NAIOP San Francisco Bay Area Chapter

Looking Around Corners: Miles Treaster on Cycles, Capital & San Francisco’s Momentum

In this episode, host Drew Hess sits down with Miles Treaster, President, Capital Markets, Americas, at Cushman & Wakefield. Miles shares his path from Sacramento and the “Buzz Oates school of industrial development” to leading one of the largest capital markets platforms in the world.

He breaks down how pricing, risk, and investor psychology are shifting; why cash flow is back at the center of valuations; and where opportunities are emerging across office, data infrastructure, industrial, and senior living. The conversation also covers Bay Area dynamics, San Francisco’s renewed momentum, and the role of leadership, mentorship, and humanity in today’s AI-driven world.

A concise, insightful listen for developers, investors, brokers, and emerging leaders navigating today’s commercial real estate market.

At the Table, Not on the Menu: Advocacy Perspectives from CBPA’s Matt Hargrove

In this episode, we sit down with Matthew Hargrove, President & CEO of the California Business Properties Association (CBPA), for a clear and high-level look at how advocacy shapes commercial real estate in California. Matt breaks down what’s really happening in Sacramento—from AB 98 and its cleanup legislation to CEQA updates, leasing bills, building code reforms, and the day-to-day work of navigating more than 2,500 bills each session.

He also shares why member engagement matters, how to build meaningful relationships with policymakers, common misconceptions about advocacy, and why he remains optimistic about the future of CRE in California.

Timestamps are included below to help listeners easily jump to the sections and policy topics most relevant to them.

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Growth Mindset in a Shifting Market: Luke Ogelsby on AI, SF Resilience, and the Business of Belief

In this episode, host Drew Hess chats with Luke Ogelsby, Vice Chairman at CBRE and the San Francisco Business Times’ 2024 Broker of the Year. Luke reflects on the evolution of commercial real estate, the unstoppable rise of AI, and why he’s doubling down on San Francisco’s future. He shares lessons from early career struggles, the power of resilience, and how his personal values continue to shape a purpose-driven approach to business and leadership. A must-listen for anyone navigating today’s CRE landscape with long-term vision.

From the Port to the Boardroom: Linda Hothem’s Legacy in Bay Area Industrial Real Estate

In this episode, host Drew Hess sits down with Linda Hothem, Owner and CEO of Pacific American Group, to explore her remarkable journey from social work to becoming a leading force in industrial real estate. Linda shares the founding story behind Pacific American, her pivotal role in shaping the Port of Oakland’s trade infrastructure, overcoming personal tragedy, and her continued legacy through mentorship, philanthropy, and sustainability. It’s a powerful conversation on leadership, resilience, and innovation in the Bay Area’s evolving commercial real estate landscape.

Asking Why, Not What: Matt Field's Playbook for Real Estate Success

In this episode of the NAIOP SFBA Podcast, host Drew Hess, Principal at Layline, speaks with Matt Field, Vice Chairman at TMG Partners, in a wide-ranging conversation about leadership, strategy, and creating value in today’s complex real estate landscape.

With over three decades of experience shaping the San Francisco Bay Area skyline, Matt shares lessons from transformative projects like 680 Folsom, PG&E’s Oakland HQ, and Landmark at One Market. He discusses the role of thoughtful deal structure, why asking *“why” not “what” leads to better outcomes, and how transparency and alignment are keys to lasting partnerships.

We also dive into:

• What AI and changing demand mean for the future of San Francisco real estate

• The importance of mentorship and cracking doors open for the next generation

• How to find your “superpower” and operate in flow

• Why you should never bet against San Francisco

Plus, Matt reflects on his personal journey—from early lessons at Catellus and Sedway Consulting to following the Grateful Dead on tour—and the people and moments that shaped his approach to life and business.

2025 NAIOP SFBA President's Message: A Conversation with Adam Voelker

In this episode of the NAIOP San Francisco Bay Area Podcast, host Drew Hess, Principal at Layline, sits down with 2025 Chapter President Adam Voelker, Market Leader and Principal at Trammell Crow Company. From industrial to life sciences, Adam brings a purpose-driven approach to leadership—and in this conversation, he shares his personal and professional vision for the year ahead.

You’ll hear Adam’s thoughts on collaboration across chapters, elevating NAIOP’s Executive Development and YPG programs, and why building strong political action committees is essential to the future of Bay Area real estate.

We also go beyond the boardroom—Adam opens up about his love for basketball, his go-to espresso habit, and how mentors shaped his leadership style.

💬 What You’ll Learn:

• Why collaboration between NAIOP chapters matters more than ever

• The power and purpose behind a strong PAC

• How regional momentum is shifting in the Bay Area market

• Leadership advice for the next generation of real estate professionals

• Personal insights from Adam’s journey across Southern California, D.C., and the Bay Area

🛠️ Whether you’re in development, investing, or just passionate about the future of commercial real estate, this episode offers sharp insights and a human connection to the industry we love.

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The Rhythms of Real Estate – Insights on Market Cycles with Paul Stein

In this insightful episode, host Drew Hess chats with Co-Founder and Managing Partner at SKS Partners, Paul Stein, who shares his journey in the real estate industry, highlighting the cyclical nature of the market, his experiences in leasing and development, and the importance of collaboration. From groundbreaking projects in San Francisco's South of Market area to his foray into biotech, Paul discusses the challenges, lessons, and strategies that have shaped his career.

Riding the Wave: Building Industrial Success with Layline's Drew Hess

In this episode, Drew Hess, co-founder of Layline,LLC, joins the podcast to discuss his journey in the commercial real estate industry, focusing on industrial investments. Drew shares his extensive career path, from starting at Arthur Andersen to working with notable firms like AMB Property and Prudential Real Estate Investors. He explains the founding principles of Layline, emphasizing their focus on the Bay Area's industrial sector and their goal to bring institutional experience to a local level. Drew provides insights into the current industrial market trends, challenges posed by rising interest rates, and the impact of COVID-19 on e-commerce and supply chains. He also highlights the importance of mentorship, work ethic, and building strong industry relationships.

PLUS Drew will be the new host of the NAIOP podcast!

NAIOP SFBA 2024 President's Message with Briana Harney DeHaan

In this episode, host Dave Karol, Managing Director at Ridge Capital Investors, sits down with the NAIOP SFBA's esteemed 2024 President, Briana DeHaan, Senior Vice President at Northmarq. Briana brings to the table her extensive experience in commercial real estate financing, having orchestrated over $2 billion in debt and equity transactions, and her visionary leadership for the SFBA chapter.

Briana shares her strategic vision for NAIOP SFBA in 2024, highlighting her commitment to enhancing educational programs and amplifying government affairs initiatives. Listeners will gain insights into her plans to expand Real Estate Insiders (REI) programming, foster professional growth through the Young Professionals Group (YPG), and navigate the political landscape affecting the commercial real estate industry.

 

Riding the Wave: Lessons from a Long-Term Player in Life Science - A Conversation with Wareham Development’s James Goddard

In this engaging episode, host Dave Karol sits down with James Goddard of Wareham Development to delve into the nuances of the Bay Area's life science real estate market. Learn about Wareham's targeted approach to high-barrier markets, how they've adapted to the shifting venture capital landscape, and why nurturing long-term tenant relationships is key. Goddard provides a frank look at Wareham's development strategies, their resilience across market cycles, and imparts practical advice for those in the industry. Join us for a conversation brimming with expert insights and a touch of humor from a seasoned pro.