Best Andrew Nathanson Podcasts (2025)

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159: "Dancing on My Own" vs. "Run Away with Me" (with Josh from Target Audience) 1:04:39

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10d ago1:04:39

1:04:39

The two great "justice for" pop songs of the 2010s. The two songs that created the lane of popheads' cult heroes that dominates the forums. But only one can stand supreme so which one shall rule, Robyn's "Dancing on My Own" or Carly Rae Jepsen's "Run Away with Me"? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at htt…

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First Draft Live: Linneman Associates Principal and Founder Peter Linneman — Uncertainty Is The New Normal. Now What? 38:30

14d ago38:30

38:30

2025 has not gone according to plan. Real estate has been bandied about by headwinds of economic, policy and fundamental changes. Interest rate reductions and rising deal flow has the industry feeling better, but stability is a pipe dream these days, especially when federal data is missing and CRE research can conflict. But forget about the data, e…

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First Draft Live: Origin Investments Co-CEO Michael Episcope — Shutdown Aftershocks: CRE Winners And Losers Amid Economic Instability 27:58

21d ago27:58

27:58

While the longest government shutdown in U.S. history may be over, the commercial real estate industry will be feeling its impact for some time. From HUD halting originations and approvals to hotel demand drying up and data going away, the pain has been widespread. And it will continue to impact underwriting and kill deals, especially in the multif…

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158: "Where Have All the Cowboys Gone?" vs. "Sunny Came Home" 1:15:51

23d ago1:15:51

1:15:51

Did y'all see that Lilith Fair documentary on Hulu? We did, and we have thoughts about two of its biggest stars -- or at least, the two who will always be associated with Lilith Fair first and foremost. But who shall be the victor? Is it Paula Cole's sad-marriage lament "Where Have All the Cowboys Gone?", or will it go to Shawn Colvin's "Sunny Came…

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First Draft Live: CBRE’s Jamie Hodari — Work Has Changed. Has The Office? 30:21

1M ago30:21

30:21

The U.S. office market is molting. The industry has spent the last five years shedding its old skin — and underperforming assets — and is attempting to emerge fresh and appealing to workers. Return-to-office mandates are helping bring workers back to their desks, and vacancy just ticked down for the first time since 2019. But few mandates come with…

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First Draft Live Ep 17: Inside CRE’s New Operating System (with Christian Ulbrich) 27:41

1M ago27:41

27:41

After years of cautious experimentation, CRE’s biggest players are finally scaling artificial intelligence. JLL has been at the forefront of it, launching an in-house AI platform called Falcon that is cutting deal timelines from weeks to hours and automating the drudgery that once bogged down teams. The result is higher revenue per head, higher suc…

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Special Edition: John Santora on WeWork’s Second Act (Live at CREtech) 49:30

1M ago49:30

49:30

Live from the CREtech main stage at New York’s Javits Center on October 21, WeWork CEO John Santora sat down with Bisnow Editor-in-Chief Mark Bonner to unpack one of CRE’s biggest comebacks — from bankruptcy to EBITDA positive, $2.2B in revenue and 550K members, including 47 of the Fortune 100. Occupancy has surged past 90% in Midtown Manhattan and…

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157: "Werewolves of London" vs. "Godzilla" 1:01:12

2M ago1:01:12

1:01:12

Aooooooooo... there goes Godzilla? We're adding songs about monsters to the ol' Halloween party playlist and we need to know which of the late '70s weirdos is going on there first? Do we admire the perfect hair and tailoring of Warren Zevon's "Werewolves of London" or do we go scream "My god!" as we get looked down upon by Blue Öyster Cult's "Godzi…

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First Draft Live Ep 16: Paused, Not Canceled: Inside CRE’s Next Cycle (with Sally Ann Flood) 26:58

