Best Cmbs Podcasts (2026)

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Working Out Distressed CMBS Debt with Michael Cohen 44:19

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8d ago44:19

44:19

Click to text the show! CMBS loans can be great for stabilized properties. They offer great terms and low rates. But what happens if you want to talk to a real human about your loan? What if you need a loan modification? With CMBS, a nightmare will ensue. Michael Cohen specializes in helping borrowers do CMBS loan workouts. Connect with Michael: ht…

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Windy City Tailwinds & Stadium Arcadium 27:54

18h ago27:54

27:54

This week, we talk Chicago – America’s Second City is now becoming top of mind for national multifamily players. We break down 2 significant deals: LaTerra’s monster AIMCO portfolio buy and S2’s debut. We then slip into our jerseys and look at the arcane world of stadium development – and all the freebies and surrounding action that comes with it. …

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CRE Insight from $37B in Transactions with Chad Lavender 34:25

2h ago34:25

34:25

Click to text the show! Chad Lavender is the President of Capital Markets, North America with Newmark. He has particpated in more than $37 billion in transactions throughout his career. In this conversation we discuss the importance of his undergrad education, niching down into an asset specialization, working out distressed debt, and how his team …

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The Mayweather Whisperer: Jona Rechnitz (Rerun) 34:01

8d ago34:01

34:01

We're technically off this week. BUT, Business Insider dropped a banger of a read on Floyd Mayweather's tangled financial web, and somewhere at the center of that web is a character of great interest to The Promote Cinematic Universe: Jona Rechnitz was a New York real estate developer who was caught up in a massive NYPD corruption scandal before he…

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ASK MIKE MONDAY: "What did we learn in 2025, that will help us in 2026 multifamily investing?" 29:08

11d ago29:08

29:08

Michael Becker of SPI Advisory discusses the state of the Texas multifamily market as 2025 comes to a close. Michael explores key trends, including rent growth challenges, operational hurdles, and the impact of immigration policies on workforce housing. Also, Michael shares insights on SPI's recent acquisitions, financing strategies, and the import…

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Bluerock's Liquid Death, Soundstage Flops and OZK Walks the Plank 30:13

15d ago30:13

30:13

This week, we talk illiquid death – the Bluerock listing debacle says so much about the mark-to-magic happening in the nontraded REIT market. We then head to Hollywood where showbiz is turning into badbiz for Hackman Capital, HPP and others who went all-in on soundstages. And finally, we head to Charm City to check in on Kevin Plank & Goldman Sachs…

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Cash is King: Advising CRE Clients in Indianapolis with Ryan Cadwell 27:11

15d ago27:11

27:11

Click to text the show! Connect with Ryan: https://resoluterdm.com/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated using AI tools.…

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EPS 338 - "From 2025 to 2026: Capital Markets, Multifamily Trends, and Expert Predictions" 26:22

16d ago26:22

26:22

In this episode of the Old Capital Podcast, the team discusses key multifamily market trends that shaped 2025, including increased foreclosures, loan modifications, and tighter equity conditions. They explain why Class A properties and agency financing through Fannie Mae and Freddie Mac are dominating transactions, while Class B and C assets face g…

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Value and Opportunity in Distressed Office and Multifamily with Jenny Zhan 30:46

18d ago30:46

30:46

Click to text the show! Jenny Zhan discusses her contrarian commercial real estate investing strategies including office and distressed multifamily. Connect with Jenny: https://beyond-wm.com/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated…

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Global Housing and Mortgage Outlook 2026 14:44

20d ago14:44

14:44

Join RMBS heads Kevin Kendra, Alessandro Pighi, and Ben McCarthy as they discuss the Global Housing and Mortgage Outlook for 2026, covering home price growth, performance risks, and key market trends.By Fitch Ratings

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Exotic Alts (w/ SomeraRoad's Ian Ross) & Taconic's Lab Leak 33:06

22d ago33:06

33:06

This week, we’re talking exotic alts – the far-flung corners of CRE that are starting to catch serious institutional interest. Think car washes, aviation hangars and the like. We're joined by Ian Ross, managing partner of SomeraRoad, to talk through the fascinating niche of aviation infrastructure and how it's been supercharged by the Big Beautiful…

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This $4B Institution is Developing Residential and Industrial in OZs with Peter Ciganik 35:29

21d ago35:29

35:29

Click to text the show! Today we are talking with someone who operates at an institutional level. He helps manage a $4 billion fund and he raises capital from other institutions like pension funds and university endowments. It is always good for us as investors and brokers to understand what the big players are thinking about and how they're making…

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Starchitects, Swedish Whales & an SF Hotel Heist 33:47

29d ago33:47

33:47

This week, we look back at the skyline-shaping impact of 2 starchitects who’ve just left us – Robert A.M. Stern and Frank Gehry – and then jump into a broader discussion about the pros & cons of name-brand architects. We dive into the industrial deal of the year, EQT’s 9M sf sale to Aum gobbler Artemis. And we have an exclusive tick-tock of a hotel…

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The paradox of lender M&A 18:46

