The Promote Podcast

ten31 Media
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Your Commercial Real Estate Insider guide. From profiles of the biggest dealmakers to skyline-shaping transactions, we bring you the deals, breakdowns and war stories that move the market — for insiders, by insiders. From bad-boy guarantees to CMBS tranche warfare to syndicator sins, we cover it all. Each week, The Promote Podcast explores three of the most interesting and consequential stories in CRE, taking you well beyond the headlines and into the heart of the action. Hosted by the award-winning “Bard of CRE,” Hiten Samtani, founder of ten31 media and author of The Promote newsletter, along with no-BS institutional insider Will Krasne. Also check out our 3x/week newsletter for industry insiders at https://www.thepromote.com/

  1. Multifamily's Icarus: Alan Stalcup On the Record

    HACE 2 DÍAS

    Multifamily's Icarus: Alan Stalcup On the Record

    "Property management companies made my spreadsheets lie." "We're gonna move the pref to a 17. Okay, okay, Tom. You're fucking me right now. You know that, right?" This week, we break protocol to bring you a no-holds-barred interview with the poster child of the Sunbelt syndicator boom/bust, Alan Stalcup of GVA Management. Fueled by OPM, ZIRP, and an insatiable appetite for deals, Stalcup rode to the very top of the multifamily mountaintop, amassing 30,000 units in an acquisition spree for the ages. When rates turned, however, his firm became one of the highest-profile casualties, setting off a wave of defaults, investor & lender lawsuits, and explosive allegations of fraud. In this unplugged conversation with The Promote, Stalcup talks through his rise – how a software salesman became one of the biggest landlords in the country through savvy fundraising, rapid acquisitions and fast exits – his butting heads with the likes of Fortress Investment Group and his lenders, and the aftermath of GVA's collapse. We talk through property management, syndicator raises and what happens when you become Patient Zero of a much broader reckoning. Sponsors: 1) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com2) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple.To advertise: Reach out to partnerships@thepromote.com Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, exclusive online events, behind-the-deal stories, scoops, discounted swag and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: The Alan Stalcup Interview Apartment Landlords Bleeding Cash Imperil $47 Billion of Loans Real Estate Investors Are Wiped Out in Bets Fueled by Wall Street Loans Austin real estate owner under federal investigation as lawsuits allege $100M fraud GVA and Alan Stalcup “cooking the books,” lawsuit alleges

    34 min

  2. 8 ABR

    Mass Alt-luence & There's Something About Rabsky

    This week, we chop it up on how God is Smiling Upon Alts: The federal govt has put forward much-anticipated regulation that creates a smorgasbord of investment options for retirees – with major implications for CRE. Next, we discuss how Manhattan office has broken the $300 a foot barrier – twice in a month! And finally, we bust out our Marley Slims and head to Brooklyn, where Orthodox dealmaker Simon Dushinsky's unorthodox playbook at the Rabsky Group is dominating the development landscape. Plus, our "Punch List" rundown of the newsiest industry happenings: New York real estate succession with Andrew Chung coming in to lead Extell; the Q of federal govt. usage of its real estate footprint; DHS' in-limbo $38B warehouse purchase plan; and RXR's recap of a prominent office-resi project. Sponsors: 1) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com2) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, exclusive online events, behind-the-deal stories, scoops, discounted swag and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: Dept. of Labor proposes landmark rule to democratize access to alternative investments in 401(k) plansJon Gray Is Reshaping Blackstone Into Everybody's Investing MegastoreNot-So-Private Equity’s Retail Push Irks Traditional Clients Single-Malt Buildings Record-Breaking Lease at Soloviev Group's 9 West 57th StreetThe Rabsky Riddle

