Finding "Gaps and Cracks" in the Market: Canyon Partners' Real Estate Strategy
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 o...
22 Feb 44min
Creating Opportunity Where Few People Go: Alex Samoylovich on Adaptive Reuse, Historic Tax Credits, & AI
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 ...
15 Feb 56min
How Trimont Became the Nation’s Largest Loan Servicer
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 touc...
8 Feb 48min
How Special Servicers Control Distressed Deals w/ Alex Killick
Season 5, Episode 4: In this episode of Season 5, Jack and Alex are joined by Alex Killick, Senior Managing Director at CW Capital, one of the largest special servicers in the US. Alex pulls back the ...
1 Feb 48min
How One REIT Came to Own the Las Vegas Strip with Edward Pitoniak
Season 5, Episode 3: In this episode of Season 5, Jack and Alex sit down with Edward Pitoniak, CEO of VICI Properties, the REIT born out of Caesars’ bankruptcy that went on to become the dominant owne...
25 Jan 51min
Public REITs: Benefits, Risks & Misconceptions w/ David Auerbach
Season 5, Episode 2: In this episode of Season 5, Jack and Alex sit down with David Auerbach, CIO at Hoya Capital and a leading REIT strategist known for his deep read on public real estate markets. D...
18 Jan 55min
How Bridge Investment Group Is Underwriting Multifamily Deals After the Supply Shock
Season 5, Episode 1: We’re officially launching Season 5 of the No Cap Podcast...and we’re starting strong. This week, Jack and Alex sit down with Colin Apple, Co-Chief Investment Officer for Brid...
11 Jan 33min
Office Reinvention, Power Shortages, and New CRE Opportunities in 2026 w/ Jon Schultz
Season 4, Episode 12: Jack Stone and Alex Gornik sit down with Jon Schultz, Co-Founder and Managing Principal of Onyx Equities, one of the Northeast’s most active private real estate firms. Schultz—kn...
30 Nov 20251h 2min
