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CRE Distress


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

Agency Lending

+10

Drillman's Great Escape & The Magnificent (Chapter) Seven

Jun 18, 2025

•

12 min read

Drillman's Great Escape & The Magnificent (Chapter) Seven

AUM gobbling explained, Meridian's loan for Schron, Barry's band of brothers, plus: bedlam in Baltimore

Hiten Samtani
Hiten Samtani

Syndicators

+5

Warehouse Lender Lifelines & CRE's M&A Consiglieres

Jun 16, 2025

•

9 min read

Warehouse Lender Lifelines & CRE's M&A Consiglieres

Kering-LVMH empires of brick, quasi CRE CLO takeouts, plus: the middlemen making it rain

Hiten Samtani
Hiten Samtani

Adam Neumann

+5

A Brooklyn Development Odyssey & Flow's Rescue Pref

Jun 13, 2025

•

12 min read

A Brooklyn Development Odyssey & Flow's Rescue Pref

25 Kent's twists & titans, miracle on the Hudson, Cortland finally closes, plus: why Caruso lost

Hiten Samtani
Hiten Samtani

Starwood

+10

Syndicator Lending Safari & a Skyscraper Capstack Breakdown

Jun 11, 2025

•

11 min read

Syndicator Lending Safari & a Skyscraper Capstack Breakdown

Benefit Street's no-BS guided tour, Sixth Street takes L+M bite, Uncle Sam's eviction moratorium reckoning, plus: how nail polish funded a tower

Hiten Samtani
Hiten Samtani

Starwood

+12

Syndicator Extremes & a Kushy EB-5 Triumph

Jun 6, 2025

•

12 min read

Syndicator Extremes & a Kushy EB-5 Triumph

Brookfield gives & it takes, Tides lads' personal tabs cross $50M, plus: Dems ask Pulte to chill

Hiten Samtani
Hiten Samtani

Tyko

+6

Elliott Backing RXR Megadeal & Shvo Business in Miami Beach

Jun 4, 2025

•

13 min read

Elliott Backing RXR Megadeal & Shvo Business in Miami Beach

Edgy hedgie's billion-dollar bet, Raleigh recap chatter, deconstructing data centers, plus: run Rudin run

Hiten Samtani
Hiten Samtani

Politics & Policy

+8

HFC Post-Mortem & Nuveen's American Nightmare

May 30, 2025

•

13 min read

HFC Post-Mortem & Nuveen's American Nightmare

Capital markets gobsmacked by Texas law, Ghermezian muni mania, plus: Pinnacle blames floating-rate reaper

Hiten Samtani
Hiten Samtani

Donald Trump

+10

Men with Deep Pockets & RealPage's Federal Lifeline

May 28, 2025

•

14 min read

Men with Deep Pockets & RealPage's Federal Lifeline

Banyan plants roots in Schwartzlandia, a dream Fannie/Freddie scenario, plus: the mother of all tax loopholes

Hiten Samtani
Hiten Samtani

Politics & Policy

+9

NYC Rentopoly & A Dealmacher's Grand Larceny Charge

May 23, 2025

•

13 min read

NYC Rentopoly & A Dealmacher's Grand Larceny Charge

Short kings come for Bank OZK, Nussbaum's crim case, plus: what's a rent-stabilized landlord to do?

Hiten Samtani
Hiten Samtani

Bill Pulte

+15

The Texas Chainsaw Massacre & Schwartz's Puretz Playbook

May 16, 2025

•

14 min read

The Texas Chainsaw Massacre & Schwartz's Puretz Playbook

Traveling HFCs torpedoed, Freddie & Benefit Street axings, plus: a scammer finds a conscience

Hiten Samtani
Hiten Samtani

Starwood

+13

Tides Lads' Judgment Day & Caisse Bails on SF Multi

May 12, 2025

•

11 min read

Tides Lads' Judgment Day & Caisse Bails on SF Multi

When PGs actually matter, PCCP's splashy Bay Area buy & tariff détente

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+15

Inside the Debt Fund Game & Underwater Rescues

May 7, 2025

•

13 min read

Inside the Debt Fund Game & Underwater Rescues

Eliasaf's LTV learnings, Brookfield wants your pain, plus: Mamrout Bros. save Berman FiDi project

Hiten Samtani
Hiten Samtani

Jona Rechnitz

+10

Rechnitz’s Righteous Gemstones & RFR's One-Click Salvation

May 2, 2025

•

13 min read

Rechnitz’s Righteous Gemstones & RFR's One-Click Salvation

Amazon's Abynomics, Ackerman exits Greystone & Brookfield loses megacomplex

Hiten Samtani
Hiten Samtani
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