Deconstruct

BGO's Chief Economist on The Fed's Next Move

June 24th, 2024  |  Season 3  |  17 mins 57 secs

business, commercial real estate, economics, federal reserve, interest rates, investing, new york city, news, offices, real estate, real estate news

The Real Deal podcast Deconstruct talks to BentallGreenOak's chief economist, Ryan Severino, about expectations around the Fed, interest rates, and how commercial real estate will be affected.

Opportunity, Opportunity, Opportunity: Goldman Sachs' Alternative Capital Lead on Real Estate Lending

June 3rd, 2024  |  Season 3  |  27 mins 24 secs

banking, business, commercial real estate, finance, goldman sachs, investing, lending, new york city, news, private credit, real estate, real estate lending, real estate news

The Real Deal podcast Deconstruct chats with Goldman Sachs' co-head of alternative capital formation, Jeffrey Fine, about where the firm is looking to make new commercial real estate loans and the general state of lending.

Dealing with Syndications 101 with LP Adviser Aleksey Chernobelskiy

May 28th, 2024  |  Season 3  |  27 mins 41 secs

business, commercial real estate, distress, investing, multifamily, new york city, news, real estate, real estate news, real estate syndication, retail investment, sun belt, syndication

The Real Deal's Deconstruct chats with Aleksey Chernobelskiy, who advises retail investors and limited partners in real estate syndications.

Looking at the Legislation Critical to Making Office-to-Residential Conversions Work

April 29th, 2024  |  Season 3  |  32 mins 41 secs

bobby fijan, business, commercial real estate, conversions, development, distress, financing, form developers, housing, investing, legislation, new york city, news, office, office-to-resi, office-to-residential, policy, real estate, real estate news, zoning

The Real Deal's Deconstruct chats with Philadelphia-based developer Bobby Fijan of Form Developers about what legislation, policies, subsidies and programs have helped push forward office-to-residential conversions.

New York Finally Gets a Housing Deal

April 22nd, 2024  |  Season 3  |  20 mins 13 secs

albany, business, housing, housing construction, housing deal, investing, kathy hochul, multifamily, new york, new york city, news, real estate, real estate news

Note: This episode was recorded before the state finalized a housing deal. For a detailed break down of what passed check out Senior Reporter Kathryn Brenzel's story here:

After years of negotiations, Albany has finally fleshed out the framework for a housing deal. Tenants call it a give away to developers. Landlords have their own gripes with an intended boon for rent-stabilized owners. Deconstruct sits down with The Real Deal's Kathryn Brenzel to talk Gov. Kathy Hochul’s “parameters of a conceptual agreement.”

How Lender Kennedy Wilson Picks a Real Estate Development to Finance

April 1st, 2024  |  Season 3  |  24 mins 51 secs

business, construction, construction financing, debt origination, development, investing, kennedy wilson, lending, mezzanine financing, news, preferred equity, real estate, real estate and finance, real estate news

The Real Deal's podcast Deconstruct looks at construction financing and how Kennedy Wilson, a lender in Los Angeles, is choosing which projects to lend on.

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.

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 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.