Podcasts about no cap

Season 4, Episode 6: Jack Stone and Alex Gornik sit down with Cliff Booth, founder and chairman of Westmount Realty Capital, for a straight-talking look at four decades of success in industrial real estate. Cliff shares how he built one of the most resilient portfolios in the game and what it really takes to stay ahead when the market turns volatile. He reveals the lessons learned from navigating market cycles, rising interest rates, and fierce capital competition, all while avoiding the hype around single-tenant Amazon assets. Expect insider insights on cold storage, flexible industrial, and how relationships still matter in a crowded landscape. TOPICS 0:00 Introduction 4:15 From antiques in Montreal to Dallas industrial real estate 9:45 Building Westmount before e-commerce 15:30 Avoiding Amazon single-tenant hype 22:10 Market cycles and rising rates 28:55 Cold storage and infill industrial 33:40 Capital flood and competition 38:15 Relationships and integrity in deals 43:00 Industrial market outlook and leadership Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. 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.

(1) Cap/No Cap on Bears, Monday Night Football, and the Bills (2) Jessica Benson joins J&J to discuss Grizz preseason woes, PHX Pick & U of M Football

Somebody smell like shittttt

Season 4, Episode 5: Jack Stone and Alex Gornik sit down with Ben Miller, CEO and Co-Founder of Fundrise, to reveal how technology is transforming commercial real estate investing and changing how retail investors access private markets. Ben shares the story behind Fundrise's rise to over $7 billion in real estate assets, why commercial real estate investing is all about macro trends now, and what drives the build-to-rent housing wave. He breaks down the latest on private credit, multifamily, and AI in real estate investment management. Plus, find out how Fundrise's digital platform is making real estate crowdfunding accessible to millions. TOPICS 00:00 Meet Ben Miller 04:45 How Fundrise democratized real estate investing 12:30 Macro trends driving commercial real estate returns 19:55 Build-to-rent strategies and platform innovation 26:40 Private credit and multifamily market shifts 34:10 Securitization and institutional investor trends 41:45 AI's impact on CRE investment and management 49:10 Fundrise's outlook for private markets in 2025 Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. 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.

We prep for months for a trip across the pond to Cap d'Agde, France by asking everyone too many questions. As an over-thinker, Richard summarizes the best things to know for a first trip. For humans who worry. Where do you stay, where do you go, what do you pack? Is everyone naked? With most of our trip being planned by friends, we jump in blind and bring one of everything just in case.We head to the Bay of Pigs beach after 20 years of waiting. Lauren wants to go check out a sex circle, and enjoys a threesome on the gay side of the sand. A woman sets her sights on Richard at a club. He uses a “bad doggie' tactic to escape her gaze.We try to take in all of the things Cap has to offer while being overwhelmed with everything, everywhere, all at once! The beautiful vibe leaves us wanting to come back.Lauren takes the new Melt 2 from TabuToys for a test drive LIVE. Bets for how many seconds it takes to orgasm can be gambled on Patreon.Don't book Desire without asking me for a rate first! Join us in Feb for one of our most original events yet! FLIRT 2026#BUYADRONE #MELT2 #CAPDAGDE #FRANCECheck our sponsors:Tabutoys.com (15% promo code: ROOM77) Check out new MELT 2; Waterproof and it turns off automatically when it's not touching you! No more vibrating bed items disturbing your play sessions!Shivers.store (20% promo code: SIN25) THC GUMMIES; LEGAL MUSHROOMS October special sale!BikiniAddiction.com (10% promo code: ROOM77) NEON PINEAPPLE always a classic!Book your Desire / Temptation /Hedo trip* with Lauren and get a free Bikini Addiction bikini!Patreon Help us #keepitup

Season 4, Episode 4: Jack Stone and Alex Gornik sit down with Brian Pieracci, Head of North American Private Real Estate Equity at Heitman, to examine why alternatives are reshaping commercial real estate portfolios and outperforming traditional core assets. Brian shares how Heitman pioneered allocations towards self-storage, medical offices, senior housing, and single-family rentals. He breaks down what drives demand in these sectors, the challenge facing office real estate, and how institutional investors are changing their strategies in response. Brian also explains Heitman's global approach to alternative assets and the importance of diversification in today's market. TOPICS 00:00 Meet Brian Pieracci 05:15 Early bets on alternatives 13:00 Office real estate vs alternatives 21:40 Self-storage and senior housing 29:30 Strategies for global expansion into alternative sectors 37:00 Balancing core, value-add, and alternative assets 44:30 What institutional investors demand from alternative investments 52:10 The future of CRE beyond the office Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

Season 4, Episode 3: Jack Stone and Alex Gornik sit down with Kevin Heras, CEO of InvestNext, to explore how a Detroit-built platform is reshaping how real estate firms raise and manage capital. Kevin shares his path from Spain to Michigan Tech to the early Handshake days, then explains the first InvestNext prototype and why standardizing subscriptions, funding, and reporting matters for both GPs and LPs. He breaks down sponsor best practices, the case for partnerships over vertical integration, and where proptech is heading as data and building connectivity unlock better decisions. He also previews what's next at InvestNext and how potential accreditation changes could expand access to private real estate. TOPICS 0:09 – From Spain to Detroit and Early Influences 3:06 – Handshake Lessons and Startup Bug 5:57 – Corporate Consulting to Entrepreneurship 9:21 – What InvestNext Is and Who It Serves 11:02 – Standardizing Subscriptions, Funding, Reporting 12:01 – One Portal for LPs Across Sponsors 17:32 – What Makes a Good Sponsor vs a Bad Sponsor 21:02 – Partnerships Over Vertical Integration 29:37 – Proptech Outlook and Market Discipline 35:24 – What's Next for InvestNext and Access to Capital Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. 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.

