Podcast Episodes
Back to SearchApartments vs. AI
Money's moving. And fast. Not where you'd think it would go. The apartment market just hit 0.9% rent growth year over year. Finally positive after ge…
19 hours ago
What We Can Learn from October 10, 2008
Episode 40
October 10, 2008 facts and actionable insight: Dow 1,018 point intraday swing (first 112-year history).
Weekly loss 1,874 points (18.15%). S&P 500 at…
1 day, 19 hours ago
Warren Buffett: The Oracle of Omaha
Episode 35
Warren Buffett born August 30, 1930, Omaha, Nebraska.
Age 7: Reads "One Thousand Ways to Make $1000," starts selling newspapers.
Age 11: Buys first s…
2 days, 19 hours ago
NYC Maturity Wall: $8.7B in 12 Months
Episode 38
According to Circlemark data, New York City faces $8.7B in commercial mortgage maturities over the next 12 months across 139 loans of $5M or more.
Key…
3 days, 19 hours ago
Building a Diversified Investment Empire with Mathew Owens
Episode 35
Mathew Owens is a CPA-turned-real-estate entrepreneur who built one of the most diversified investment portfolios in the country by flipping 1,000+ h…
5 days, 13 hours ago
CMBS Distress & Construction Spending
Episode 34
The national CMBS distress headline says recovery.
10.9% in August, down from 11.5% a year ago. But when you drill down, it's completely fractured. C…
5 days, 19 hours ago
The Recovery
Episode 33
The CRE headline recovery is a lie.
Entity-level transactions hit $119B YTD through August, but individual property sales dropped 28% year-over-year.…
6 days, 11 hours ago
Industrial's Hidden Distress
Episode 32
Cold storage vacancy just hit 7.7% in H1 2026, the first negative net absorption in a first-half period since 2007.
This headline masks a bifurcated …
1 week ago
Supply Plays and Capital Shifts
There's a lazy narrative running through real estate right now. All supply is overbuilt and rents are done. But the operators printing cash know bett…
1 week, 2 days ago
Liquidity, Rebuilt
The old fund model ran on a conveyor belt: buy, execute, sell, distribute, repeat. Higher rates snapped that belt, and the industry stopped waiting f…
1 week, 5 days ago