No Cap by CRE Daily
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
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Episodes
Monday Jul 22, 2024
Monday Jul 22, 2024
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.