With Week 4 of the NFL season set to kickoff, the guys get together to recap everything we've seen up to this season - starting with the thrilling Monday night game we saw between the Ravens and Lions ⚡️. Additionally, we get into:

Episódio de número 283 da palestra virtual da Reunião de Estudos do Evangelho do Grupo Espírita "Irmão Áureo" - 30/08/2025Reflexões sobre o tema "ENCARGOS", com base NO CAP. 40 do livro: CEIFA DE LUZ, de Emmanuel, psicografia de Francisco Cândido Xavier. BIBLIOGRAFIA:- Livro: Ceifa de Luz - Emmanuel, psicografia de Francisco Cândido Xavier, cap. 40 – “Encargos” - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cel/Cel40.htm- Livro: O Evangelho Segundo o Espiritismo - Allan Kardec - capítulo 7 - Bem-aventurados os pobres de espírito - item 4 - disponível em:https://bibliadocaminho.com/ocaminho/TKP/Ev/Ev07.htm#It3a6- Livro: Justiça Divina - Emmanuel - capítulo 37 - Aprender e Refazer - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Jdn/Jdn37.htm- Livro: Pensamento e Vida - Emmanuel - capítulo 11 - Berço - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Pnv/Pnv11.htm- Livro: Livro da Esperança - Emmanuel - capítulo 34 - Deveres Humildes - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Le/Le34.htm- Livro: Benção de Paz - Emmanuel - capítulo 7 - Encargos Pequeninos - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Bp/Bp07.htm - Livro: Calma - Emmanuel - capítulo 1 - Nos Encargos da Vida - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ca/Ca01.htm- Livro: Palavras do Coração - Meimei - capítulo 18 - Onde Passes - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Pc/Pc18.htm - Livro: Amigo - Emmanuel - capítulo 5 - Trabalhar Sempre - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ami/Ami05.htmPoesia Final: Reencarnação - Maria Dolores- do livro: Uma vida de amor e caridade — Autores diversos — psicografia de F. C. Xavier/Izabel Bueno - disponível em: https://bibliadocaminho.com/ocaminho/TX/Uvc/UvcP2C19.htm

Episódio de número 287 da palestra virtual da Reunião de Estudos do Evangelho do Grupo Espírita "Irmão Áureo" - 27/09/2025Reflexões sobre o tema "ORAREMOS", com base NO CAP. 44 do livro: CEIFA DE LUZ, de Emmanuel, psicografia de Francisco Cândido Xavier. BIBLIOGRAFIA:- Livro: Ceifa de Luz - Emmanuel, psicografia de Francisco Cândido Xavier, cap. 44 – “Oraremos” - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cel/Cel44.htm - Livro: Vinha de Luz - Emmanuel - Cap. 98 - A Prece Recompõe - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Vl/Vl98.htm- Livro: Passos da Vida - Autores Diversos - Cap. 26 - A Prece do Esforço Próprio - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Pdv/Pdv26.htm- Livro: Deus Aguarda - Meimei - Cap. 2 - Ante os Outros - Meimei - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Dsa/Dsa02.htm- Livro: Auta de Souza, A Própria - Auta de Souza - Cap. 5 - Em Oração - Auta de Souza - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/As/As05.htm- Livro: Trevo de Ideias - Emmanuel - Cap. 19 - Oração da caridade aos companheiros da Terra - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Tdi/Tdi19.htm- Livro: Taça deLuz - Autores Diversos - Cap. 48 - Oração da Fraternidade - Bezerra de Menezes - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Tl/Tl48.htm- Livro: Segue-me - Emmanuel - Cap. 23 - Confiaremos - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Sg/Sg23.htm- Livro: Recados da Vida - Autores Diversos - Cap. 2 - Oração dos Servos - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Rva/Rva02.htm- Livro: Entre Irmãos de Outras Terras - Autores Diversos - Cap. 9 - Bússola da Alma - Bezerra de Menezes - psicografia de Francisco C. Xavier / Waldo Vieira - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ei/Ei09.htmPoesia Final: Falando ao Senhor - Maria Dolores- do livro: Antologia da Espiritualidade - Maria Dolores — psicografia de F. C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ae/Ae14.htm

Diálogos à luz do Evangelho e da Doutrina Espírita.Reflexões sobre o tema "NO EXAME RECÍPROCO", com base NO CAP. 43 do livro: CEIFA DE LUZ, de Emmanuel, psicografia de Francisco Cândido Xavier. BIBLIOGRAFIA:- Livro: Ceifa de Luz - Emmanuel, psicografia de Francisco Cândido Xavier, cap. 43 – “No Exame Recíproco” - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cel/Cel43.htm- Livro: O Livro dos Espíritos - Allan Kardec - Terceira Parte - Leis Morais - Capítulo 7 - Lei de Sociedade - disponível em: https://bibliadocaminho.com/ocaminho/TKP/Lde/LdeP3C07.htm- Livro: Fonte Viva - Emmanuel - Cap. 163 - Aprendamos com Jesus - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Fv/Fv163.htm- Livro: Convivência - Emmanuel - Cap. 20 - Caridade e Convivência - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cn/Cn20.htm- Livro: Respostas da Vida - André Luiz - Cap. 16 - Convivência - André Luiz - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Rdv/Rdv16.htm- Livro: Luz Bendita - Emmanuel (Depoimentos Diversos) - Cap. 3 - Convivência - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Lb/LbP1C03.htm- Livro: Seara dos Médiuns - Emmanuel - Cap. 35 - Caridade e Tolerância - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Sdm/Sdm35.htm- Livro: A Vida Escreve - Hilário Silva - Cap. 16 - Instantâneo - Hilário Silva - psicografia de Francisco C. Xavier / Waldo Vieira - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ave/AveP1C16.htm- Livro: Atenção - Emmanuel - Cap. 4 - Compreensão e Vida - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ao/Ao04.htm- Mensagem: Testemunhos da Fé - Joanna de Angelis - Psicografia de Divaldo Pereira Franco, na sessão de 19.2.2018, no Centro Espírita Caminho da Redenção, em Salvador, Bahia. - disponível em: https://www.feparana.com.br/topico/?topico=3353- Livro: Rumos Libertadores - Joanna de Angelis - Cap. 45 - Fé-Conquista - Joanna de Angelis - psicografia de Divaldo P. Franco - disponível em: https://search.nepebrasil.org/book-part/?book=593&chapter=45&id=28635- Livro: Companheiro - Emmanuel - Cap. 8 - Estrela Íntima - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Co/Co08.htm

