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Deconstruct

Deconstruct

The Real Deal

In Deconstruct, The Real Deal breaks down the most important ideas in real estate. We follow the money from Los Angeles to New York City to explain what investors, brokers and developers are focused on right now. This is essential listening for understanding the great, big world of real estate.
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Top 10 Deconstruct Episodes

Goodpods has curated a list of the 10 best Deconstruct episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Deconstruct for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Deconstruct episode by adding your comments to the episode page.

Deconstruct - The Distress Roiling the CMBS Markets
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10/23/23 • 28 min

"A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk.

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Real estate is a sport in Palm Beach. And billionaires are still making moves, despite an overall slowdown in home buying across the country. The luxury market in the South Florida town has been propelled by "inter-island moves" — wealthy homebuyers hopping from one mansion to the next. Deconstruct chats with TRD senior reporter Katherine Kallergis about why Palm Beach is continuing to see record deals trade and the most expensive listing currently on the market in the area.

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The U.S. is short 6.5 million homes, Realtor.com estimates. The solution, argues Kurt Carlton, co-founder of investment platform New Western, are the 16 million houses that sit vacant. Deconstruct breaks down how small-time investors are fixing up empty properties to put supply back on the market.

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Deconstruct - Can Airbnb Bridge the Landlord-Tenant Divide?
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04/24/23 • 22 min

Last November, Airbnb launched its tenant-friendly apartment venture, a product that allows renters to list units with their landlords’ consent. The firm pegs the service as a win-win that offers on-the-books income for tenants and perks for owners. Jesse Stein, Airbnb’s global head of real estate breaks down the product’s potential and which national landlords are already on board.

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Deconstruct - Why Investors Are Housing Students
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04/25/22 • 14 min

Last week, Blackstone announced it was buying American Campus Communities for $13 billion. And it's not the only firm getting into student housing. As colleges and enrollment numbers have grown and admission rates have dropped, investment firms and developers have started investing in and building more and more apartments around college campuses. But when did the asset class become so institutionalized, and why?

Deconstruct talks to Justin Gronlie, Harrison Street's head of education real estate, CBRE's Jaclyn Fitts and Core Spaces COO Chad Matesi.

Credits: Yahoo! Finance and CNBC.

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Deconstruct - Behind the Scenes of Zillow Gone Wild
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04/11/22 • 10 min

In the market for a mansion in Connecticut with a potato shed? How about a Friends-themed two-bedroom home? On social media page Zillow Gone Wild, Samir Mezrahi posts the craziest, wackiest and most outlandish homes found on Zillow. TRD's Deconstruct chats with Mezrahi about how the page has grown over the last two years and some of the wildest homes he's seen.

Credits: NBC's "Saturday Night Live," Zillow sketch from Feb. 2021.

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Deconstruct - How SoFi Stadium Kickstarted Inglewood's Boom
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02/11/22 • 9 min

Last year, the Los Angeles Rams' new SoFi stadium in Inglewood finished construction, making it the biggest, most expensive sports stadium ever built. But how has this affected the local real estate market? Just in time for the Super Bowl, The Real Deal's Suzannah Cavanaugh looks at how a new stadium can give surrounding resi markets, the draw it creates for business and the fallout when a team decides to move to another city.

You'll hear from Dr. Mark Rosentraub, the director of the Center for Sports Venues and Real Estate Development at the University of Michigan, Henry Manoucheri, the CEO of Universe Holdings, and Peter Belisle, JLL's southwest region president.

Credit:
“Little economic benefit from new stadium” — Investigative Post interview with Michael Leeds; “Why do taxpayers pay billions for football stadiums?” — Vox

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Deconstruct - The San Francisco Split
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02/07/22 • 13 min

San Francisco has had nearly two years to recoup the residents it lost when Covid hit. Like other coastal metros, the housing market has recovered by leaps and bounds. The rental market tells another story. Reporter Suzannah Cavanaugh discusses the trends driving the city’s uneven recovery.

You'll hear from Patrick Carlisle, chief market analyst for the Bay Area at Compass, Sylvia Sotomayor, a realtor with MSI Real Estate Services in San Francisco, and Matthew Niksa, a Bay Area reporter for The Real Deal.

Attribution: Vertigo — Alfred Hitchcock, Green Gables opening sequence, NBC Bay Area “SF Neighborhood Tired of Rising Crime Bands Together to Hire its Own Security Force."

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Deconstruct - The Death of Luxury Comps
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01/31/22 • 14 min

The family office managing the money of Alibaba execs Joe Tsai and Jack Ma recently purchased a condo at 220 Central Park South for around $190 million — a condo that last sold for $93 million. This extraordinary, almost 100 percent return shows how its becoming difficult to use comps as a way to compare luxury home sales across certain markets in the U.S.

You'll hear from Hiten Samtani, The Real Deal's associate publisher, and Jonathan Miller, who runs an appraisal firm called Miller Samuel.

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You know the story: interest rates rose and deal flow slowed. After a year and half of sluggish trading, what's next for NYC's investment sales market? Avison Young's Head of Tri-State Investment Sales James Nelson lays out the market dynamics set to drive office and multifamily deals. Ariel Property Advisors' Founder Shimon Shkury gets granular on the distress affecting the rent-stabilized market.

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FAQ

How many episodes does Deconstruct have?

Deconstruct currently has 129 episodes available.

What topics does Deconstruct cover?

The podcast is about News, Tech, Commercial Real Estate, Real Estate, Property, Investing, Business News, Banking, Housing, Development, Multifamily, Office, Podcasts, Finance and Business.

What is the most popular episode on Deconstruct?

The episode title 'Coming Soon: Deconstruct Season 2' is the most popular.

What is the average episode length on Deconstruct?

The average episode length on Deconstruct is 21 minutes.

How often are episodes of Deconstruct released?

Episodes of Deconstruct are typically released every 7 days.

When was the first episode of Deconstruct?

The first episode of Deconstruct was released on Sep 13, 2021.

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