The Promote Podcast

ten31 Media
  • 4.9 (103)
  • Investing

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, along with no-BS institutional insider Will Krasne. Now a top 80 pod on Apple in "Business & Investing." Also check out our 3x/week newsletter for industry insiders at https://www.thepromote.com/

  1. 2d ago

    The Apollo Program & Dirty Ground Games

    This week, we break down an ingenious scheme that has wreaked havoc on several regional banks. Lad of Lakewood Shaya Prager became one of the biggest buyers of suburban office in the pandemic era – everyone wondered how his Opal Holdings could make the numbers pencil – perhaps his lenders should have wondered harder, too. Next, we look at how Apollo is looking to become the Everything Store of CRE finance: Two fresh deals – with UDR and with Mubadala Capital – showcase the breadth of its ambition. Plus, our Punch List rundown of the newsiest industry happenings: 350 Park's construction loan; Webstar's fugazi project; Hines sells to Hines DST; Lower Manhattan's heimish transformation; NYC's nonprofit dibs ruling. Sponsors:1) Harvard AMDP, the premier advanced leadership program for mid-senior CRE pros. Applications for the Summer 2027 term are now open.2) LoanBoss, the industry-leading debt management software, now supercharged by AI.3) Bravo Capital, a leading HUD and bridge lender. Sign up for their upcoming HUD market-rate webinar here.4) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity. NYC Live POD: Nov. 5, 2026 - by invitation only. Inquire about sponsorships here. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further Reading/ListeningSleepless in Seattle: The Martin Selig StoryCapstack for Citadel’s NYC Tower Takes Shape Atlanta’s Phantom MegaprojectLower Manhattan’s Heimish EraNonprofits to get first dibs on buying distressed multifamily housing Prager Pain Hits More BanksLads of LakewoodApollo To Buy Majority Stake In $2B UDR Portfolio    Apollo Sinks Tentacles Deeper Into CRE Credit

  2. Oct 21

    Where Alpha Goes to Die & the CoreWeave Canary

    This week, we dive into why the smartest guys in the room keep bellyflopping when it comes to CRE. Two Sigma’s recent retreat is part of a long line of edgy hedgies who’ve been humbled at the brick-and-mortar altar. We then head to the scene of a fast-moving car crash in the world’s hottest asset class: Yields on CoreWeave's junk bonds surged to an alarm-ringing 15% this week, and institutional players from across the CRE universe who've gone all-in on data centers are watching closely. Plus, our Punch List rundown of the newsiest industry happenings: Cain's "Founder Bonds" at One Beverly Hills; EQT-Stockbridge; Pontegadea's Chicago blockbuster deal; and S2 and Rise48's refis and loan mods. Sponsors:1) Pensford, the only interest-rate advisory focused exclusively on CRE2) Bravo Capital, a leading HUD and bridge lender. 3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity. Partner Content:"Inside the Capstack" with Gibson Dunn's Kahlil Yearwood. Yearwood talks about harnessing AI's potential in loan negotiations. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further Reading/ListeningCain to One Beverly Hills Buyers: Bankroll Our BuildMore AUM Gobbling ™ : EQT Takes StockbridgeEverett Stays in the Game…And Rise48 Does TooMeet the CRE Guy For the World’s Hungriest Investor Two Sigma Halts Real Estate Unit Fundraising and Cuts StaffPencils Down at King St.Men With Deep PocketsThe Sovereign, the Scion, and the Suit CoreWeave Woes Risk Shutting Down AI Junk MarketCoreWeave’s Big Dream Crashes Into Reality as Yields Top 15% CoreWeave targets ‘unlimited’ insurance money to fund AI build-out