    38 min

  3. 1 ABR

    From BSDs to DSTs & a Lakewood Lad's SNF Summit

    This week, we talk some takeaways from institutional real estate’s March Madness, the PREA conference – we’ve got the latest on what the industry's biggest allocators & fund managers are thinking about. Then, we SNF around that quirky asset class’ latest megadeal - Chuny Herzka’s $1.7B acquisition of the Centers healthcare portfolio. And finally, the changing of the guard at Camden Property Trust  and BGO's takeover of Bell Partners are great excuses to discuss 2 of our favorite themes – AUM Gobbling & the private-leaning shift in the capital markets. Plus, our "Punch List" rundown of the newsiest industry happenings: Apollo HQ2; tenants pouncing on distressed buildings dies; and the Dubai real estate scene. Sponsors: 1) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com2) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, behind-the-deal stories, scoops, discounted swag and events and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: Ethan Penner on the changing nature of the CRE capital markets Hiten on Bloomberg's Odd Lots podcast chatting about Dubai real estate and the GCC allocator Q The New Distress Play: Buy Your Own Building Apollo Teases HQ 2 Meet the AUM Gobblers Podcast: Sixth Street's AUM Gobbling Nursing Home Power Roster Podcast: SNFing out Megadeals Podcast: Talking Tycoons: Tom Cousins

    38 min

  4. 25 MAR

    Reubens on Rye and Apollo's Divine NNNtervention

    This week, we dive into the life & times of two quintessential Men with Deep Pockets: Billionaire British Brothers David & Simon Reuben have become some of the most aggressive buyers of trophy hotel and retail assets across the country – many of them in various states of undress & distress. We then look at Apollo’s new NNN partnership with Realty Income - an alliance that says much about how both AUM Gobblers and vanilla REITs are saying they’ve got what the other needs. And finally, failed mega-retailer JCPenney is now the scene of a bruising battle with a jilted would-be buyer. Plus, our "Punch List" rundown of the newsiest industry happenings: retail titan David Simon dies; Fannie & Freddie stocks freefall; Iran conflict raises questions about the Middle East's biggest CRE allocators. Sponsors: 1) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com2) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, behind-the-deal stories, scoops, discounted swag and events and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: You May Never See Us Again: The Barclay Dynasty:The Reuben Brothers’ self-described “black sheep” steps upPack up your roubles ...Inside Reuben Brothers’ NYC shopping spreeApollo To Invest $1B In 500 Realty Income Single-Tenant PropertiesPrivate Credit’s Manifest Destiny From Investment to Savings: When Finance Feeds on ItselfBill Ackman Solved the Wrong ProblemGary Barnett: The Father of Billionaires' Row

    35 min

  5. 18 MAR

    Savills Gobbles Eastdil & Ray Washburne's Second Helpings

    This week, we dive deep into the M&A deal that's all anyone in institutional CRE can talk about. Savills – yes Savills! – is buying Eastdil Secured for $1.1B. That gives the Brits some serious capital-markets firepower stateside, but the devil lies in the details of the golden handcuffs. Next, we strap on our Lucchese boots and head to Dallas, where legendary dealmaker Ray Washburne has grand plans for a convention center. We discuss his HoF deal for Highland Park Village and how he's part of a dying breed of CRE cowboy we’re obsessed with. Plus, our "Punch List" rundown of the newsiest industry happenings: JPM marking down private-credit portfolios; BTR neutering bill passes Senate; chaos at US Attorney's office hampers mortgage-fraud investigations; and Ben Ashkenazy's big LA deal.  Sponsors: 1) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com2) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, behind-the-deal stories, scoops, discounted swag and events and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: The Savills-Eastdil PostgamePaper Chasers on TopRoy March Leading Voices InterviewThe Liar's BallKing of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone The New Emperor of Highland Park VillageRay Washburne on the Highland Park Deal

    38 min

  6. 11 MAR

    Wartime Allocators & Rialto's Double Agent

    This week, we have no choice but to tackle the topic of war. The conflict with Iran continues to roil markets and CRE's biggest allocators are in sixes and sevens. Fewer young people are going to college, which puts a big question mark on what's historically been one of the biggest drivers of real estate activity. And finally, with special servicers like Rialto continuing to play an outsized role in the market, some of their more exotic strategies are coming under a pretty harsh spotlight. Sponsors: 1) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com2) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, behind-the-deal stories, scoops, discounted swag and events and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: Real Estate Lobby Sounds Alarm Over Forced Sale Provision In Housing Bill What’s in the 21st Century ROAD to Housing Act? Games Lenders Play How Jeffrey Epstein secretly backed star-studded NoMad condo project

