Podcast Episodes

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…

6 months, 4 weeks ago

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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…

7 months ago

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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…

7 months, 1 week ago

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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 …

7 months, 2 weeks ago

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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…

7 months, 3 weeks ago

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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…

8 months ago

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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…

8 months, 1 week ago

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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…

8 months, 2 weeks ago

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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 …

8 months, 3 weeks ago

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Mormon Money & Cardone Waterfalls

Episode 26

This week, we’re talking the Mormon real estate playbook – how the LDS church built a serious property portfolio and also run it like serious people.…

9 months ago

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