Yitzchak Tessler
+6
Sep 8, 2025
•
9 min read
IPO yields quickie 30% return, could it be JVP?, plus: punching Pulte
Extell Development
+4
Jun 9, 2025
10 min read
REDeal vs CREFC, Extell's city-shaping play & a $2B single-malt tower
Hiten Samtani
+13
Apr 9, 2025
Fannie staffers walk the plank, Deconstructing Barnett's HoF deals, plus: an insider's guide to CRE media
Signature Bank
+17
Mar 26, 2025
13 min read
Dirty tales on Fifth, Newmark v. Eastdil, CoreWeave-Blackstone hiccups, $3B industrial spread shopped, plus: latest pod is live
Newmark
+16
Mar 24, 2025
11 min read
Naftali strikes, Syndicator slammer time, Extell takes the Fifth, plus: To be a Tahari
Starwood
Mar 21, 2025
12 min read
Barnett's Chanel play, HFC capital calls, plus: smacking Fannie/Freddie around
+15
Mar 14, 2025
Puretz's prisoner's dilemma, repo lines & how to put together a billion-dollar capstack
Politics & Policy
+5
Mar 3, 2025
Office landlord DOGEball, security blanket for construction loan & a new breed of single-malt tenant
Jan 27, 2025
Spitzer looks to sell, Soloviev's Solow act & Starwood's stunt, plus: Swire tires in Brickell
Aby Rosen
+9
Nov 18, 2024
14 min read
Big banks ready to roar, NYC's families trim kingdoms & the CRE overexposure tracker
Tyko
Oct 23, 2024
Prudence in the prairies, Flatiron gets funded & a new regional short, plus: Barnett's baaack