  3. Oct 14

    Golden State Gimmes & Lument's Lament

    This week, we get into the potential homecoming of a big agency lender: Lument is on the block, and sources point to a round-trip to its original home, the billionaire Hunt family out of Texas. We then head further west to the golden state, where the welfare exemption, a spiritual cousin of the Traveling HFC has created a lucrative loophole for “affordable housing” players. It's a fabulous case study in gaming the system. Plus, our Punch List rundown of the newsiest industry happenings: GO REIT hiccups; Tishman Speyer at the Chrysler; DST fundraising up; David Martin; BDT & MSD x Sunrise sr. living.  Sponsors:1) Harvard AMDP, the premier advanced leadership program for mid-senior CRE pros. Applications for the Summer 2027 term are now open.2) LoanBoss, the industry-leading debt management software, now supercharged by AI.3) Bravo Capital, a leading HUD and bridge lender. Sign up for their upcoming HUD market-rate webinar here. NYC Live POD: Nov. 5, 2026 - by invitation only. Inquire about sponsorships here. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further Reading/Listening Is Lument Coming Home?DUS License Frenzy: Fannie Wants to Wet its BeakAnatomy of a Deal: BSP-NewPoint How real estate investors are profiting off a California tax break for affordable housingThe Traveling HFC HangoverThe Mother of all Tax Loopholes The Promote Insider: Speyers Run it BackTerra-Led JV Lands $507M Construction Loan for South Beach Condo Before Pre-Sales

  4. Oct 7

    Mana From Hedgie Heaven & Blue Owl Force Majeured

    This week, we need to dive into the real estate deal of the year – arguably, of any year: Ken Griffin is bringing Carnegie Mellon to Miami, a transformative gift for the 305 in so many ways. We focus primarily on 2 guys – Paul Darrah, who's responsible for making it happen for Griffin, and Moishe Mana, the idiosyncratic mogul who’s just pulled off the most spectacular assemblage exit in the history of that town. Next, we travel to another port city: Bain Capital is in talks to do a rescue recap of a Hong Kong development dynasty, New World. And finally, we consult the French dictionary as Force Majeure surfaces its ugly head in the capital-intensive world of data centers- Oracle is telling Blue Owl it doesn’t really feel like making rent. Plus, our Punch List rundown of the newsiest industry happenings: Interest rate volatility; Hines co-CEOs; Manhattan record office rent; GGP refi; the AI buildout equation.  Sponsors:1) H Equities, your mid-market go-to on both sides of the capstack. 2) Pensford, the only interest-rate advisory focused exclusively on CRE3) Bravo Capital, a leading HUD and bridge lender. Sign up for their upcoming HUD market-rate webinar here. NYC Live POD: Nov. 5, 2026 - by invitation only. Inquire about sponsorships here. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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

  5. Sep 30

    Keep Calm and [No] Carry On

    This week, it’s time to address the unrealized elephant in the room that is the biggest pain point in institutional CRE: Carry, or more precisely the lack of it. Thousands of the smartest guys and girls in the business have spent the last few years preparing for an outcome that never came. Grappling with that reality is shaping everything from talent moves to firm restructurings. Plus, our Punch List rundown of the newsiest industry happenings: Floyd Mayweather v Jona Rechnitz; Barry Diller-MGM; Gary Barnett's $3.8B financing; LA office market; RIP Nanobanc. Sponsors:1) LoanBoss, the industry-leading debt management software, now supercharged by AI. 2) Bravo Capital, a leading HUD and bridge lender. Join our upcoming HUD webinar on Oct. 14 here 3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity. Partner Content:"Inside the Capstack" with Gibson Dunn's Jennifer Yashar. Yashar talks through structuring leases on ground-up towers from a tenant's perspective. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further Reading/ListeningConfessions of a Battle-Scarred GPPaycheck Confidential: A GP Reveals Real CoinKey Blackstone Cub Leaving Lair Private Equity’s Path to Riches Is Getting Harder to Follow

