From BSDs to DSTs & a Lakewood Lad's SNF Summit
The Promote Podcast · Apr 1, 2026 · 37:55
The Promote Podcast · Apr 1, 2026 · 37:55
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This week, we talk some takeaways from institutional real estate’s March Madness, the PREA conference – we’ve got the latest on what the industry's biggest allocators & fund managers are thinking about. Then, we SNF around that quirky asset class’ latest megadeal - Chuny Herzka’s $1.7B acquisition of the Centers healthcare portfolio. And finally, the changing of the guard at Camden Property Trust and BGO's takeover of Bell Partners are great excuses to discuss 2 of our favorite themes – AUM Gobbling & the private-leaning shift in the capital markets.
Plus, our "Punch List" rundown of the newsiest industry happenings: Apollo HQ2; tenants pouncing on distressed buildings dies; and the Dubai real estate scene.
Sponsors:
1) 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! Check them out at loanboss.com
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 by visiting bravocapital.com
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Further reading/listening:
Ethan Penner on the changing nature of the CRE capital markets
Hiten on Bloomberg's Odd Lots podcast chatting about Dubai real estate and the GCC allocator Q
The New Distress Play: Buy Your Own Building
