{"podcast":{"title":"The Promote Podcast","slug":"the-promote-podcast-7245267","podcast_index_feed_id":7245267,"rss_url":"https://feeds.transistor.fm/the-promote-podcast","website_url":"http://thepromote.com","image_url":"https://img.transistorcdn.com/1IKNtfEuklcztGPsnPQId6--1veIQvIYPSj6-mdgnDI/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83ZTJm/MmUwYTJkNDlkYzQw/OGU3NGUyZjMyMjZi/OTFmZC5wbmc.jpg","author":"ten31 Media","episode_count":70,"summary":"Your Commercial Real Estate Insider guide. From profiles of the biggest dealmakers to skyline-shaping transactions, we bring you the deals, breakdowns and war stories that move the market — for insiders, by insiders. From bad-boy guarantees to CMBS tranche warfare to syndicator sins, we cover it all. Each week, The Promote Podcast explores three of the most interesting and consequential stories in CRE, taking you well beyond the headlines and into the heart of the action. Hosted by the award-winning “Bard of CRE,” Hiten Samtani, along with no-BS institutional insider Will Krasne. Now a top 80 pod on Apple in \"Business & Investing.\" Also check out our 3x/week newsletter for industry insiders at https://www.thepromote.com/","last_synced_at":"2026-07-15T22:18:23.495686+00:00","page_url":"https://stenobird.com/podcast/the-promote-podcast-7245267"},"episode":{"title":"S2pocalypse Now & Pimco's Puppet Master","slug":"s2pocalypse-now-pimco-s-puppet-master","published_at":"2026-07-08T10:30:00+00:00","page_url":"https://stenobird.com/podcast/the-promote-podcast-7245267/s2pocalypse-now-pimco-s-puppet-master","show_page_url":"https://stenobird.com/podcast/the-promote-podcast-7245267","url":"https://share.transistor.fm/s/dba1c5f6","audio_url":"https://media.transistor.fm/dba1c5f6/c9289a16.mp3","summary":"This week, we wade into the underbelly of big-ticket restructuring, looking at Pimco’s $1.8B lifeline on its disastrous bet on the Columbia Property Trust office portfolio, and how the lenders that stepped in after the default have set themselves up for a massive payday. The whole journey is a valuable lens into the opportunities available deep in the nethers of the capstack. Next, we have to revisit the saga of S2 Capital's Scott Everett , the GP who’s now declared that his $400M multifamily fund is a total loss – we sensed this was coming, but it still hits. We dive into both the business and reputational aspects of the wipeout. Plus, our Punch List rundown of the newsiest industry happenings: RFR Realty succession; Sergey Brin' s NYC rent-stabilized misadventure; Miami condo buyout aces; Kayne Anderson gobbled up. Sponsors: 1) 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. 2) 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 Sergey Brin’s Steep Loss Highlights New York Landlords’ Pain Kayne Anderson’s New Chief Says Real Estate in ‘Supercycle’ as Unit Is Sold The Terminator of Miami Reset Basis FiDi Telenovela Set For Happy Ending S2’s Reit Reckoning Great Scott! S2 Wipes Out on $400M Fund","meta_description":"This week, we wade into the underbelly of big-ticket restructuring, looking at Pimco’s $1.8B lifeline on its disastrous bet on the Columbia Property Trust…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2222,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-promote-podcast-7245267/episodes/s2pocalypse-now-pimco-s-puppet-master/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-promote-podcast-7245267/s2pocalypse-now-pimco-s-puppet-master.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}