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Data Centers


Politics & Policy

+5

Nahla's Raleigh Play & a Data Center Kingpin's Exit

Jul 21, 2025

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11 min read

Nahla's Raleigh Play & a Data Center Kingpin's Exit

QTS-Blackstone culture clash, the Mamdani arb, plus, Postscript: Donald Soffer

Hiten Samtani
Hiten Samtani

Newmark

+6

Dons of Data Centers

Mar 31, 2025

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11 min read

Dons of Data Centers

Who's pulling the strings in this hot-hot-hot asset class?, plus: OZK's take-backsies

Hiten Samtani
Hiten Samtani

KKR

+12

Cushman's Bermuda Shuffle & Athene's Ascendancy

Mar 28, 2025

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9 min read

Cushman's Bermuda Shuffle & Athene's Ascendancy

Hobbled brokerage's M&A prep, Arbor's legal headaches compound & Related bytes

Hiten Samtani
Hiten Samtani

Signature Bank

+17

Math on Naftali's Megadeal & Perot Eyes Industrial Payday

Mar 26, 2025

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13 min read

Math on Naftali's Megadeal & Perot Eyes Industrial Payday

Dirty tales on Fifth, Newmark v. Eastdil, CoreWeave-Blackstone hiccups, $3B industrial spread shopped, plus: latest pod is live

Hiten Samtani
Hiten Samtani

Starwood

+17

Pulte's Purge & CMBS' Development Ambitions

Mar 21, 2025

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12 min read

Pulte's Purge & CMBS' Development Ambitions

Barnett's Chanel play, HFC capital calls, plus: smacking Fannie/Freddie around

Hiten Samtani
Hiten Samtani

CIM

+15

Fannie's Talking to the Right Crew & Multi Mega-Recap

Mar 5, 2025

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14 min read

Fannie's Talking to the Right Crew & Multi Mega-Recap

Whale of a time in BK, CIM's Salt Lake sizzle & a teacher tantrum in Midtown

Hiten Samtani
Hiten Samtani

Brokerage

+9

Eastdil Eyes Suitors & Fortress Goes Full Paulie

Feb 28, 2025

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13 min read

Eastdil Eyes Suitors & Fortress Goes Full Paulie

Apollo's Zuck quest, Cohen looks to settle & a storied brokerage's new appetites, plus: Dadbod diaries

Hiten Samtani
Hiten Samtani

Traveling HFCs

+5

Inside Texas' Vanishing Property Tax Rolls & Dimon's Byte-Sized Delights

Jan 24, 2025

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15 min read

Inside Texas' Vanishing Property Tax Rolls & Dimon's Byte-Sized Delights

Which sponsors went ham on Traveling HFCs, JPM's $2B+ Blue Owl bet & Sarver's office empire on the cheap

Hiten Samtani
Hiten Samtani

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