First time seeing? Sign up here June 25, 2025 | Read Online [Podcast] Barry Ritholtz, Ritholtz Wealth ManagementNavigating Risk, Noise, and Uncertainty In my conversation with Barry Ritholtz, chairman of Ritholtz Wealth Management and host of Bloomberg’s “Masters in Business” podcast, we explored market and real estate cycles, caution, and capital allocation in today’s increasingly unpredictable economic environment. Below are the most actionable and provocative takeaways for real estate...
10 days ago • 5 min read
First time seeing? Sign up here June 17, 2025 | Read Online Morning, I don’t normally do this but my friend and client, George Bravante of Bravante Farm Capital, is hosting a live investor call with an update on four ranches I’ve worked on and invested in alongside him. The call will be tomorrow, Wednesday, June 18, at noon Pacific and you are invited to join us. One topic that may interest you: the impact of deportations on California farmland. Register for the call here. George will take...
18 days ago • 6 min read
First time seeing? Sign up here June 10, 2025 | Read Online [Podcast] The Real Estate Cycle: A Warning for 2026Insights from Economist and Author, Phil Anderson, on the Coming Real Estate Market Crash In my conversation with renowned economist Phil Anderson, you will gain unprecedented insight into the mechanics of real estate cycles and why we are right on the precipice of the next major real estate market crash. Anderson, author of "The Secret Life of Real Estate and Banking," presents a...
25 days ago • 7 min read
First time seeing? Sign up here June 4, 2025 | Read Online [Podcast] What CRE Investors Should Be Watching NowA conversation with John Chang, Senior Vice President and National Director, Research and Advisory Services, Marcus & Millichap The New CRE Investment Mandate: Survive First, Then Thrive “The margin of error has narrowed to virtually zero.” This was my guest, John Chang’s stark assessment of today’s commercial real estate environment – an era marked by fragile capital markets, rising...
about 1 month ago • 5 min read
First time seeing? Sign up here May 29, 2025 | Read Online [Podcast] How to Survive the Coming Real Estate StormWhat Sean Kelly-Rand Learned at Lehman Brothers For the prudent real estate investor or sponsor, today's episode is a masterclass in what really matters. When Lehman Brothers unraveled in 2008, it exposed a truth that many in the real estate world still prefer to ignore: even the most sophisticated capital structures can implode when the cost of capital and access to liquidity are...
about 1 month ago • 5 min read
First time seeing? Sign up here May 27, 2025 | Read Online [Podcast] Navigating Multifamily CRE in a Volatile Environment Insights from Paul Fiorilla, Director of U.S. Research at Yardi Matrix Paul Fiorilla offers a data-driven view of today’s commercial real estate (CRE) landscape using the vast resources he has at his disposal at Yardi. While market sentiment may be growing more optimistic, Fiorilla acknowledges investors should separate short-term mood from long-term fundamentals. His...
about 1 month ago • 6 min read
First time seeing? Sign up here May 21, 2025 | Read Online [Podcast] Can the U.S. Really Afford to End Its Trade Deficits? Exorbitant Privilege and the Risk to CRE: Economist Richard Duncan on America’s Liquidity Engine Richard Duncan is a renowned economist and bestselling author who predicted the 2008 financial crisis, served as global head of investment strategy at ABN AMRO, consulted for the IMF and World Bank, and has been featured by CNBC, Bloomberg, the Financial Times, and at Harvard...
about 2 months ago • 5 min read
First time seeing? Sign up here May 19, 2025 | Read Online [Podcast] Where are we in the real estate market cycle With Prof. Emeritus, Glenn Mueller, Denver University When it comes to understanding real estate cycles, few voices carry as much weight as Prof. Glenn Mueller, of Denver University - regular guest on my podcasts. With over 40 years in the real estate industry and more than three decades of publishing the Market Cycle Monitor – used by institutional investors, developers, and...
about 2 months ago • 3 min read
First time seeing? Sign up here May 16, 2025 | Read Online [Podcast] Unlocking Private Market PotentialInsights from Jim Dowd, CEO, North Capital ContextJim Dowd is CEO of North Capital, a firm that focuses on private capital markets (investments not traded on public stock exchanges). The company provides brokerage, advisory, and trading infrastructure for exempt securities (private investments that are exempt from SEC registration, like most real estate syndications). With 40 years of...
about 2 months ago • 5 min read