Hamish & Andy continue to be at your service! This week, they hatch a sneaky plan to help a new dad who’s too scared to ask his partner for a cheeky golf break. Darcy faces the fallout from a dog poo disaster involving a household appliance. Meanwhile, Hamish’s no-impulse-buy streak ends thanks to Instagram temptation. Plus, Andy shares shocking Richter Scale news, and a special Chit Chat Champion - Gen Alpha edition. Slay! 1. H&A at your service - Sam's golf day 2. The Richter scale 3. Chit Chat Champion - Gen Alpha edition 4. Darcy under the microscope 5. World’s most powerful torch

Hour 1--J&J Show Wednesday 9/24/25--"Cap or No Cap"- Bears vs Raiders & NFL, Grizz ESPN player rankings, & SEC & Coach Hurd in Seg 2

Season 4, Episode 2: Jack Stone and Alex Gornik sit down with Rick Schaupp, Managing Director at Clarion Partners, for an inside look at one of the country's largest private real estate investment managers. Rick traces his path from architecture and urban design to managing Clarion's $70B platform, shares what it was like to start his career during the tech bust and 9/11, and explains why Clarion is expanding into semi-liquid funds for retail investors. He also breaks down today's biggest investment themes—from multifamily and warehousing to senior housing and industrial outdoor storage—and reflects on where we are in the real estate cycle. TOPICS 00:09 – Rick's Architecture Roots and Move to Clarion 02:00 – Asset Management During the Tech Bust and 9/11 06:10 – Shifting From Institutional to Private Wealth 07:20 – Semi-Liquid Fund Structure and Daily NAV 12:01 – Investment Themes Across Housing, Industrial, Healthcare 15:30 – Office Reality vs. Winners and Losers 20:30 – Alternatives Like IOS, Self Storage, Senior Housing 25:51 – How Clarion Allocates Across Credit, Equity, Regions 31:14 – Capital Strategy and New Products 35:00 – Where We Are in the Cycle 38:34 – Career Advice for Recent Grads Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. 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.

Episódio de número 286 da palestra virtual da Reunião de Estudos do Evangelho do Grupo Espírita "Irmão Áureo" - 20/09/2025Reflexões sobre o tema "NO EXAME RECÍPROCO", com base NO CAP. 43 do livro: CEIFA DE LUZ, de Emmanuel, psicografia de Francisco Cândido Xavier. BIBLIOGRAFIA:- Livro: Ceifa de Luz - Emmanuel, psicografia de Francisco Cândido Xavier, cap. 43 – “No Exame Recíproco” - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cel/Cel43.htm- Livro: O Livro dos Espíritos - Allan Kardec - Terceira Parte - Leis Morais - Capítulo 7 - Lei de Sociedade - disponível em: https://bibliadocaminho.com/ocaminho/TKP/Lde/LdeP3C07.htm- Livro: Fonte Viva - Emmanuel - Cap. 163 - Aprendamos com Jesus - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Fv/Fv163.htm- Livro: Convivência - Emmanuel - Cap. 20 - Caridade e Convivência - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cn/Cn20.htm- Livro: Respostas da Vida - André Luiz - Cap. 16 - Convivência - André Luiz - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Rdv/Rdv16.htm- Livro: Luz Bendita - Emmanuel (Depoimentos Diversos) - Cap. 3 - Convivência - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Lb/LbP1C03.htm- Livro: Seara dos Médiuns - Emmanuel - Cap. 35 - Caridade e Tolerância - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Sdm/Sdm35.htm- Livro: A Vida Escreve - Hilário Silva - Cap. 16 - Instantâneo - Hilário Silva - psicografia de Francisco C. Xavier / Waldo Vieira - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ave/AveP1C16.htm- Livro: Atenção - Emmanuel - Cap. 4 - Compreensão e Vida - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ao/Ao04.htm- Mensagem: Testemunhos da Fé - Joanna de Angelis - Psicografia de Divaldo Pereira Franco, na sessão de 19.2.2018, no Centro Espírita Caminho da Redenção, em Salvador, Bahia. - disponível em: https://www.feparana.com.br/topico/?topico=3353- Livro: Rumos Libertadores - Joanna de Angelis - Cap. 45 - Fé-Conquista - Joanna de Angelis - psicografia de Divaldo P. Franco - disponível em: https://search.nepebrasil.org/book-part/?book=593&chapter=45&id=28635- Livro: Companheiro - Emmanuel - Cap. 8 - Estrela Íntima - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Co/Co08.htmPoesia Final: Cantiga da Tolerância - Maria Dolores- do livro: Alma e Vida - Maria Dolores — psicografia de F. C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Aev/Aev11.htm

Diálogos à luz do Evangelho e da Doutrina Espírita.Reflexões sobre o tema "NO TRATO COMUM", com base NO CAP. 42 do livro: CEIFA DE LUZ, de Emmanuel, psicografia de Francisco Cândido Xavier. BIBLIOGRAFIA:- Livro: Ceifa de Luz - Emmanuel, psicografia de Francisco Cândido Xavier, cap. 42 – “No Trato Comum” - disponível em: https://bibliadocaminho.com/ocaminho/TX/Cel/Cel42.htm- Livro: Vinha de Luz - Emmanuel - Cap. 123 - Amargura - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Vl/Vl123.htm- Livro: Agenda Cristã — André Luiz - capítulo 38 - Não Estrague o Seu Dia - André Luiz - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Ac/Ac38.htm- Livro: Somente Amor - Maria Dolores / Meimei - capítulo 3 - A Mensagem - Maria Dolores - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Sa/Sa03.htm- Livro: O Espírito da Verdade — Autores diversos - capítulo 24 - Caminha Alegremente - Emmanuel - psicografia de Francisco C. Xavier / Waldo Vieira - disponível em: https://bibliadocaminho.com/ocaminho/TX/Oev/Oev24.htm- Livro: Vinha de Luz - Emmanuel - Prefácio - Brilhe Vossa Luz - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Vl/VlPref.htm- Livro: Pão Nosso - Emmanuel - Cap. 118 - É Para Isto - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Pn/Pn118.htm- Livro: Mãos Unidas - Emmanuel - Cap. 45 - Prontuário da Alma - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Mu/Mu45.htm- Livro: Pão Nosso - Emmanuel - Cap. 75 - Murmurações - Emmanuel - psicografia de Francisco C. Xavier - disponível em: https://bibliadocaminho.com/ocaminho/TX/Pn/Pn75.htm- Livro: Tende bom ânimo — Autores diversos - capítulo 15 - Se te encontras angustiado - Emmanuel - psicografia de Francisco C. Xavier / Carlos A. Baccelli - disponível em: https://bibliadocaminho.com/ocaminho/TX/Tba/Tba15.htm

