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Office Doom Loop


Newmark

+8

Flow's Pref Side Quest & A Traveling HFC Hail Mary

May 19, 2025

•

13 min read

Flow's Pref Side Quest & A Traveling HFC Hail Mary

Howie out, Sush's recap push, plus: never call office REITs boring again

Hiten Samtani
Hiten Samtani

Signature Bank

+20

Unauthorized Guide to CRE's Power Rankings & Chrysler Back in Play

May 14, 2025

•

14 min read

Unauthorized Guide to CRE's Power Rankings & Chrysler Back in Play

Supertall structural corruption, Cooper Union shops Art Deco icon, plus: Uncut gems, CRE edition

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

Floating Rate Reaper

+12

Adam Neumann, touched by God

Apr 25, 2025

•

12 min read

Adam Neumann, touched by God

Mexican multi machers land in Midtown, Sutton pursued over PGs, plus: a record secondaries war chest

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+13

Heat on Chetrit & HUD in the Mud

Mar 7, 2025

•

10 min read

Heat on Chetrit & HUD in the Mud

SY of relief, Banks most exposed to CRE & a dynasty on the ropes

Hiten Samtani
Hiten Samtani

Brokerage

+12

Meridian's NYCB Burden & a Capstack for the Ages

Feb 24, 2025

•

15 min read

Meridian's NYCB Burden & a Capstack for the Ages

RFR's recap rabbit, Apollo's AUM gobbling, and One Beverly's epic quest, plus: can skyscraper sales be a boutique game?

Hiten Samtani
Hiten Samtani

Fortress

+8

An Ofer He Can't Refuse and the Private Credit Bazaar

Feb 10, 2025

•

14 min read

An Ofer He Can't Refuse and the Private Credit Bazaar

Billionaire takes bite of FiDi, Apollo's marketplace mantra & a PIMCO exodus

Hiten Samtani
Hunter Hopcroft
Hiten Samtani, +1

Newmark

+12

Aby's Korean Drama & Sotheby's CRE Playbook

Feb 3, 2025

•

12 min read

Aby's Korean Drama & Sotheby's CRE Playbook

Deconstructing multifamily rent growth, revenge of the mezz, plus: CBRE's Philly special

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+13

Steiner's Bond Burden & Blackstone's Bottomless Brunch

Jan 31, 2025

•

12 min read

Steiner's Bond Burden & Blackstone's Bottomless Brunch

CMBS grapples w/ mess investor left behind, curtains for Aby at Chrysler, plus: NMHC highlights

Hiten Samtani
Hiten Samtani

Newmark

+15

BH3 Strikes in Brooklyn & Eastdil Marches to Top

Jan 29, 2025

•

12 min read

BH3 Strikes in Brooklyn & Eastdil Marches to Top

Silber's skyfall, inside a hairy note purchase, CRE CLOs sad, plus: the I-sales scorecard

Hiten Samtani
Hiten Samtani

Politics & Policy

+9

Life After RealPage & In Jamie We Trust

Jan 8, 2025

•

11 min read

Life After RealPage & In Jamie We Trust

Big landlords must regroup after antitrust bombshell, JPMorgan's office boon, plus: Pretty Boy goes glatt

