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KKR's Big Bet on Apartments, Banks Unload Troubled CRE Loans
Manage episode 428131947 series 3584675
محتوای ارائه شده توسط CRE Daily. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط CRE Daily یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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:
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- 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
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