Podcast Episodes

Hail Caesar, CoStar's M&A Mania & a ZOMbie Developer

Episode 63

This week, we look at Texas billionaire Tilman Fertitta’s $18B megadeal for the Caesars entertainment empire - this is really an excuse for us to tal…

6 hours ago

View Episode

Enemy at the Rates, Mayweather Gets KO'd & Newmark Nepomania

Episode 62

This week, we talk fear and loathing in interest rates: The 10Y and 5Y are going haywire and threaten to knock CRE's recovery off-kilter. Next, we di…

6 days, 6 hours ago

View Episode

CRE's Paypal Mafia: The JMB Realty Story

Episode 61

In this special episode, we dive deep into the story of JMB Realty Corporation, one of the most influential firms in the modern history of CRE, with …

2 weeks ago

View Episode

S2's REIT Wipeout & A Lender's Extreme Show of Faith

Episode 60

This week, we dive into Sunbelt multifamily kingpin’s Scott Everett's (S2 Capital) audacious attempt to save his distressed portfolio via a private R…

3 weeks ago

View Episode

Mega-Marriage of Convenience and Miami’s Abuelagate

Episode 59

This week, we discuss multifamily’s mega-marriage of convenience: After getting no love from the Street for being merely huge, multifamily REITs Equi…

4 weeks ago

View Episode

Aman’s Dirty Laundry & Atlanta’s Phantom Megaproject

Episode 58

This week, we have the this-is-too-weird-to-be-real tale of Forge Atlanta, a $3.8 billion megaproject with the most bizarro development team and hist…

1 month ago

View Episode

The Frum Fraudfather & Pied à Terre Purgatory

Episode 57

This week, we finally tackle the story of Mark Nussbaum – the real estate attorney who became the nexus of the underground Orthodox CRE dealmaking wo…

1 month, 1 week ago

View Episode

Multifamily's Icarus: Alan Stalcup On the Record

Episode 56

"Property management companies made my spreadsheets lie."
 "We're gonna move the pref to a 17. Okay, okay, Tom. You're fucking me right now. You know …

1 month, 2 weeks ago

View Episode

Mass Alt-luence & There's Something About Rabsky

Episode 55

This week, we chop it up on how God is Smiling Upon Alts: The federal govt has put forward much-anticipated regulation that creates a smorgasbord of …

1 month, 3 weeks ago

View Episode

From BSDs to DSTs & a Lakewood Lad's SNF Summit

Episode 54

This week, we talk some takeaways from institutional real estate’s March Madness, the PREA conference – we’ve got the latest on what the industry's b…

2 months ago

View Episode