On this episode of Bulture podcast: Terrance Crawford Defeats Canelo Alvarez and Becomes First Man to Be Undisputed Champion in Three Different Weight Classes!Boxing legend Floyd Mayweather won $124K after betting on Terence Crawford to beat Canelo Alvarez in Las VegasWas Carmelo Anthony wrong for not naming La La in his Hall of Fame induction speechCardi B Sells CDs on the Subway and Jokes She Might Lose Her Home If Album FlopsNew alleged snippet of GloRilla dissing Young Thug surfacesYoung Thug apologized to Mariah the Scientist, Drake, Lil Baby, Future, 21 Savage, Gucci Mane, and more in his new song ‘Man I Miss My Dogs'In a recent interview, Adam Silver said fans who can't afford streaming services can still watch free highlights, calling the NBA a “highlight-driven sport.”42 Dugg says he was told that Pusha T is better than Young Jeezy-Jeezy is taking his TM101 20th Anniversary Black Tie Affair, orchestra tour to Vegas for a residency starting October 31st at Planet Hollywood Resort & CasinoG Herbo responds to backlash over his support of Trump sending the National Guard to Chiraq: “I'm not a Trump supporter… I'm all for keeping the women and children safe.”Lil Durk's trial might be pushed back to January 2026 after co-defendants requested a later date.Quavo Thinks NFL Players Wear Fake Jewelry - ‘I Don't Think It Be Real, We Wear Our Real Jewelry Out in The Public' Isaiah Neyor may be proving Quavo wrong about athletes' jewelry as he shows off a massive $100K diamond chain while on the bench.Leon Thomas threw 4batz a bachelor party with cameos from No Cap, Cash Cobang and Chow Lee for their song “she ain't no angel”Woman calls out people over 30 years old for going to NBA YoungBoy's concert.A former WNBA player suggested that Angel Reese give her teammates $100K to get back in their good graces — “just to show them you care.”The NBA has officially implemented the new rule were missed half-court heaves at the end of quarters won't hurt a player's stats.  

(1) Cap or No Cap- NFL, Chargers contenders? Brady with headset & Silverfield (2) Jessica Benson from Grind City Media joins on Silverfield, Grizz, Guard

Season 4, Episode 1: We're back with a brand-new season of No Cap — and we're starting big. Jack Stone and Alex Gornik sit down with Owen Thomas, CEO of BXP and the largest office landlord in the United States, to launch Season 4 in style. From a Virginia dairy farm to Morgan Stanley, Lehman Brothers, and now leading the country's largest office landlord, Owen shares the pivotal moments that shaped his career. He discusses succeeding Mort Zuckerman at BXP, the evolution of office demand, work-from-home and hybrid dynamics, BXP's 343 Madison project, and how AI may reshape the future of office space. TOPICS 00:10 – Introduction 01:00 – From Virginia roots to Morgan Stanley Real Estate 04:33 – Leading in Asia and the 2008 financial crisis 06:15 – Lehman Brothers board and the largest bankruptcy in history 14:36 – Rise of REITs and capital markets 15:42 – Taking over as CEO of BXP and succeeding Mort Zuckerman 21:05 – Office demand, work-from-home, and hybrid dynamics 30:00 – Gateway markets, regional differences, and 343 Madison 41:00 – Development challenges and suburban vs. urban performance 47:32 – AI's impact, leadership lessons, and the future of BXP Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. 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.

**** DISCLAIMER*******LISTEN AT YOUR OWN RISK, NOT FOR THE EASILY OFFENDED. LISTENER DISCRETION ADVISEDIN A HOT BUTTON TOPIC WE DISCUSS THE DEATH OF CHARLIE KIRK AND WE RAMBLE THE FUCK ON WITH FAN QUESTIONS AND KING MEXICO QUESTIONS... IT IS WHAT IT IS. WE LIVE UP THE NAME " THE MOST UNPROFESSIONAL PODCAST" AND #1 PODCAST IN UNINCORPORATED WHITTIER.REMEMBER WE'RE EQUAL OPPORTUNITY OFFENDERS EVERYONE GETS IT, YOU KNOW HOW WE ROLL. YOU KNOW HOW WE ARE. ANYTHING HAPPENS AND IS SAID WHEN YOU LISTEN TO US. ENJOYRAMBLE ARMY PLEASE SHOW YOUR SUPPORT. SUBSCRIBE, SHARE AND LIKE!!! JOIN THE RAMBLE ARMYRAMBLE+PATREON:⁠⁠⁠patreon.com/Ramblingnetworkchannel⁠⁠⁠LINKTREE: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/Ramblingalcoholics⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

(1) "Cap or No Cap" on UGA vs. UT, Jalen Carter & Eagles, & JJ Watt vs Romo (2) Around the NFL on Kittle going to IR, Raiders down? Chargers up?

(1) Cap or No Cap on Memphis Hoops v Arkansas, Football, & US Open (2) Memphis Women's Soccer Coach Brooks Monaghan previews UT vs. Memphis soccer

Josh Elliott-Wolfe & Dominic Šramaty host. Julia Kreuz joins the show to talk Blue Jays. Will Jeff Hoffman continue to be the closer? George Springer finds the fountain of youth, and when will Bichette sign? Then, it's time for "Cap or no cap". The guys talk about the Canucks NHL 26 ratings, and which prospect is most likely to make the roster? ESPN Hockey reporter Greg Wyshynski joins the show. The guys talk Crosby & Malkin's future in Pittsburgh, McDavid extension in Edmonton, and more NHL news. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Media Inc. or any affiliate.

