Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
Site
RSS
Apple
Données mises à jour le 23/07/2026
Classements récents
Dernières positions dans les classements Apple Podcasts et Spotify.
Liens partagés entre épisodes et podcasts
Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.
Découvrez des podcasts liées à No Cap by CRE Daily. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
Private Credit Pioneer: How Josh Zegen Built the Debt Frontier with Madison Realty Capital
Saison 8 · Épisode 5
dimanche 19 juillet 2026 • Durée 47:44
Season 8, Episode 5:
How did Madison Realty Capital grow from a $10M fund into one of the most active private credit platforms in real estate?
Today, we sit down with Josh Zegen, Co-Founder and Managing Principal of Madison Realty Capital, to break down how MRC built its lending business before private credit became an institutional asset class. Josh shares how the firm survived the GFC, became vertically integrated, and scaled into a major capital source for sponsors when banks pulled back.
Whether you’re interested in distressed debt, construction lending, office-to-residential conversions, or today’s maturity wall, this episode is a must-listen. Join us as we dive into how Madison thinks about risk, rescue capital, borrower relationships, and finding opportunity in a volatile market.
Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.
TOPICS
00:00 – Introduction to Josh Zegen and Madison Realty Capital
05:00 – The Early Private Credit Opportunity
10:53 – Surviving the GFC and Taking Over Assets
15:45 – Becoming a Construction Lending Powerhouse
19:00 – Back Leverage and Lending to Lenders
24:12 – Distress, Rescue Capital, and Loan Workouts
31:24 – Fundraising, Insurance Capital, and Investor Demand
35:44 – The Pfizer Office-to-Residential Conversion
42:40 – West Palm Beach, Florida, Texas, and Hot Markets
48:12 – Recaps, Volatility, and Building Through the Cycle
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
PGIM's Sharpshooter Approach to $60B in US Real Estate w/ Soultana Reigle
Saison 8 · Épisode 4
dimanche 12 juillet 2026 • Durée 49:29
Season 8, Episode 4: She oversees $60 billion in U.S. real estate equity, and she says the old playbook is done.
Soultana Reigle is Managing Director and Head of US Equity at PGIM Real Estate, where she leads the firm's $60B US equity platform and serves as Senior Portfolio Manager for its US value-add strategies. PGIM Real Estate manages over $200B in debt and equity globally, and sits within PGIM, the $1.4T asset management arm of Prudential Financial.
In this episode, Soultana breaks down how PGIM is deploying capital across the country, why "sharpshooting" specific deals has replaced broad-based sector bets, and where she's finding the best opportunities in today's market.
Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.
TOPICS
00:00 – Introduction
05:31 – Building a $60B Value-Add Platform from Scratch
09:04 – GFC Lessons
13:52 – The "Sharpshooter" Strategy and Sourcing $8B in Deal Flow
15:02 – Senior Housing and Low-Latency Data Center Thesis
25:24 – Buying a San Francisco Office Asset
33:48 – Capital on the Sidelines and Navigating "Higher for Longer" Rates
44:20 – AI Disruption, Career Advice, and why EQ is a Superpower
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Fernando De Leon on His Roots, His Rise, and Building a $3B Empire
Saison 8 · Épisode 3
dimanche 5 juillet 2026 • Durée 01:11:00
Season 8, Episode 3:
How did Fernando De Leon go from translating legal disputes as a teenager on the US-Mexico border to building Leon Capital Group?
Today, we sit down with Fernando De Leon, Founder and CEO of Leon Capital Group, to break down one of the most remarkable founder stories in real estate. Fernando shares how his early life in Matamoros and South Texas shaped his view of risk, opportunity, and systems. We also get into his first real estate equity stake, his time at Harvard and Goldman Sachs, and how he built conviction before the GFC.
Whether you’re interested in distressed debt, Texas real estate, AI, data centers, or the mindset behind durable compounding, this episode is a must-listen. Join us as we dive into the skepticism, stamina, and timing that helped Fernando build across real estate, private equity, and operating businesses.
Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.
