No Cap by CRE Daily copertina

No Cap by CRE Daily

No Cap by CRE Daily

Di: CRE Daily
Ascolta gratuitamente

A proposito di questo titolo

 Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.Copyright 2024 All rights reserved. Economia Finanza personale Politica e governo
Episodi
  • Finding "Gaps and Cracks" in the Market: Canyon Partners' Real Estate Strategy

    Finding "Gaps and Cracks" in the Market: Canyon Partners' Real Estate Strategy
    Feb 22 2026
    Season 5, Episode 7: Season 5 keeps going with a look at where capital is really moving as the market works through its next phase. Jack and Alex are joined by Matt Brody, Managing Director and Head of Real Estate Capital Formation at Canyon Partners, one of the most active firms in real estate credit and special situations. They get into how Matt’s experience during the GFC shaped his approach to capital raising, how Canyon thinks about structured credit and recapitalizations, and why today’s opportunity set looks more like quiet, intermediated stress than headline distress. The conversation also covers what LPs are prioritizing right now, why credit is back in focus, and what the wall of maturities could mean for the next stretch of the cycle. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Intro And Canyon’s Role In Real Estate Credit 02:50 – Matt’s Path Into Real Estate And The GFC Years 06:00 – From Walton Street To Angelo Gordon To Canyon 09:40 – How Canyon Thinks About Credit Vs Equity 14:10 – What LPs Are Looking For Right Now 18:20 – The Wall Of Maturities And Private Credit Demand 23:40 – Macro Vs Micro Data And Reading The Market 28:10 – Multifamily, Housing, And Quiet Distress 33:20 – Structuring Capital Solutions In Today’s Market 39:20 – 2026 Outlook, Refis, Recaps, And What Comes Next For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
    Mostra di più Mostra meno
    44 min
  • Creating Opportunity Where Few People Go: Alex Samoylovich on Adaptive Reuse, Historic Tax Credits, & AI

    Creating Opportunity Where Few People Go: Alex Samoylovich on Adaptive Reuse, Historic Tax Credits, & AI
    Feb 15 2026
    Season 5, Episode 6: In this episode of Season 5, Jack and Alex are joined by Alex Samoylovich, co-founder of CEDARst Companies, a developer known for leaning into projects most operators avoid. Alex walks through how CEDARst was built by focusing on adaptive reuse, historic redevelopment, and complex deals that require creativity across both capital and execution. The conversation digs into why complexity became the strategy, how overlooked buildings turned into scalable opportunities, and what actually breaks deals when markets tighten. A grounded look at development from someone who’s spent years solving hard problems, not chasing easy ones. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Intro and Setting the Stage 05:20 – Alex’s Nontraditional Path Into Development 09:40 – Early Deals and Learning Through Adaptive Reuse 15:30 – Why Complexity Became the Strategy 21:10 – Capital Stacks, Risk, and Creative Structuring 27:40 – Scaling From Local Projects to a National Platform 33:50 – Markets, Mistakes, and Hard Lessons 40:20 – Where Adaptive Reuse Still Works 46:30 – What Development Looks Like From Here For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
    Mostra di più Mostra meno
    57 min
  • How Trimont Became the Nation’s Largest Loan Servicer

    How Trimont Became the Nation’s Largest Loan Servicer
    Feb 8 2026
    Season 5, Episode 5: In this episode of Season 5, Jack and Alex sit down with Bill Sexton, CEO of Trimont, the largest independent commercial real estate loan servicer in the US. With Trimont now touching roughly 11% of all CRE debt nationwide, Bill offers a rare look into the mechanics behind servicing, workouts, and credit decision-making at scale. Bill walks through how servicing actually works, why distress is emerging unevenly across multifamily, office, and lodging, and what the data is signaling beneath the headlines. The conversation also digs into extensions, refinancing risk, and how lenders are navigating the back half of this cycle. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 01:00 – Bill’s Background and Entry Into Credit 06:30 – What Loan Servicers Actually Do 10:00 – Private vs. Public Credit Servicing 18:55 – Multifamily Stress Signals 26:40 – Office Risk and Capital Costs 31:40 – Lodging and Other Trouble Spots 38:45 – Extensions, Refinancing, and the Data 41:00 – Where We Are in the Cycle 46:50 – Culture, Scale, and Building Trimont For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
    Mostra di più Mostra meno
    49 min
Ancora nessuna recensione