Shows
The Promote PodcastJPM's Roosevelt Run & Cortland's PE CourtshipThis week, we discuss JPMorgan's age of empires, its play for the Roosevelt Hotel as part of a potentially 7 million square foot campus in the heart of New York. We dive into why 2 multifamily giants, Cortland and Bell Partners, are shopping for suitors and explore the capital landscape for large apartment owners. Finally, we do a quick-and-dirty breakdown of the Starwood-Fundamental $2.2B deal, and why a NNN lease isn't always mailbox money.Sponsor: This episode is sponsored by Vesto, which gives CRE players a single, clear point of access for all their bank accounts. Go to vesto...2025-07-2332 minThe Promote PodcastAttack of the Nepo Babies & A Manhattan Skyscraper HeistThis week, we discuss the great changing of the guard at real estate dynasties – the 2nd and 3rd gens are taking the helm of some of the industry's most prominent families and are doing their best to position themselves as serious people. We then head west for some California love – CEQA, the environmental law that was turned into a tool to torpedo new developments, has been gutted. And finally, we chronicle the taking of 625 Madison Ave, an office tower that became a battleground for some of New York's biggest titans, from Ben Ashkenazy to Related.Sponsor: This epis...2025-07-1634 minThe Promote PodcastMamdani Fear Factor & Hyatt's Friends with BenefitsWe break down CRE's fear & loathing stemming from Zohran Mamdani’s improbable win in the New York City mayoral primary. Players have pulled the plug on deals and are devising a "retreat & resist" strategy. We then dive into the mechanics of a particularly juicy offshore hotel transaction – Hyatt is selling Playa Properties in a $2 billion asset-light megadeal. And finally, we head back to New York: a coveted casino license is up for grabs, and developers are doing whatever they can to score it. Favors:1) Write us a review: On Apple, Spotify, or wherever you get your pods...2025-07-0927 min
You're The Voice | by Efrat FenigsonEp. 83: Marty Bent - Freedom Tech vs. The StateMy guest today is Marty Bent, a writer, investor, and one of the most influential voices in the Bitcoin media ecosystem. As the founder of the popular podcast and newsletter TFTC (Truth for the Commoner) and managing partner at Ten31, a venture firm investing exclusively in Bitcoin infrastructure, Marty has helped shape the conversation around Bitcoin’s future for nearly a decade. In this episode, Marty walks us through his journey from unemployed blogger to leading Bitcoin commentator and how he's leveraging AI to scale his media output across platforms. We explore the impact of open protocols like Nostr, th...2025-07-041h 00The Promote PodcastCarlyle Takes the Stairs, Drillman's Great Escape & the LVMH-Kering WarThis week, we dive into Carlyle's attempt to stitch together an empire of Brooklyn walk-ups and how it illustrates the REPE giant's playbook. We then examine mortgage fraudster Barry Drillman's get-out-of-jail-free card, a feat of game theory and cooperation with the feds. We hit the real estate battlefields in the war between luxury leaders LVMH and Kering, looking at their race to snap up the world's most coveted corners (and hotel chains). Finally, we head north to the TSX to riff on Meyer Orbach & Josh Gotlib's attempt to IPO a prime Manhattan residential portfolio. Favors:1) Leave...2025-07-0230 min
Bitcoin AudibleRead_888 - The Cypherpunk Banking Stack is ComingThe future of banking and payments will be run on old laptops and built by rebels. But really. As inspiration from Callebtc's announcement of successful multinut payments, Marty gives a short but interesting rip on where ecash is headed, and we get the audio today in my lovely voice followed by an unnecessarily long rant about network lock in and how to prevent it, what the "one step back" period of our evolution might look like, and why pessimists are dumb. Lets go.
