The Office-to-Apartment Transformation
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 January 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.
Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACGL), “The Office-to-Apartment Transformation”, Constellation Software Inc. (CNSWF), Caterpillar Inc. (CAT), Amplify Junior Silver Miners ETF (SILJ), Silver and Gold.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.0 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Thursday, January 22nd, |
| 0:41.7 | 2026 edition of InvestTalk. I am post-Justice Klein. I am here to unpack all of today's headlines |
| 0:48.8 | and much, much more during this hour. Obviously a lot going on over in Davos and a lot of world leaders there |
| 0:55.9 | and moving markets. So what questions do you have about that, about different sectors? Obviously, |
| 1:01.1 | there's themes around AI, precious metals, other types of metals, energy demand, economic growth, |
| 1:09.6 | both positively and negatively being affected by macro, excuse me, |
| 1:15.2 | fiscal and monetary policy. |
| 1:17.6 | All of this is part of the big picture. |
| 1:20.0 | And we are here to unpack it all for you and answer your finance and investment questions. |
| 1:24.6 | That's what this hour is really about. |
| 1:26.8 | So I encourage you to |
| 1:27.6 | reach out right now at 888-99 chart, 88-992-4278. It's how you get through and ask your question |
| 1:33.4 | on today's show. Now, in just a bit, we'll talk about today's market performance and run down |
| 1:38.4 | the show topics. But first, as usual, we'll tackle this first caller question now. |
| 1:43.6 | Hi, Luke and Justin. This is Rob calling from Las Vegas. I wasn't running if you could do an |
| 1:48.1 | analysis on McKesson, MCK. I picked it up a few shares towards the end of last year and just |
| 1:53.6 | wanted to see if it's still going to be growing in 2026 or what the health care market is going to be. |
| 2:01.7 | Okay, looking at McKesson, this is a name that we have owned for a while now. |
... |
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