Deconstruct cover image

Deconstruct

Latest episodes

undefined
Nov 11, 2024 • 22min

The ultra-wealthy ride to ranchland

Robert Dolnick, a seasoned ranch broker with over 25 years of experience, shares insights about the booming Texas ranch market. He discusses how the pandemic shifted interest from city life to sprawling ranchlands, revealing a new wave of buyers seeking tranquility. Dolnick highlights the evolving challenges for ranchers, such as competition from large cattle companies, and the increasing allure of luxury ranch properties. He also shares personal anecdotes on wildlife management and the cultural significance of ranches in Texas history.
undefined
Nov 4, 2024 • 19min

How real estate donors and housing-conscious voters will drive the election

Election 2024 has been a wild ride for real estate. Housing stole the spotlight as an unlikely bipartisan issue, and the industry’s top donors are allotting dollars based on more than the business. As the nation readies for Tuesday’s vote, TRD Senior Reporter Kathryn Brenzel explains why an “unsexy” voter issue will drive votes, and who big names are backing.
undefined
Oct 28, 2024 • 30min

Inside the workout room with Iron Hound's Rob Verrone

Rob Verrone, founder of Ironhound Management, specializes in loan workouts for distressed CMBS debt. He shares insights on navigating the complexities of loan modifications during defaults, shedding light on the dynamics between borrowers and servicers. The conversation reveals the challenges faced by struggling asset classes, like malls and offices, and the critical need for quick deal closures. Verrone also discusses how anticipated interest rate changes could impact refinancing strategies, emphasizing that not all market issues are resolved through cuts.
undefined
Oct 21, 2024 • 30min

Has climate change become undeniable for real estate?

This month, two major hurricanes pummeled the southeastern U.S. As locals face the damage, the industry may be having its own reckoning with the existential threat severe weather poses to real estate. Or not. As developers respond to continued demand for high-risk real estate, and insurance premiums crush disaster-prone areas, Suzannah and Joe talk with South Florida reporters Katherine Kallergis and Kate Hinsche about the tension between the industry and Mother Nature.
undefined
Oct 14, 2024 • 20min

The man who bet the bank on post-pandemic office

In less than one cycle, New Jersey-based investor Shaya Prager went from total unknown to the owner of millions of square feet in suburban office properties across the country. Now, as the market turns, he's mixed up with allegations of fraud and at risk of losing much of his fast-grown portfolio. On the latest episode of Deconstruct, TRD's Suzannah Cavanaugh and Joe Lovinger talk with fellow reporters Jess Hardin and Sam Lounsberry to break down the curious case of Shaya Prager.
undefined
Oct 7, 2024 • 18min

We got a rate cut. Now what?

In the latest episode of Deconstruct... The Federal Reserve slashed interest rates 50 basis points last month to the euphoria of commercial real estate borrowers. One cut does little to move the needle. But the Fed is projecting more cuts to come. Deconstruct breaks down how three different scenarios could affect refinancings.
undefined
Sep 30, 2024 • 49min

Tides Equities eyes a turning tide for multifamily

In the first episode of Deconstruct's fourth season, host Suzannah Cavanaugh and new co-host Joe Lovinger dive into the swelling concerns and a potential turning point for multifamily owners and operators. Listen for their analysis and Suzannah's conversation with Sean Kia and Ryan Andrade, principals of the fast-growing and oft-criticized Tides Equities.
undefined
Jul 1, 2024 • 32min

WeWork’s Global Head of Real Estate on Emerging from Bankruptcy and What Comes Next

WeWork emerged from Chapter 11 bankruptcy last month after a herculean effort to cut costs. The task demanded the cooperation of hundreds of landlords and their lenders. Peter Greenspan, the coworking firm’s Global Head of Real Estate, brings Deconstruct to those negotiating tables for a look at how WeWork addressed 500 leases worldwide, and offers listeners a preview of the firm’s next chapter.
undefined
Jun 24, 2024 • 18min

BGO's Chief Economist on The Fed's Next Move

Ryan Severino, BGO's Chief Economist, discusses the timing of rate cuts by the Federal Reserve, potential impacts on a cooling economy, and risks of cutting too little. Topics include inflation management, office market dynamics, and caution against aggressive rate cuts on troubled assets to prevent financial crises.
undefined
Jun 17, 2024 • 16min

Special Report: Alexander Twins Accused of Rape

Last week, The Real Deal broke the news that top broker Oren Alexander and his twin brother, Alon, had been accused of rape and sexual assault by at least two women. The complaints detail events that allegedly took place more than a decade ago. But the lawsuits and the nearly 30 people who came forward alleging similar incidents after the story published, according to an attorney representing the two women, speak to a pattern of alleged gender-based violence. Deconstruct speaks with South Florida Bureau Chief Katherine Kallergis, Reporter Sheridan Wall and Senior Editor Ellen Cranley about what we know so far. _Warning: This episode includes descriptions of alleged sexual assault. _This episode was recorded Friday, June 14; this is a developing story. Katherine Kallergis can be reached at kk@therealdeal.com. Sheridan Wall can be reached at sheridan.wall@therealdeal.com. Editor Ellen Cranley can be reached at ellen.cranley@therealdeal.com. _ __

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode