Podcast Episodes
Back to SearchSonder's Mercy Killing and the Mooch's OZ Misadventure
Episode 37
This week, we explore why more multifamily REITs are offering themselves up at the altar - there just doesn’t seem to be a real path forward for many…
4 months, 2 weeks ago
Reston 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 pret…
4 months, 3 weeks 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-p…
5 months 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 stemmin…
5 months, 1 week 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 a…
5 months, 2 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 …
5 months, 3 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 intertwin…
6 months 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…
6 months, 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 1…
6 months, 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 ins…
6 months, 3 weeks ago