In this episode of Shop Talk, Jeremy and Will dive into two topics Texans can't stop talking about: college football and real estate.

The conversation starts with the latest controversies surrounding college football, including rule enforcement, player discipline, and the ongoing challenges facing programs across the country. The hosts share their perspectives on how the game is evolving and what these developments could mean for teams, coaches, and fans moving forward.

They also take a deep dive into the Dallas real estate market and the changing landscape of urban development. From infrastructure projects and redevelopment efforts to the decline of once-iconic landmarks, the discussion explores how city planning decisions are shaping the future of Dallas and creating new opportunities for investors and businesses.

Whether you're following the latest college football headlines, watching the Texas real estate market, or simply interested in how major projects impact local economies, this episode delivers insights, opinions, and plenty of Shop Talk along the way.

Topics Covered:
• College football controversies and rule enforcement
• The evolving landscape of college athletics
• Dallas infrastructure and redevelopment projects
• The future of the urban core
• Real estate market trends and investment opportunities
• How city planning impacts economic growth

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In this episode of Shop Talk, Jeremy and Will pull back the curtain on what’s been happening behind the scenes at Matador.

From graduations and travel schedules to new acquisitions hitting the market, the team discusses the realities of operating in today’s industrial real estate environment. With interest rates remaining elevated and market conditions continuing to shift, they share how they're adapting, finding opportunities, and staying active while many investors remain on the sidelines.

The conversation covers current market sentiment, creative financing strategies, sourcing deals in a competitive environment, and why flexibility has become one of the most valuable tools in real estate. They also touch on the importance of maintaining strong tenant relationships, staying informed on market trends, and identifying niche opportunities that others may overlook.

Whether you're an investor, broker, business owner, or simply interested in commercial real estate, this episode offers a candid look at the challenges and opportunities shaping today's market.

Topics discussed:
• Current industrial real estate market conditions
• How rising interest rates are impacting deal flow
• Creative financing and capital solutions
• Finding opportunity in uncertain markets
• Portfolio updates and new properties coming to market
• The importance of tenant retention and relationships
• Lessons learned from navigating a changing market

If you've been wondering how experienced operators are approaching today's market, this episode is for you.

In this episode of The Industrialist, Jeremy Mercer sits down with retail real estate veteran Dave Cheatham to discuss the changing business landscape surrounding college athletics, NIL, and the broader evolution of real estate strategy.

With more than 30 years of experience and over $3 billion in retail transactions, Dave has advised some of the nation’s largest brands including JCPenney, Hobby Lobby, Aldi, Gap, Darden, CVS Pharmacy, and Signet. Throughout his career — including leadership roles at CB Richard Ellis, Staubach Retail, and X Team Retail Advisors — he has become known for helping shape corporate real estate strategies, executing large-scale retail rollouts, and mentoring the next generation of industry leaders.

Jeremy and Dave dive into how NIL is reshaping college sports, how universities and brands are adapting, and why understanding market dynamics matters more than ever. The conversation also explores the parallels between sports and real estate - from stadium developments and student housing demand to long-term investment strategy and navigating changing economic cycles.

This episode is a practical discussion on leadership, adaptability, relationship-driven business, and what it takes to stay ahead in industries that are constantly evolving.