Podcast Episodes
Back to SearchSixth 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 …
11 months, 2 weeks ago
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…
11 months, 3 weeks ago
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…
11 months, 4 weeks ago
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-…
1 year ago
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…
1 year ago
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…
1 year ago
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 – …
1 year ago
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…
1 year, 1 month ago
The Rise of Pref & Meridian Out of Agency Jail
Episode 7
This week, The Promote dives into the proliferation of preferred-equity deals in the CRE market – why are they suddenly everywhere, and what investor…
1 year, 1 month ago
Tariff Terror, $11,000 psf condos & Starwood's land bets
Episode 6
This week, we discuss the fear & loathing set off in the CRE markets by the Trump tariffs, looking at the impact both on fund managers and on develop…
1 year, 1 month ago