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. 2 dgn geleden

    Texas Chainsaw Massacre & The Man Who Knew

    This week, we take stock of the legacy of Alan Greenspan, the long-serving Fed Chair who has died at the ripe old age of 100. Greenspan’s moves, for better and for worse, shaped the CRE market as we know it today. Next, we visit the rapidly gentrifying swamp that is Gowanus, where Sam Charney is remaking the neighborhood with a little help from his friends. And finally, we dive back into one of The Promote’s pet topics – the fallout from the end of the Traveling HFC property-tax loophole in Texas. Plus, our Punch List rundown of the newsiest industry happenings: Charles Cohen v Fortress; BTR-killer bill; NYC freezes rent; World Cup takeaways. Sponsors:1) This episode is supported by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums. 2) 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.3) 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! Further Reading/Listening Trump Cancels Plan To Sign Bipartisan Housing Bill, Demanding Voter ID LawCohen's Fortress of Pain The Man Who Knew: The Life and Times of Alan Greenspan The Flying WalentasesBrooklyn Billionaire: How One Man Made A Fortune Rebuilding Dumbo The Closing: Sam CharneyMeet CRE Finance’s Most Eccentric InvestorGaffers of Gowanus  The Traveling HFC Hangover

    38 min.

  2. 17 jun

    Stern Ambition, Nuveen's Belly Flop & Private Credit's Gypsy King

    This week, we load up on chips n' vinegar and take you with us on an extraordinary journey into British caravan country. Embattled mobile-home king Robert Bull's tale brings together gypsies, Norwegian beauty queens and New York financiers – and yes, it is very much a CRE story. Next, we slip into Dolce & Gabbana and ride to the branded-condo epicenter of Miami, where JDS’ Michael Stern is prepping a rescue recap of his latest development – Stern is a first-draft pick for a real estate pirate, and we get into the backstory. And finally, a strong example of returns not mattering in institutional CRE – Nuveen has disclosed a string of meaty losses on its investing bets. Plus, our Punch List rundown of the newsiest industry happenings: a $1.3 billion arbitration award in an OC real estate dispute; Ken Griffin's empire-building; and Monty Bennett's pillaging of hotel REIT Braemar. 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. 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!3) This episode is supported by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums. Further Reading/Listening Michael Stern: the highs and lows of a New York skyscraper kingThe Closing: Michael SternAn Insider’s Guide to the Miami Branded Condo GameSoffer to the rescue? A Miami Kingpin's Epic AventuraNuveen's Loss FactorCarl Icahn settles the Texaco/Getty Oil lawsuitThe Bankrupting of a Mobile Home Billionaire

    40 min.

  3. 10 jun

    Not Easy Being [SL] Green & TPG's Shelf Life

    This week, we dive into the high-stakes, high-reward (not for shareholders tho) world of SL Green, the mighty REIT that is New York’s largest commercial landlord. From a deal junkie standpoint, SL Green is king of the hill, but no matter what it does, it can’t seem to get Wall Street to love it. Next, we convert our dollars to lek and head to Albania, where Jared Kushner is trying to create the next St. Barths. And finally, we load up those 10-cent bags and go shopping - for grocery anchored retail with TPG and friends. Plus, our "Punch List" rundown of the newsiest industry happenings: Brookfield's DC shutdown; Amancio Ortega's CRE fixer; Bears move to Indiana; LA mayoral race; and Paul Massey folds. 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!2) 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. And check out their must-read SNF primer here.3) This episode is supported by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums. Further Reading/Listening Inside the SL Green PlaybookGold in Them Distressed CapstacksSL Green Raises More Than $1 Billion for New NYC Debt FundReset Basis Albania’s Rama Backs Kushner Resort as Land Ownership Probed TPG-Led Investor Group Acquires Grocery-Anchored Retail Leader ECHO Realty

    39 min.

