No Cap by CRE Daily

KKR's Big Bet on Apartments, Banks Unload Troubled CRE Loans

Listen Later
Season 1, Episode 1: Welcome to No Cap by CRE Daily, the commercial real estate podcast that gives you an unfiltered look into the biggest trends in the industry and the money game behind it. Each week, co-hosts Jack Stone and Alex Gornik will break down the latest news from CRE Daily with some of the most influential and entertaining figures in commercial real estate.
 
Topics discussed: 
  • 0:00 - Introduction and Expectations
  • 0:52 - Thoughts on “No Cap”
  • 1:47 - The Goal of the Podcast
  • 3:02 - KKR in the Market
  • 4:55 - A huge hit for multi families
  • 7:19 - Spending on Rent vs Owning
  • 11:40 - Viking Capital
  • 12:46 - Thoughts on underperforming CRE loans
  • 15:11 - Pretend and extend
  • 17:56 - San Francisco Office Market
  • 23:48 - Viking Capital
  • 24:14 - Goldman One’s Fundraise
  • 28:57 - Dallas Office Market
  • 31:21 - Work from Home Dynamics
  • 35:47 - Bankruptcy of National Trucker U.S Logistics
  • 39:12 - US Retail Leasing Market
  • 43:34 - Fed’s Stress Test
    • We want to thank our sponsor Viking Capital. Tune in for insights, expert opinions, and a deep dive into the stories shaping commercial real estate today and tomorrow.
    ...more
    View all episodesView all episodes
    Download on the App Store
    No Cap by CRE DailyBy CRE Daily
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    44 ratings

    More shows like No Cap by CRE Daily

    View all
    The Best Ever CRE Show by Joe Fairless

    The Best Ever CRE Show

    991 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,171 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,943 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    426 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    795 Listeners

    Real Estate News: Real Estate Investing Podcast by Kathy Fettke / RealWealth

    Real Estate News: Real Estate Investing Podcast

    563 Listeners

    POWERS by Chris Powers

    POWERS

    505 Listeners

    My First Million by Hubspot Media

    My First Million

    2,649 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    10,008 Listeners

    The Weekly Take from CBRE by CBRE

    The Weekly Take from CBRE

    163 Listeners

    The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

    The TreppWire Podcast: A Commercial Real Estate Show

    222 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    453 Listeners

    The Walker Webcast by Willy Walker

    The Walker Webcast

    148 Listeners

    Glue Guys by Glue Guys

    Glue Guys

    96 Listeners

    The Rent Roll with Jay Parsons by Jay Parsons

    The Rent Roll with Jay Parsons

    44 Listeners