Deconstruct

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.

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.

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.

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.