Check out the original article: Pay Attention: The Cypherpunk Banking Stack Is Coming (Link: h...2025-06-271h 01
Trust RevolutionS01E11 Matt O'Dell ‒ The past, present, and future of freedomtechMatt O'dell, Bitcoin OG and freedom tech advocate, joins Shawn to dissect trust in a world of surveillance and centralized control. From Bitcoin’s role as a beacon of financial agency to Signal's strides in secure communication, O'dell unpacks the tools reshaping money, identity, and expression. As co-founder of Bitcoin Park, OpenSats, and Ten31 Ventures, and host of Rabbit Hole Recap and Citadel Dispatch, he shares a decade of insights on building privacy-first businesses and communities. Recorded June 16, 2025, amid global tensions, this episode explores why open protocols matter, what’s thriving in 2025, and how to navigate a trust-minimized future.2025-06-251h 11The Promote PodcastDeconstructing Data Center Megadeals with DigitalBridge's Marc GanziThis week, data center pioneer and DigitalBridge CEO Marc Ganzi walks Will & Hiten through 2 defining transactions in the space: The $11B take-private of Switch, and the "metaphorical lockbox" financing for cloud-computing player CoreWeave, one of the largest-ever private debt financings. Ganzi gives us an insider look at the numbers, real estate intricacies and capital markets maneuvers that went into both deals – this is "how the sausage gets made" stuff in one of the fastest-growing and least-understood corners of the business.A shout-out to our sponsor for this episode, NYC-focused developer MADDPROJECT. They've launched a New York resi de...2025-06-2533 minThe Promote PodcastSixth Street's AUM Gobbling & SF's Basis BetsThis week, Will & Hiten dive deep into the movement of the moment: AUM gobbling ™️ We break down the Sixth Street/L+M transaction, and how allocator preferences are driving this wave of M&A in commercial real estate. We then look at restaurateur Greg Flynn’s 🌮 basis bets in the SF CRE market – a man w/ deep pockets ™️ taking advantage of the bargains by the Bay. And finally, we tackle the financialization of the American Dream – i.e. a new lender-assisted EB-5 vehicle. Favors:1) Leave us a review: On Apple, Spotify, or wherever you get your pods2) Tell S...2025-06-1826 minThe Promote PodcastA Syndicator Lending Safari with Benefit Street's Mike ComparatoThis week, Hiten & Will are joined by Benefit Street Partners' Michael Comparato, who gives us an insider's look into the wild world of lending to multifamily syndicators. Comparato provides unvarnished, behind-the-scenes details on the conversations, numbers and battles that define lending in such a high-octane space – it's a level of candor and color that we rarely see from active lenders. He then walks us through BSP's headline-grabbing $425M acquisition of agency lender NewPoint, and the opportunities in that space. Favors:1) Leave us a review: On Apple, Spotify, or wherever you get your pods2) Tell Scotty G...2025-06-1128 minThe Promote PodcastA Tale of Two Asset Classes: NYC Rent-Stabilized Carnage & Data Center ManiaThis week, we break down two asset classes on extreme ends of the fortune spectrum: The first, NYC rent-stabilized multifamily, which is facing a tidal wave of distress, with name-brand sponsors battling with lenders and very few investors willing to take the plunge. The second, massive data centers, which global investors cannot seem to stop throwing money at. We dive deep into both the carnage and opportunity in both sectors, as well as look at the players at the center of both. We tackle Pinnacle Group placing 5,000 units into bankruptcy protection in New York and Peter Hungerford's contrarian megabet...2025-06-0433 minThe Promote PodcastThe Mother of all Tax Loopholes & Zeckendorf Bros. Downtown FunkThis week, we dive deep into one of the most extraordinary tax loopholes that the CRE market has ever witnessed: the Traveling HFC, a Texas property-tax absolving vehicle that's been adopted en masse by distressed syndicators, agency lenders and a cottage industry of consultants, nonprofits and attorneys. The most punitive version of a bill designed to torpedo it flew through the Texas Senate, and now the industry is grappling with a very rude and abrupt end to a too-good-to-be-true party. We're joined by Texas' own Barrett Linburg to discuss the HFC saga, the gold rush it set off and...2025-05-2831 minThe Promote PodcastNYC Developer Ponzinomics & Tides Equities' Judgment DayThis week, we break down the sensational allegations made by the feds against former New York golden boy developer Josh Schuster – and why they are emblematic of the market. We dive into a big judgment over Personal Guarantees brought against multifamily mad lads Sean Kia and Ryan Andrade of Tides Equities – the case has important implications for syndicators. And we have a reprieve of sort on the tariffs- will it be enough to restore normalcy to the CRE markets? Sponsor: This episode is sponsored by AirGarage, the modern parking solution for real estate owners. Go to airgarage.com/p...2025-05-2127 min
Citadel DispatchCD170: JOHN ARNOLD - TEN31 AND BITCOIN MARKET DYNAMICSJohn is an integral part of our five person team at Ten31 and we dive deep into how we think about deploying funds throughout the ecosystem. We explore topics such as merchant adoption, bitcoin treasury companies such as MSTR, and other trends to watch going forward.John on Nostr: https://primal.net/johnTen31: https://ten31.xyz EPISODE: 160BLOCK: 897442PRICE: 954 sats per dollarVideo: https://primal.net/e/nevent1qqsvnz85zs4x8qfzvr67a2c64nurmc88lv6rcwhpgwj7wnxjts9pckq6gshsmsupport dispatch: https://citadeldispatch.com/donate...2025-05-201h 59