Hiten Samtani
Hiten Samtani

Donald Trump

+11

Essex Crossing Underwater & Single-Malt Buildings

Dec 20, 2024

•

12 min read

Essex Crossing Underwater & Single-Malt Buildings

Kibitzing w/ Kushner, Deutsche's deed-in-lieu, plus: Inside Puretz's sentencing

Hiten Samtani
Hiten Samtani

Newmark

+8

Blackstone's Muni Moolah & High Noon at Helmsley

Dec 4, 2024

•

11 min read

Blackstone's Muni Moolah & High Noon at Helmsley

UBS sleepless in Seattle, WeWork's Amazon collab & RXR's trophy trials

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+8

Nightingale's Federal Music & RXR's Kodak Moment

Nov 27, 2024

•

11 min read

Nightingale's Federal Music & RXR's Kodak Moment

Remembering Neil Shekhter, LNR comes at AmTrust & DoJ sorts Schwartz

Hiten Samtani
Hiten Samtani

Tyko

+13

Defaulter Circle of Life & America's Most Valuable Skyscrapers

Nov 22, 2024

•

12 min read

Defaulter Circle of Life & America's Most Valuable Skyscrapers

Savanna guns to buy its own NPL, One Vandy's triumph & Tyko's funding frenzy

Hiten Samtani
Hiten Samtani

Aby Rosen

+9

Dynastic Disturbance & Witkoff's Moment

Nov 18, 2024

•

14 min read

Dynastic Disturbance & Witkoff's Moment

Big banks ready to roar, NYC's families trim kingdoms & the CRE overexposure tracker

Hiten Samtani
Hiten Samtani

Newmark

+11

S2's Escape Hatch & Big 4 Broker Talk

Nov 11, 2024

•

13 min read

S2's Escape Hatch & Big 4 Broker Talk

Behind the scenes on a syndicator private REIT, Q Series mania, plus: Fortress' rough stuff

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+7

Trump's CRE Doctrine & Chicago's mega-foreclosure fight

Nov 6, 2024

•

13 min read

Trump's CRE Doctrine & Chicago's mega-foreclosure fight

Privatizing Fannie/Freddie & bossing the Fed, MF pricing power shift, plus: an Ofer he couldn't refuse

Hiten Samtani
Hiten Samtani

Politics & Policy

+12

Freddie's Syndicator Slap & Cooper Union's Ground Game

Nov 1, 2024

•

10 min read

Freddie's Syndicator Slap & Cooper Union's Ground Game

Agency puts kibosh on traveling HFCs, major office REIT on life support, Kushnernomics, plus: Nightingale's latest

Hiten Samtani
Hiten Samtani

Politics & Policy

+11

Trauma Bonding, Amazon Cometh & Office-Resi Reach Pricing

Oct 30, 2024

•

13 min read

Trauma Bonding, Amazon Cometh & Office-Resi Reach Pricing

AAA contagion, RealPage banned in Philly, plus: Vanbarton wants $900K/unit

Hiten Samtani
Hiten Samtani

Starwood

+9

Multi Nipponomics & Shvo Parliamentary Pull-Ups

Oct 4, 2024

•

12 min read

Multi Nipponomics & Shvo Parliamentary Pull-Ups

Daiwa's platform bet, BVK schadenfreude & billionaire boom loops, plus: Mustang Barry scores

Hiten Samtani
Hiten Samtani

Floating Rate Reaper

+11

Many Saints of Newark & Manhattan Strikes Back

Oct 2, 2024

•

13 min read

Many Saints of Newark & Manhattan Strikes Back

Pacaso's fractional fakakta, Cayre's capital pains & Bridgewater's big-city debut

Hiten Samtani
Hiten Samtani

Office Doom Loop

+8

Lads of Lakewood & Fundraising Spin Doctors

Sep 13, 2024

•

13 min read

Lads of Lakewood & Fundraising Spin Doctors

$2B+ triumphs/tragedies, sorry soundstages & RFR's lifeline

Hiten Samtani
Hiten Samtani

Politics & Policy

+6

Starwood Surrenders, Capital Hikes Clemency & RealPage Rentopoly

Sep 11, 2024

•

12 min read

Starwood Surrenders, Capital Hikes Clemency & RealPage Rentopoly

Kassirer's royal rumble, fear & loathing in El Segundo, plus: a Zell 9/11 tale

Hiten Samtani
Hiten Samtani

Politics & Policy

+8

Sol Asylum & The Rebbe's Reprimand

Sep 4, 2024

•

12 min read

Sol Asylum & The Rebbe's Reprimand

Fractured multibillion-dollar RE dynasty, holy pricing ceilings & TASE wipeouts

Hiten Samtani
Hiten Samtani
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