Podcast Episodes
Back to SearchThe $1.8 Trillion Multifamily Debt Reckoning
The full multifamily debt math is out, and it runs deeper than the 2026 snapshot. $1.8 trillion in apartment debt matures over the next decade, with …
2 weeks, 2 days ago
The $1,066 Gap, the Refi Wall, and Blackstone's Exit Door
Renters can't leave, owners can't refinance, and the biggest player in the game is building exit doors.
The rent-buy gap: Zillow puts typical rent at…
2 weeks, 4 days ago
Oil, Gas, and What It Means for CRE
Oil just had its most volatile week of the year. Brent touched $109. WTI hit $107. Then both pulled back hard. This episode explains what's actually …
3 weeks, 2 days ago
The Small Bay Industrial Window
Episode 25
Small-bay industrial is outperforming multifamily on vacancy, tenant stickiness, and supply constraints.
We look at why the asset class is working, w…
3 weeks, 3 days ago
The Two-Speed Market
National multifamily rent hit $1,773 in August 2026, up $2 month-over-month and marking the first monthly increase in years, but the headline masks a…
3 weeks, 5 days ago
The Maturity Wall Is Already Here
Episode 1
The maturity wall in Dallas-Fort Worth multifamily is hitting hard in 2026.
173 DFW properties have debt maturing this year. Owners who refinanced or…
4 weeks ago
DFW Multifamily Is Turning - Supply Just Met Demand
DFW was the poster child for oversupply. Record deliveries. Rents tanking, but the market is rebalancing.
Supply and demand just met for the first ti…
4 weeks, 1 day ago
Data Centers Are Doubling
Data center demand doubled in the first half of 2026. Twenty-five gigawatts of net absorption.
That's more electricity than Germany consumes in a yea…
1 month ago
LA Suburban Office, The Lease Rollover Crisis Nobody Sees Coming
One point six billion dollars in Los Angeles suburban office CMBS loans face a hidden timing problem.
The largest tenant's lease expires before the lo…
1 month ago
$10.7B Office Loans Hit Hard Maturity by 2029
Ten point seven billion dollars in performing office loans with debt service coverage ratios below 1.00x are approaching hard maturity by 2029. The r…
1 month, 1 week ago