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The Promote Podcast: Daily Summaries Delivered
by ten31 Media
Your Commercial Real Estate Insider guide. From profiles of the biggest dealmakers to skyline-shaping transactions, we bring you the deals, breakdowns and war stories that move the market — for insiders, by insiders. From bad-boy guarantees to CMBS tranche warfare to syndicator sins, we cover it all. Each week, The Promote Podcast explores three of the most interesting and consequential stories in CRE, taking you well beyond the headlines and into the heart of the action. Hosted by the award-winning “Bard of CRE,” Hiten Samtani, founder of ten31 media and author of The Promote newsletter, along with no-BS institutional insider Will Krasne.
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- 3 days ago35 min
Arbor's Looking Glass and Alexandria's Pipette Dreams
This week, it’s time to address the multifamily distress from the lens of the lender, specifically, one of the biggest ones: Arbor Realty Trust has been walloped on Wall Street- its stock is down 73% this year, it suspended its dividend, it’s the target of short sellers, and it’s been getting twice-bitten on some loans made at the peak. Can Ivan Kaufman pull off a great escape? Next, we put in a call to the men in the white coats: Alexandria Real Estate Equities is selling off large chunks of the life-sci empire it defined a whole category with. Plus, our Punch List rundown of the newsiest industry happenings: Rafi Toledano's comeback; a data center-loving county; Rockpoint's skyscraper etch-a-sketch; Weil Gotshal's collapse; TPG's $5B raise; and BXMT's woesSponsors:1) Pensford, the only interest-rate advisory focused exclusively on CRE2) Bravo Capital, a leading HUD and bridge lender.3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity.Partner Content:"Inside the Capstack" with Gibson Dunn's Eric Meer. Meer discusses the nuances of taking in preferred equity.Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link.Further Reading/ListeningRafi Toledano Steps Back Into the FrayDowntown Office Tower Sells At Foreclosure Auction For $260MWeil E CoyoteTPG, ACORE Raise Billions For Opportunistic CRE FundsViceroy's dossier on Arbor Realty TrustThe Double Schlimazel, REO Edition
- 1 weeks ago35 min
The Apollo Program & Dirty Ground Games
This week, we break down an ingenious scheme that has wreaked havoc on several regional banks. Lad of Lakewood Shaya Prager became one of the biggest buyers of suburban office in the pandemic era – everyone wondered how his Opal Holdings could make the numbers pencil – perhaps his lenders should have wondered harder, too. Next, we look at how Apollo is looking to become the Everything Store of CRE finance: Two fresh deals – with UDR and with Mubadala Capital – showcase the breadth of its ambition. Plus, our Punch List rundown of the newsiest industry happenings: 350 Park's construction loan; Webstar's fugazi project; Hines sells to Hines DST; Lower Manhattan's heimish transformation; NYC's nonprofit dibs ruling.Sponsors:1) Harvard AMDP, the premier advanced leadership program for mid-senior CRE pros. Applications for the Summer 2027 term are now open.2) LoanBoss, the industry-leading debt management software, now supercharged by AI.3) Bravo Capital, a leading HUD and bridge lender. Sign up for their upcoming HUD market-rate webinar here.4) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity.NYC Live POD: Nov. 5, 2026 - by invitation only. Inquire about sponsorships here. Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.comFurther Reading/ListeningSleepless in Seattle: The Martin Selig StoryCapstack for Citadel’s NYC Tower Takes Shape Atlanta’s Phantom MegaprojectLower Manhattan’s Heimish EraNonprofits to get first dibs on buying distressed multifamily housingPrager Pain Hits More BanksLads of LakewoodApollo To Buy Majority Stake In $2B UDR Portfolio Apollo Sinks Tentacles Deeper Into CRE Credit
- 2 weeks ago37 min
Where Alpha Goes to Die & the CoreWeave Canary
