Politics & Policy

Billion-Dollar Bayby & Dial Tress for Distress

Jan 14, 2026

•

12 min read

Billion-Dollar Bayby & Dial Tress for Distress

Zohar Levy speaks, yet another Genesis twist, Hong Kong cashes out in SF, plus: saucy deal in Meatpacking

Hiten Samtani

Politics & Policy

+10

The Man Who Would Be King & Freddie Walks Carlyle Home

Jan 5, 2026

•

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

•

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

•

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

Politics & Policy

The Man Who Broke CRE Finance & Satmar Pezzonovante Speaks

Dec 1, 2025

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11 min read

The Man Who Broke CRE Finance & Satmar Pezzonovante Speaks

RealtyMogul's whimpery reboot, syndicator storytelling, plus: Betesh bulks up

Hiten Samtani

Hines

Nov 5, 2025

•

14 min read

Ares Comes in Second & Mamdani Postgame

Toby's time has come, CBRE's M&A flex, plus: Blackstone cubs pounce

Hiten Samtani

Politics & Policy

Oct 31, 2025

•

15 min read

In BREIT We (DS) Trust & Achtung Aby

How heavy can the Chetrit case get? Fugazi first positions, Gaw taps out, plus: bad actor rundown

Hiten Samtani

Politics & Policy

Rithm is Gonna Get You & Toll Taps Out of Multifamily

Sep 19, 2025

•

11 min read

Rithm is Gonna Get You & Toll Taps Out of Multifamily

Paramount takeover, BREIT's new boss, One Beverly Hills, plus: Ross takes his talents to West Palm Beach

Hiten Samtani

Politics & Policy

UDR’s Mamdani Antidote & the Double Schlimazel

Aug 13, 2025

•

10 min read

UDR’s Mamdani Antidote & the Double Schlimazel

Flow-Chetrit Miami River deets, talking tycoons, plus: the unluckiest of Nussbaum alum

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

Politics & Policy

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

Jul 21, 2025

•

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

Politics & Policy

Cain's CRE Playbook & A Phantom Megaproject

Jul 14, 2025

•

11 min read

Cain's CRE Playbook & A Phantom Megaproject

The Brit solicitor shaking up US CRE, Elliott's NPL play, plus: Adams hangs out with the CRE boys at night

Hiten Samtani

Politics & Policy

BlackRock’s Theory of Everything & Related Reels in Riyadh

Jul 9, 2025

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11 min read

BlackRock’s Theory of Everything & Related Reels in Riyadh

OZ cheat sheet, Hyatt's FWB & a private-credit comeback quest

Hiten Samtani, +1

Politics & Policy

+14

Cohen's Price is Right & Related's De-risking Mastery

Jul 2, 2025

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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

Politics & Policy

CRE's Mamdani Triage & FBI Comes at Syndicator

Jun 27, 2025

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13 min read

CRE's Mamdani Triage & FBI Comes at Syndicator

Benefit pulls out of Mack hotel buy, Rise48's BiggerPockets fracas, plus: Herzka's got jokes

Hiten Samtani

Politics & Policy

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

Politics & Policy

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

Newmark

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

May 19, 2025

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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

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

Floating Rate Reaper

+12

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

Politics & Policy

Greystone Loses Fannie Favor & the Other Donald

Apr 21, 2025

•

8 min read

Greystone Loses Fannie Favor & the Other Donald

CMBS' Jungian restart, Bren's one-man HOA & more agency agita

Hiten Samtani

Politics & Policy

Newbond's Hotel Moonshot & Carlito Gets His Way

Apr 18, 2025

•

10 min read

Newbond's Hotel Moonshot & Carlito Gets His Way

NYC rent-stabanomics, Icahn growls at Rialto, plus: top MF landlords

Hiten Samtani

Starwood

Tariffs Body Check CMBS & Fairstead's Rumble in the Jungle

Apr 11, 2025

•

10 min read

Tariffs Body Check CMBS & Fairstead's Rumble in the Jungle

Blackstone joins Dallas Buyers Club, Paramount's etch-a-sketch, plus: industrial's splitscreen pricing

Hiten Samtani

+13

CrowdStrike Mogul Strikes & the Daddy of Billionaires' Row

Apr 9, 2025

•

9 min read

CrowdStrike Mogul Strikes & the Daddy of Billionaires' Row

Fannie staffers walk the plank, Deconstructing Barnett's HoF deals, plus: an insider's guide to CRE media

Hiten Samtani

Politics & Policy

Billion-Dollar Bayby & Dial Tress for Distress

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 Man Who Broke CRE Finance & Satmar Pezzonovante Speaks

Ares Comes in Second & Mamdani Postgame

In BREIT We (DS) Trust & Achtung Aby

Rithm is Gonna Get You & Toll Taps Out of Multifamily

UDR’s Mamdani Antidote & the Double Schlimazel

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

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

Cain's CRE Playbook & A Phantom Megaproject

BlackRock’s Theory of Everything & Related Reels in Riyadh

Cohen's Price is Right & Related's De-risking Mastery

CRE's Mamdani Triage & FBI Comes at Syndicator

HFC Post-Mortem & Nuveen's American Nightmare

NYC Rentopoly & A Dealmacher's Grand Larceny Charge

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

The Texas Chainsaw Massacre & Schwartz's Puretz Playbook

Adam Neumann, touched by God

Greystone Loses Fannie Favor & the Other Donald

Newbond's Hotel Moonshot & Carlito Gets His Way

Tariffs Body Check CMBS & Fairstead's Rumble in the Jungle

CrowdStrike Mogul Strikes & the Daddy of Billionaires' Row

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