30d ago18:46

18:46

George Smith and Tom Hall talk through Enpal’s second deal, the UK’s bank capital tweaks and why there isn’t more M&A in the specialist lender marketBy George Smith, Tom Hall

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Building a 13+ Property Industrial Fund with Geoff Stuhr 38:24

28d ago38:24

38:24

Click to text the show! Our guest today has niched down into Class B Industrial real estate in Southeast Wisconsin. The fact that he has niched down so narrowly is one of his biggest strengths and competitive advantages because it allows him to know his market and asset type better than almost anyone else. We talk about how Geoff thinks about risk,…

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Mailbag: CRE Casting Couch, Return-Immune Investing & Best Dumb-Guy Sectors 20:06

1M ago20:06

20:06

In our special mailbag episode, co-host Will Krasne tackles your most unhinged CRE questions: who'd be the dream cast of a CRE version of Million Dollar Listing, the best projects through which to launder funds, and which industry niches are IQ-optional. To advertise: Reach out to [email protected] For feedback: Write us at podcast@thepro…

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Sleepless in Seattle: The Martin Selig Story 29:45

1M ago29:45

29:45

This week, we dive deep into the maverick career of Seattle skyscraper titan Martin Selig - a true man in full who at his pomp controlled more than a third of the city's downtown, but is now at risk of losing it all. As of this summer, Selig has lost 19 of his buildings to third-party managers or lenders. He’s been unable to make good on over $850 …

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Keeping Class A Trophy Office 98% Occupied with Tiffany McSwain 31:04

1M ago31:04

31:04

Click to text the show! Connect with Tiffany: https://transwestern.com/tiffany.mcswain https://www.linkedin.com/in/tiffany-mcswain-ccim-2321ab15/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and im…

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Solar ABS gets pumped up 34:03

1M ago34:03

34:03

This week Tom Hall and Thomas Hopkins discuss how Enpal's return heated up the ABS market and take the CLO equity market's temperatureBy George Smith, Tom Hall

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Sleeping giants awaken 27:13

1M ago27:13

27:13

George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.By George Smith, Tom Hall

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Providing Capital for Great Deals and Quality Sponsors with Derrick Barker 30:29

1M ago30:29

30:29

Click to text the show! Connect with Derrick: https://www.usenectar.com/ https://www.linkedin.com/in/derrick-barker-3b1590a/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and images may have been ge…

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Sonder's Mercy Killing and the Mooch's OZ Misadventure 31:06

2M ago31:06

31:06

This week, we explore why more multifamily REITs are offering themselves up at the altar - there just doesn’t seem to be a real path forward for many of these midsize players in this capital-markets environment. We then look at Marriott’s mercy killing of Sonder and the lessons to take away from yet another high-profile proptech implosion. And fina…

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Topiary and private credit CLOs 37:21

2M ago37:21

37:21

George Smith talks to Thomas Hopkins about hedging in private credit CLOs, before Tom Hall discusses Cerberus’ bridging breakthroughBy George Smith, Tom Hall

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Self-Funded Deals, Money Values, Strategy with Gino Barbaro 39:17

2M ago39:17

39:17

Click to text the show! Connect with Gino: https://barbaro360.com/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated using AI tools.…

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Reston Peace, Senioritis & A Capstack Crisis 32:18

2M ago32:18

32:18

This week, we chat about 2 big events in the senior housing space: Blackstone’s fire sale of a $1.8B portfolio and the Sonida-CNL merger. It’s a pretty gnarly business to operate, but there’s lots of room for creative structuring. Next, we look at the behind-the-scenes wrangling at one of Brooklyn’s buzziest projects: Jonathan Landau is attempting …

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EPS 337 - Have you ever heard the saying, "It's not what you make — it's what you keep?" 32:35

2M ago32:35

32:35

When it comes to building your personal wealth, that couldn't be more true. But here's the real problem: taxes. You could be spending months out of every year just working to pay the IRS. So how can you legally reduce your tax bill? That's where today's guests come in — Amanda Han and Matt MacFarland. They're real estate investors and tax strategis…

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Mindful Investing for Long-Term Success with Michael Coxen 29:04

2M ago29:04

29:04

Click to text the show! Connect with Michael: https://www.michaelcoxen.com/ https://www.linkedin.com/in/michaelcoxen/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated…

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Prefunding preferred please 20:06

2M ago20:06

20:06

George Smith talks to Thomas Hopkins about what S&P’s France downgrade means for CLOs and sterling ABS issuers’ enthusiasm for prefundingBy George Smith, Tom Hall

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Blackstone Cubs, Secondaries Sizzle & Hines of Arabia 32:08

2M ago32:08

32:08

In a world awash with capital, it’s the same names who are vacuuming up increasing shares of it: We dive into Blackstone alpha cub Chad Pike's take-private megadeal for industrial REIT Plymouth, his most significant deal since being shunted to the BX sidelines. We then discuss how major US players such as Hines and Brookfield are now heading to the…

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Why Deals Get Funded or Passed Over with Aleksey Chernobelskiy 22:59

2M ago22:59

22:59

Click to text the show! Connect with Aleksey: https://gplpmatch.com/ https://www.linkedin.com/in/chernobelskiy/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated using…

