Podcast Episodes
Back to SearchReston Peace, Senioritis & A Capstack Crisis
Episode 36
This week, we chat about 2 big events in the senior housing space: Blackstone’s fire sale of a $1.8B portfolio and the Sonida-CNL merger. It’s a pretty gnarly business to operate, but there’s lots of…
Published on 10 hours ago
Blackstone Cubs, Secondaries Sizzle & Hines of Arabia
Episode 35
In a world awash with capital, it’s the same names who are vacuuming up increasing shares of it: We dive into Blackstone alpha cub Chad Pike's take-private megadeal for industrial REIT Plymouth, his …
Published on 1 week ago
Fugazi First Positions & Cracking Billionaires' Row
Episode 34
This week, we look at explosive allegations of mortgage fraud that have caught up 2 prominent regional banks. Zions and Western Alliance woes stemming from shenanigans at a California CRE investor on…
Published on 2 weeks ago
The Skyscraper That Broke America
Episode 33
This week, we have a special episode diving deep into the skyscraper that encapsulates our political and financial age: 666 Fifth Avenue. Now known as 660 Fifth Avenue, this tower brings together a d…
Published on 3 weeks ago
Fathers, Sons & Fast Fashion Tax Shields
Episode 32
This week, we asked the taboo question about New York office to residential conversions. Do the numbers work? There's been enough distress from some of the OGs, including Nathan Berman, that it warra…
Published on 4 weeks ago
SF Apartment Therapy & the Short King of Data Centers
Episode 31
This week, we discuss an intriguing deal in the data-center space – TeraWulf is raising $3B in debt to build data centers for Google, in an intertwined transaction that's becoming a prototype for get…
Published on 1 month ago
Brookfield's $10B YES! & RXR's OPM Masterclass
Episode 30
This week, we dive into Brookfield's $10B mega-acquisition of manufactured-home player YES! Communities, and how it's emblematic of the next frontier of institutional CRE investing – we chop it up on…
Published on 1 month, 1 week ago
Sobrato's Silicon Sizzle & Macklowe Unfurled
Episode 29
This week, we take a closer look at one of the biggest winners from Nvidia's Silicon Valley real estate rampage: The Sobrato Organization amassed a 12M sf portfolio through a combination of guts, vis…
Published on 1 month, 2 weeks ago
Ross takes his talents to [West Palm] Beach & Barnett Prefs Up
Episode 28
Like a lot of older guys, Steve Ross moved to Florida. Unlike them, however, the billionaire real estate developer didn't go there to retire, but instead to take on an even more audacious skyline-sha…
Published on 1 month, 3 weeks ago
Tupac vs Biggie, CRE Edition
Episode 27
This week, it's Tupac vs Biggie, commercial real estate edition: We dive into a deal on each coast that brings together all the things that we think make CRE the greatest show on earth. Rapacious len…
Published on 2 months ago