Episode 1
KKR's Big Bet on Apartments, Banks Unload Troubled CRE Loans
July 22, 202446m 50s
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Show Notes
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