Podcast Episodes
Back to SearchTokenized Real Estate & Goldman Sachs
Goldman Sachs moving on tokenized real estate is a capital allocation story, and capital allocation is everything.
In this episode, we explore what Go…
4 months ago
Energy Paradox
Energy Paradox: Why Oil & Gas Is Still the Hottest Play
Oil and gas shouldn't be thriving in 2026. ESG mandates, renewable rhetoric, and institutional…
4 months ago
Hospitality & Industrial Reshape the Capital Flows
Two Capital Playgrounds Reshaping Real Estate in June 2026
Hospitality: The Return of Physical Events
Group travel and conferences are surging as post-…
4 months ago
Two Trillion Dollars: Housing vs. Infrastructure
Episode 1
Two Trillion Dollars Reshaping Real Estate in 2026
Capital splitting into two flows. Operators positioning now are winning.
The Housing Play: Adaptive …
4 months, 1 week ago
Capital Rotation: Where Money Is Actually Going
Banks are out. Non-banks are in.
Alternative lenders captured 37% of non-agency CRE loan closings in 2025, up from historical averages. Banks dropped…
4 months, 1 week ago
Supply Cycles & Policy Risk
Dallas-Fort Worth just hit an inflection point.
After years of record deliveries, the worst of the oversupply wave is passing. In 2024 and 2025, DFW d…
4 months, 1 week ago
Two Markets, One Signal
Two separate markets just sent the same signal.
Law firms are anchoring the premium office market, 21.7% of all leases above $100 PSF in Q1 2026. Mean…
4 months, 2 weeks ago
Alternative Lenders Fuel CRE Financing Rebound
Episode 2
Alternative Lenders Fuel CRE Financing Rebound
In Q1 2026, alternative lenders captured 53% of non-agency CRE loan closings, up from 19% a year ago. B…
4 months, 3 weeks ago
Onshoring Economics Are Breaking
Episode 5
Houston's onshoring boom is hitting record levels.
Supply chains are reshuffling. Capital is flooding into industrial real estate in Texas. But constr…
4 months, 3 weeks ago
Trophy Office is Back
Hudson Yards just hit full occupancy. Manhattan's biggest megadevelopment.
No office space left. That's huge. But what does that actually mean? It mea…
4 months, 3 weeks ago