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CRE Distress


Agency Lending

+3

The Influencer, the Refi, and the Rapid-Fire Default

Nov 24, 2025

•

13 min read

The Influencer, the Refi, and the Rapid-Fire Default

Diving deep into Arbor's Jarek Tadla loan, $136K/key! in SF, plus: CRE album covers

Hiten Samtani
Edward Bond
Hiten Samtani, +1

Gary Barnett

+3

Blue Owl Doesn't Give a Hoot & Great Neck Strivers Flip Out

Nov 21, 2025

•

11 min read

Blue Owl Doesn't Give a Hoot & Great Neck Strivers Flip Out

If we're screwed, so is everyone else: Lipschultz, Sonder's mercy killing, plus: sudden void at Miami's toniest tower

Hiten Samtani
Hiten Samtani

Rialto

+6

Large Loan Verrone Time & Barnett's Philly Special
LockSimple

Nov 19, 2025

•

10 min read

Large Loan Verrone Time & Barnett's Philly Special

Inside Sonder's mercy killing, Sevenstone cleared (with strings?) by Fannie, plus: Extell mezzin' around

Hiten Samtani
Hiten Samtani

Blackstone

+3

Sonder Folds & Data Center Shady SASBs

Nov 10, 2025

•

14 min read

Sonder Folds & Data Center Shady SASBs

Flagstar ready to rock, Marriott nukes proptech darling, plus: A credit investor sounds the alarm

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+6

Pied Piper of Monsey & A Record Fannie Loan

Nov 3, 2025

•

11 min read

Pied Piper of Monsey & A Record Fannie Loan

The Moshe Silber story, Stuy Town mega refi, plus: pvt. lenders ramp up

Hiten Samtani
Hiten Samtani

NYC Office

+3

Sizzling Sakhais & Douglaston's Meaty Prize

Oct 27, 2025

•

12 min read

Sizzling Sakhais & Douglaston's Meaty Prize

Persian bigwigs corner lender-driven sales market, Gansevoort RFP winner, plus: Blackstone cub strikes

Hiten Samtani
Hiten Samtani

Related Companies

+6

Banco Down to Brawl & The Developer Wears Prada
LockSimple

Oct 15, 2025

•

12 min read

Banco Down to Brawl & The Developer Wears Prada

Santander is taking sponsors to the mat – what gives?

Hiten Samtani
Hiten Samtani

Brookfield

+8

660 Reasons to Smile

Oct 10, 2025

•

13 min read

660 Reasons to Smile

Zhang Xin's CRE reset, Nahla nuggs, plus: Silber gets Lyndy

Hiten Samtani
Hiten Samtani

Billionaires

+5

C-PACE Shows Fangs & the Short King of Data Centers

Oct 8, 2025

•

12 min read

C-PACE Shows Fangs & the Short King of Data Centers

Tracking the SF multi bloodbath, Fannie guts desk, plus: How to drop a son in 12 words

Hiten Samtani
Hiten Samtani

Brookfield

+5

Caveat Office-Resi Lender & Roosevelt Masala

Oct 6, 2025

•

12 min read

Caveat Office-Resi Lender & Roosevelt Masala

plus: Larry & Elon walk into a data center

Hiten Samtani
Hiten Samtani

Aby Rosen

+7

Finding the 1/1 Buyer & the Insurance Money Machine

Oct 3, 2025

•

12 min read

Finding the 1/1 Buyer & the Insurance Money Machine

The real reason One River stalled, the LifeCo lending age, plus: Mumbai's Billionaires' Row

Hiten Samtani
Hiten Samtani

Durst

+4

601W Gets Dursty & RBC's SF Woes Mount

Sep 29, 2025

•

8 min read

601W Gets Dursty & RBC's SF Woes Mount

Another big Veritas default, Dallas hits HFCs, plus: founding membership now open

Hiten Samtani
Hiten Samtani

NYC Office

+4

RXR's Feeapalooza & Sobrato's SV Sizzle

Sep 26, 2025

•

12 min read

RXR's Feeapalooza & Sobrato's SV Sizzle

Gemini GP economics, premium pricing deets, One BH mystery grows, plus: John Dewberry, your humble servant

