Episode

Skyscraper Triage & Data Center Power Struggle

Podcast
The Promote Podcast
Published
Jul 15, 2026
Duration seconds
2277
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/c4b76b5b
Audio
https://media.transistor.fm/c4b76b5b/e81f2985.mp3
JSON
/v1/public/podcasts/the-promote-podcast-7245267/episodes/skyscraper-triage-data-center-power-struggle
Markdown
/podcast/the-promote-podcast-7245267/skyscraper-triage-data-center-power-struggle.md

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Summary

This week, we ride up a rickety construction elevator to the 21st floor of the Pfizer Building , where a major scare threatens to consume New York’s signature office-resi conversion project. We do a 360-degree analysis, from the bricks n’ sticks to the financials and the all-important narrative, looking at the stakes for developers Nathan Berman & David Werner , lender Madison Realty Capital and city & state stakeholders. Then, we check in on a battle of hearts and minds in Virginia, where Blackstone has walked away from a data-center megaproject. The behemoth and many of its peers are grappling with a growing national discontent that has to be putting some investment question marks on this emerging asset class. Plus, our Punch List rundown of the newsiest industry happenings: Airbnb's NYC buy; Norges' retail JV'; SF developers walk; Charles Cohen gets off the mat. Sponsors: 1) This episode is supported by Real Property Captive , the first group captive insurance for mid-market owners. Check out their platform to tap into the same insurance framework used by the market’s biggest players and get dividends from unused premiums. 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. 3) This episode is supported by LoanBoss , the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Further Reading/Listening Aby & Sons Charles Cohen revives West Palm office project Dead mall back on market: Buyers walk away from distressed sale of San Francisco Centre In San Francisco’s hot-again office market, you need a glow-up to succeed Anatomy o…