Episode
Mega-Marriage of Convenience and Miami’s Abuelagate
- Podcast
- The Promote Podcast
- Published
- May 6, 2026
- Duration seconds
- 2109
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/aa5b60be
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Summary
This week, we discuss multifamily’s mega-marriage of convenience : After getting no love from the Street for being merely huge, multifamily REITs Equity Residential and AvalonBay are considering a merger. Will overuses the word “tectonic,” but it really does apply here, so we’re going to dive in as deep as we can. We then leave the public markets behind for a telenovela playing out at an old-school Miami real estate family: major developer Terra Group’s David Martin is being accused of playing the part of a Bollywood villain. This is the exact kinda story lineup we love here at The Promote - a lil’ meat, a lil’ masala. Plus, our Punch List rundown of the newsiest industry happenings: KKR's data-center play; Alan Stalcup's Starwood PGs; Newmark's earnings; Aby Rosen battles German lender at Soho hotel; Anthropic's NYC leasing tear. Sponsors: 1) This episode is supported by Pensford , the only interest-rate advisory focused exclusively on CRE. With over 10,000 rate caps under its belt, Pensford is your go-to partner to navigate rates. 2) This episode is supported by Bravo Capital , a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors. And check out their must-read SNF primer here . 3) This episode is supported by Cohorts , your go-to peer group of GPs going through the same challenges as you. Check them out at joincohorts.com 4) This week's Punch List is brought to you by DealNav , a map-first CRM and deal-tracking tool built by acquisition fiends for acquisition fiends. Our listeners get 50% off their first year by going to deal-nav.com and using code “ThePromote” at checkout. For feedback: Write us at [email protected] And please rate us and write a review on Apple . For brand partnerships:…