No Cap by CRE Daily

Operators vs. Dealmakers, the Bid-Ask Gap & Why Affordable Housing Can't Be Built w/ Monarch and TGM

Season 10, Episode 1: Two multifamily operators with very different ways of raising capital agree on one rule: don't flip. Bob Nicolls owns Monarch Investment and Manag

Encore: Bob Knakal - What It Takes To Be A Successful Broker In NYC

From the No Cap vault, we’re bringing back the episode that became our most-watched conversation ever. Bob Knakal had already closed more than 2,300 deals, built one of

Five Cycles In: DWS's Todd Henderson on What Comes Next for CRE

Season 9, Episode 6: Todd Henderson has invested through five real estate cycles, and he thinks the one we're leaving set up the healthiest recovery he's seen. Henderso

Trinity Investments CEO on Buying Hotels Nobody Else Can Build

Season 9, Episode 5: Sean Hehir has spent nearly three decades turning Trinity Investments into a specialist hospitality investor, and he joins the show to explain why h

Small Bay, Big Potential: Commercial Real Estate’s Most Resilient Asset Class w/ Anthony Scavo

Small bay industrial has quietly become one of the most resilient corners of commercial real estate, and Anthony Scavo has built his entire business around it. As Preside

Inside Affordable Housing's Biggest Tax Credit, With Bart Mitchell of The Community Builders

Season 9, Episode 3: America is about 10 million homes short, and Bart Mitchell has spent more than three decades trying to close that gap. As President and CEO of The C

Hines' Ray Lawler: 'Don't Pray For Cap Rate Compression'

Season 9, Episode 2: How does Hines decide where to buy, build, and lend across one of the largest real estate platforms in the world? Today, we sit down with Ray Lawle

From Bankruptcy to Renaissance: Bedrock's $1B Plan for Detroit w/ Jared Fleisher

Season 9, Episode 1: Can Detroit become America’s greatest urban comeback story? To kick off Season 9 of No Cap, we sit down with Jared Fleisher, CEO of Bedrock, to bre

Where REITs and Private Real Estate Meet: Inside Cohen & Steers' $94B Strategy

Season 8, Episode 6: Today, we sit down with Jim Corl, Executive Vice President and Head of Private Real Estate at Cohen & Steers, to break down the relationship between

Private Credit Pioneer: How Josh Zegen Built the Debt Frontier with Madison Realty Capital

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

PGIM's Sharpshooter Approach to $60B in US Real Estate w/ Soultana Reigle

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 Equi

Fernando De Leon on His Roots, His Rise, and Building a $3B Empire

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 dow

The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards

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, w

Presidium: Lessons from Managing 20,000 Units across Multiple Real Estate Cycles w/ John Griggs

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

The Back Office is Dying with Henry AI's Sammy Greenwall

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 S

Betting On Middle America w/ RREAF Holdings

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 do

Why This Distress Cycle Isn't the GFC w/ Värde Partners

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

How ACRE Turned Workforce Housing Into an Investment Grade Asset Class w/ Michael Van Der Poel

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, F

Inside Equinox: The Real Estate Behind the Fitness Brand

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-Preside

How Harbor Group International Manages $21 Billion Across Multifamily, Office & Credit

Season 7, Episode 1: Season 7 of the No Cap Podcast kicks off with a masterclass in global real estate investment and management. Jack and Alex sit down with Richard Litt