Hiten Samtani
Hiten Samtani

CIM

+6

Tupac Vs Biggie & Traveling HFCs Bite Back

Sep 10, 2025

•

12 min read

Tupac Vs Biggie & Traveling HFCs Bite Back

Ares-Ross love affair, Blau's Mamdani Mayday, plus: Beny, Vladdy & Jony go to Beverly Hills

Hiten Samtani
Hiten Samtani

Development

+2

Juked Appraisals & Dirty Gold

Sep 5, 2025

•

11 min read

Juked Appraisals & Dirty Gold

Baltimore's hard-money problem, a 15X return, plus: who really needs reserves?

Hiten Samtani
Hiten Samtani

Greystone

+4

Mormon Money & Cayre's Tonic

Sep 3, 2025

•

12 min read

Mormon Money & Cayre's Tonic

Norges strikes, OZK ouster, Cardone waterfalls, plus: clouds clear at Greystone

Hiten Samtani
Hiten Samtani

CIM

+6

Tessler Tapes & Drillman's Sweet 16

Aug 27, 2025

•

13 min read

Tessler Tapes & Drillman's Sweet 16

Soho House postgame, 172 Madison blow-by-blow, plus: SNFing out a sale

Hiten Samtani
Hiten Samtani

Obituaries

+2

Big LPs Bristle & Mirage's Debt Makeover

Aug 25, 2025

•

13 min read

Big LPs Bristle & Mirage's Debt Makeover

RIP Jesse Terry, DTLA deal collapse, VNO shops, plus: Introducing The Mortgage Scoop

Hiten Samtani
Hiten Samtani

SL Green

+6

Through the Cardone Looking Glass

Aug 22, 2025

•

12 min read

Through the Cardone Looking Glass

Werner takes Taconic/Nuveen joint, Hernandez's pvt. credit experiment, more tranche warfare, plus: NYC's leasing czar out

Hiten Samtani
Hiten Samtani

Brokerage

+9

The Shvo Story & Tavros Takes the Seaport

Aug 20, 2025

•

12 min read

The Shvo Story & Tavros Takes the Seaport

CBRE's small-deal feast, German shepherds, plus: How Pimco-Blue Owl won private credit’s biggest prize

Hiten Samtani
Hiten Samtani

Capstone

+7

Prime Piece of Park Ave. in Play & a Record on Rodeo

Aug 8, 2025

•

14 min read

Prime Piece of Park Ave. in Play & a Record on Rodeo

Shvo comes at BVK, Pimco wins Meta financing contest, plus: Capstone's closing spree

Hiten Samtani
Hiten Samtani

Cortland

+10

Inside the Cortland-Elme Megadeal & Hines-Rialto Pounces

Aug 4, 2025

•

11 min read

Inside the Cortland-Elme Megadeal & Hines-Rialto Pounces

B'more hotshot's bankruptcy, breaking down the monster M&A, plus: Cushy digs

Hiten Samtani
Hiten Samtani

Related Companies

+8

De-Risking a Megadeal & LePatner's Legacy

Jul 30, 2025

•

12 min read

De-Risking a Megadeal & LePatner's Legacy

Merchants of menace, the 180 Water mystery, plus: Sod-Nussbaum fight continues

Hiten Samtani
Hiten Samtani

Politics & Policy

+14

Cohen's Price is Right & Related's De-risking Mastery

Jul 2, 2025

•

14 min read

Cohen's Price is Right & Related's De-risking Mastery

Newsom guts Nimby weapon, LVMH-Kering corner crews, plus: Carlyle takes the stairs

Hiten Samtani
Hiten Samtani

Fortress

+7

S2's New War Chest & Houston's Big Oil Burden

Jun 30, 2025

•

12 min read

S2's New War Chest & Houston's Big Oil Burden

Fortress' deadline woes, NY bigwigs casino jockeying, plus: CRE's M&A frenzy, explained

Hiten Samtani
Hiten Samtani
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