Multifamily

Scott Everett

S2’s Reit Reckoning & Transamerica's Prussian War

May 6, 2026

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6 min read

S2’s Reit Reckoning & Transamerica's Prussian War

"Equity investors should expect a full loss of capital."

Hiten Samtani

Lenders

Billionaire-Senator Brawls & SF's Rentopoly Ricochet

May 4, 2026

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5 min read

Billionaire-Senator Brawls & SF's Rentopoly Ricochet

Anadu out at Vistria, tracking the big distressed RS packages, plus: swag store is live!

Hiten Samtani

Politics & Policy

Multi's Marriage of Convenience & A Phantom Megaproject

May 1, 2026

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6 min read

Multi's Marriage of Convenience & A Phantom Megaproject

Aman's dirty laundry, EQR-AVB chatter, Vornado goes fishing, plus: KG dunks on Zohran

Hiten Samtani

Multifamily

Apr 10, 2026

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15 min read

Door Barons & The Full Monty

America's biggest apartment owners, Rabsky's bitachon bonanza, 401 (k) CVs, plus: Let them eat Swiss Madrisa

Hiten Samtani

Chuny Herzka

Apr 1, 2026

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12 min read

Multifamily on Hard Mode

A blueprint for the modern institutional firm in the AUM Gobbling era

Hiten Samtani

Brokerage

Diary of a Multifamily Insider & Goodman's Big Boy Job

Feb 18, 2026

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13 min read

Diary of a Multifamily Insider & Goodman's Big Boy Job

Spilling the real tea on distress & rent growth, Arbor snags fmr. Meridian prez, plus: another Guttman deal

Hiten Samtani, +1

Brookfield

Multi's New Kings of Prussia & the Skyscraper Shopping Dream Team

Feb 11, 2026

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11 min read

Multi's New Kings of Prussia & the Skyscraper Shopping Dream Team

Skydell/Werner NBA Jam and Mitch Morgan splits the crown

Hiten Samtani

Syndicators

Carlyle's Box-to-Box Playbook & Syndicator Forensics

Feb 2, 2026

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18 min read

Carlyle's Box-to-Box Playbook & Syndicator Forensics

Tie Lasater's defaulted lines, plus: inside the StorageMart whopper

Hiten Samtani, +1

Floating Rate Reaper

Ziel Feldman's Next Act & S2's Capital Call

Jan 23, 2026

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14 min read

Ziel Feldman's Next Act & S2's Capital Call

HFZ boss zags, who is Respark?, plus: a syndicator's private REIT raise

Hiten Samtani

Joel Landau

The Quiet Partner Behind a Chicago Megadeal

Jan 21, 2026

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12 min read

The Quiet Partner Behind a Chicago Megadeal

SNFing out distress, who is Respark?, plus: Eastdil takes M&A crown

Hiten Samtani

Starwood

Jan 18, 2026

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16 min read

The Alan Stalcup Interview

Our conversation w/ Patient Zero of the Sunbelt syndicator bust

Hiten Samtani

Floating Rate Reaper

Live from New York, it's Bankruptcy Night!

Jan 16, 2026

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13 min read

Live from New York, it's Bankruptcy Night!

CREFC closing bell, Goldman seizes the set, Jungreis' Pinnacle run, plus: CBRE rainmakers out

Hiten Samtani

Syndicators

Stalcup's SEC Probe & a Glitch in the Morse Code

Jan 9, 2026

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15 min read

Stalcup's SEC Probe & a Glitch in the Morse Code

Walker axes dealmakers, stadium arcadium, plus: O brother, where art thou?

Hiten Samtani

Politics & Policy

+10

The Man Who Would Be King & Freddie Walks Carlyle Home

Jan 5, 2026

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14 min read

The Man Who Would Be King & Freddie Walks Carlyle Home

Healthcare hock, an $88K/door NYC flyer, half-billy mom-n-pop, plus: Nussbaum 155

Hiten Samtani

Politics & Policy

CRE's LinkedIn Lunatics & Deconstructing A Syndicator Pitch

Dec 15, 2025

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12 min read

CRE's LinkedIn Lunatics & Deconstructing A Syndicator Pitch

Inside the thinkboi epidemic, Kestenbaums to lose massive site, Nussbaum files annotated, plus: deciphering Nityanomics

Hiten Samtani

Politics & Policy

Landau Fails SNF Test & the Nussbaum/Steiner Escrow Trail

Dec 12, 2025

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17 min read

Landau Fails SNF Test & the Nussbaum/Steiner Escrow Trail

Sod-off shotgun, sub-rehab fallout, plus: the church's CRE redemption

Hiten Samtani

Politics & Policy

Dec 10, 2025

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12 min read

A Sub-Rehab Shonda & License to Shill

The lawsuit that has NY's multi machers spooked, starchitects & Swedish whales, plus: Landau lands the loan

Hiten Samtani

Agency Lending

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

Nov 24, 2025

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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, +1

CIM

White-Collar Crackdown & SLG Playbook Pt. II

Oct 20, 2025

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12 min read

White-Collar Crackdown & SLG Playbook Pt. II

Yachts ≠ supertalls, capital punishment, carried-interest altruism, plus: Spotted at Ben-Gurion

Hiten Samtani

Billionaires

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

Oct 8, 2025

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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

Durst

Sep 29, 2025

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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

Signature Bank

Apollo's Special Purpose & Santander Gets Heavy

Sep 22, 2025

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10 min read

Apollo's Special Purpose & Santander Gets Heavy

Macklowe unfurls, resi M&A mania, plus: The Promote Insider is coming

Hiten Samtani

SL Green

Aug 22, 2025

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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

Brokerage

The Shvo Story & Tavros Takes the Seaport

Aug 20, 2025

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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

Politics & Policy

Flow's Miami River Play & Ready Capital's Whale

Aug 11, 2025

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11 min read

Flow's Miami River Play & Ready Capital's Whale

Neumann's Gabay collab, Greystar DoJ settlement, plus: Traveling HFCs update

Hiten Samtani

Multifamily

S2’s Reit Reckoning & Transamerica's Prussian War

Billionaire-Senator Brawls & SF's Rentopoly Ricochet

Multi's Marriage of Convenience & A Phantom Megaproject

Door Barons & The Full Monty

Multifamily on Hard Mode

Diary of a Multifamily Insider & Goodman's Big Boy Job

Multi's New Kings of Prussia & the Skyscraper Shopping Dream Team

Carlyle's Box-to-Box Playbook & Syndicator Forensics

Ziel Feldman's Next Act & S2's Capital Call

The Quiet Partner Behind a Chicago Megadeal

The Alan Stalcup Interview

Live from New York, it's Bankruptcy Night!

Stalcup's SEC Probe & a Glitch in the Morse Code

The Man Who Would Be King & Freddie Walks Carlyle Home

CRE's LinkedIn Lunatics & Deconstructing A Syndicator Pitch

Landau Fails SNF Test & the Nussbaum/Steiner Escrow Trail

A Sub-Rehab Shonda & License to Shill

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

White-Collar Crackdown & SLG Playbook Pt. II

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

601W Gets Dursty & RBC's SF Woes Mount

Apollo's Special Purpose & Santander Gets Heavy

Through the Cardone Looking Glass

The Shvo Story & Tavros Takes the Seaport

Flow's Miami River Play & Ready Capital's Whale

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