Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
Welcome to Dementia in CRE, the only archive that treats the Commercial Real Estate market like a high-security psychiatric ward.While the "experts" are busy polishing their pro-formas, we’re provid... more
FAQs about Dementia in CRE:How many episodes does Dementia in CRE have?The podcast currently has 25 episodes available.
September 22, 2026Online CRE Auction Traps: Ghost Bidding & Diligence AsphyxiationTIMESTAMPED SCRIPT 1. SHOW NOTES & OMNI-CHANNEL DESCRIPTION The Exit Liquidity Trap: The Hidden Algorithmic Rig in Online CRE Auctions That $100,000 opening bid on a $5,000,000 commercial building isn’t a once-in-a-lifetime discount—it’s an algorithmic teaser engineered to exploit your psychology. In this clinical chart review, hosts Sarah Mitchell and Ethan Rogers dissect the field notes of lead examiner Priyanshu (Pri) Adathakkar to expose the mechanics of digital commercial real estate dispositions. From server-scripted “ghost bidding” to 100% hard money traps, discover how online disposition platforms manufacture liquidity and shift toxic physical liabilities onto unsuspecting private allocators. What You’ll Learn in […]...more16minPlay
September 15, 2026Novice CRE Underwriting Fallacies: Why Residential Logic Destroys DealsTransitioning capital from single-family rentals or the stock market into Commercial Real Estate can be an expensive mistake if you rely on residential heuristics. When entering the arena of Novice CRE Underwriting, treating a Triple Net Lease (NNN) as passive coupon clipping blinds allocators to the ongoing operational friction below the line. Conflating Cap Rate vs Net Cash Flow ignores the heavy toll of capital outlays—specifically upfront Tenant Improvements and Leasing Commissions—walking investors straight into rollover shock and maturity refinancing traps. In this clinical chart review, hosts Sarah Mitchell and Ethan Rogers perform a forensic deal autopsy based on the diagnostic […]...more20minPlay
September 08, 2026Phantom Equity in Adaptive Reuse: The $14M Paper IllusionThe Phantom Equity Trap: How Synthetic Capital Kills Historic Adaptive Reuse Exposed brick, cathedral timber, and public subsidies cannot protect a project that is built on financial illusions. In this clinical diagnostic audit, we expose how predatory developer networks use circular land flips, synthetic promissory equity, and front-loaded soft-cost fee siphoning to hollow out historic adaptive reuse projects from the inside out. Learn why algorithms and underwriters rubber-stamp unbacked paper markups, and how municipalities and authentic allocators can implement forensic firewalls before capital is lost. What You’ll Learn in This Episode: RESOURCES & PORTALS MENTIONED: TIMESTAMPED SCRIPT...more22minPlay
September 01, 2026Trademark Lawsuits Kill Retail Development: The Entitlement TrapImagine spending $50 million to engineer a state-of-the-art mega travel plaza, only to have the local municipal planning board deny your sewer variance because your corporate legal department sued a neighborhood diner over a cartoon mascot. When multi-unit retail developers engage in aggressive trademark enforcement over generic colors, animal motifs, or circular badges, the conflict spills out of the federal docket and into local town halls. The resulting “David vs. Goliath” PR fallout triggers the Streisand Effect, alienating host communities and stalling the discretionary zoning approvals required for physical expansion. In this episode of The CRE Clinic, Sarah Mitchell and Ethan […]...more17minPlay
August 25, 2026Involuntary Hotel Operators: When Banks Seize Keys | The CRE ClinicYour local commercial bank just became your newest hospitality competitor—except they never intended to check in. Across the 2026 economic landscape, expiring interest rate caps and unhedged floating debt maturity walls are forcing distressed hotel borrowers into mathematical asphyxiation. Unable to refinance, sponsors are executing deeds-in-lieu and debt-for-equity swaps, leaving traditional lenders holding the keys to complex, 24/7 operating assets. In this episode of The CRE Clinic, Sarah Mitchell and Ethan Rogers dissect the latest clinical chart review by lead examiner Priyanshu (Pri) Adathakkar. We break down the “accidental operator delusion,” examine how court-appointed receivers legally terminate suffocating brand franchise agreements, […]...more18minPlay
August 18, 2026Distressed CRE Workouts: Capital Stacks & Survival MathDiscover the restructuring mechanics required to rescue distressed commercial real estate portfolios facing debt maturity walls, cap rate expansion, and DSCR compression. Learn the anatomy of capital stack resets, lender forbearance, cash-in refinancing, and adaptive reuse strategies to protect principal....more20minPlay
August 11, 2026Pro-Forma Dementia in CRE: High IQ vs. Common SenseDiscover how high quantitative sharpness paired with zero common sense destroys commercial real estate portfolios. In this episode, we break down "Pro-Forma Dementia," the Humpty Dumpty Syndrome, zero interest rate policy (ZIRP) hallucinations, floating rate debt risks, and how to protect your capital stack through mandatory fiduciary oversight....more20minPlay
August 04, 2026The "Me-Too" Capital Trap: Why Dinner Party Equity Is Bleeding Portfolios DryDiscover why "dinner party equity" is bleeding private portfolios dry. In this episode, we break down the capital herding phenomenon, compressed cap rates in Class A apartments, and how overlooked niche sectors—like Medical Office Buildings, Manufactured Housing, and Specialized Industrial—deliver 150–300 BPS higher yields and extreme tenant retention....more20minPlay
July 28, 2026Fixing the Short-Term Rental Cash HemorrhageLearn how to salvage your short-term rental capital and diagnose Retail STR-Induced CRE Dementia. In this episode, we break down top-line gross revenue fixations, unhedged FF&E decay, parasitic 20% co-hosting commissions, and how adaptive reuse can convert failing hospitality assets into stable workforce housing platforms...more17minPlay
July 21, 2026The Investor Autopsy: Tearing Down Broker Illusions & Pro-Forma DementiaLearn how to treat Pro-Forma Dementia and protect your private equity from hidden valuation deficits. In this episode, we break down how unverified broker projections hide structural CapEx leaks, mask property management costs, and trigger catastrophic post-acquisition tax reassessments. Discover the mandatory three-part underwriting antitoxin to ground your next transaction in historical truth....more19minPlay
FAQs about Dementia in CRE:How many episodes does Dementia in CRE have?The podcast currently has 25 episodes available.