Podcast Episodes
Back to Search$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
Apartment Development Is Leaving the Sun Belt
The next wave of apartment supply is shifting. New York and Los Angeles are leading permits while the Sun Belt cools. We break down what it means for…
1 month, 1 week ago
Why Rent Gets Paid First When Retail Gets Cut
The American household is rerouting its spending, not collapsing it.
What happened:
• Core retail sales fell 0.2% in July, the first monthly decline o…
1 month, 1 week ago
Tait Duryea of Turbine Capital: Macro Madness and The Three Pillars
Episode 30
Tait Duryea joins Adam, Cam, and Vanessa to break down a fractured, lopsided economy, why the Fed is flying blind, and how he built a diversified pri…
1 month, 2 weeks ago
Treasury Just Tried to Bend Yields
Treasury Secretary Scott Bessent announced doubled buybacks of long-dated bonds from $2B to $4B per operation, targeting 10-to-30-year range with tot…
1 month, 2 weeks ago
Manhattan Rents Hit $5K While Texas Class C Burns
Manhattan just hit $5,000 average rents. Apartment listings down 39%.
Meanwhile, Texas Class C multifamily is unraveling due to borrower misconduct, …
1 month, 2 weeks ago
The Window for Operators is Narrowing
The data everyone missed: $85 billion raised in 8 months sounds like a goldmine, but 40% of it went to just 10 mega-funds.
Brookfield closed $16 bill…
1 month, 3 weeks ago
Banks Are Back and Private Credit Is Nervous
Episode 32
1 month, 3 weeks ago
Capital Moves Faster Than Physics
AI companies now occupy 10% of San Francisco's office market. 8.5M SF, up from 1.1M SF in 2022. Our research shows 700% growth in four years. Retaile…
1 month, 3 weeks ago
The $65B Maturity Wall Is Finally Here
Episode 31
1 month, 4 weeks ago