About this podcast
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.
Episodes
The newest 20 of 88 episodes
- ACORE’s Warren de Haan: You Can’t Hedge a Bad Loan · 1 h 15 min · Season 10 Episode 3Season 10, Episode 3:In 2007, Warren de Haan saw loans being written at 80% LTV with 10 years of interest-only and decided to step back. That call shaped how he runs one of the…
- Change Equals Opportunity: Ex-CEO Jim Keyes on 7-Eleven, Blockbuster, and the Deals That Got Away · 1 h 14 min · Season 10 Episode 2Season 10, Episode 2:What really happened to Blockbuster, and what did 7-Eleven understand that other retailers missed?Jim Keyes, former CEO of 7-Eleven and Blockbuster, joins No…
- Operators vs. Dealmakers, the Bid-Ask Gap & Why Affordable Housing Can't Be Built w/ Monarch and TGM · 1 h 4 min · Season 10 Episode 1Season 10, Episode 1:Two multifamily operators with very different ways of raising capital agree on one rule: don't flip.Bob Nicolls owns Monarch Investment and Management Group…
- Encore: Bob Knakal - What It Takes To Be A Successful Broker In NYC · 52 min · Episode 15From the No Cap vault, we’re bringing back the episode that became our most-watched conversation ever.Bob Knakal had already closed more than 2,300 deals, built one of New York…
- Five Cycles In: DWS's Todd Henderson on What Comes Next for CRE · 49 min · Season 9 Episode 6Season 9, Episode 6:Todd Henderson has invested through five real estate cycles, and he thinks the one we're leaving set up the healthiest recovery he's seen.Henderson is Head of…
- Trinity Investments CEO on Buying Hotels Nobody Else Can Build · 49 min · Season 9 Episode 5Season 9, Episode 5:Sean Hehir has spent nearly three decades turning Trinity Investments into a specialist hospitality investor, and he joins the show to explain why his firm…
- Small Bay, Big Potential: Commercial Real Estate’s Most Resilient Asset Class w/ Anthony Scavo · 54 min · Season 9 Episode 4Small bay industrial has quietly become one of the most resilient corners of commercial real estate, and Anthony Scavo has built his entire business around it. As President and…
- Inside Affordable Housing's Biggest Tax Credit, With Bart Mitchell of The Community Builders · 54 min · Season 9 Episode 3Season 9, Episode 3: America is about 10 million homes short, and Bart Mitchell has spent more than three decades trying to close that gap. As President and CEO of The Community…
- Hines' Ray Lawler: 'Don't Pray For Cap Rate Compression' · 44 min · Season 9 Episode 2Season 9, Episode 2: How does Hines decide where to buy, build, and lend across one of the largest real estate platforms in the world?Today, we sit down with Ray Lawler, Head of…
- From Bankruptcy to Renaissance: Bedrock's $1B Plan for Detroit w/ Jared Fleisher · 53 min · Season 9 Episode 1Season 9, Episode 1: Can Detroit become America’s greatest urban comeback story?To kick off Season 9 of No Cap, we sit down with Jared Fleisher, CEO of Bedrock, to break down the…
- Where REITs and Private Real Estate Meet: Inside Cohen & Steers' $94B Strategy · 58 min · Season 8 Episode 6Season 8, Episode 6: Today, we sit down with Jim Corl, Executive Vice President and Head of Private Real Estate at Cohen & Steers, to break down the relationship between listed…
- Private Credit Pioneer: How Josh Zegen Built the Debt Frontier with Madison Realty Capital · 48 min · Season 8 Episode 5Season 8, Episode 5: How did Madison Realty Capital grow from a $10M fund into one of the most active private credit platforms in real estate?Today, we sit down with Josh Zegen…
- PGIM's Sharpshooter Approach to $60B in US Real Estate w/ Soultana Reigle · 49 min · Season 8 Episode 4Season 8, Episode 4: She oversees $60 billion in U.S. real estate equity, and she says the old playbook is done.Soultana Reigle is Managing Director and Head of US Equity at PGIM…
- Fernando De Leon on His Roots, His Rise, and Building a $3B Empire · 1 h 11 min · Season 8 Episode 3Season 8, Episode 3: How did Fernando De Leon go from translating legal disputes as a teenager on the US-Mexico border to building Leon Capital Group?Today, we sit down with…
- The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards · 47 min · Season 8 Episode 2Season 8, Episode 2: How does one of the nation’s largest real estate capital pools navigate a "real estate recession" while the rest of the economy stays hot? Today, we sit down…
- Presidium: Lessons from Managing 20,000 Units across Multiple Real Estate Cycles w/ John Griggs · 48 min · Season 8 Episode 1Season 8, Episode 1: How did two lawyers turn a handful of Arizona fourplexes into a vertically integrated real estate powerhouse with over 20,000 units renovated? Today, we sit…
- The Back Office is Dying with Henry AI's Sammy Greenwall · 40 min · Season 7 Episode 6Season 7, Episode 6: How did a former real estate analyst turn the pain of building pitch decks into one of CRE's fastest-growing AI companies?Today, we sit down with Sammy…
- Betting On Middle America w/ RREAF Holdings · 58 min · Season 7 Episode 5Season 7, Episode 5: How did RREAF Holdings grow into a $4.8B real estate platform across multifamily, hospitality, BTR, and master-planned communities? Today, we sit down with…
- Why This Distress Cycle Isn't the GFC w/ Värde Partners · 50 min · Season 7 Episode 4Season 7, Episode 4: How does a firm managing $17 billion navigate global real estate through high interest rates and a "hope-driven" market? Today, we sit down with Tim Mooney…
- How ACRE Turned Workforce Housing Into an Investment Grade Asset Class w/ Michael Van Der Poel · 47 min · Season 7 Episode 3Season 7, Episode 3: How did ACRE grow from a post-GFC workforce housing thesis into a global real estate investment firm? Today, we sit down with Michael Van Der Poel, Founding…
