Ask Better Questions


September 2025 Newsletter

Hi Reader,

Welcome to asset business plan and pumpkin latte season. The rhythm of CRE and the execution of the business continues as a steady drumbeat, even as the broader environment churns with change, uncertainty, and contradiction.

Through consistent discipline, we can use this time to focus on building excellence across the organization. One of the most effective ways to do that? Ask questions. Then ask some more. Curiosity is not a soft skill. It is a performance lever.

Thank you to everyone who shares reflections, questions, and anecdotes. One of the best parts of writing this newsletter is hearing from you. Your feedback reinforces that this is not a broadcast, but an ongoing exchange of ideas.

Enjoy the first signs of fall. And keep the stories coming.

Ask Better Questions: 5 Whys for Asset Strategy

As we head into asset strategy planning season, most teams are swimming in questions, but few are asking the right ones.

This is where the 5 Whys method becomes valuable. Originally developed as part of Toyota’s production system, this simple tool helps teams move beyond surface symptoms and uncover what is really going on.

Ask why. Then ask again.

In today’s capital-constrained, performance-driven environment, this is one of the most important tools in the box.

Example: Underperforming Office* Asset

Let us apply it to a familiar situation.

Problem: This office asset continues to underperform.

Why #1? Occupancy is dropping.

Why #2? Tenants are not renewing.

Why #3? The building does not meet the current needs of tenants.

Why #4? Amenities, tenant engagement, and systems are outdated.

Why #5? The CapEx plan is still based on 2019 assumptions.

There it is. A legacy assumption is driving today’s underperformance.

* Yes, I am picking on office as the easy target. Feel free to substitute in multifamily, retail, or your favorite asset class.

Experience CRE Leaders: Go Further

Now give us seasoned professionals some credit, and assume that we reach that fifth “why” in three steps. Now is your opportunity to go deeper.

  • Why have those assumptions not been challenged?
    Because the team is not incentivized to do so.
  • Why not?
    Because leadership has prioritized stability over transformation.
  • Why is that still the mindset?
    Because past cycles rewarded stability. This cycle demands adaptability.

Now, you are not just fixing a CapEx model. You are identifying structural blind spots and cultural inertia. These are the kinds of issues that shape long-term value.

Strategic Leverage

As you evaluate relative asset performance and set priorities for 2026, use this method to:

  • understand lagging asset performance.
  • uncover internal misalignments that affect execution.
  • stress test assumptions before making capital allocation decisions.

This is not just asset analysis. It is also an opportunity to identify patterns, behaviors, and decision-making gaps across your organization.

You will find insights that spreadsheets alone will not reveal.

Feroce Frame

Operational excellence is not about doing more. It is about digging deeper to find the root cause so that you can focus your time, attention, and capital where it counts.

Try This

Pick one underperforming asset this week. Sit down with your team. Ask why. Then ask again.

Consider this: The broader your definition of ‘team,’ the more diverse the perspectives — and the deeper the insights you will uncover. Be brave. Ask your team members from leasing, construction management, property management, and your analysts and associates. Be braver. Ask your accounting, client reporting, and tenant coordinator colleagues.

Lead with curiosity and kindness and execute on your goal of improving outcomes.

What We Are Sharing

Sustainability Risk = Financial Risk.
Full stop.

Yet, the market keeps sending mixed signals.

🚫 Dutch pension funds pulled $34B from two of the largest global asset managers for falling short on sustainability progress.

✅ Meanwhile, Lloyd’s of London's is reopening the door to insuring fossil fuel projects.

So, where are we on navigating the transition risk?
On the way or on the sidelines?

Mixed signals do not change the direction of travel.
They do mean that some will get left behind.


Resilient teams. High-performing investments. Creating value.

Bisnow continues to lead the conversation through its sixth annual DEI Data Series, offering a thoughtful, data-driven look at how leadership in commercial real estate is evolving, even amid shifting political landscapes. I am grateful to be part of the conversation in Bisnow’s latest installment.

In this article, I shared:

“You have the same goals, resilient teams, high-performing investments, then changing a term that you know is a trigger word or a weaponized word but doing the work regardless is a business decision that a lot of organizations have made.”

This sentiment reflects a reality facing many of us today: while language and optics may evolve, the substance of inclusivity, the work of building strong, diverse, high performing teams, must remain constant for meaningful long-term impact.

My take: this unwavering focus on inclusive leadership is a competitive advantage.

I appreciate Bisnow’s commitment to spotlighting these ongoing shifts and honoring the substance behind them.

For those leading teams and culture initiatives: How are you staying anchored in the “why,” even as the words may change?


Help a Reporter Out… by Bringing Others In

Consider this: When a reporter asks you for an interview, approach it just like being asked to speak on stage.

Yes, it is about you, but do not let it be only about you.
You are there to add depth, nuance, and insight.
And sometimes, that means you are not the only voice the audience needs to hear.

My approach to interview requests:

👉 Share the stage.
📣 Recommend others.
👥 Invite a broader set of perspectives.
🎤 Elevate voices that might not get the call otherwise.

Reporters often work on short timelines and tight word counts. Help them build a well-rounded story, especially if there is someone you know who can add the missing piece.

The best interviews are the ones that feel like a full conversation. That only happens when more voices are heard.


Why Electricity Prices are Rising and What it Means for CRE, You, and Me

Electricity costs have been climbing at more than double the rate of inflation. The increases are showing up everywhere: on household utility bills at the kitchen table and in the operating budgets of businesses and commercial properties.