Season 3, Episode 12: In this episode of No Cap, Jack Stone and Alex Gornik sit down with Ben Brown, Co-President of Brookfield's Real Estate Group and Head of the Americas, to talk about the pivotal moments that shaped his career and the strategies behind some of Brookfield's biggest deals. From breaking into Brookfield during the financial crisis to leading $10B+ acquisitions like GGP and Forest City, Ben shares the lessons learned, the risks taken, and the culture that keeps Brookfield ahead in a shifting real estate market. He also opens up about where he sees opportunity today, from retail and housing to data centers and hospitality. TOPICS 00:10 – Introduction 01:39 – Early career and first steps in real estate 07:58 – Joining Brookfield during the financial crisis 12:30 – Why 2018 became a record year of deals 15:05 – Inside the GGP acquisition and retail strategy 25:00 – How Brookfield structures capital 29:33 – Forest City and investing in urban cores 36:57 – Shifts in apartments, logistics, and strategy 42:28 – Where Ben sees opportunity now 49:00 – Hospitality plays in the US, India, and Europe 53:42 – Brookfield's edge in capital markets 59:02 – Culture and teamwork at scale Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

(1) Cap or No Cap on Grizzlies Lease & Tigers Football Defense & Running attack (2) Jessica Benson from Grind City Media discussed Grizz and downtown Mem FB

Lily Allen and Miquita Oliver answer your questions about slang.Next week, we want to hear your questions about JUSTICE. Please send us a voice note on WhatsApp: 08000 30 40 90. Or, if you like, send us an email: missme@bbc.co.uk.This episode contains very strong language and adult themes. Credits: Producer: Flossie Barratt Technical Producer: Will Gibson Smith Assistant Producer: Caillin McDaid Production Coordinator: Rose Wilcox Executive Producer: Ellie Clifford Assistant Commissioner for BBC: Lorraine Okuefuna Commissioning Editor for BBC: Dylan Haskins Miss Me? is a Persephonica production for BBC Sounds

Season 3, Episode 11: In this episode of No Cap, Jack Stone and Alex Gornik sit down with MaryAnne Gilmartin, Founder and CEO of MAG Partners, to talk about the pivotal moments, high-stakes decisions, and unconventional moves that have defined her career and shaped New York City's skyline. From her Brooklyn roots to steering some of Manhattan's most high-profile projects, MaryAnne shares what it takes to lead in real estate's most competitive market, how she approaches affordable housing, and where she still sees opportunity when others hesitate. TOPICS 00:09 – Introduction 00:42 – Brooklyn roots and early career steps 02:51 – Koch era New York and the public sector 04:59 – Why retail matters to a project's success 10:21 – The West Side before Hudson Yards 12:18 – Bruce Ratner and the Forest City years 21:06 – Leading through high-stakes moments 29:49 – Mentors and management lessons 43:18 – Working with communities and affordable housing 47:21 – Closing and thank you Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

Hour Two of the Good Morning Football Podcast begins with hosts Jamie Erdahl, Kyle Brandt, and Manti Te’o playing a game of NO CAP - which QB will steal the show in week-2 of the NFL preseason? Which team will shock the world in 2025? Browns S Grant Delpit joins the show and sharers his perspective of Shedeur Sanders, the Browns defense, and facing Joe Burrow/Lamar Jackson. THIS WAS A DUDE - Bryce Paup.See omnystudio.com/listener for privacy information.

Season 3, Episode 10: In this episode of No Cap, Jack Stone and Alex Gornik talk with Jon Siegel—Partner and CIO at RailField—about building through one of the toughest market cycles, what went wrong after early success, and why staying active matters more than ever. They also get into the private credit boom, the myth of distress deals, and where real opportunities still exist. TOPICS 00:09 – Opening and Jon's Background 04:22 – Starting RailField with $50M of Institutional Capital 06:03 – Early Deals and Gaining Credibility 10:18 – The Rise of Preferred Equity and Private Credit 14:15 – Why Distress Hasn't Hit and What Happens Next 20:00 – Market Timing, Cycles, and Staying in the Game 24:08 – Vintage Deals, Underwriting, and What Still Works 27:00 – Portfolio Strategy and Working with Institutional Capital 32:58 – Long-Term Bullishness on Multifamily 36:41 – Final Thoughts and Outlook for 2025 Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

In this week's episode of Syndication Nation, a podcast dedicated to all things leveraged finance, 9fin LevFin reporter Dan Mika talks with Barclays Head of US Credit Strategy Dominique Toublan about Barclays' credit capitulation and complacency signals.What does the recent miss and revision in the US jobs report mean for lenders? What does it mean when credit spreads are getting tighter despite the lack of new debt issuance? And why did Dan reference a TikTok meme from 2023 to frame these questions?Have any feedback about this episode? Send us a note at podcast@9fin.com. Thanks for listening!

(1) "Cap or No Cap" preseason NFL preview & WNBA Takes itself too seriously (2) Former Tigers Guard Anthony Rice discusses medical condition & needs help (3) Back to School and no cell policy

Season 3, Episode 9: Craig Deitelzweig is redefining office real estate—one scent, doorman, and house car at a time. In this episode, the CEO of Marx Realty shares how he's leading the hotelization of office buildings—and why most landlords are stuck in the past. From signature scents and concierge-level service to rooftop lounges and Porsche house cars, Craig explains how his team is turning tired Class B assets into high-demand, high-rent destinations. TOPICS 00:00 – Alec Baldwin and Barber Chair Banter 02:00 – From Lawyer to CEO: Craig's Path to Marx Realty 07:15 – 10 Grand Central: Turning a Drag Into a Destination 14:00 – House Cars, Gelato, and Hospitality That Converts 19:00 – How Amenities Deliver ROI (and Surprise Revenue) 23:00 – Baccarat Branding and the “Club” Office Experience 28:00 – Midtown's Strength vs Downtown's Struggles 33:00 – DC's Turnaround and What It Means for CRE 42:00 – Retail Expansion and What's Powering It 48:00 – Capital Markets Outlook and the Return of LPs Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

(1) "Cap or No Cap" on Luka Doncic training routine, Deion Sanders, & Jerry Jones (2) Deion Sanders & new Ja Morant shoes and his play

