Deconstruct

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.

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.

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 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