Hosted by Jonathan Papeika. South Florida investment sales, told straight, by someone who's still picking up the phone.
A weekly long-form conversation between Jonathan Papeika and the people who actually move Commercial Real Estate transactions: net lease buyers who only buy on Tuesdays, mall owners with grudges, retail tenant reps who've lost on the same site three times, land sellers waiting on entitlements, appraisers who've watched cap rates compress and decompress for thirty years, and the occasional lender who'll tell you what's actually clearing committee.
No top-1% bullshit. No Costar leaderboard cosplay. No "in this market" preamble. Two or three hours of the truth about what it actually takes to close a deal from a guy still in the dirt of South Florida investment sales.
A $14M unanchored retail deal in Broward that survived a re-trade on cap rate, an appraisal cut, and a tenant dark-letter — and then died over a transferable roof warranty. What I missed in the LOI.
Listen →A 1031 buyer with $42M in escrow walks me through his actual investment criteria for the next 90 days. Why Take 5 and Christian Brothers are the only credit he'll touch right now.
Listen →A South Florida land developer with 18 deals in his pipeline explains what actually counts as entitled, what the city is approving this quarter, and why Aventura is a different planet from Hialeah.
Listen →How Costar's auto-generated property brief told 11,000 brokers my comp set was wrong. Plus: why we still pay them.
Listen →A Miami MAI takes a current $9M comp on Lincoln Road and shows me what an honest appraisal actually looks like. Why his number is always lower than the broker's. And why he sleeps fine.
Listen →The autocorrect that nearly killed a $26M deal. A reading. A confessional. A vow.
Listen →A four-minute clip from this week's episode getting passed around buyer-rep group chats.
Jonathan Papeika · Associate, Colliers South Florida Urban Core
Associate with the Colliers South Florida Urban Core Division. Investment sales — retail, net lease, and land. Based in Fort Lauderdale, working the tri-county market most days, the I-95 corridor on the others.
Came up through research before moving to production, which is partly why this show exists: the gap between what brokers say in pitches and what's actually clearing the market is wider than the industry admits, and someone needed to put a tape recorder in front of it.
Not the top of the leaderboard. Not the bottom. Right in the middle, where most of the deals actually trade and most of the work actually gets done.
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