Durable Value: An Investor's Podcast

Author: Graceada Partners

Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.
Be a guest on this podcast

Language: en-us

Genres: Business, Education, How To, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

Durable Value Ep. 87 | When Freight Never Sleeps: Power, Autonomy, and the New Map of the West
Episode 87
Wednesday, 21 January, 2026

Welcome to the Durable Value Podcast! Host Joe interviews Matt LeDucq, CEO of Forum Mobility, about the electrification of trucking, the evolving power grid, and the impact on real estate and logistics. Dive into technology, policy, and the future of industrial development in the Western US.Timestamps:00:00 – Introduction & Matt’s background02:00 – The intersection of real estate, power, and logistics06:40 – How utilities work and why it matters12:00 – The economics of electrified trucking17:30 – Global trends: Electric trucks and battery costs22:00 – Warehousing, population movement, and affordability27:00 – Automation, autonomous vehicles, and the future of work33:00 – Urban mobility and the future of car ownership38:00 – Regional winners and losers in the Western US44:00 – Analyst perspectives: Real estate vs. power costs49:00 – The future of logistics and location strategy52:00 – Final thoughts & takeaways