Podcast Episodes
Back to SearchTrophy 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
Wellness is the New Trophy Asset
Equinox just announced they're expanding into hotels, branded residences, and adaptive reuse projects.
Most people see this as fitness brand diversifi…
4 months, 4 weeks ago
Why Rents Are Still Negative
Episode 6
April 2026 brought a modest 0.2% month-over-month rent increase, but the year-over-year picture tells a different story.
National multifamily rents r…
5 months ago
Luxury Hospitality: Where Smart Money Is Going
Episode 14
Luxury hospitality is having a moment right now that most people are completely missing. The data is clear. Luxury hotels are outperforming every oth…
5 months ago
The Bifurcation
Episode 13
Vacancy is stabilizing. That sounds good. But rent growth is still getting crushed. We're talking 0.5 percent monthly, one to two percent annually. T…
5 months ago
The Supply Squeeze
Episode 11
Alright, so here's what's happening in the apartment market right now, and it's actually good news for once.
Q1 apartment deliveries just hit a four-y…
5 months, 1 week ago
The Shift
Episode 10
Something fundamental is shifting in real estate right now, and most people are completely missing it.
Blackstone just hit 1.3 trillion in assets unde…
5 months, 1 week ago
The Texas Moment
Episode 9
Texas is not just growing. Texas is outpacing the entire country. Houston industrial construction rose 7.1 percent quarter over quarter. The national…
5 months, 2 weeks ago
The Class B Moment
Episode 8
There's a moment happening right now in the market that most people are completely missing.
Class A apartments are facing oversupply. Class C renters…
5 months, 2 weeks ago
The AI Tool That Actually Works: Why Adam Switched to Simtheory
Adam breaks his silence on the AI tool he's been using religiously behind the scenes. This is his first public endorsement of Simtheory — the browser…
5 months, 2 weeks ago