liquid pool of capital in the world. Volumes have grown materially over the last few years and are likely to eclipse $2 trillion in issuance this year. Hyperscalers are among the very best credits in the world, and they have the ability to come in and out of markets with relatively quick twitch, little to no pre-marketing, and in fairly large size. You know, $20 billion-plus deals used to be rare in the investment-grade market, now happen multiple times a quarter. This is why we've seen the predominance of AI-driven capital raising take place in the investment-grade market. For the most part, investors have digested that supply very well. While we've seen some modest widening credit spreads for hyperscalers and some of the other tech issuers, I'd say it's de minimis relative to their expected ROI. Lindsay, I've talked a lot about supply dynamics and issuance. What other factors are you and investors considering when assessing fair value for investment-grade rated technology bonds? Lindsay Tyler: Sure. It's prudent to really weigh a mix of technicals, fundamentals, and relative value. You know, as you discussed on the technical side, and related to my discussions with debt and equity investors, I've been focused on scale of buildouts, market capacity, digestibility across currencies, positioning along the curve, implications of equity issuance, and whether AI financing could crowd out other areas of TMT credit. But moving more to the fundamental side of things, you mentioned ROI, and for the players that are scaling compute capacity, there are a handful of key monetization and return questions that keep coming up. How quickly can these companies bring new capacity online? Once it's live, how does it translate into durable revenue and cash flow? Is that capacity supporting internal products, proprietary models, broader cloud offerings, or compute leased to third parties? And then how fungible is the capacity across those use cases if demand or returns shift? Further on the fundamental side, we've done some differentiated work around growing long-term commitments. We've seen that high-quality hyperscalers and a few of the semis companies are anchoring the AI ecosystem through leases, guarantees, other obligations. These commitments really extend beyond vanilla bond issuance. So, I encourage investors to look beyond the funded debt and really understand the accounting and the ratings implications here of some of those commitments. And this ties nicely into the next topic that I wanted to raise, which is project finance debt. I've noticed that, you know, a lot of the commitments that we're seeing from IG players support another layer of financing. Lease commitments can underpin project finance debt, an area of sizable issuance and innovation. The public high-yield market has emerged as a new funding source in this way for data center construction, with more than 30 billion priced across 15 deals, since fall 2025. Can you walk us through, Anish, the innovation behind these structures, and how are these high yield deals different than other ways to, kind of, raise project finance debt? Anish Shah: Yeah, it's incredibly interesting. I mean, the bulk of the issuance, as I noted has come in the investment grade market, but I would say the bulk of the innovation has come in the sub-investment grade market. You know, historically, for very capital-intensive sectors like energy and power or real estate, the project loan market was the most efficient source of initial funding. The developer would tap banks to underwrite a highly structured construction loan. Once the project is up and running, you could then refinance that loan with the predictable cash flows into a more institutional financing, like the investment grade bond market or the term loan B or securitization markets.That product may still be very viable in many sectors, but we felt early on that bank-provided construction loans would not meet the capacity needs of the AI investment cycle. The market really needed an institutional credit product that bypassed the need for construction loans. The key innovation came in the form of first-of-its-kind high-yield bonds that funded the development of a new data center complex. Given the relatively short construction period and the "offtake" supported by some of the highest quality credits in the world, we felt like this financing structure would be incredibly well-received in the high-yield market. The win here is that the developer accesses fixed rate long-term capital and maintains flexibility to call the bonds and refinance at a lower cost. Judging by how these financings have gone, there's a strong level of investor enthusiasm. I think that they've only scratched the surface, and I would expect that we see much more of this. And potentially even expand it to other products in the leverage finance markets given the tremendous level of investor demand. Lindsay Tyler: Yeah. It's certainly been exciting to follow many of those deals. Beyond the public space, we're also seeing a wave of innovation in private credit and asset-backed finance. Anish, how do companies decide whether capital is best raised in the public or the private markets? Anish Shah: Well, I'm glad you raised the whole avenue of private markets because it may be the most significant change in the credit markets over the last few years, broadening the scope of private credit from directly lending into leverage buyouts to now financing large investment-grade projects. There are great examples in the world of GPU and TPU financing, where we structure loans secured by the asset and the cash flows, or in data center development.Lindsay, from your perspective, what are investors focused on when these private structures intersect with public credits? Lindsay Tyler: Sure. Many of these asset-backed private financings have prompted investors to look more closely at any of the public companies involved, whether as issuers, tenants, customers, or support providers. This ties back to the point I raised earlier. Where does the risk reside, and who ultimately is on the hook? These financings have also sparked broader discussions around circularity, vendor financing, and technology obsolescence risk, even when amortizing structures are in place. I do think those are fair concerns to weigh, and they really speak to how quickly the AI financing trend is evolving and how much credit work there is to do. So, Anish, with that balance in mind, relatively strong demand, rapid innovation, but also some real credit questions, let's end with a quick lightning round. Anish Shah: Lindsay, let's do it. Lindsay Tyler: First, what is the biggest risk that could test investor appetite for AI-related debt? Anish Shah: I would say investors are acutely focused on construction delays. Don't underestimate the level of diligence being done by the breadth of capacity you're seeing in the markets. Investors are doing their homework, and we're spending a lot of time trying to mitigate any of their concerns with structural protections. Lindsay Tyler: Got it. Second, beyond data center shells and chips, what is the next potential AI financing opportunity? Anish Shah: It most certainly is energy and power. We're going to see a ton of capital being raised in utilities. It's going to be a little different than what the hyperscalers are doing, just given the nature of their balance sheets. You're going to see more junior capital. We've seen a wave of junior subordinated debt issuance out of the utilities. We're also seeing a lot of activity from our project finance and tax equity team, just given all things energy infrastructure. Lindsay Tyler: Great. And third, if we're sitting here a year from now, what do you think could be the biggest AI financing story we're talking about? Anish Shah: Well, we certainly underestimated the level of financing activity that we saw in the past year. I think when we look back a year from now, we will probably see that the AI labs were much more ready to finance on their own on a standalone basis. That's going to alleviate some of the pressures in the market, but I think it's going to create a whole new set of considerations and structural innovation. Lindsay Tyler: Well, it's certainly been remarkable to watch this financing theme take shape in real time, and the next chapter sounds like it could be even more interesting to follow. Anish, thanks for joining us and sharing your insights. Anish Shah: Great to join, Lindsay. Thanks. Lindsay Tyler: And thank you for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.*****Anish Shah is a member of Morgan Stanley's Global Capital Markets Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, his views are his own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.

The Howie Carr Radio Network
Courthouse Lease Brings New Scrutiny to Ayanna Pressley's Husband: Mike Ubran Calls in with Exclusive | 7.14.26 - The Grace Curley Show Hour 2

The Howie Carr Radio Network

Play Episode Listen Later Jul 14, 2026 38:43


Mike Urban joins the show to discuss the new scrutiny Ayanna Pressley's husband is facing and then Grace and Taylor discuss who would be a good candidate to run in Mass..  Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.