Deconstruct
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.
- Update frequency
- every 7 days
- Average duration
- 20 minutes
- Episodes
- 136
- Years Active
- 2021 - 2024
New York Finally Gets a Housing Deal
Note: This episode was recorded before the state finalized a housing deal. For a detailed break down of what passed check out Senior Reporter Kathryn Brenzel's story here:
After years of negotiatio…
The Closing With CBRE's LA Head Lew Horne
Lew Horne thought he was going to run a pet store business. Then, he thought he’d sell computerized systems to wholesale grocers. Neither panned out. Instead, Horne runs CBRE’s operations across Los …
Moody's Checks In on the Wall of Office Maturities
The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talk…
How Lender Kennedy Wilson Picks a Real Estate Development to Finance
For the most part, construction lending has dried up across the country, with more and more regional banks pulling back from financing ground-up real estate projects. But Kennedy Wilson, a lender bas…
Breaking Down The NAR Settlement
When the National Association of Realtors announced it had proposed to settle a landmark antitrust suit over real estate agent commissions for $418 million, everyone had questions. The Real Deal's D…
Congress v. Hedge Funds: Single-Family Rental Edition
In December, Democrats in Congress introduced a bill that would put an end to hedge fund ownership of single-family homes. As demand for single-family rentals continues to grow, developers specializi…
Have We Hit Bottom? A Price Check on Office
From Chicago to San Francisco, office buildings continue to trade at astonishing discounts and reappraisals show value declines as high as 80 percent. But is there further left to fall? The Real Deal…
Gil Dezer on Luxury Development, Financing and the South Florida Boom (Plus His Love For Cars)
Gil Dezer knows how to build branded condos. From the Porsche Design Tower to the Armani Residences in South Florida, Dezer is now focused on building the Bentley Residences. Despite growing up in Ne…
The Real Guy Behind StripMallGuy
If you're on RETwit (now Real Estate X), you've probably read Don Tepman's posts. You just didn't know it. Tepman, who heads University Avenue Partners, is StripMallGuy, the once anonymous X account …
The Short-Seller And The REIT: Inside Arbor Realty Trust's CLOs
For the last six months, Arbor Realty Trust has been the target of a prominent short seller, Viceroy Research, which claims that a huge chunk of its collateralized loan obligation, or CLO, portfolio …
Unpacking The CRE CLO
After the 2008 financial crisis, investment managers came up with a new securitized product: the collateralized loan obligation, or CLO, for commercial real estate. It was designed to correct some of…
New York Community Bank: Canary in the Coal Mine for CRE Pain?
New York Community Bank reported a surprise loss in the fourth quarter, took an axe to its dividend and socked away over $500 million for commercial real estate losses. The bank's stock sunk to a 23-…
Brokerage Head Kyle Matthews On What's Next For Commercial Real Estate Across The Sun Belt
Not many commercial brokers branch out to start their own brokerages. But in 2015, Kyle Matthews did. Today, his Nashville-based firm Matthews Real Estate has done more than $50 billion in deals and …
A Private Equity Head on Investment Opportunity in "Transitional" 2024
Heading into 2024, rate cuts are the silver lining on everyone’s mind. Still, Ron Dickerman, founder and president of private equity firm Madison International Realty, sees 2024 as a “transitional ye…
The NIMBY vs. YIMBY Battle Takes The Nation
Pull back the cover of The Real Deal's January issue and you'll find NIMBY vs. YIMBY battles unfolding across the country. Deconstruct talks with TRD senior reporters and bureau chiefs to unpack what…
Deconstruct Live at TRD's Miami Forum: Using AI to Hack Zoning
Imagine a scenario where you, a developer, could pick a site on a map and discover exactly what you could build there. No more hiring experts, contacting the city, finding ways to match zoning requir…
A Case for Housing Compromise in the 2024 NY Legislative Session
The Real Deal dubbed New York’s last legislative session the “housing session that wasn’t.” Developers desperate for a 421a tax abatement replacement went home empty handed. Tenant advocates saw no m…
Deconstruct Live at The Real Deal's Miami Forum: Meet Kaizen AI
In early November, the Deconstruct team flew to Miami for The Real Deal's annual showcase and forum. We're bringing you an interview we did live with the founders of Kaizen AI, Jay Shah and Anuj Shah…
Wind in the Doldrums? A Look Ahead At NYC Investment Sales
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 Sal…
Ivanhoé Cambridge on Separating Good Office From Bad, Opportunistic Investing and Deploying Cash
"It's the case of the haves and the have nots."
Real estate investment firm Ivanhoé Cambridge is facing the same issues as every other investment firm: how do you correctly manage an office portfol…