Josh Zegen

Josh Zegen, co-founder and managing principal of Madison Realty Capital, dives into the fascinating world of commercial real estate lending. He shares insights on the evolution from hard money lending to a comprehensive capital provider with over $21 billion in assets. Josh discusses how recent market dynamics, post-COVID interest rates, and innovative financing methods are reshaping the landscape. From managing borrower defaults to the contrasting performance of various real estate sectors, this conversation uncovers the complexity and opportunities in today’s lending market.

Josh Zegen, principal and co-founder of Madison Realty Capital, shares insights into the evolving realm of real estate private credit. He highlights the importance of flexible capital in filling the financing gap traditionally occupied by banks. The conversation dives into the affordability crisis in residential real estate and the trend towards single-family rentals. Zegen also discusses innovative strategies for repurposing office spaces into residential units and explores nontraditional investment sectors, shedding light on their unique risks and opportunities.

Mari Shor from Columbia Threadneedle Investments discusses surprising U.S. retail sales growth and consumer resilience. Mandeep Singh highlights TSMC's impact on AI and the tech sector. David Kudla shares an optimistic market outlook, while Paul Gulberg analyzes Blackstone's success in alternative assets. Josh Zegen and Abigail Doolittle explore commercial real estate recovery post-crisis. Finally, James Thornton reveals trends in corporate travel, emphasizing sustainability and the shift toward immersive travel experiences.