  4. 3 jun

    Hail Caesar, CoStar's M&A Mania & a ZOMbie Developer

    This week, we look at Texas billionaire Tilman Fertitta’s $18B megadeal for the Caesars entertainment empire - this is really an excuse for us to talk Tilman, one of the industries "C"haracters. Next, we dive into CoStar’s $800M acquisition of home-data firm Zonda – part of Andy Florance’s quest to control every piece of data in the real estate universe. And finally, it might be curtains for prominent multifamily developer ZOM Living, who we’re told is prepping a bankruptcy filing. Plus, our Punch List rundown of the newsiest industry news: NYC rips, S2's special servicing, Fisher Island fracas, Brookfield bombs again, and banks are back! 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. And check out their must-read SNF primer here.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!3) This episode is supported by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums. Further Reading/Listening Big Fish- Tilman FertittaAn Interview With Tilman Fertitta on A Restaurant Empire During CovidTilman Fertitta’s Years-Long Pursuit of Caesars Is Paying OffThe Caesars Palace Coup: How A Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street CoStar to acquire homebuilding data giant Zonda for $800 million—why it mattersCostar’s CrusadeActivist Dan Loeb dusts off his poison pen ZOM Prepping Bankruptcy Filing After Legal Wallop

    36 min.

  5. 28 mei

    Enemy at the Rates, Mayweather Gets KO'd & Newmark Nepomania

    This week, we talk fear and loathing in interest rates: The 10Y and 5Y are going haywire and threaten to knock CRE's recovery off-kilter. Next, we discuss nepo babies running the asylum at Newmark: Howie Lutnick’s son Kyle has decided it’s his time to shine. And finally, we have to revisit one of the strangest sagas we’ve discussed on here: Floyd Mayweather is now throwing haymakers at his former confidant Jona Rechnitz in an explosive $175M lawsuit. Plus, our Punch List rundown of the newsiest industry news: A syndicator wipeout, BTR back from the brink, CO Power 100, EQR-AVB mega-merger is official. 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. And check out their must-read SNF primer here.2) This episode is supported by Pensford, the only interest-rate advisory focused exclusively on CRE. With over 10,000 rate caps under its belt, Pensford is your go-to partner to navigate rates.3) This week's Punch List is brought to you by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform at RPCaptive.com to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums.

    40 min.

  6. 20 mei

    CRE's Paypal Mafia: The JMB Realty Story

    In this special episode, we dive deep into the story of JMB Realty Corporation, one of the most influential firms in the modern history of CRE, with a playbook and an alumni network that continue to shape the industry today. You could argue that if JMB didn’t exist, real estate syndication would look very different today. M&A would look very different today. Hell, even the Heavenly Bed wouldn’t exist. From its humble beginnings as a glint in the eyes of Neil Bluhm, Judd Malkin and Robert Judelson, to its status as the powerhouse firm of the 80s and its legacy as the firm whose alum birthed Starwood, Blackstone Real Estate, Northwood and scores of other industry leaders, we explore it all. This is a must-listen both for industry vets and for up-and-comers looking to understand why the CRE industry looks the way it does today. 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. And check out their must-read SNF primer here.2) This episode is supported by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums.3) 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! For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple.For brand partnerships: Reach out to partnerships@thepromote.comFor podcast swag: Cop your CRE insider hats, hoodies, and pod swag at CRE's merch-ant bank. 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. Here's 10% off on annual subscriptions: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: How Deal of the Decade Undid Malkin and Bluhm A Split for JMB Founders; Bluhm Starts Own Deal FundAfter Slide, Bluhm Is Blooming AgainIn Starwood Hotels, Barry Sternlicht reprises his greatest roleJMB REALTY TO BUY CADILLAC FAIRVIEWA REALTY CONCERN WITH A BIG APPETITE

    36 min.