TOPICS
00:00 – Introduction to Fernando De Leon
07:00 – Early Real Estate Lessons on the Border
14:00 – Harvard, Mentors, and Long-Term Seeds
21:40 – Leaving Goldman and Optioning Texas Land
28:29 – Buying Distressed Loans After the GFC
37:07 – Why 2008 Won’t Repeat the Same Way
46:43 – AI, Data Centers, and Hidden Risk
52:48 – Building Operating Businesses
57:07 – Mental Health, Talent, and New Opportunities
01:04:00 – Mistakes, Stamina, and AI Disruption
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards
Saison 8 · Épisode 2
dimanche 28 juin 2026 • Durée 47:03
Season 8, Episode 2: How does one of the nation’s largest real estate capital pools navigate a "real estate recession" while the rest of the economy stays hot?
Today, we sit down with Eli Edwards, Managing Director at Fortress Investment Group and Head of US Real Estate Equity, to break down the firm’s strategy in a shifting market. Eli shares how Fortress spotted the San Francisco multifamily turnaround while the "doom loop" narrative was still in full swing. We also get into the "silver tsunami" in senior housing, why student housing is now a game of picking idiosyncratic winners, and how they are leveraging Delaware Statutory Trusts (DSTs) to provide tax-efficient solutions for retail investors.
Whether you’re interested in distressed debt, Core Plus yields, or the future of the Sun Belt, this episode is a must-listen. Join us as we dive into the conviction, timing, and risk discipline that helped Eli and his team at Fortress identify growth opportunities where others only saw risk.
Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.
TOPICS
00:00 – Introduction
04:14 – Transitioning from Banking to the Buy-Side at Fortress
10:21 – Contrarian Plays: Why Fortress Went Heavy on San Francisco Multifamily
15:31 – The Sun Belt Outlook and the Looming "Supply Cliff"
18:52 – Why Equity and JV Partnerships Trump Preferred Equity Today
22:56 – Student Housing: Picking Winners in a Shrinking Demographic Pie
25:56 – The Silver Tsunami: Why Senior Housing Fundamentals are "Inelastic"
30:51 – Tax-Efficient Strategies and the Launch of the Fortress DST Platform
40:21 – GFC vs. Today: Navigating a "Real Estate Recession" Without an Economic One
45:54 – Market Outlook: Why 2026 is the Year for Real Estate Fundamental Bottoming
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Presidium: Lessons from Managing 20,000 Units across Multiple Real Estate Cycles w/ John Griggs
Saison 8 · Épisode 1
dimanche 21 juin 2026 • Durée 48:18
Season 8, Episode 1:
How did two lawyers turn a handful of Arizona fourplexes into a vertically integrated real estate powerhouse with over 20,000 units renovated? Today, we sit down with John Griggs, Co-CEO and Co-Founder of Presidium, to break down the strategy behind that rise. John shares how he spotted his first opportunity in the "golden age" of the Arizona housing market before shifting his conviction to Texas just as the landscape was beginning to transform.
We dive into how Presidium scaled its early portfolio to 5,000 units, the hard lessons learned from internalizing management during the GFC, and the strategic move of acquiring a special servicing company to master the mechanics of distressed debt. Whether you’re interested in ground-up development, creative capital stacks involving HUD debt, or where multifamily opportunity sits in today’s cycle, this episode is a must-listen. Join us as we explore the risk discipline and long-term vision that helped Presidium evolve from a grassroots startup into a dominant institutional investment platform.
Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.
TOPICS
00:00 – Introduction and Presidium's Background
01:32 – From Silicon Valley Law to the 2003 Arizona "Golden Age"
08:03 – Moving to Texas and Raising Capital for Scale
10:11 – Navigating the GFC and Internalizing Management
14:58 – The Institutionalization of Multifamily Real Estate
19:27 – Strategic Acquisition: Buying a Special Servicer
24:56 – Launching a Development Platform and Spotting Market Peaks
31:18 – Today's Creative Financing: HUD Debt and Housing Authorities
36:38 – Targeting Distress and Partnering with Lenders
42:15 – Delo Capital and the Outlook for Sun Belt Migration
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
The Back Office is Dying with Henry AI's Sammy Greenwall
Saison 7 · Épisode 6
dimanche 7 juin 2026 • Durée 40:12
Season 7, Episode 6: How did a former real estate analyst turn the pain of building pitch decks into one of CRE's fastest-growing AI companies?
