Podcast Episodes
Back to SearchMamdani Fear Factor & Hyatt's Friends with Benefits
Episode 18
We break down CRE's fear & loathing stemming from Zohran Mamdani’s improbable win in the New York City mayoral primary. Players have pulled the plug …
1 year, 1 month ago
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…
1 year, 1 month ago
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…
1 year, 2 months ago
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 …
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 months 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, 2 months 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, 3 months 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, 3 months 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, 3 months ago