Podcast Episodes

Carlyle Takes the Stairs, Drillman's Great Escape & the LVMH-Kering War

Episode 17

This week, we dive into Carlyle's attempt to stitch together an empire of Brooklyn walk-ups and how it illustrates the REPE giant's playbook. We then…

9 months ago

View Episode

Deconstructing Data Center Megadeals with DigitalBridge's Marc Ganzi

Episode 16

This week, data center pioneer and DigitalBridge CEO Marc Ganzi walks Will & Hiten through 2 defining transactions in the space: The $11B take-privat…

9 months, 2 weeks ago

View Episode

Sixth Street's AUM Gobbling & SF's Basis Bets

Episode 15

This week, Will & Hiten dive deep into the movement of the moment: AUM gobbling ™️ We break down the Sixth Street/L+M transaction, and how allocator …

9 months, 3 weeks ago

View Episode

A Syndicator Lending Safari with Benefit Street's Mike Comparato

Episode 14

This week, Hiten & Will are joined by Benefit Street Partners' Michael Comparato, who gives us an insider's look into the wild world of lending to mu…

9 months, 4 weeks ago

View Episode

A Tale of Two Asset Classes: NYC Rent-Stabilized Carnage & Data Center Mania

Episode 13

This week, we break down two asset classes on extreme ends of the fortune spectrum: The first, NYC rent-stabilized multifamily, which is facing a tid…

10 months ago

View Episode

The Mother of all Tax Loopholes & Zeckendorf Bros. Downtown Funk

Episode 12

This week, we dive deep into one of the most extraordinary tax loopholes that the CRE market has ever witnessed: the Traveling HFC, a Texas property-…

10 months, 1 week ago

View Episode

NYC Developer Ponzinomics & Tides Equities' Judgment Day

Episode 11

This week, we break down the sensational allegations made by the feds against former New York golden boy developer Josh Schuster – and why they are e…

10 months, 2 weeks ago

View Episode

Jona Rechnitz's Uncut Gems & Skyscraper Structural Corruption

Episode 10

This week, we dive into the tangled web of Jona Rechnitz, a New York real estate developer who was caught up in a massive NYPD corruption scandal bef…

10 months, 3 weeks ago

View Episode

Inside the Lending Game with Ran Eliasaf & Adam Neumann's Divine Flow

Episode 9

This week, Northwind Group's Ran Eliasaf, one of the most active private lenders in New York real estate, gives us an inside look at the debt game – …

11 months ago

View Episode

Inside a Supertall Capital Stack & Newbond's Hotel Flyer

Episode 8

This week, we chat about a fascinating hospitality deal, Newbond swooping in to buy almost 9% of San Francisco's hotel stock in one megadeal. It’s on…

11 months, 1 week ago

View Episode