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PODCAST

The Real Estate Market Watch - current events through a real estate lens.

A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn"t a show about deal hype or trend-chasing. It"s about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside

business investing

All Episodes

45:50

Getting an Edge in Real Estate Market Chaos

The Real Estate Market Watch - current events through... ·

2023/11/21

My guest today is David Moret, founder and president of Highline Real Estate Capital. David brings a wealth of experience and a unique perspective especially in the wake of the Federal Reserve's rate hikes. His insights are particularly timely as we weave our way through a market that's shifting from its previous exuberance to a phase marked by strategic caution and adaptation. David discusses the launch of Highline’s Real Estate Fund One, set up as a direct response to the current market dynamics

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38:27

The Hidden Risks of Real Estate Crowdfunding

The Real Estate Market Watch - current events through... ·

2023/11/14

Today’s guest Ian Ippolito, a seasoned investor known for his conservative investment strategies, discusses his take on the real estate market's first significant recession since the advent of real estate crowdfunding. Ian draws parallels between the initial impact of COVID-19 on multifamily properties and the current challenges facing the office sector. He discusses the office market's decline as a direct result of the remote work revolution leaving a surplus of vacant office space and a swatch of

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54:02

Are Office Buildings the Next Big Short?

The Real Estate Market Watch - current events through... ·

2023/11/07

My guest today is Dan McNamara, co-founder and chief investment officer at Polpo Capital, who famously and very successfully shorted malls in 2020 and who is now training his sights on the office market. Dan shares the story of his mall short and how similar strategies are being applied to the office sector. He also talks about the multifamily market's current state, discussing the challenges and potential investment opportunities that he sees in that asset class. You’ll learn which resources Dan

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46:01

Capital call best practices for success

The Real Estate Market Watch - current events through... ·

2023/10/31

Today’s podcast guest is Nate Trunfio, who is chief revenue officer at Lima One Capital, a bridge lender backed and owned by a REIT, MFA Financial. Nate talks about the kinds of terms Lima One has been and continues to offer borrowers, he describes the trends in bridge lending he's been seeing over the last three years, and he talks about where he sees the market going through the end of 2024. Nate also discusses the degree of distress the multifamily market today, where the distress is occurring,

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49:07

2024 to be peak multifamily distress

The Real Estate Market Watch - current events through... ·

2023/10/24

Today's podcast guest is Brian Underdahl who is Chief Analytics Officer at Nuvo Capital Partners, a family office backed rescue capital shop with a difference. Much of the so called 'rescue' capital you see in the market today is preferred equity. Pref equity typically comes into deals charging mid-teen returns, takes a senior position to existing GP/LPs, takes no share of the upside, and keeps the existing ownership in place, subject to performance hurdles. Nuvo's model is to buy distressed

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50:06

Peerstreet's journey from venture backed startup to...

The Real Estate Market Watch - current events through... ·

2023/10/10

My guest today is Alex Nicoll, reporter at Insider, who penned an article earlier this month (September 2023) headlined ‘Real Estate Crowdfunding is a House of Cards.’ How could I resist but to give him a call, as real estate crowdfunding is my lifeblood these days, and ask him more about what he was writing about, what he discovered, and what was the background to the article. Well, the article was focused on the PeerStreet bankruptcy that emerged over the last few weeks and was not an indictment

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56:58

This downturn is to multifamily real estate what the...

The Real Estate Market Watch - current events through... ·

2023/10/03

What you are going to hear in my conversation with today’s guest, CRE debt expert James Eng of Old Capital Lending in Texas, is going to make you wonder if we aren’t facing the GFC 2.0 – but this time in commercial real estate, especially multifamily, instead of residential real estate in the post 2007 downturn. Having done over $2 billion in lending during 2021 and 2022 combined, you will be shocked by the percentage of those loans projected to fall into default without significant new injections

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32:30

Weekly Update, Sept 1, 2023 - Secret CRE distress,...

The Real Estate Market Watch - current events through... ·

2023/09/01

In today's commercial real estate news update with guest Dave Saxe of Calvera partners, we cover these topics and articles: 1. Interest rate lag and the inevitability of more distress to come https://www.globest.com/2023/08/29/maybe-secret-distress-is-behind-cre-market-performance/ https://www.bloomberg.com/news/articles/2023-08-23/landlords-with-1-2-trillion-of-debt-face-rising-default-risks 2. The housing market is frozen https://www.bankrate.com/mortgages/high-rate-spreads/

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36:50

The key to successful multifamily investing during...

The Real Estate Market Watch - current events through... ·

2023/08/29

Today’s show is with guest Sean Burton, Chief Executive Officer of Cityview, a seasoned institutional private equity professional in multifamily real estate. Sean shares insights gained from over 20 years running Cityview that have spanned the Great Financial Crisis of 2008+ and the lessons he learned successfully navigating that downturn. I reached out to Sean to ask him to guide me through an article he wrote, ‘Multifamily Reckoning: Repricing Risk Amid Higher Interest Rates’, one of the best

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35:09

Weekly Update, August 25, 2023 - Interest rates to...

The Real Estate Market Watch - current events through... ·

2023/08/25

In today's commercial real estate news update with guest Dave Saxe of Calvera partners, we cover these topics and articles: Today’s news from the Federal Reserve - more rate hikes to come. https://www.reuters.com/markets/us/fed-registers-gains-powell-may-take-lay-low-approach-2023-08-25/ https://apnews.com/article/inflation-federal-reserve-rates-economy-jackson-hole-9a720711618c0cfd851b51b0786af4f0 https://www.investmentnews.com/its-time-to-start-looking-at-private-real-estate-again-241004 SEC

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43:40

Defining value in today's market: the lender's...

The Real Estate Market Watch - current events through... ·

2023/08/22

Today’s show is with guest Henry Lorber, distressed real estate debt expert and one of the only people you will likely come across whose experience goes back so far he remembers the REIT downturn of the 1970’s! I contacted Henry because he was quoted as saying that ‘Crowdfunding for real estate is a disaster waiting to happen’ in a recent Real Deal article (see link at the bottom of the page) and, rising to the bait, I figured such a statement could not go unchallenged. Apart from our discussion on

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36:48

Weekly News Update - August 18, 2023 - MFR not...

The Real Estate Market Watch - current events through... ·

2023/08/19

Each week I look at three of the top stories dominating the news, this week with my regular guest, Dave Saxe of Calvera Partners and I cover: 1. Increasing talk of the impact of rate hikes on multifamily https://www.bisnow.com/national/news/multifamily/multifamily-market-approaches-hydrogen-bomb-scenario-as-cmbs-loans-come-due-120119 https://www.cityview.com/urban-land-multifamily-reckoning-repricing-risk-amid-higher-interest-rates/ 2. More consolidation from the world of real estate crowdfunding

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46:23

The art of setting realistic expectations in a down...

The Real Estate Market Watch - current events through... ·

2023/08/15

Everything's sellable. In today’s market, it's just a question whether seller expectations are reasonable. My guest today, Jon Winick, CEO of Clark Street Capital a bank advisory and asset disposition firm specializing in loan sales, both performing and non-performing, explains how elevated interest rates are posing challenges for banks on how their loan portfolios are sold. As defaults rise and a potential banking crisis looms, a hurdle the industry faces is in balancing appraised values that are

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113 results

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