This week, we dive into why the smartest guys in the room keep bellyflopping when it comes to CRE. Two Sigma’s recent retreat is part of a long line of edgy hedgies who’ve been humbled at the brick-and-mortar altar. We then head to the scene of a fast-moving car crash in the world’s hottest asset class: Yields on CoreWeave's junk bonds surged to an alarm-ringing 15% this week, and institutional players from across the CRE universe who've gone all-in on data centers are watching closely. Plus, our Punch List rundown of the newsiest industry happenings: Cain's "Founder Bonds" at One Beverly Hills; EQT-Stockbridge; Pontegadea's Chicago blockbuster deal; and S2 and Rise48's refis and loan mods.Sponsors:1) Pensford, the only interest-rate advisory focused exclusively on CRE2) Bravo Capital, a leading HUD and bridge lender. 3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity.Partner Content:"Inside the Capstack" with Gibson Dunn's Kahlil Yearwood. Yearwood talks about harnessing AI's potential in loan negotiations. Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.comFurther Reading/ListeningCain to One Beverly Hills Buyers: Bankroll Our BuildMore AUM Gobbling ™ : EQT Takes StockbridgeEverett Stays in the Game…And Rise48 Does TooMeet the CRE Guy For the World’s Hungriest InvestorTwo Sigma Halts Real Estate Unit Fundraising and Cuts StaffPencils Down at King St.Men With Deep PocketsThe Sovereign, the Scion, and the Suit CoreWeave Woes Risk Shutting Down AI Junk MarketCoreWeave’s Big Dream Crashes Into Reality as Yields Top 15%CoreWeave targets ‘unlimited’ insurance money to fund AI build-out
- 3 weeks ago31 min
Golden State Gimmes & Lument's Lament
This week, we get into the potential homecoming of a big agency lender: Lument is on the block, and sources point to a round-trip to its original home, the billionaire Hunt family out of Texas. We then head further west to the golden state, where the welfare exemption, a spiritual cousin of the Traveling HFC has created a lucrative loophole for “affordable housing” players. It's a fabulous case study in gaming the system. Plus, our Punch List rundown of the newsiest industry happenings: GO REIT hiccups; Tishman Speyer at the Chrysler; DST fundraising up; David Martin; BDT & MSD x Sunrise sr. living. Sponsors:1) Harvard AMDP, the premier advanced leadership program for mid-senior CRE pros. Applications for the Summer 2027 term are now open.2) LoanBoss, the industry-leading debt management software, now supercharged by AI.3) Bravo Capital, a leading HUD and bridge lender. Sign up for their upcoming HUD market-rate webinar here.NYC Live POD: Nov. 5, 2026 - by invitation only. Inquire about sponsorships here.Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.comFurther Reading/ListeningIs Lument Coming Home?DUS License Frenzy: Fannie Wants to Wet its BeakAnatomy of a Deal: BSP-NewPointHow real estate investors are profiting off a California tax break for affordable housingThe Traveling HFC HangoverThe Mother of all Tax LoopholesThe Promote Insider: Speyers Run it BackTerra-Led JV Lands $507M Construction Loan for South Beach Condo Before Pre-Sales
- Oct 7, 202636 min
Mana From Hedgie Heaven & Blue Owl Force Majeured
This week, we need to dive into the real estate deal of the year – arguably, of any year: Ken Griffin is bringing Carnegie Mellon to Miami, a transformative gift for the 305 in so many ways. We focus primarily on 2 guys – Paul Darrah, who's responsible for making it happen for Griffin, and Moishe Mana, the idiosyncratic mogul who’s just pulled off the most spectacular assemblage exit in the history of that town. Next, we travel to another port city: Bain Capital is in talks to do a rescue recap of a Hong Kong development dynasty, New World. And finally, we consult the French dictionary as Force Majeure surfaces its ugly head in the capital-intensive world of data centers- Oracle is telling Blue Owl it doesn’t really feel like making rent. Plus, our Punch List rundown of the newsiest industry happenings: Interest rate volatility; Hines co-CEOs; Manhattan record office rent; GGP refi; the AI buildout equation. Sponsors:1) H Equities, your mid-market go-to on both sides of the capstack. 2) Pensford, the only interest-rate advisory focused exclusively on CRE3) Bravo Capital, a leading HUD and bridge lender. Sign up for their upcoming HUD market-rate webinar here. NYC Live POD: Nov. 5, 2026 - by invitation only. Inquire about sponsorships here. Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.com
- Sep 30, 202637 min
Keep Calm and [No] Carry On
