🚨 Is industrial real estate on the verge of a major shift? In this episode of Commercially Speaking, Bo and Timmy Barron welcome back fan-favorite Chad Griffiths for a deep dive into what’s really going on in industrial CRE—from tariffs and trade wars to data center bubbles and global power shifts.
Chad brings his signature mix of humor, insight, and t-shirt-worthy wisdom to explain how tariffs, political chaos, and supply chain uncertainty are creating both risk and opportunity. From the Trump administration’s trade tactics to the rise of fake data centers, this conversation pulls no punches and delivers must-know insights for anyone navigating the industrial real estate space in 2025.
🎯 Key Topics Covered:
- Why the U.S. is becoming more protectionist—and what that means for Canadian investors
- The truth about data center speculation and what could pop the bubble
- How small-bay and mid-bay warehouses may be the strongest CRE play right now
- What to know about industrial outdoor storage (IOS) and where institutional money is headed
- Why global friendships are shifting and what history teaches us about today’s alliances
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🔗 Resources Mentioned:
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⏰ Time Code ⏰
00:00:00 – Welcome
00:00:56 – Thank You to Massimo Group and Site To Do Business For Sponsoring This Episode
00:01:31 – Welcome Back Our Favorite Canadian and The Industrial King, Chad Griffiths
00:03:07 – Sorry About The Tariff’s, Man
00:04:18 – Canadian Gift
00:08:44 – “We’re #2!” (A Brilliant Avis Campaign)
00:09:42 – Let’s Get Back To Tariffs
00:11:31 – Trade Tension (War)
00:13:22 – 3 Goofballs Talk Ukraine
00:19:39 – A Brief History Of WWII
00:23:12 – The End Of Globalization?
00:31:27 – Data Center Outlook Since DeepSeek’s Coming Out Party
00:35:15 – No Clear Exit Strategy
00:37:11 – One Giant Data Center Bubble?
00:38:16 – Thanks To Our Sponsors
00:39:20 – I Like How Exciting Data Centers Are But….
00:40:33 – People Are Building Fake Data Centers (Groq CEO)
00:42:11 – Are Data Centers Real Estate?
00:42:51 – 1.21 Gigawatts!
00:44:57 – If You Build It, Will They Come??
00:46:07 – Are There Actually Fake Data Centers Out There?
00:47:56 – Groq vs Grok
00:50:58 – Most Exciting Thing In Industrial Real Estate For 2025?
00:54:26 – Mid Bay vs Small Bay Industrial
00:56:01 – Mary Jane Update For Timmy
00:59:12 – Pop Quiz
01:04:51 – Outro
📒Show Notes📒
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Bo is a CCIM Instructor and the owner and operator of Barron Commercial Group, servicing Western KY and its surrounding markets.
For all CRE inquiries, visit http://www.barroncommercial.com
Timmy is an actor, comedian, writer and host: @timmybarron https://youtu.be/ICoIAHSZvgA