Coffee with Cox Castle

In Episode 3 of Coffee with Cox Castle, Lew Horne & David Waite explore the challenges and strategies involved in post-disaster recovery and resiliency in real estate following the 2025 wildfires in Los Angeles, including how the region’s property markets, insurance frameworks, regulatory landscape, and redevelopment efforts are adapting to large-scale climate impacts. They share real-world insights on legal, operational, and capital considerations shaping reconstruction efforts and long-term planning for resilient communities.

Topics Covered:

The scope and impact of the January 2025 Los Angeles wildfires on property and infrastructure
Approaches to project recovery and rebuilding in affected communities
Legal and insurance issues in post-disaster real estate redevelopment
Strategies for enhancing resilience and future risk mitigation in commercial property markets

In Episode 2 of Coffee with Cox Castle, Dr. Richard Green and David Lari examine macroeconomic forces and policy developments reshaping the housing and commercial real estate sectors. Their conversation ranges from California’s housing production gap and zoning reform efforts to capital stack compression and market recalibration. With practical insight and real-world examples, the episode equips CRE professionals to better anticipate what’s ahead.

Topics Covered:

Housing supply shortfalls in California and the feasibility gap in new development
The intersection of demographic trends, affordability, and long-term demand
Capital stack compression and the shifting nature of financing deals
Rent control, zoning policy, and legislative efforts to unlock housing
Investor confidence, inflation expectations, and market stabilization indicators

In Episode 1 of Coffee with Cox Castle, Ken Rosen and Mathew Wyman share timely economic insights and market forecasts that are shaping real estate investment strategies in 2026. From interest rate shifts to capital market pressures, they break down what CRE leaders need to know in today’s changing landscape.

Topics Covered:

What’s driving real estate investment outlooks heading into 2026
The Fed’s positioning and interest rate impact on capital flows
Development pipeline slowdowns and asset repricing
Recession signals, labor market resilience, and investor sentiment
How debt costs and capital structure affect deal viability