Deconstruct

The Real Deal’s Suzannah Cavanaugh and Joe Lovinger break down the newest, biggest trends and concepts in real estate.

About the show

In Deconstruct, The Real Deal breaks down the most important ideas in real estate. We follow the money from Los Angeles to New York City to explain what investors, brokers and developers are focused on right now. This is essential listening for understanding the great, big world of real estate.

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Episodes

  • 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.

  • Deconstruct Live at The Real Deal's Miami Forum: Inside Miami's Resi Market

    November 20th, 2023  |  Season 3  |  32 mins 26 secs
    apartments, brokerages, business, condo, condo market, development, dora puig, fortune international group, investing, luxury real estate, miami, new york city, news, residential

    Deconstruct chats with Miami star broker Dora Puig and Fortune International Group's Edgardo Defortuna and Ana Christina Defortuna at The Real Deal's Miami Forum.

  • About That NAR Verdict — Everything You Need To Know

    November 13th, 2023  |  Season 3  |  29 mins 6 secs
    brokerages, commissions, damages, mls, nar, national association of realtors, verdict

    On the last day of October, a jury found the National Association of Realtors and two brokerages — HomeServices of America and Keller Williams Realty — guilty of conspiring to artificially inflate broker commissions. The verdict immediately spurred a copycat suit and could inspire dozens more. The Department of Justice is eyeing its own case and policy changes could be on the table. The Real Deal's Sheridan Wall and Harrison Connery break down the case and its aftermath.

  • Meet Maya: Fredrik Eklund Takes on AI

    November 6th, 2023  |  Season 3  |  24 mins 16 secs
    ai, apartments, brokerages, business, chatgpt, condos, douglas elliman, investing, luxury market, new york city, news, real estate, residential

    Top brokers Fredrik Eklund and John Gomes at Douglas Elliman have created a new artificial intelligence tool built on ChatGPT for real estate. The Real Deal's Deconstruct looks at the new tool, Maya.

  • The Syndicator's Dilemma: A Multifamily Boom Goes Bust

    October 30th, 2023  |  Season 3  |  32 mins 6 secs
    commercial real estate, distress, interest rates, investment, multifamily, rate hikes, sun belt, syndicators

    Two years back, when money was still cheap, a new crop of investors was getting in on the red-hot multifamily market. Syndicators — investors who pool money to buy properties — turned to floating-rate debt to quickly close deals when demand was at its peak. After a year and a half of rate hikes, many of those fledgling investors are now grappling with distress. Nuvo Capital Partners' Brian Underdahl discusses the catalysts behind that boom and how his firm is working with borrowers to save troubled deals.

  • The Distress Roiling the CMBS Markets

    October 23rd, 2023  |  Season 3  |  28 mins 37 secs
    business, cmbs, commercial mortgage-backed securities, commercial real estate, debt, investing, lending, new york city, news, office market, polpo capital, real estate, real estate and finance, real estate news, securities

    The Real Deal's Deconstruct looks at the distress hitting commercial mortgage-backed securities.

  • The Father of CMBS Talks Origin Stories, Great Recession and Today's Distress

    October 16th, 2023  |  Season 3  |  29 mins 53 secs
    cmbs, commercial real estate, ethan penner, great recession, loans, mortgages, structured finance

    The Real Deal's Deconstruct podcast chats with the creator of commercial mortgage-backed securities, Ethan Penner.

  • As New Development Stalls, Swire Properties is Still Reshaping Miami

    October 9th, 2023  |  Season 3  |  27 mins 9 secs
    branded residences, brickell, brickell key, development, miami, office, related, south florida, swire properties

    Tighter lending conditions have proved a thorn in the side of many Miami developers. But not Swire Properties. Henry Bott, the new president of the firm's American arm, discusses development plans for the last piece of land on Brickell Key, plus the office supertall it's building with Related on the mainland.

  • Filling the Gap: The Private Players Turning to Real Estate

    October 2nd, 2023  |  Season 3  |  27 mins 36 secs
    arkhouse, business, commercial real estate, investing, m&a, new york city, news, private credit, private equity, real estate, real estate news, the real deal

    The Real Deal's podcast Deconstruct chats with the managing partners of Arkhouse, an activist investment firm that looks for opportunities to take public real estate investment trusts private.