Deconstruct

From The '90s to Now: Making Sense of CRE's Downturn

March 27th, 2023  |  Season 2  |  22 mins 39 secs

bank collapse, commercial real estate, distress, global financial crisis, great recession, office market, s&l crisis

As distress descends on commercial real estate, Deconstruct analyzes how past financial crises can inform how borrowers, banks and policy makers handle this down cycle.

An ‘Existential Weekend’: How Two Bank Collapses Roiled Real Estate

March 20th, 2023  |  Season 2  |  29 mins 23 secs

bank failures, banking, business, commercial real estate, investing, lending, new york city, news, real estate, real estate news, silicon valley bank

The Real Deal's podcast Deconstruct looks at the impacts of the Silicon Valley Bank and Signature Bank collapses on real estate.

Inside Downtown LA’s Pain Points

March 13th, 2023  |  Season 2  |  25 mins 21 secs

business, commercial real estate, distress, financing, investing, new york city, news, office, real estate, real estate news

The Real Deal's podcast Deconstruct looks at the state of the office market and distress the industry is seeing across Downtown L.A.

As Equity REITs Flounder, Fundrise CEO is Bullish on Credit

March 6th, 2023  |  Season 2  |  33 mins 1 sec

commercial real estate, crowdfunding, fundrise, interest rates, investment, reits

For the past year, public real estate investment trusts that own or manage office buildings, hotels and multifamily have traded at steep discounts as investors feared rising rates would take a whack to profits and property values. Amid that downturn, Ben Miller, CEO of investment platform Fundrise, has set his sights to credit. Tune in for the lowdown on why Miller sees opportunity in debt and which asset classes he’s eyeing once equities markets recover.

The Myths of Multifamily’s Sun Belt Bust

February 27th, 2023  |  Season 2  |  22 mins 39 secs

apartments, demand, interest rates, investment, multifamily, rentals, rents, sun belt, supply

'Shvo-ing' It Up: Why Michael Shvo Is Bullish on Office

February 20th, 2023  |  Season 2  |  27 mins 34 secs

beverly hills, business, commercial real estate, development, miami, michael shvo, new york, office, real estate, san francisco

The Real Deal's Deconstruct chats with Michael Shvo about his portfolio and why he's bullish on New York and San Francisco offices.

Rent Control Enters the Chat

February 13th, 2023  |  Season 2  |  34 mins 43 secs

The Real Deal podcast Deconstruct looks at rent control measures that are cropping up from the White House to Los Angeles.

How The Fed’s Latest Hike Could Kickstart the Mortgage Market

February 6th, 2023  |  Season 2  |  22 mins 12 secs

federal reserve, home prices, home sales, mortgage market, rate hikes

Twitter’s Debacles Aren't Helping San Francisco's Office Market

January 30th, 2023  |  Season 2  |  21 mins 48 secs

business, commercial real estate, investing, news, office market, real estate, real estate news, san francisco, tech, twitter

The Real Deal's podcast Deconstruct looks at how Twitter's cost-cutting is causing its landlord headaches and what it means for the office market in San Francisco.

The Hotel Market's Uphill Battle

January 23rd, 2023  |  Season 2  |  19 mins 13 secs

business, commercial real estate, hotel market, hotels, new york city, news, real estate, real estate news

The Real Deal podcast Deconstruct chats with Atlas Hospitality Brokerage's Alan Reay about the state of the hotel market and where investors are starting to see distress and what segments are faring well.

SL Green Bets On a Future Times Square Casino

January 16th, 2023  |  Season 2  |  19 mins 39 secs

business, casinos, development, investing, new york, news, politics, real estate, real estate news, times square

The Real Deal's podcast Deconstruct chats with SL Green about the firm's bid for a casino in Times Square.

Hochul's Priorities for New York Real Estate

January 9th, 2023  |  Season 2  |  24 mins 17 secs

2023, affordable housing, governor, kathy hochul, legislation, new york legislature, real estate, state of the state address

On Tuesday, Jan. 10, Gov. Kathy Hochul delivers her State of the State address for 2023. Deconstruct has the scoop on where the governor's priorities lie when it comes to New York real estate. Hint: Affordable housing is a huge one.

A Peek at CRE in 2023

December 19th, 2022  |  Season 2  |  16 mins 4 secs

2023, commercial real estate, federal reserve, forecast, industrial, inflation, interest rates, jerome powell, multifamily, office, recession, retail

Alternative Investment Goes Mainstream: Harrison Street's Recs for a Down Market

December 12th, 2022  |  Season 2  |  20 mins 40 secs

alternative assets, harrison street, investment, life sciences, self-storage, senior housing, student housing

The Real Deal's podcast Deconstruct chats with Harrison Street CEO Christopher Merrill about how investment vehicles like student housing or self-storage are thriving in a down commercial market.

Commercial Brokerages Feel The Pain

December 5th, 2022  |  Season 2  |  18 mins 49 secs

brokerages, business, capital markets, commercial real estate, investing, multifamily, new york city, news, real estate, real estate news

The Real Deal’s podcast Deconstruct talks about how major publicly traded commercial real estate brokerages have suffered revenue dips, resulting from a general market slowdown.

The Safest Bet in Retail: Grocery Stores

November 28th, 2022  |  Season 2  |  15 mins 2 secs

As commercial real estate deals have sputtered under the pressure of a rising rate environment, one asset has proved a safe bet: grocery-anchored retail. Sales of shopping centers with a supermarket soared during the pandemic and should hold steady as other trades falter.