2M ago26:58

26:58

The optimism that permeated commercial real estate at the start of 2025 has died down as the year has gone on. That's the headline from Deloitte's annual CRE executive survey, but Deloitte partner Sally Ann Flood said on this week's episode that the responses showed an increasingly bifurcated market. Some asset classes, like data centers and wareho…

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156: "She Thinks My Tractor's Sexy" vs. "Save a Horse (Ride a Cowboy)" (with Angela Collier!) 1:10:52

2M ago1:10:52

1:10:52

When did country music get so dumb? We've pinpointed it down to two points along the path that changed country music forever, and we've invited physics expert and '90s country fan Dr. Angela Collier to help us decide which of the proto-bro country songs actually holds up, "She Thinks My Tractor's Sexy" by Kenny Chesney or "Save a Horse (Ride a Cowb…

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First Draft Live Ep 15: AI Bubble Math Meets Real Estate (with Michael Pearce) 30:58

2M ago30:58

30:58

The AI trade is reshaping markets and CRE is riding shotgun. A surge of capital into chips and data centers has turned AI into the backbone of U.S. growth — pushing tech spending to dot-com-era highs and doubling data center pipelines. But will it pay off? Alarm bells are ringing that adoption may not match optimism. That could quickly mean swathes…

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155: "Kryptonite" vs. "Hanging by a Moment" (with Chris Payne!) 1:06:24

2M ago1:06:24

1:06:24

It's the year 2000, mom is taking you to soccer practice and the radio station is playing two quasi-rock adult contemporary songs over and over and over again! But which minivan rock song of Y2K still holds a dear place in our hearts, 3 Doors Down's "Kryptonite" or Lifehouse's "Hanging by a Moment"? if you have the time and money to spare, please c…

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First Draft Live Ep 14: The Decision: What The Fed Just Told CRE (with Jim Costello) 35:00

3M ago35:00

35:00

The starting gun has gone off: The Federal Reserve lowered interest rates 25 basis points. Now CRE can be off to the races. At least that’s the narrative. In practice, CRE cares more about long-term debt, and the 10-year Treasury ran counter to expectations and actually rose 10 bps, Jim Costello, MSCI’s director of real estate economics, said on th…

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First Draft Live Ep 13: Debt Meets The Housing Crunch (with Sharon Karaffa) 26:11

3M ago26:11

26:11

It’s a high-pressure year for multifamily. Looming maturities, tough capital markets, changing policies, a major shake-up of Fannie Mae and Freddie Mac on the horizon and intensified national attention are all converging to complicate the sector. But multifamily fundamentals are strong, Sharon Karaffa, president of multifamily debt and structured f…

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154: "The Whole of the Moon" vs. "Under the Milky Way" (with Andrew Unterberger!) 1:08:56

3M ago1:08:56

1:08:56

Song vs. Song is back from our unscheduled hiatus!! We finally cover two songs you might not know but your favorite artists definitely know and probably covered at one point. What is the best celestial and vaguely Celtic college rock song of the '80s, The Waterboys' "The Whole of the Moon" or The Church's "Under the Milky Way"? if you have the time…

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BONUS: The MTV VMAs weren't even on MTV this year 1:23:15

3M ago1:23:15

1:23:15

We keep saying this is the worst VMAs ever, and we're always right. This year hit new lows of being both irrelevant and unwatchable, thank god for Sabrina. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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First Draft Live Ep 12: The Bond Market’s Warning To Real Estate (with Chris Stanley) 28:36

3M ago28:36

28:36

Global bond markets are under siege and CRE is caught in the crossfire. UK 30-year gilt yields surged to their highest level since 1998, and volatility in U.S. Treasuries has repeatedly brushed them against 5%. For commercial real estate, that means more expensive debt, climbing cap rates and global investors second-guessing allocations. Christophe…

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A Josie and the Pussycats bonus episode! 57:23

3M ago57:23

57:23

While Todd and Lina wind down their break, a special Bonus Episode released from the vault! Enjoy the greatness of Josie and the Pussycats! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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First Draft Live Ep 11: CMBS Pain Is Only Beginning (with Ethan Penner) 27:59

