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

  • Could 16M Vacant Homes Solve the Housing Crisis?

    June 5th, 2023  |  Season 2  |  24 mins 10 secs
    affordability, housing crisis, investment, new western, real estate investment, residential

    The U.S. is short 6.5 million homes, Realtor.com estimates. The solution, argues Kurt Carlton, co-founder of investment platform New Western, are the 16 million houses that sit vacant. Deconstruct breaks down how small-time investors are fixing up empty properties to put supply back on the market.

  • Is Texas Immune From Distress?

    May 29th, 2023  |  Season 2  |  25 mins 11 secs
    business, commercial real estate, distress, homebuilders, investing, news, real estate, real estate news, texas

    The Real Deal looks at whether distress is hitting commercial and residential real estate players in Texas, as homebuilders slow down developments and office owners struggle with subleases.

  • New York's Rent Law Battle Enters Its Third Act

    May 22nd, 2023  |  Season 2  |  26 mins 11 secs

    Nearly four years after landlords challenged New York’s sweeping set of rent reforms, their suit has finally landed where they'd hoped: the doorstep of the Supreme Court. Deconstruct breaks down owners’ two-pronged approach to a rent law rollback and what drama could come from the rent guidelines board vote next month.

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    Reinventing the American Mall With Bill Shopoff

    May 15th, 2023  |  Season 2  |  23 mins 2 secs
    business, california, development, investing, malls, new york city, news, real estate, retail, shopping center

    The Real Deal's podcast Deconstruct chats with Bill Shopoff of Shopoff Realty Investments about redeveloping shopping centers into apartments with retail additions.

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    Fannie Mae’s Chief Economist on How Bank Collapses Spurred a Fed Pause

    May 8th, 2023  |  Season 2  |  28 mins 19 secs
    bank collapse, bank failure, fannie mae, first republic, home loans, lending, mortgage market, signature bank, silicon valley bank, the federal reserve

    After approving another rate hike, The Federal Reserve left the door open for an interest rate pause when it meets next in June. Fannie Mae’s Chief Economist Douglas Duncan details down how a trio of bank collapses helped drive that potential pause and what a mild recession means for the mortgage market.

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    Inside First Republic’s Woes

    May 1st, 2023  |  Season 2  |  24 mins 52 secs
    banking crisis, business, economy, federal reserve, first republic bank, housing market, mortgages, new york city, news, real estate, real estate news, san francisco

    The Real Deal’s podcast Deconstruct looks at First Republic Bank's financial health, plus the New York state budget and New York Community Bank’s earnings.

  • Can Airbnb Bridge the Landlord-Tenant Divide?

    April 24th, 2023  |  Season 2  |  22 mins 14 secs
    airbnb, landlords, short-term rentals, tenants

    Last November, Airbnb launched its tenant-friendly apartment venture, a product that allows renters to list units with their landlords’ consent. The firm pegs the service as a win-win that offers on-the-books income for tenants and perks for owners. Jesse Stein, Airbnb’s global head of real estate breaks down the product’s potential and which national landlords are already on board.

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    Who Flakes On The Flatiron Building?

    April 17th, 2023  |  Season 2  |  21 mins 16 secs
    business, commercial real estate, flatiron, investing, new york city, news, offices, real estate, real estate news

    The Real Deal's podcast Deconstruct looks at Jacob Garlick, the winning bidder for the Flatiron building in New York City who then failed to to put down a deposit.

  • The Robots Are Coming: Should Real Estate Worry?

    April 10th, 2023  |  Season 2  |  18 mins 30 secs
    ai, artificial intelligence, brokers, chatgpt, machine learning, residential brokerage

    The launch of ChatGPT last year presented an existential problem for residential brokerage: Would the new tech transform into a beloved virtual assistant or the type of threat that could undermine their role in real estate?

  • Keeping The Heat: Inside Miami’s Luxury Market

    April 3rd, 2023  |  Season 2  |  19 mins 22 secs
    business, investing, luxury, miami, news, real estate, real estate news, residential, south florida

    The Real Deal's podcast looks at whether interest rates have softened demand for Miami's luxury homes and who is still buying ultra-luxe properties.

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    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.

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    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.

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    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.