This week, we discuss a redemption tour by GVA’s Alan Stalcup, Patient Zero of the Sunbelt multifamily boom/bust. He’s battling PGs, LPs and maybe even the SEC, but Stalcup is unapologetic. He sat down with Hiten for a pretty unplugged conversation, and we chat through our key takeaways. We then dive into the 24-6 world of dealmaking in Skilled Nursing Facilities, a totally undercovered corner of CRE with big numbers and some batshit maneuvering. The Genesis bankruptcy case is all anyone in that world can talk about right now. We also do a "Pardon the Interruption" style rundown of the biggest industry happenings: Soho House Take II, Marty Burger's redo, Summit's Pinnacle deal going through, and a nightmare condo buyout scenario in Miami.

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 by visiting bravocapital.com
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! Check them out at loanboss.com

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Further reading/listening:

The Alan Stalcup Interview: Speaking With Patient Zero of the Sunbelt Syndicator Bust

The Nursing Home Power Roster

Landau Fails SNF Test

Genie Rubbed the Right Way

Dial Tress for Distress

SBS French: Le LIVE du 20/01/2026

SBS French - SBS en français

Tensions au Groenland et présence danoise

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