This week, it’s time to address the unrealized elephant in the room that is the biggest pain point in institutional CRE: Carry, or more precisely the lack of it. Thousands of the smartest guys and girls in the business have spent the last few years preparing for an outcome that never came. Grappling with that reality is shaping everything from talent moves to firm restructurings. Plus, our Punch List rundown of the newsiest industry happenings: Floyd Mayweather v Jona Rechnitz; Barry Diller-MGM; Gary Barnett's $3.8B financing; LA office market; RIP Nanobanc.Sponsors:1) LoanBoss, the industry-leading debt management software, now supercharged by AI. 2) Bravo Capital, a leading HUD and bridge lender. Join our upcoming HUD webinar on Oct. 14 here 3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity.Partner Content:"Inside the Capstack" with Gibson Dunn's Jennifer Yashar. Yashar talks through structuring leases on ground-up towers from a tenant's perspective. Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.comFurther Reading/ListeningConfessions of a Battle-Scarred GPPaycheck Confidential: A GP Reveals Real CoinKey Blackstone Cub Leaving Lair Private Equity’s Path to Riches Is Getting Harder to Follow
- Sep 25, 202622 min
SF’s Advance Man: Cyrus Sanandaji On the Record
In this bonus episode, we sit down with Presidio Bay’s Cyrus Sanandaji. Cyrus is at the vanguard of the comeback in America’s most important boom-and-bust town – San Francisco. His firm made prescient bets on SF’s recovery as the city began to emerge from the black hole of Covid, while also expanding a national development portfolio that today spans close to 6M square feet and is valued by the firm at $5.4B. We talk through doom loops and boom loops, capstack-sniping and how you cater to an AI industry defined by hypergrowth and extreme volatility.Sponsors:1) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors.2) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves!3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity.Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.comFurther readingInside CXP's Bruising RestructuringThe shadow landlords secretly controlling SF’s distressed office towersInside the Hotel Heist of the Year
- Sep 23, 202631 min
Lurin's FBI Probe & the CapStack Snipers
This week, we take stock of the tale of Lurin Capital, a multifamily syndicator that's now in the FBI's crosshairs. Jon Venetos was cut from very different cloth than the rest of the Sunbelt Dreamers, and his rise and fall are arguably even more cinematic. Next, it's a classic Manhattan tale of capstack sniping. With 245 Park ready to be graced by a $2 billion Refi, we look back at SL Green's Tranche Warfare with HNA at the Skyscraper, and what is already likely a monster payoff.Plus, our Punch List rundown of the newsiest CRE happenings: Benefit Street Partners Leadership Shakeup, 485x's perverse incentives, Pontegadea's latest acquisition, Jeff Greene-Fort Partners, CBRE-Tenet dealSponsors:1) Pensford, the only interest-rate advisory focused exclusively on CRE 2) Bravo Capital, a leading HUD and bridge lender. Check out their new SNF market ranking here.3) H Equities, your mid-market go-to on both sides of the capstack. Hit them up for bridge loans of up to $50M, or if you need a co-GP partner for that last 10-20% of equity.Up your CRE game: Consider becoming a premium subscriber to The Promote to unlock access to deep dives, bonus content and expert perspectives. Take 10% off annual subscriptions by using this link:For feedback: Write us at podcast@thepromote.com And please rate us and write a review on Apple 🙏For brand partnerships: Reach out to partnerships@thepromote.comFurther Reading/ListeningInside the SL Green PlaybookNot Easy Being [SL] GreenChina’s HNA Found to Owe $185 Million Over Bankrupt Manhattan SkyscraperA hedge funder’s syndication mess
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About The Promote Podcast
Your Commercial Real Estate Insider guide. From profiles of the biggest dealmakers to skyline-shaping transactions, we bring you the deals, breakdowns and war stories that move the market — for insiders, by insiders. From bad-boy guarantees to CMBS tranche warfare to syndicator sins, we cover it all. Each week, The Promote Podcast explores three of the most interesting and consequential stories in CRE, taking you well beyond the headlines and into the heart of the action. Hosted by the award-winning “Bard of CRE,” Hiten Samtani, founder of ten31 media and author of The Promote newsletter, along with no-BS institutional insider Will Krasne.
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