Season 3, Episode 8: Jonathan Kaufman Iger is turning Sage Realty into the first true commercial real estate brand. In this episode, the CEO of Sage shares how a 100-year-old family business is evolving to meet the demands of modern office users. From tenant experience to hospitality-driven operations, Jonathan explains why most landlords are getting it wrong—and what it takes to build trust, loyalty, and a competitive edge in today's bifurcated market. We discuss: – Sage's shift from ownership to brand identity – Lessons from leasing, portfolio resets, and UK exits – Workplace services that actually matter to tenants – The real reason gyms and lounges often fail TOPICS 00:00 – Cold open and NYC credibility 03:10 – Family roots in New York real estate 11:00 – Taking the long road to Sage 21:00 – Building UrbanGrad and early Facebook ads 28:30 – The conversation that changed everything 35:15 – Refocusing the portfolio on NYC office 43:20 – Lessons from WeWork and building a brand 50:15 – Turning Sage into a tenant-first platform 58:00 – How Sage personalizes service at scale 1:07:00 – Final thoughts on hospitality and vision Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

If you support us on Patreon, you may know that we have been doing Aftershows weekly for many years. We are releasing Aftershows from the past (two years old) on Fridays for everyone's enjoyment. https://youtube.com/live/9HGabSd7Ug4 No Cap Aftershow We've got an AI Art Quiz with a twist this week from our best friend, Mike. All the answers are games covered in Generation 16, Greg's YT series going game by game through the Mega Drive/Genesis release library. You might want to click the link to the video version, as this is a visual game. If you have an idea for a game we can play in the Aftershow, email it to us at playeronepodcast@gmail.com! Thanks for your support!  

Season 3, Episode 7: Janet LePage, CEO of Western Wealth Capital, joins the show to share how she scaled from flipping homes in Phoenix to managing over 30,000 units across the Sunbelt, with $4B in real estate transactions under her belt. In this episode, Janet opens up about the pressure of navigating one of the fastest interest rate hikes in modern history and how her firm managed to stay aggressive in the Sunbelt while others pulled back. From installing washers and dryers to unlock millions in value to vertically integrating WWC in just 26 days during COVID, Janet breaks down how bold decisions and operational precision kept her portfolio alive when others were sinking. We discuss: – Her journey from flipping homes to building WWC – The moment she felt “truly wealthy” (hint: it involved a pickle sandwich) – How her 83-point checklist drives fast, repeatable value-adds – Why she vertically integrated WWC during COVID in just 26 days – The first deal she's bought in three years—and why it's 43% below replacement cost TOPICS 00:00 – Janet's Start: From Coder to First Flip 05:00 – Flipping Homes While Working a 9-to-5 12:00 – Buying 23 Units 26 Days Before Birth 18:00 – Scaling Through Systems and Syndication 25:00 – Raising Millions and Launching WWC 32:00 – The Washer-Dryer Strategy That Changed Everything 38:00 – Breaking Into Texas and Going Institutional 45:00 – Vertical Integration and COVID Shifts 51:00 – Lessons from Rate Hikes and Bridge Debt 55:00 – New Opportunities: Buying 43% Below Replacement Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

Big Yavo talks about his upbringing, why he makes music, relationships in the industry, and more. ----- Shout out to all our members who make this content possible, sign up for only $5 a month    / @nojumper   Promote Your Music with No Jumper - https://nojumper.com/pages/promo CHECK OUT OUR ONLINE STORE!!! https://nojumper.com NO JUMPER PATREON   / nojumper   CHECK OUT OUR NEW SPOTIFY PLAYLIST https://open.spotify.com/playlist/5te... Follow us on SNAPCHAT   / 4874336901   Follow us on SPOTIFY: https://open.spotify.com/show/4z4yCTj... iTunes: https://itunes.apple.com/us/podcast/n... Follow us on Social Media:   / 4874336901    / nojumper    / nojumper    / nojumper    / nojumper   JOIN THE DISCORD:   / discord   Follow Adam22:   / adam22   adam22bro on Snapchat Learn more about your ad choices. Visit megaphone.fm/adchoices

Season 3, Episode 6: Andy Weiner, CEO of RockStep Capital, joins the show to explain why the retail apocalypse was overhyped and how his firm is turning overlooked malls into long-term cash-flow plays. With 50+ shopping centers under management, Andy walks through the real risks, the CMBS fallout, and why Class B markets still offer upside, if you know how to operate. We discuss: – Why “retail is dead” doesn't hold up in the data – The problem with chasing national tenants – How to convert retail boxes into healthcare and entertainment – Why CMBS debt caused lasting damage to retail. TOPICS 00:00 – Cold Open and Retail Misconceptions 02:20 – Andy's Path and RockStep's Strategy 07:00 – The Retail Apocalypse Was Overblown 10:30 – Picking Markets and Making Malls Work 15:45 – Why Big Boxes Can Hurt NOI 20:10 – CMBS Mistakes and Risk Discipline 26:00 – Repurposing Retail Into Healthcare and Entertainment 32:00 – Leasing Timelines and Tenant Credit Today 37:50 – Anchor Replacements and Nontraditional Uses 44:30 – Pricing Gaps, Cap Rates, and Lender Pullback 50:00 – What's Next for Retail in 2025 Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

(1) Memphis needs to win football games... and more in J&J's "Cap or No Cap" (2) Jonah Dylan, Memphis Commercial Appeal, on Tigers & who will be starting QB

Season 3, Episode 5: Brian Cohen, CEO of Andover Properties, joins the show for a candid deep dive into how he scaled a self-storage empire and why the best buying opportunities today are in the asset classes no one wanted a decade ago. From distressed storage deals and long lease-ups to launching a credit platform with Angelo Gordon, Brian breaks down what makes Andover different and why data, automation, and institutional discipline give them a lasting edge. We discuss: – Why self-storage outperformed during the GFC – How lease-up timelines have doubled post-COVID – What most operators miss about private credit – Wild stories from inside storage units Brian also shares why he avoids third-party management, what makes below-replacement-cost deals so compelling, and how Andover uses AI to make smarter decisions across all verticals. TOPICS 00:00 – Intro and Sleep Tech Rant 02:00 – From Tishman Speyer to Self-Storage 06:00 – Lack of Sophistication in Early Storage Industry 10:00 – Lease-Up Timelines and Developer Distress 14:30 – Loan Acquisitions and Launching a Lending Platform 19:00 – Why They Avoid Third-Party Management 22:30 – Drug Busts, Guns, and Other Storage Finds 26:00 – The Car Wash Thesis and Token Economics 30:00 – AI Tools and Andover's Data Strategy 34:00 – Buying 50% Below Replacement Cost 38:00 – Cycle Outlook and What's Next for Andover Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