  7. 13 mei

    S2's REIT Wipeout & A Lender's Extreme Show of Faith

    This week, we dive into Sunbelt multifamily kingpin’s Scott Everett's (S2 Capital) audacious attempt to save his distressed portfolio via a private REIT – an attempt coming apart in real time. It's an opportunity for us to discuss the Sunbelt ZIRP-fueled boom/bust, the broader syndicator reckoning and how figuring out how to survive is sometimes all you can do. It’s then time to talk fathers and sons – a long-stalled FiDi site at 8 Carlisle may finally see salvation after lender Maxim Capital kept the faith in developer Grubb Properties after a decade-long debacle by the Ohebshaloms. And then it’s time to unpack the real estate legacy of a G-reat man,just-passed media mogul Ted Turner. Plus, our Punch List rundown of the newsiest industry happenings: A sextortion plot against Fortress founder Wes Edens; Gary Barnett's latest assemblage; La Caisse and EB-5 investors taking a bath in Brooklyn; and Soloviev's $526M windfall at a Manhattan office trophy.  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. And check out their must-read SNF primer here.2) This episode is supported by Pensford, the only interest-rate advisory focused exclusively on CRE. With over 10,000 rate caps under its belt, Pensford is your go-to partner to navigate rates.3) This week's Punch List is brought to you by Real Property Captive, the first group captive insurance for mid-market owners. Check out their platform at RPCaptive.com to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums. For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple.For brand partnerships: Reach out to partnerships@thepromote.comFor podcast swag: Cop your CRE insider hats, hoodies, and pod swag at CRE's merch-ant bank. 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. Here's 10% off on annual subscriptions: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Further reading/listening: S2's REIT ReckoningS2 Capital targets $1B for multifamily private REITThe Alan Stalcup InterviewMultifamily's Icarus: Alan Stalcup On the Record Fortress Co-Founder Allegedly Extorted by Sexual Partner FiDi Telenovela Set For Happy EndingDebt Fund Whac-A-Mole   Ted Turner - Atlanta Magazine ProfileBorn to Be Wired - John Malone Memoir Talking Tycoons: Tom Cousins

    33 min.

  8. 6 mei

    Mega-Marriage of Convenience and Miami’s Abuelagate

    This week, we discuss multifamily’s mega-marriage of convenience: After getting no love from the Street for being merely huge, multifamily REITs Equity Residential and AvalonBay are considering a merger. Will overuses the word “tectonic,” but it really does apply here, so we’re going to dive in as deep as we can. We then leave the public markets behind for a telenovela playing out at an old-school Miami real estate family: major developer Terra Group’s David Martin is being accused of playing the part of a Bollywood villain. This is the exact kinda story lineup we love here at The Promote - a lil’ meat, a lil’ masala. Plus, our Punch List rundown of the newsiest industry happenings: KKR's data-center play; Alan Stalcup's Starwood PGs; Newmark's earnings; Aby Rosen battles German lender at Soho hotel; Anthropic's NYC leasing tear. Sponsors: 1) This episode is supported by Pensford, the only interest-rate advisory focused exclusively on CRE. With over 10,000 rate caps under its belt, Pensford is your go-to partner to navigate rates.2) 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. And check out their must-read SNF primer here. 3) This episode is supported by Cohorts, your go-to peer group of GPs going through the same challenges as you. Check them out at joincohorts.com 4) This week's Punch List is brought to you by DealNav, a map-first CRM and deal-tracking tool built by acquisition fiends for acquisition fiends. Our listeners get 50% off their first year by going to deal-nav.com and using code “ThePromote” at checkout.  For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple.For brand partnerships: 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. Here's 10% off on annual subscriptions: https://www.thepromote.com/upgrade?offer_id=b700858f-21e0-47a2-9695-a93055d3ed15 Swag store is live! Cop your CRE insider hats, hoodies, and pod swag at CRE's merch-ant bank. Further reading/listening: Multi’s Marriage of ConvenienceAm I Being Too Subtle?: Straight Talk From a Business RebelThe Eccentric Genius of Trammell CrowMultifamily on Hard ModeTrammell Crow, Master Builder: The Story of America's Largest Real Estate Empire Inside the Meruelo family schism Sol Asylum

    35 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/

Informatie

  • Maker
    ten31 Media
  • Jaren actief
    2025 - 2026
  • Afleveringen
    68
  • Beoordeling
    Expliciet
  • Copyright
    © 2025 Ten31 Media, LLC
  • Website van aflevering
    The Promote Podcast
  • Provider

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