KKR's Big Bet on Apartments, Banks Unload Troubled CRE Loans

KKR's Big Bet on Apartments, Banks Unload Troubled CRE Loans

Season 1, Episode 1: Welcome to No Cap by CRE Daily, the commercial real estate podcast that gives you an unfiltered look into the biggest trends in the industry and the money game behind it. Each week, co-hosts Jack Stone and Alex Gornik will break down the latest news from CRE Daily with some of the most influential and entertaining figures in commercial real estate. Topics discussed:
  • 0:00 - Introduction and Expectations
  • 0:52 - Thoughts on “No Cap”
  • 1:47 - The Goal of the Podcast
  • 3:02 - KKR in the Market
  • 4:55 - A huge hit for multi families
  • 7:19 - Spending on Rent vs Owning
  • 11:40 - Viking Capital
  • 12:46 - Thoughts on underperforming CRE loans
  • 15:11 - Pretend and extend
  • 17:56 - San Francisco Office Market
  • 23:48 - Viking Capital
  • 24:14 - Goldman One’s Fundraise
  • 28:57 - Dallas Office Market
  • 31:21 - Work from Home Dynamics
  • 35:47 - Bankruptcy of National Trucker U.S Logistics
  • 39:12 - US Retail Leasing Market
  • 43:34 - Fed’s Stress Test
We want to thank our sponsor Viking Capital. Tune in for insights, expert opinions, and a deep dive into the stories shaping commercial real estate today and tomorrow.

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Avsnitt(78)

Where REITs and Private Real Estate Meet: Inside Cohen & Steers' $94B Strategy

Where REITs and Private Real Estate Meet: Inside Cohen & Steers' $94B Strategy

Season 8, Episode 6: Today, we sit down with Jim Corl, Executive Vice President and Head of Private Real Estate at Cohen & Steers, to break down the relationship between listed REITs and private real ...

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Private Credit Pioneer: How Josh Zegen Built the Debt Frontier with Madison Realty Capital

Private Credit Pioneer: How Josh Zegen Built the Debt Frontier with Madison Realty Capital

Season 8, Episode 5: How did Madison Realty Capital grow from a $10M fund into one of the most active private credit platforms in real estate? Today, we sit down with Josh Zegen, Co-Founder and Man...

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PGIM's Sharpshooter Approach to $60B in US Real Estate w/ Soultana Reigle

PGIM's Sharpshooter Approach to $60B in US Real Estate w/ Soultana Reigle

Season 8, Episode 4: She oversees $60 billion in U.S. real estate equity, and she says the old playbook is done. Soultana Reigle is Managing Director and Head of US Equity at PGIM Real Estate, where ...

12 Juli 49min

Fernando De Leon on His Roots, His Rise, and Building a $3B Empire

Fernando De Leon on His Roots, His Rise, and Building a $3B Empire

Season 8, Episode 3: How did Fernando De Leon go from translating legal disputes as a teenager on the US-Mexico border to building Leon Capital Group? Today, we sit down with Fernando De Leon, Found...

5 Juli 1h 11min

The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards

The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards

Season 8, Episode 2: How does one of the nation’s largest real estate capital pools navigate a "real estate recession" while the rest of the economy stays hot? Today, we sit down with Eli Edwards, M...

28 Juni 47min

Presidium: Lessons from Managing 20,000 Units across Multiple Real Estate Cycles w/ John Griggs

Presidium: Lessons from Managing 20,000 Units across Multiple Real Estate Cycles w/ John Griggs

Season 8, Episode 1: How did two lawyers turn a handful of Arizona fourplexes into a vertically integrated real estate powerhouse with over 20,000 units renovated? Today, we sit down with John Griggs...

21 Juni 48min

The Back Office is Dying with Henry AI's Sammy Greenwall

The Back Office is Dying with Henry AI's Sammy Greenwall

Season 7, Episode 6: How did a former real estate analyst turn the pain of building pitch decks into one of CRE's fastest-growing AI companies? Today, we sit down with Sammy Greenwall, co-founder and...

7 Juni 40min

Betting On Middle America w/ RREAF Holdings

Betting On Middle America w/ RREAF Holdings

Season 7, Episode 5: How did RREAF Holdings grow into a $4.8B real estate platform across multifamily, hospitality, BTR, and master-planned communities? Today, we sit down with Kip Sowden, Chairman &...

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