Today, we sit down with Sammy Greenwall, co-founder and CEO of Henry AI, to discuss how artificial intelligence is transforming commercial real estate workflows. Sammy shares his journey from college basketball to helping scale Lev into a $100M venture-backed company before leaving to build Henry AI.
The conversation covers the inefficiencies of traditional brokerage workflows, why Henry focuses on delivering outcomes instead of software, and how AI is automating offering memorandums, BOVs, and other time-intensive tasks. Sammy also explains why local brokerage data may be more valuable than national databases, how "humans in the loop" remain critical to adoption, and where he sees the future of AI in commercial real estate.
Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.
TOPICS
00:00 – Introduction
01:39 – The Genesis of Henry AI and Early Conversations
03:00 – Sammy’s Background: From the Bay Area to Toll Brothers
03:53 – The Pain Point: Spending 70% of the Day in PowerPoint
07:41 – The Lev Story: Starting a Company with a Rabbi in a Chabad House
11:00 – Scaling to a $100M Series B and "Relentless Grit"
13:10 – Leaving Lev to Build a Generational AI Company
15:18 – Why Brokerage Costs Are Under Fire
18:00 – Why Henry Charges 3x More
19:50 – Why the Professional Touch in AI Still Matters
21:56 – Identifying the Single Pain Point
24:08 – The Future of Interactive, Digital Offering Memorandums
27:19 – The Data War
32:58 – Labeling the "Walled Garden" of Commercial Real Estate Data
35:30 – Where the Name "Henry" Actually Came From
38:14 – CEO Productivity
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Betting On Middle America w/ RREAF Holdings
Saison 7 · Épisode 5
dimanche 31 mai 2026 • Durée 58:11
Season 7, Episode 5:
How did RREAF Holdings grow into a $4.8B real estate platform across multifamily, hospitality, BTR, and master-planned communities? Today, we sit down with Kip Sowden, Chairman & CEO of RREAF Holdings, and Doug McKnight, President of RREAF Holdings, to break down the strategy behind the firm’s growth across the Sun Belt. Kip shares how he moved from brokerage into principal investing after the GFC, while Doug explains how his fixed income background shaped RREAF’s approach to capital, risk, and liquidity.
The conversation covers distressed acquisitions after 2008, bridge lender opportunities today, and why RREAF focuses on “all things residential” across the South and Southeast. Kip and Doug also break down their approach to multifamily, extended stay hotels, beachfront resorts, and large-scale Texas developments, while sharing why they believe a new real estate cycle is beginning.
Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.
TOPICS
00:00 – Introduction
03:45 – Kip Sowden’s Early Career in Brokerage and Mortgage Banking
09:28 – Moving Into Principal Investing and Launching RREAF
17:03 – Buying Distressed Notes and REO After the GFC
24:17 – Structuring $500M+ Multifamily Portfolio Deals
30:29 – Master-Planned Communities, BTR, and Texas Growth
36:39 – Why RREAF Is Bullish on Extended Stay Hotels
42:26 – Why RREAF Focuses on the South and Southeast
47:45 – Institutional Capital Returning to CRE
54:30 – Where RREAF Sees Opportunity in the Next Cycle
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Why This Distress Cycle Isn't the GFC w/ Värde Partners
Saison 7 · Épisode 4
dimanche 24 mai 2026 • Durée 49:38
Season 7, Episode 4:
How does a firm managing $17 billion navigate global real estate through high interest rates and a "hope-driven" market? Today, we sit down with Tim Mooney, partner and global head of real estate and Jim Dunbar, partner and head of real estate lending at Värde Partners. They break down how Värde operates across the capital stack, from senior lending and structured credit to niche equity platforms in student housing and medical offices.
Tim and Jim share how their "distress roots" from the GFC shaped their current strategy of building sector-specific operating platforms like Trimont. They explain why today’s cycle is a "slow trickle" compared to 2008, the reality of the upcoming maturity wall, and how they are synthetically creating mezzanine returns. Whether you’re curious about AI’s impact on real estate demand or looking for insights into international markets like India and Europe, this episode is a masterclass in institutional credit. Join us for an unfiltered look at the conviction and data-driven discipline required to manage a global alternative investment platform in today’s cycle.
Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.