    36 min

  7. 4 MAR

    Larry's White Whale & Jamestown Puckers Up

    In Ep. 50 (!), we trace Larry Silverstein's odyssey with the World Trade Center redevelopment, analyzing the new blockbuster Amex deal and the insurance, legal and financing battles that the developer has fought since 9/11. Next, we jump on our Zambonis and check out Jamestown’s push for a hockey team in Atlanta. And finally, Blackstone has a data center offering that it wants to share with the universe - of retail investors, that is. We also do a "Punch List" rundown of the newsiest industry happenings: CRE players' outsized roles in the Iran attacks; Hudson Pacific's billion-dollar losing streak; the Mamdani-Trump Sunnyside Yards bromance; and the Korein family going to the mat with Steve Roth's Vornado. Sponsors: 1) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com And download their new SNF snapshot at https://bravocapital.com/the-silver-wave/ 2) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, behind-the-deal stories, scoops, discounted swag and events and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: Power at Ground Zero: Politics, Money, and the Remaking of Lower Manhattan More Deets on 2 WTC Deal Jamestown Joins Bid To Lure NHL Team To North Point Mall Stadium Arcadium Blue Owl Bytes the Dust Jon Gray Is Reshaping Blackstone Into Everybody's Investing Megastore

    36 min

  8. 25 FEB

    Times Square Trainwreck, Royal Renters and Blue Owl Bytes the Dust

    This week, we look at the tragicomedy that is TSX Broadway, the Maefield/L&L/Fortress Times Square megadevelopment that came undone and left hundreds of foreign investors in the lurch. We discuss how complex ground-up projects can lay waste to capital stacks, and what can happen between partners under pressure. We then look at the latest alarm bells ringing in the high-octane world of data center development – Blue Owl is staring down a multibillion-dollar void, and OpenAI’s marquee Stargate project has had major challenges powering up. Finally, we explore the rise of the rich renter – a trend that’s reshaping the multifamily – and condo markets. We also do a "Punch List" rundown of the newsiest industry happenings: Shvo selling Transamerica Pyramid in SF; the Kushner battle over Veris Residential; Witkoff's Roosevelt Hotel cameo; ICE's $38B warehouse shopping spree; and Stonepeak's marina moves. Sponsors: 1) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com2) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com And download their new SNF snapshot at https://bravocapital.com/the-silver-wave/ To advertise: Reach out to partnerships@thepromote.com For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple. Up your CRE game:  Consider becoming a premium subscriber to The Promote Insider to unlock access to expert CRE breakdowns, behind-the-deal stories, scoops, discounted swag and events and more. Take 10% off annual subscriptions by using this link: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: Tragicomedy in Times Square Lawsuit claims Fortress, L&L owe USIF $890M Steve Witkoff’s Nine Lives Blue Owl shopped debt for a CoreWeave data center. Lenders weren't sold. Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled Meet the AUM Gobblers

    40 min
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Your Commercial Real Estate Insider guide. From profiles of the biggest dealmakers to skyline-shaping transactions, we bring you the deals, breakdowns and war stories that move the market — for insiders, by insiders. From bad-boy guarantees to CMBS tranche warfare to syndicator sins, we cover it all. Each week, The Promote Podcast explores three of the most interesting and consequential stories in CRE, taking you well beyond the headlines and into the heart of the action. Hosted by the award-winning “Bard of CRE,” Hiten Samtani, founder of ten31 media and author of The Promote newsletter, along with no-BS institutional insider Will Krasne. Also check out our 3x/week newsletter for industry insiders at https://www.thepromote.com/

Información

  • Creador
    ten31 Media
  • Años de actividad
    2025 - 2026
  • Episodios
    58
  • Clasificación
    Explícito
  • Copyright
    © 2025 Ten31 Media, LLC
  • Mostrar sitio web
    The Promote Podcast

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