The inside corner of a strip mall, the elbow, has a reputation in the business, and it's not a good one. Guest: Don Tepman, President and Founder of TownCentre Capital Link to episode (# 354) https://www.youtube.com/watch?v=Isa-lBssePo
What a lender is protecting when it puts a borrower into cash management. Guest: Shlomo Chopp, Founder, Case Equity Partners Link to episode (# 432) https://youtu.be/VDfbSdYukWE
Fannie and Freddie took "a massive amount of distressed assets" into special assets in 2026. Guest: Shlomo Chopp, Founder, Case Equity Partners Link to episode (# 432) https://youtu.be/VDfbSdYukWE
Why an underwater property can give the borrower leverage with the lender, and what makes it disappear. Guest: Shlomo Chopp, Founder, Case Equity Partners Link to episode (# 432) https://youtu.be/VDfbSdYukWE
What has to be settled before a property owner can start horse trading with the lender. Guest: Shlomo Chopp, Founder, Case Equity Partners Link to episode (# 432) https://youtu.be/VDfbSdYukWE
Some borrowers sign real estate loan documents without knowing how easily recourse provisions get tripped. Guest: Shlomo Chopp, Founder, Case Equity Partners Link to episode (# 432) https://youtu.be/VDfbSdYukWE
One line in the loan docs can matter more than the attorney who signed off on them. Guest: Shlomo Chopp, Founder, Case Equity Partners Link to episode (# 432) https://youtu.be/VDfbSdYukWE
He says one kind of tenant can bring customers to a shopping center more often than a grocery store, so why do deals still lean toward the grocer? Guest: Terry Montesi, CEO & Founder, Trademark Property Company Link to episode (# 431) https://youtu.be/FjVbsPmWe0I
This week Chris sits down with Shlomo Chopp, Founder of Case Equity Partners. His job is helping real estate owners get out of or restructure loans they can't pay. Shlomo got into this after an attorney told him to read the CMBS loan documents, and he read them cover to…
One grocery anchor lease is the difference between chasing equity and having equity chase you. Guest: Terry Montesi, CEO & Founder, Trademark Property Company Link to episode (#431) https://youtu.be/FjVbsPmWe0I
Whole Foods brings Amazon credit and an educated consumer to retail developments. Guest: Terry Montesi, CEO & Founder, Trademark Property Company Link to episode (# 431) https://youtu.be/FjVbsPmWe0I
The developers who bought his apartment land made more money on the project than he did. Guest: Terry Montesi, CEO & Founder, Trademark Property Company Link to episode (# 431) https://youtu.be/FjVbsPmWe0I
There is a reason the map is not filling up with new shopping centers. Guest: Terry Montesi, CEO & Founder, Trademark Property Company Link to episode (# 431) https://youtu.be/FjVbsPmWe0I
Why some retail space has a waiting list and some needs to become something else. Guest: Terry Montesi, CEO & Founder, Trademark Property Company Link to episode (# 431) https://youtu.be/FjVbsPmWe0I
Elon Musk built xAI's data centers before the customers showed up, then leased the GPUs at a premium. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
This week Chris sits down with Terry Montesi, Founder and CEO of Trademark Property Company, a Fort Worth developer of retail and mixed-use real estate he started in 1992. Terry was last on the show in 2019, in the middle of what the business was calling the retail apocalypse. They…
His argument for why the United States cannot slow down on AI. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
The simplest way to think about AI, from someone who spent a year inside the Department of Energy. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
Oil and gas already pays royalties to the people who host it. He thinks data centers should too. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
Alliances, trickery, people trying to take you out. His description of a year in DC. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
Why the parts behind every data center now take years to get. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
Why the AI race is not only about who has the best chips. Guest: Adam Blake, Co-Founder & CEO, Mavria Link to episode (# 430) https://youtu.be/1BYme3JoB0c
This week Chris sits down with Adam Blake, Co-founder and CEO of Mavria. Adam spent a little more than a year leading the DOGE team inside the Department of Energy. He has been a private person for 15 years, and last week he broke his silence with a tweet that…
The same factory that rents for about $1.5M a year in Los Angeles costs about $300K in Detroit, and that is only part of why he started there. Guest: Zane Hengsperger, Founder & CEO, NOX Metals Link to episode (# 429) https://youtu.be/0ex2nrVk4jU