Season 3, Episode 4: Rich Hill, Global Head of Real Estate Strategy at Principal Asset Management, joins the show for a candid deep dive into the state of CRE in 2025, from CMBS and construction lending to the hype around AI data centers. With over $100B in real estate under management, Rich explains why office isn't dead, where multifamily pricing is off, and how investors are recalibrating their return expectations. We discuss: – Why debt is suddenly back in favor – What's fueling (and threatening) the data center boom – Where office sentiment is quietly shifting – The truth behind the “housing shortage” narrative Rich brings clarity to the chaos, offering a rare look at how one of the industry's largest real estate platforms is navigating 2025. TOPICS 00:00 – Intro & Birthday Surprise 03:00 – Rich's Career Path + Joining Principal 06:00 – How Principal Allocates Capital in Today's Market 10:30 – Debt, Construction Lending, and CMBS Strategy 15:40 – Data Centers, AI Demand, and Market Caution 22:30 – Office Outlook and Why Originations Are Ticking Up 28:00 – Living Strategies, Seniors Housing, and Multifamily Mispricing 33:50 – US vs. Europe: Capital Sentiment and Cross-Border Strategy 39:20 – Tariffs, Onshoring, and Resilient Cash Flows 43:00 – Return Expectations for CRE in 2025 and Beyond 47:00 – Final Thoughts on Alternatives and Outlook Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

Do you know these slang terms?

Season 3, Episode 3: Tommy Lee, Global Head of Capital Markets at Trammell Crow Company, joins No Cap podcast for a deep dive into the return of institutional capital—and what it signals for commercial real estate in 2025. Under Lee's leadership, Trammell Crow has raised and deployed over $22 billion since 2018, fueling large-scale development across major U.S. markets. In this episode, he breaks down how global capital is reentering the space, what risks are being mispriced, and why some deals just don't pencil—no matter how they look on paper. We discuss: – The return of institutional investors and what it means for deal flow – Execution risk and capital stack dynamics in today's market – Why distressed deals might not be the opportunity everyone thinks – The illusion of “risk-free” Treasuries and potential cracks in the system Thomas doesn't hold back—and his perspective offers rare insight into how one of the industry's top players is navigating the current CRE landscape. TOPICS 00:00 – Introduction 05:00 – CRE Pipeline Activity and Investor Sentiment 10:00 – Managing Relationships and Finding Real Opportunity 15:00 – Office Skepticism and Repositioning Challenges 20:02 – What the Capital Markets Team Is Seeing Nationwide 25:00 – Risk, Return, and Raising Capital in Today's Climate 30:00 – Creative Structuring and Non-Traditional Capital 35:00 – What LPs Care About in 2025 40:00 – Regional Plays, Execution Risk, and Exit Timing 45:00 – What Makes a Deal Worth Saying No To 50:00 – Advice for the Next Generation of Real Estate Leaders Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

In this edition of the KFS Podcast, Jon & Jeremy open with a discussion about the Knicks seach for a new head coach before jumping into another CAP OR NO CAP, this time discussing what it would look like if the Knicks were to try to trade for former 2-time MVP Giannis Antetokounmpo. JOIN KNICKS FILM SCHOOL AT FANATICS FEST ON JUNE 20-22! GO TO FANATICSFEST.COM & USE PROMO CODE "KNICKSFILMSCHOOL20" TO GET 20% OFF YOUR TICKET PRICE BEFORE JUNE 20TH!!!!Watch the video version of this podcast on our YouTube channel!FOLLOW MACRI - @JCMacriNBAFOLLOW JEREMY - @TheCohencidenceFOLLOW GMAC - @AndrewJClaudio_SIGN UP FOR THE NEW BRUNSON TIER ON PATREON TO GET BONUS CONTENT FROM BENJY & DJ!FOR AN AD-FREE, UNINTERUPTED VERSION OF THIS EPISODE, SIGN UP FOR THE MELO TIER ON PATREON!CHECK OUT THE KFS MERCH STORE!SPONSORS:SHOUTOUT TO OUR PRESENTING SPONSOR - FANATICS SPORTSBOOK! EARN UP TO 10% BACK ON YOUR BETS WIN OR LOSE. USE FANCASH ON TEAM GEAR ON FANATICS.COM BONUS BETS OR PROFIT BOOSTS IN THE FANATICS SPORTSBOOK APP! STAY TUNED FOR EXCLUSIVE OFFERS ALL PLAYOFFS LONG!GIVE CORNBREAD HEMP A TRY! GET 30% OFF YOUR FIRST ORDER BY VISITING CORNBREADHEMP.COM/KFS AND USE PROMO CODE “KFS” AT CHECKOUT. 

In this edition of the KFS Podcast, Jon & Jeremy continue the offseason coverage with another CAP OR NO CAP, this time discussing our old friend Kevin Durant and how the current trade negotiations surrounding the superstar affect the Knicks, from both the "what would a trade for KD look like" and the "can the Knicks get involved as a 3rd team for a different player" perspectives. JOIN KNICKS FILM SCHOOL AT FANATICS FEST ON JUNE 20-22! GO TO FANATICSFEST.COM & USE PROMO CODE "KNICKSFILMSCHOOL20" TO GET 20% OFF YOUR TICKET PRICE BEFORE JUNE 20TH!!!!PLEASE HELP KFS WITH OUR NEW PARTNERS BY COMPLETING THIS SURVEY!Watch the video version of this podcast on our YouTube channel!FOLLOW MACRI - @JCMacriNBAFOLLOW JEREMY - @TheCohencidenceFOLLOW GMAC - @AndrewJClaudio_SIGN UP FOR THE NEW BRUNSON TIER ON PATREON TO GET BONUS CONTENT FROM BENJY & DJ!FOR AN AD-FREE, UNINTERUPTED VERSION OF THIS EPISODE, SIGN UP FOR THE MELO TIER ON PATREON!CHECK OUT THE KFS MERCH STORE!SPONSORS:SHOUTOUT TO OUR PRESENTING SPONSOR - FANATICS SPORTSBOOK! EARN UP TO 10% BACK ON YOUR BETS WIN OR LOSE. USE FANCASH ON TEAM GEAR ON FANATICS.COM BONUS BETS OR PROFIT BOOSTS IN THE FANATICS SPORTSBOOK APP! STAY TUNED FOR EXCLUSIVE OFFERS ALL PLAYOFFS LONG!SHOP SKIMS MENS AT SKIMS.COM & LET THEM KNOW WE SENT YOU! AFTER YOU PLACE YOUR ORDER, SELECT "PODCAST" IN THE SURVEY & SELECT "KNICKS FILM SCHOOL" IN THE DROPDOWN MENU THAT FOLLOWS!