TOPICS
00:00 – Introduction to Värde Partners
05:58 – Tim Mooney and Jim Dunbar’s Backgrounds
10:05 – The Trimont Acquisition and Data Advantage
13:00 – Värde’s Current Strategy: Staying Senior in the Stack
15:51 – Case Study: Repurposing Distressed New York Assets
22:44 – Lessons from the GFC vs. Today’s "Hope-Driven" Market
30:50 – Middle Market Lending and Creating Synthetic Returns
34:26 – The Case for Medical Office and Student Housing Platforms
41:16 – AI Disruption and the Future of Productivity
45:15 – International Complexity: Lending in India and Europe
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
How ACRE Turned Workforce Housing Into an Investment Grade Asset Class w/ Michael Van Der Poel
Saison 7 · Épisode 3
dimanche 17 mai 2026 • Durée 47:04
Season 7, Episode 3: How did ACRE grow from a post-GFC workforce housing thesis into a global real estate investment firm? Today, we sit down with Michael Van Der Poel, Founding Partner at ACRE, to break down the strategy behind that rise.
Michael shares how he spotted workforce housing before it became an institutional trade, and how ACRE built its early portfolio by buying distressed multifamily assets at deeply discounted prices. We also get into raising capital from Asia, building a vertically integrated platform, and expanding across both equity and credit strategies.
Whether you’re interested in capital raising, private credit, or where real estate opportunity sits in today’s cycle, this episode is a must-listen. Join us as we dive into the conviction, timing, and risk discipline that helped ACRE grow from a scrappy startup into an institutional investment platform.
Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.
TOPICS
00:00 – Introduction
02:17 – Michael Van Der Poel’s Background and Early Real Estate Career
06:55 – ACRE’s Workforce Housing Thesis After the GFC
09:56 – Raising the First Fund and Buying Distressed Multifamily
15:00 – Building ACRE’s Credit Platform
21:13 – Why ACRE Plays Across Equity, Credit, and Development
23:21 – Pricing Equity Risk and Finding Returns in Today’s Market
38:50 – Rental Housing, AI Disruption, and the Future of Jobs
41:03 – Where ACRE Sees Opportunity Right Now
46:19 – Multifamily Outlook and the Next Buying Window
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Inside Equinox: The Real Estate Behind the Fitness Brand
Saison 7 · Épisode 2
dimanche 10 mai 2026 • Durée 01:07:55
Season 7, Episode 2:
How did Equinox evolve from a single gym in New York to a global luxury lifestyle and hotel brand? Today, we sit down with Jeff Weinhaus, Co-President and Chief Development Officer at Equinox, to break down the incredible real estate strategy behind the fitness empire.
Jeff shares the inside story of how a stubborn lease negotiation won over billionaire Stephen Ross, why Equinox builds gyms inside historic bank vaults and sugar factories, and the exact "70/30 Rule" they use to decide which cities get a location next. We also dive into the future of wellness, the shift from cardio to heavy strength training, and what it takes to double a luxury portfolio without losing the brand's soul.
Whether you’re curious about the brand's pivot toward longevity and mental health or how they plan to double their portfolio without losing their edge, this episode is a must-listen for anyone in capital markets or real estate development. Join us as we dive deep into the disciplined growth and creative vision that transformed a local family business into a global luxury platform.
Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.
TOPICS
0:00 - Intro & Jeff Weinhaus’s Background
6:07 - The Columbus Circle Deal & Winning Over Stephen Ross
10:06 - Expanding Beyond NYC & The First LA Location
13:07 - Navigating the Pandemic & Automating the Gym
15:33 - The Blue-Collar Origin Story of a Luxury Brand
18:54 - Building Gyms in Bank Vaults & Sugar Factories
21:37 - The 70/30 Rule of Real Estate & Location Scouting
31:19 - Equinox Hotels & The Science of Perfect Sleep
39:13 - The Art of the Deal: Negotiating with Landlords
43:08 - Sunbelt Migration & Targeting Second-Tier Cities
48:08 - Why Gen Z is Spending Their Money on Equinox
54:05 - New Fitness Trends: Cold Plunges & Padel
1:00:13 - International Expansion: London & The Middle East
1:04:37 - The Future: How Equinox Plans to Double in Size
For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/
Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily
About No Cap Podcast
Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.
About CRE Daily
CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