  6. Sep 25 ·  Bonus

    SF’s Advance Man: Cyrus Sanandaji On the Record

    In this bonus episode, we sit down with Presidio Bay’s Cyrus Sanandaji. Cyrus is at the vanguard of the comeback in America’s most important boom-and-bust town – San Francisco. His firm made prescient bets on SF’s recovery as the city began to emerge from the black hole of Covid, while also expanding a national development portfolio that today spans close to 6M square feet and is valued by the firm at $5.4B. We talk through doom loops and boom loops, capstack-sniping and how you cater to an AI industry defined by hypergrowth and extreme volatility. 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) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further readingInside CXP's Bruising RestructuringThe shadow landlords secretly controlling SF’s distressed office towersInside the Hotel Heist of the Year

  7. Sep 23

    Lurin's FBI Probe & the CapStack Snipers

    This week, we take stock of the tale of Lurin Capital, a multifamily syndicator that's now in the FBI's crosshairs. Jon Venetos was cut from very different cloth than the rest of the Sunbelt Dreamers, and his rise and fall are arguably even more cinematic. Next, it's a classic Manhattan tale of capstack sniping. With 245 Park ready to be graced by a $2 billion Refi, we look back at SL Green's Tranche Warfare with HNA at the Skyscraper, and what is already likely a monster payoff. Plus, our Punch List rundown of the newsiest CRE happenings:  Benefit Street Partners Leadership Shakeup, 485x's perverse incentives, Pontegadea's latest acquisition, Jeff Greene-Fort Partners, CBRE-Tenet deal Sponsors:1) Pensford, the only interest-rate advisory focused exclusively on CRE 2) Bravo Capital, a leading HUD and bridge lender. Check out their new SNF market ranking here.3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further Reading/ListeningInside the SL Green PlaybookNot Easy Being [SL] GreenChina’s HNA Found to Owe $185 Million Over Bankrupt Manhattan Skyscraper A hedge funder’s syndication mess

  8. Sep 16

    The Last Tower & Blackstone's Lair Cake

    This week, we visit CRE’s alpha lair, Blackstone HQ, where one of the industry’s top execs, global head of real estate Nadeem Meghji, is set to exit. His perch was among the best risk-adjusted seats in all business, but what does someone in that position do for their next act? And why is there so much churn atop the pyramid at BX? Next, we take stock of the most scrutinized real estate project in modern American history, the World Trade Center complex. Twenty-five years after 9/11, Larry Silverstein's final tower is set to rise, and the neighborhood it will serve is dramatically different from the one that existed at the time of the attack. Plus, our Punch List rundown of the newsiest industry happenings: Barnett's $1.3B Torch financing; Steve Ross strikes big in Boca; MF1 sale; Centerspace merger; Kroenke's Angels play. Sponsors:1) This episode is supported by Bravo Capital, a leading HUD and bridge lender. Check out their new SNF market ranking 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 H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity. Partner Content:"Inside the Capstack" with Gibson Dunn's Harry Silvera. Silvera talks through structuring the modern-day capital stack for a trophy office project. Up your CRE game:  Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link: 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 Further Reading/ListeningPower at Ground Zero: Politics, Money, and the Remaking of Lower ManhattanLarry’s White Whale: More Deets on 2 WTC DealLower Manhattan, 25 Years After 9/11One Attack or Two? Jury to Get Trade Center Insurance Claim Key Blackstone Cub Leaving Lair UC Regents' Trophy Deal TarnishedAt Blackstone’s $339 Billion Property Arm, the Honeymoon Is Over Stan Kroenke’s Angels Purchase Puts Angel Stadium Redevelopment Back in Play

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4.9
out of 5
103 Ratings

About

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, along with no-BS institutional insider Will Krasne. Now a top 80 pod on Apple in "Business & Investing." Also check out our 3x/week newsletter for industry insiders at https://www.thepromote.com/

Information

  • Creator
    ten31 Media
  • Years Active
    2025 - 2026
  • Episodes
    86
  • Rating
    Explicit
  • Copyright
    © 2026 Ten31 Media, LLC
  • Show Website
    The Promote Podcast

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