Season 3, Episode 2: In this episode of No Cap Podcast, co-hosts Jack Stone and Alex Gornik sit down with John Imbriglia, CEO of Crowd Street, and Anna-Marie Allander Lieb, Investment Director, to discuss the company's remarkable recovery from the $63M fraud scandal that rocked its platform. John and Anna-Marie dive deep into how they turned a crisis into one of the biggest expansions in private equity. The duo reveals their shift from crowdfunding to private equity, how they're leveraging AI for smarter due diligence, and why more Americans are moving away from traditional financial advisors in favor of self-directed investing. TOPICS 00:00 - Introduction 05:00 - The Nightingale Fraud Scandal 10:00 - John's Background and Expansion Vision 15:00 - Due Diligence and Sponsor Vetting 20:00 - Technology Updates and Brand Strategy 25:00 - Building Trust Without Financial Advisors 30:00 - AI Integration and Portfolio Management 35:00 - Multifamily and Retail 40:00 - Conservative Leverage and Credit Approach 44:00 - Fall Launch Timeline for Private Markets Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. 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.

In this edition of the KFS Podcast, Jon & Jeremy continue the offseason coverage with another CAP OR NO CAP, this discussing all the different free agent players the Knicks could possibly & should potentially target with the Taxpayer Mid-level Exception (TMLE) JOIN KNICKS FILM SCHOOL AT FANATICS FEST ON JUNE 20-22! GO TO FANATICSFEST.COM & USE PROMO CODE "KNICKSFILMSCHOOL20" TO GET 20% OFF YOUR TICKET PRICE UNTIL JUNE 20TH!Watch the video version of this podcast on our YouTube channel!FOLLOW MACRI - @JCMacriNBAFOLLOW JEREMY - @TheCohencidenceFOLLOW GMAC - @AndrewJClaudio_SIGN UP FOR THE NEW BRUNSON TIER ON PATREON TO GET BONUS CONTENT FROM BENJY & DJ!FOR AN AD-FREE, UNINTERUPTED VERSION OF THIS EPISODE, SIGN UP FOR THE MELO TIER ON PATREON!CHECK OUT THE KFS MERCH STORE!SPONSORS:SHOUTOUT TO OUR PRESENTING SPONSOR - FANATICS SPORTSBOOK! EARN UP TO 10% BACK ON YOUR BETS WIN OR LOSE. USE FANCASH ON TEAM GEAR ON FANATICS.COM BONUS BETS OR PROFIT BOOSTS IN THE FANATICS SPORTSBOOK APP! STAY TUNED FOR EXCLUSIVE OFFERS ALL PLAYOFFS LONG!SHOP SKIMS MENS AT SKIMS.COM & LET THEM KNOW WE SENT YOU! AFTER YOU PLACE YOUR ORDER, SELECT "PODCAST" IN THE SURVEY & SELECT "KNICKS FILM SCHOOL" IN THE DROPDOWN MENU THAT FOLLOWS!

In this edition of the KFS Podcast, Jon & Jeremy get the offseason coverage started with THE RETURN of Cap Or No Cap?!  JOIN KNICKS FILM SCHOOL AT FANATICS FEST ON JUNE 20-22! GO TO FANATICSFEST.COM & USE PROMO CODE "KNICKSFILMSCHOOL20" TO GET 20% OFF YOUR TICKET PRICE UNTIL JUNE 20TH!Watch the video version of this podcast on our YouTube channel!FOLLOW MACRI - @JCMacriNBAFOLLOW JEREMY - @TheCohencidenceFOLLOW GMAC - @AndrewJClaudio_SIGN UP FOR THE NEW BRUNSON TIER ON PATREON TO GET BONUS CONTENT FROM BENJY & DJ!FOR AN AD-FREE, UNINTERUPTED VERSION OF THIS EPISODE, SIGN UP FOR THE MELO TIER ON PATREON!CHECK OUT THE KFS MERCH STORE!SPONSORS:SHOUTOUT TO OUR PRESENTING SPONSOR - FANATICS SPORTSBOOK! EARN UP TO 10% BACK ON YOUR BETS WIN OR LOSE. USE FANCASH ON TEAM GEAR ON FANATICS.COM BONUS BETS OR PROFIT BOOSTS IN THE FANATICS SPORTSBOOK APP! STAY TUNED FOR EXCLUSIVE OFFERS ALL PLAYOFFS LONG!SHOP SKIMS MENS AT SKIMS.COM & LET THEM KNOW WE SENT YOU! AFTER YOU PLACE YOUR ORDER, SELECT "PODCAST" IN THE SURVEY & SELECT "KNICKS FILM SCHOOL" IN THE DROPDOWN MENU THAT FOLLOWS! 

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On this edition of “Economics on Tap,” Kimberly and Sabri discuss how it's nearly impossible to tariff-proof your shopping list (or cocktail) because of the way our global economy works. They also get into why reshoring might be easier said than done. Plus, could Congress claw back some of the authority on tariffs? And the hosts weigh in on this season of “White Lotus” in a round of Half-Full/Half-Empty! Here's everything we talked about today: “These cocktails and wines could get pricier if Trump imposes tariffs” from The Washington Post “US Senate Republican pushes to require congressional approval for new tariffs” by Reuters “House Republican moves to rein in tariff powers” by Politico “Powell Warns Trump's Tariffs Risk Stoking Even Higher Inflation and Slower Growth” from The New York Times “The Revolving Restaurant Is Back Again (and Again)” from The New York Times “Americans Rush to Buy TVs, Soy Sauce, Lululemon Workout Gear” from The Wall Street Journal “This Financial Firm Can Give Investment Advice in Gen Z Slang, No Cap” from The Wall Street Journal ‘The White Lotus” Season 3 finale: How to watch, plus what we know about Season 4 from Yahoo Entertainment Got a question or comment for the hosts? Email makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.