Three insights stand out from a recent Heatmap Daily analysis:

1️⃣ Poles and wires are the real story.
Distribution, the “last mile” of poles, wires, and transformers now makes up nearly half of utility costs, overtaking generation as the biggest driver of bills.

2️⃣ The lag effect is hitting now.
Utilities have been spending heavily on infrastructure upgrades for years. The costs of poles, wires, and especially transformers (which have more than doubled in price since 2019) are only now starting to show up in bills.

3️⃣ AI-driven demand has not yet hit.
While data centers are making headlines, their impact on household electricity bills and property operating expenses is still in the early stages. The real wave of demand from AI workloads and manufacturing expansion is ahead of us.

Zooming out, two more forces round out the picture:

⚡ Capacity markets are getting pricier. PJM alone saw ~$9.4 billion in added costs from data center demand.
⚡ Supply is not keeping up with demand; grid expansion is lagging, with new high-voltage transmission lines at a fraction of the pace seen a decade ago.

Why it matters:

📌 Rising electricity costs are not abstract.
📌 They affect families at home, businesses trying to control expenses, and commercial real estate properties working to manage operating costs and tenant expectations.
📌 And while today’s increases are challenging, the full cost increases from these factors are yet to come, particularly those driven by AI demand.


Catching up on the newest season of The Bear.

While not a universal favorite in our house, I enjoy it. Especially the music.

One scene that sticks with me (and a recurring plot point) is when the main character is locked in the walk-in fridge on a pivotal night of dinner service. Why? Because he never fixed the door handle, even though he knew it was broken.

📣 The hard-earned lesson: Fix the small, known problem before it becomes a big, expensive, and disruptive one.

In an episode from this season, as the future of the restaurant hangs in the balance, he checks in with the pastry chef: What do you need?

The answer: More horsepower.

Cough cough nudge nudge. Here is another fixable problem right in front of him.

Both scenes are flashing, neon signs 🧨 signaling the same truth: growth comes from learning, adapting, and applying those lessons forward.

Putting a growth mindset into action means we:

💠 Acknowledge mistakes
💠 Learn from them
💠 Apply that learning
💠 Look for how to do it better next time

This is just as true in the kitchen (of a TV show) as it is in business.

What We Are Reading

✨ The Journal of Real Estate Finance and Economics, Boosting the Accuracy of Commercial Real Estate Appraisals: An Interpretable Machine Learning Approach, Juergen Deppner, Benedict von Ahlefeldt-Dehn, Eli Beracha & Wolfgang Schaefers, 22 March 2023 – from 2.5 years ago, an analysis of how Machine Learning will disrupt appraisal valuations or … how ripe appraisal valuations (and its governing body) are for disruption.

✨ Bloomberg, Are Bridges Near You Safe? This MRI-Like Scan May Prevent Disaster. Coco Liu, 26 August 2025 – load an MRI machine on a trailer and drag it along bridges to collect data from the scan. Frontier mentality at work!

✨ The Hustle, How the Domino’s pizza tracker conquered the business world, Alex Mayyasi, 22 August 2025 – transparency builds trust for a company that had no where to go but up and we see that transparency tool everywhere from Door Dash to our doctor’s offices.

✨ Pablo Torres Finds Out, Kawhi Leonard Signed a Secret $28M Deal. Steve Ballmer Funded a Fraud. We Followed the Money., 3 September 2025 – sports journalism + finance investigation + theatrical storytelling = a sports vlog I will watch.

✨ Smithsonian, How a Deaf Quarterback Changed Sports Forever By Inventing the Huddle, Scott Nover, September/October 2025 – game-changing innovation from the Gallaudet University football team.


Where We Can Catch Up

✨ Feroce webinar: CRE Asset Management in the Age of AI, 30 Sept

Girl Scouts Nation's Capital Camp CEO, 3-5 Oct

MCPS Boundary Study Presentations

NexusCon 2025, Denver, 6-8 Oct

Hickok Cole Art Night 2K25, 16 Oct

✨ Feroce AMA: President to President Chat

✨ CREW DC Back to Business: The Pulse of the CRE Market in DC, 21 Oct

DC Startup & Tech Week, 20-24 Oct

✨ CREW DC Awards Ceremony and Auction, 12 Nov

✨ ULI Future Forum: From Challenge to Change – Building for Tomorrow, 4 Dec

CRE Diversity Equity and Inclusion Advisory Board speaker: Tonya Brandon, TIAA, 11 Dec

CREBA DC Board Meetings, 4Q2025

ULI Washington Management Committee Meetings, 4Q2025


About Feroce Real Estate Advisors

Feroce Real Estate Advisors works with forward-thinking real estate companies to leverage change and build value at the intersection of real estate investment, sustainability, and technology. We guide clients through complex challenges, positioning their real estate and teams for success in a rapidly changing world.

Our work usually falls into one of these categories:

  • Fractional executive roles serving as head of asset management or portfolio management for growing real estate investment management companies.
  • Provide high value strategic advisory services with a focus on delivering investment performance measured by risk-adjusted returns and organizational priorities.
  • Advisory board roles with proptech organizations focused on high ROI solutions in renewables, decarbonization, cleantech, and operational improvement.

Please reach out to connect:


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All the best,

Mandi

113 Cherry St #92768, Seattle, WA 98104-2205
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