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Discretionary commission in the rear view mirror 32:47

2M ago32:47

32:47

Waterfall's forward flow advantages, UK auto ABS resumes and CLO managers tackle a bifurcated leveraged loan marketBy George Smith, Tom Hall

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Fugazi First Positions & Cracking Billionaires' Row 30:33

2M ago30:33

30:33

This week, we look at explosive allegations of mortgage fraud that have caught up 2 prominent regional banks. Zions and Western Alliance woes stemming from shenanigans at a California CRE investor once again show how vital regional banks are to the industry’s capital markets – and how distress in that space can ruin the whole party. Next, we look a…

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100K+ Sq Ft of CRE, Starting a Fund, Seller Financing with Mike Hendzel 35:53

2M ago35:53

35:53

Click to text the show! Connect with Mike: https://www.linkedin.com/in/mavhendzel-74026a38/ https://www.youtube.com/@PowerofRealEstate https://www.instagram.com/powerofrealestate_?igsh=MW1kdTkwNDI1cHp2MA== Previous episode with Mike: https://podcasts.apple.com/us/podcast/the-source-of-commercial-real-estate/id1651275017?i=1000673828553 Email Jonath…

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The seesaw of CLO mezz 27:37

2M ago27:37

27:37

George Smith talks to Tom Hall about a wobble in the sterling ABS market and to Tom Hopkins about some signs of widening in CLO mezzBy George Smith, Tom Hall

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EPS 336 - "How a Silicon Valley Exec Built a Thriving Multifamily Real Estate Empire – Learn His Secrets to Success!" 39:41

2M ago39:41

39:41

Eric Hardy, a former Silicon Valley professional turned successful multifamily real estate investor, shares his inspiring journey from selling semiconductors to building a thriving real estate portfolio. (Even in this crazy market) He discusses how he transitioned from passive investing to active ownership, emphasizing the importance of taking a me…

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The Skyscraper That Broke America 36:51

3M ago36:51

36:51

This week, we have a special episode diving deep into the skyscraper that encapsulates our political and financial age: 666 Fifth Avenue. Now known as 660 Fifth Avenue, this tower brings together a dizzying array of characters – from Jared and Charlie Kushner to the former finance minister of Qatar and an imprisoned Chinese mogul – and elements suc…

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Using an Abundance Mindset for Success in Small Bay Industrial with David Hansel 33:36

3M ago33:36

33:36

Click to text the show! Connect with David: https://lucerncapital.com/ https://www.linkedin.com/in/david-hansel-a6600b7/ Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *The audio of this podcast is never generated by AI. However, some of the show notes and images may have been genera…

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Sharia compliant RMBS gets into its stride 22:07

3M ago22:07

22:07

Tom Hall talks to George Smith about mortgage tokenisation and Thomas Hopkins about a bifurcation in the leverage loan market and a breakthrough deal in UK RMBSBy George Smith, Tom Hall

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EPS 335 - "Central Texas Real Estate Unveiled: Market Shifts, Investment Strategies, and Future Opportunities with Matt Michelson from Newmark in Austin" 40:23

3M ago40:23

40:23

In this episode of the Old Capital Real Estate Investing Podcast, Paul Peebles and Michael Becker dive into the evolving Central Texas real estate market with guest Matt Michelson, Executive Managing Director at Newmark. They discuss the growth along the I-35 corridor, the challenges posed by apartment oversupply in Austin and San Antonio, and the …

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Navigating CMBS Trends - Issuance Activity, Data Centers, and 2026 Outlook 11:29

3M ago11:29

11:29

Robert Vrchota, Head of North American CMBS, and Adam Ott, Senior Director, discuss CMBS issuance activity, data center financing, conduit market trends, and Fitch’s 2026 outlook and projections.By Fitch Ratings

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EPS 334 - "Inside the 9th Annual Old Capital Conference: Market Insights, Networking, and Lessons from NBA Legend Jason Kidd" 33:22

3M ago33:22

33:22

In this episode, Paul Peebles and James Eng recap the 9th Annual Old Capital Real Estate Investing Conference, highlighting key moments like market insights, engaging panels, networking opportunities, and a keynote from NBA legend Jason Kidd. With over 350 attendees, the event featured unique venues, discussions on multifamily trends, and innovativ…

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Another Fine Thomas 24:41

3M ago24:41

24:41

Thomas Hopkins, GlobalCapital’s new CLO reporter, makes his debut on the pod discussing a wave of CLO resets with Tom HallBy George Smith, Tom Hall

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Covered Bonds Criteria Update: Key Changes 6:37

3M ago6:37

6:37

Cosme de Montpellier, Senior Director, and Natasha Guerer, Director, discuss the updates in Fitch’s latest covered bonds rating criteria.By Fitch Ratings

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Fathers, Sons & Fast Fashion Tax Shields 30:45

3M ago30:45

30:45

This week, we asked the taboo question about New York office to residential conversions. Do the numbers work? There's been enough distress from some of the OGs, including Nathan Berman, that it warrants that question amid all the private-credit billions flowing into the space. We then look at how a single man, Zara founder Amancio Ortega, can drive…