Deconstruct

Breaking Down The NAR Settlement

March 25th, 2024  |  Season 3  |  16 mins 51 secs

broker commissions, business, commissions, home buying, housing, housing market, investing, lawsuits, mls, nar, national association of realtors, news, real estate, real estate news, residential real estate

The Real Deal's podcast Deconstruct looks at the National Association of Realtors' $418 million settlement and the commission rules that are changing.

Congress v. Hedge Funds: Single-Family Rental Edition

March 18th, 2024  |  Season 3  |  16 mins 52 secs

blackstone, build-to-rent, congress, hedge funds, institutional investors, single-family rentals

In December, Democrats in Congress introduced a bill that would put an end to hedge fund ownership of single-family homes. As demand for single-family rentals continues to grow, developers specializing in build-to-rent claim they'll get burnt. Deconstruct breaks down who's in the crosshairs and the likelihood that legislation can rein in the investment giants.

Have We Hit Bottom? A Price Check on Office

March 11th, 2024  |  Season 3  |  27 mins 31 secs

century city, chicago, downtown los angeles, fulton market, office, san francisco, the loop

From Chicago to San Francisco, office buildings continue to trade at astonishing discounts and reappraisals show value declines as high as 80 percent. But is there further left to fall? The Real Deal's Chicago Bureau Chief Sam Lounsberry and West Coast Bureau Chief Isabella Farr weigh in.

Gil Dezer on Luxury Development, Financing and the South Florida Boom (Plus His Love For Cars)

March 4th, 2024  |  Season 3  |  24 mins 57 secs

business, capital markets, commercial real estate, condo market, construction financing, dezer development, gil dezer, investing, miami, new york city, news, porsche design tower, real estate, real estate news, south florida

The Real Deal's podcast Deconstruct chatted with Gil Dezer of Dezer Development about developing high-end, luxury condo towers in South Florida, financing availability and why he'll always be bullish on Miami.

The Real Guy Behind StripMallGuy

February 26th, 2024  |  Season 3  |  17 mins 14 secs

commercial real estate, don tepman, real estate investing, strip malls, stripmallguy, university avenue partners

If you're on RETwit (now Real Estate X), you've probably read Don Tepman's posts. You just didn't know it. Tepman, who heads University Avenue Partners, is StripMallGuy, the once anonymous X account that amassed over 200k followers since 2021. Tepman, now unmasked, sits down with Deconstruct to talk why he went public and of course, what's next for strip malls.

The Short-Seller And The REIT: Inside Arbor Realty Trust's CLOs

February 19th, 2024  |  Season 3  |  29 mins 14 secs

arbor realty trust, business, capital markets, commercial real estate, investing, multifamily, new york city, news, real estate, real estate news, reit, sun belt, syndication

The Real Deal's Deconstruct looks at Arbor Realty Trust's earnings and speaks to Viceroy Research's Gabriel Bernarde about short selling Arbor's stock.

Unpacking The CRE CLO

February 12th, 2024  |  Season 3  |  24 mins 20 secs

business, capital markets, clo, cmbs, collateralized debt obligation, commercial real estate, investing, multifamily, new york city, news, real estate, real estate news, syndicator

The Real Deal's podcast Deconstruct digs into the commercial real estate collateralized loan obligation, or CRE CLO.

New York Community Bank: Canary in the Coal Mine for CRE Pain?

February 5th, 2024  |  Season 3  |  22 mins 17 secs

distress, earnings, loans, losses. commercial real estate, nycb, office, regional banks, rent stabilization

New York Community Bank reported a surprise loss in the fourth quarter, took an axe to its dividend and socked away over $500 million for commercial real estate losses. The bank's stock sunk to a 23-year low and other regional lenders fell in response. Is NYCB a red flag or a one-off for CRE distress in the banking space? Deconstruct digs in.

Brokerage Head Kyle Matthews On What's Next For Commercial Real Estate Across The Sun Belt

January 29th, 2024  |  Season 3  |  33 mins 32 secs

brokerage, business, commercial real estate, distress, investing, matthews real estate, multifamily, nashville, news, office, real estate, real estate agent, real estate news, sun belt

The Real Deal podcast Deconstruct chatted with Kyle Matthews, the CEO of Matthews Real Estate Services, about starting his own brokerage and where he sees the Sun Belt's commercial real estate sector heading in 2024.

A Private Equity Head on Investment Opportunity in "Transitional" 2024

January 22nd, 2024  |  Season 3  |  28 mins 48 secs

2024, capital markets, cold storage, commercial real estate, investment, office, private equity, single-family rentals

Heading into 2024, rate cuts are the silver lining on everyone’s mind. Still, Ron Dickerman, founder and president of private equity firm Madison International Realty, sees 2024 as a “transitional year.” As capital cautiously comes off the sidelines, Dickerman talks opportunity in the wall of maturities and which asset classes he’s eyeing. Hint: Cold storage is on the come-up

The NIMBY vs. YIMBY Battle Takes The Nation

January 15th, 2024  |  Season 3  |  29 mins 30 secs

austin, california, chicago, development, los angeles, miami, new york, nimby, south florida, yimby

Pull back the cover of The Real Deal's January issue and you'll find NIMBY vs. YIMBY battles unfolding across the country. Deconstruct talks with TRD senior reporters and bureau chiefs to unpack what's driving development and blocking construction in New York, South Florida, Los Angeles, Austin and Chicago.

Deconstruct Live at TRD's Miami Forum: Using AI to Hack Zoning

January 8th, 2024  |  Season 3  |  23 mins 23 secs

ai, artificial intelligence, building, business, city planning, commercial real estate, construction, deepblocks, development, housing market, investing, miami, new york city, news, real estate, real estate news, rental market, the real deal, zoning

The Real Deal's podcast Deconstruct chats with Deepblocks CEO Olivia Ramos about how the firm uses artificial intelligence to create a parcel database that tells developers what they can build and where.

A Case for Housing Compromise in the 2024 NY Legislative Session

January 2nd, 2024  |  Season 3  |  31 mins 10 secs

2024, 421a, alicia glen, good cause eviction, housing, legislature, new york, rent stabilization

Deconstruct Live at The Real Deal's Miami Forum: Meet Kaizen AI

December 18th, 2023  |  Season 3  |  28 mins 33 secs

ai, artificial intelligence, business, chatgpt, commercial real estate, development, investing, kaizen ai, miami, new york city, news, real estate, real estate news, the real deal, zoning

The Real Deal chats with Jay Shah and Anuj Shah, the brains behind Kaizen AI, about using artificial intelligence in commercial development plans.

Wind in the Doldrums? A Look Ahead At NYC Investment Sales

December 11th, 2023  |  Season 3  |  36 mins 21 secs

2024, forecast, investment sales, multifamily, new york city, nyc, office, rent-stabilized

You know the story: interest rates rose and deal flow slowed. After a year and half of sluggish trading, what's next for NYC's investment sales market? Avison Young's Head of Tri-State Investment Sales James Nelson lays out the market dynamics set to drive office and multifamily deals. Ariel Property Advisors' Founder Shimon Shkury gets granular on the distress affecting the rent-stabilized market.

Ivanhoé Cambridge on Separating Good Office From Bad, Opportunistic Investing and Deploying Cash

December 4th, 2023  |  Season 3  |  33 mins 19 secs

business, cdpq, commercial real estate, investing, investment firm, ivanhoe cambridge, life sciences, new york city, news, office market, real estate

The Real Deal's podcast Deconstruct chats with Ivanhoé Cambridge's head of office and life sciences investments, Jonathan Pearce, about the U.S. office market, opportunistic investing and more.