3M ago27:59

27:59

This episode of First Draft Live is presented by Agora. The godfather of the CMBS market issued a warning that commercial real estate is not out of the woods of its downturn, which is a potential problem for the U.S. economy. “The losses in CRE are so big that the rippling effect of those losses to the economy are so big that they could be quite ha…

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First Draft Live Ep. 10: Inside The Construction Danger Zone (with Les Hiscoe) 28:32

4M ago28:32

28:32

This episode of First Draft Live is presented by Agora. It’s been a chaotic year for the construction industry. Between a volatile tariff regime, elevated interest rates and increased pressures on its labor force, contractors have had to navigate one of the most difficult environments in recent memory. On this week’s First Draft Live, Shawmut Desig…

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First Draft Live Ep. 9: Opportunity Zones: We're Not In 1.0 Anymore (with Steve Glickman) 32:33

4M ago32:33

32:33

The original Opportunity Zone program drove more than $100B into real estate and business investment, but it also faced criticism it missed its mark, failing to spur development in the areas that needed it most. The One Big Beautiful Bill Act just made OZs permanent and it aims to fix all that, tightening the rules on what areas may be designated O…

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First Draft Live Ep. 8: Inside CRE's Tariff Turning Point (with James Bohnaker) 30:06

4M ago30:06

30:06

Liberation Day Part 2 has come and gone, and the U.S. has more clarity on the global trade landscape. Some of the levies will have CRE breathing easier, but some — including the 35% rate on Canada, a hugely important market for construction material imports — might be worse than the industry feared. Already, tariffs have driven construction costs u…

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First Draft Live Ep. 7: Can The Grid Keep Up? Inside The Data Center Surge Reshaping CRE (with Dan Rabb) 32:07

4M ago32:07

32:07

The rise of AI is pushing data centers to their limits. Calls for bigger, denser facilities are increasing and tenant power requirements are doubling in many markets. It’s still not enough to meet the needs of today’s market or tomorrow’s users. On this episode, Bisnow National Data Center Reporter Dan Rabb said keeping the momentum of the data cen…

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A special High School Musical episode (with Big Joel!) 57:33

4M ago57:33

57:33

While we take our break, a little taste of what you can get on our Patreon! We invited Big Joel to do one of our special Patreon bonus episodes, this time about the High School Musical trilogy! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

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First Draft Live Ep. 6: Has Real Estate’s Crypto Moment Finally Arrived? (with Gabe Marans) 28:49

5M ago28:49

28:49

Though a few brave (or crazy) pioneers have dabbled with using crypto in commercial real estate, the industry has mostly sat on the sidelines for years. The reason: not enough regulation, no stability or guardrails. This week, that started to change. The passage of the GENIUS Act to create a framework for stablecoins, plus two other bills making th…

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First Draft Live Ep. 5: The Bill That Just Rewired Multifamily (with Alex Jessett) 30:15

5M ago30:15

30:15

The One Big Beautiful Bill is now law, and its impact on housing could be massive. The Low-Income Housing Tax Credit received its biggest reform in 25 years, including halving the requirements of how much of its funding must come from municipal bonds. LIHTC and the Opportunity Zones program were both made permanent, and major adjustments to OZs — i…

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153: "Manchild" vs. "The Giver" 1:13:14

5M ago1:13:14

1:13:14

Our follow-up to last year's "Espresso" vs. "HOT TO GO!" episode! How are the two big pop starlets of 2024 faring in 2025? We debate the weird reactions and rollouts of Sabrina Carpenter's "Manchild" vs. Chappell Roan's "The Giver"! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sel…

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First Draft Live Ep. 4: Where Is Global Capital Taking CRE Next (with Tom Taylor) 26:42

5M ago26:42

26:42

U.S. foreign policy these days is a sea of uncertainty — CRE investors’ least favorite thing. From whipsaw tariffs to taxes seen as “revenge” against international players who don’t fall in line with Trump administration goals, money managers are increasingly tentative to put their money on American soil. This week, Trepp Senior Research Manager To…

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152: "Old Town Road" vs. "A Bar Song (Tipsy)" (w/Mark Grondin!) 1:15:15

5M ago1:15:15

1:15:15

America loves hip-hop/country mashups that top the charts for 19 weeks! One was a TikTok fluke that changed the culture, one a legitimate country song from an outsider who rode a Beyonce cosign into Nashville, but which is better, Lil Nas X's "Old Town Road" vs. Shaboozey's "A Bar Song (Tipsy)"? See Privacy Policy at https://art19.com/privacy and C…

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First Draft Live Ep. 3: The Fed Froze CRE. Is A Thaw Coming? (with Mark E. Rose) 29:02

6M ago29:02

29:02

The Federal Reserve decided yet again to hold interest rates steady at the June FOMC meeting. But CRE sees a turning point. This week, Avison Young CEO Mark Rose said the decision was irrelevant anyway. The CRE recovery isn’t coming soon, he said. It’s here now. Register on Bisnow.com to join next Friday's conversation live, or check back here for …

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First Draft Live Ep. 2: The One Big Beautiful Bill Vs. CRE (with Ryan Sievers) 27:36

6M ago27:36

27:36

Trump’s One Big Beautiful Bill is being negotiated in the Senate, and how it gets hammered out could have major implications for commercial real estate. The breadth of possible impacts are huge, from the return of bonus depreciation, which could finally make the math work on deals, to qualified business income deductions allowing CRE to write off m…

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151: "Takeover" vs. "Ether" (with FDSignifier!!) 1:06:46

6M ago1:06:46

1:06:46

It is time to revisit one of the most storied rap beefs of all time! Between Pac vs. Biggie and Kendrick vs. Drake, we had Jay-Z vs. Nas, an absolutely vicious rap battle that seems almost quaint now. This was already debated to death in 2001 but we're going to relitigate it, so who actually had the best diss, Jay-Z's "Takeover" or Nas's "Ether"? S…

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First Draft Live Ep. 1: Pricing Deals In Uncertainty (with Greg Friedman) 30:11

6M ago30:11

30:11

With the 10-year Treasury hovering near 5% and Trump’s $3T tax plan rattling the bond market, capital costs are surging — and CRE is feeling the heat. On this episode, Peachtree Group CEO Greg Friedman dove into how the rising 10-year Treasury is impacting deals, the challenge of supporting exit caps in a rapidly shifting environment, how extend an…

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First Draft Live: Coming This Friday 0:48

6M ago0:48

0:48

Between economic whiplash, shifting policies and market volatility that changes by the hour, you need industry insights that cut through the noise. That's exactly why we're launching First Draft Live, a new weekly series that breaks down what's happening, why it matters and what you need to know to do better business. Join us live on Bisnow.com eve…

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150: "Let's Stay Together" vs. "Let's Get It On" (w/Marc Avery of WOLVES!) 1:08:08

6M ago1:08:08

1:08:08

Two of the greatest soul songs -- heck, maybe *the* two greatest soul songs -- of the '70s??! And they both begin with the word "let's"? Well this is a matchup we have to do, so let's vote now, which preacher's son made the better classic lovemaking song, Al Green's "Let's Stay Together" or Marvin Gaye's "Let's Get It On"? See Privacy Policy at htt…

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149: "Back to Black" vs. "Someone Like You" 56:57

7M ago56:57

56:57

Amy Winehouse and Adele. Two of the greatest vocalists who ever lived who also both happen to be British white girls. And they absolutely tore your guts out with the saddest song in their respective catalogs. So who did it better, Amy Winehouse's "Back to Black" or Adele's "Someone Like You"? See Privacy Policy at https://art19.com/privacy and Cali…