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Artwork for No Cap by CRE Daily

No Cap by CRE Daily

CRE Daily
Commercial Real Estate
Real Estate
New York City
Multifamily Housing
Senior Housing
Investment Strategies
Multifamily
Real Estate Development
Self-Storage
Affordable Housing
Hospitality
Demographics
Office Space
Private Credit
Private Equity
Dallas
Artificial Intelligence
Multifamily Investing
Adaptive Reuse
Data Centers

Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and ent... more

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Artwork for No Cap by CRE Daily

Latest Episodes

Season 8, Episode 4: She oversees $60 billion in U.S. real estate equity, and she says the old playbook is done.

Soultana Reigle is Managing Director and Head of US Equity at PGIM Real Estate, where she leads the firm's $60B US equity platform and s... more

Season 8, Episode 3:

How did Fernando De Leon go from translating legal disputes as a teenager on the US-Mexico border to building Leon Capital Group?

Today, we sit down with Fernando De Leon, Founder and CEO of Leon Capital Group, to break down o... more

Season 8, Episode 2: How does one of the nation’s largest real estate capital pools navigate a "real estate recession" while the rest of the economy stays hot?

Today, we sit down with Eli Edwards, Managing Director at Fortress Investment Group and H... more

Season 8, Episode 1:

How did two lawyers turn a handful of Arizona fourplexes into a vertically integrated real estate powerhouse with over 20,000 units renovated? Today, we sit down with John Griggs, Co-CEO and Co-Founder of Presidium, to break do... more

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Recent Guests

Eli Edwards
Managing Director at Fortress Investment Group; Head of US Real Estate Equity
Fortress Investment Group
Episode: The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards
John Griggs
Co-founder and co-CEO of Presidium
Presidium
Episode: Presidium: Lessons from Managing 20,000 Units across Multiple Real Estate Cycles w/ John Griggs
Sammy Greenwall
Co-founder and CEO of Henry AI
Henry AI
Episode: The Back Office is Dying with Henry AI's Sammy Greenwall
Kip Sowden
Chairman and CEO of RREAF Holdings
RREAF Holdings
Episode: Betting On Middle America w/ RREAF Holdings
Doug McKnight
President of RREAF Holdings
RREAF Holdings
Episode: Betting On Middle America w/ RREAF Holdings
Tim Mooney
Managing Partner and Global Head of Real Estate at Värde Partners
Värde Partners
Episode: Why This Distress Cycle Isn't the GFC w/ Värde Partners
Jim Dunbar
Partner and Head of Real Estate Lending at Värde Partners
Värde Partners
Episode: Why This Distress Cycle Isn't the GFC w/ Värde Partners
Michael Van Der Poel
Founding partner at Acre, leads private equity platform and sits on global investment committee
Acre
Episode: How ACRE Turned Workforce Housing Into an Investment Grade Asset Class w/ Michael Van Der Poel
Jeff Weinhaus
Co-President and Chief Development Officer at Equinox
Equinox
Episode: Inside Equinox: The Real Estate Behind the Fitness Brand

Hosts

Jack Stone
Host with CRE Daily affiliation; frequent discussions on market trends, deal strategy, and capital markets.
Alex Gornik
Co-host providing market context, deal flow insights, and guest coordination.

Reviews

4.8 out of 5 stars from 100 ratings
  • Stop interrupting guests

    Great pod with very knowledgeable people but for the love of god the hosts need to learn to stop interrupting their guests. It creates such whiplash for the listener that it would only be enjoyable if you were extremely ADD or hopped up on adderall. Sad!

    Apple Podcasts
    3
    John burns 123
    United States2 months ago
  • Such a great podcast!

    Entertaining and informative. It’s the perfect show for anyone in commercial real estate.

    Apple Podcasts
    5
    Pattycakecre
    United States2 months ago
  • Best podcast on CRE!!

    Actionable insight that will actually spark your interest, Jack and Alex keep your attention for the full show & waiting for next weeks to come out.

    Apple Podcasts
    5
    FreshDesignGroup
    United States2 months ago
  • i LOVE this podcast

    As a young professional coming into the industry this podcast has been a great resource to hear established CRE professionals have high level conversations about various topics in the industry. I always have great takeaways from every episode.

    Apple Podcasts
    5
    Zanderschmidt
    United States2 months ago
  • Must listen show!

    Jack and Alex do an incredible job going deep into A list investors’ background and perspective giving tremendous insight.

    Apple Podcasts
    5
    #jamesnelsonnyc
    United States6 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

People appreciate actionable CRE insights and data-backed discussions.
Listeners praise the credibility and depth of guests.
Hosts' banter and guest diversity are frequently highlighted as strengths.
Content is considered highly informative for professionals in CRE and investing.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards
Q: What are you excited about in Fortress's current equity thesis and product set?
He highlights a shift toward core plus and tax-efficient strategies (DSTs) as attractive risk-adjusted opportunities, with a focus on housing sectors (senior, student, multifamily) and selective geographic bets in markets like San Francisco and the Sun Belt.
The Silver Tsunami, Senior Housing, and Managing $55B at Fortress w/ Eli Edwards
Q: How did you end up in Fortress's equity business and why did you choose that path?
Eli explains choosing Fortress for its broad, flexible approach across public, private, debt, and equity investments, which allowed him to find a path in equity by focusing on mispriced opportunities and the ability to influence outcomes within a diversified platform.
The Back Office is Dying with Henry AI's Sammy Greenwall
Q: What is the core philosophy behind Henry's product strategy and focus on one problem?
The founder emphasizes solving a single, critical CRE pain point with unwavering focus, because mastering that one problem creates compounding value and enables the company to build a generational business rather than being distracted by mission creep.
The Back Office is Dying with Henry AI's Sammy Greenwall
Q: How does Henry AI differentiate from generic AI tools like Claude or ChatGPT in CRE workflows?
Henry operates with a sophisticated agentic orchestration layer and a heavy services component, delivering institutional-quality decks with a strong data backbone, whereas generic tools lack the specialized workflow integration and data structure needed to produce comparable results at scale.
The Back Office is Dying with Henry AI's Sammy Greenwall
Q: What was the inflection point for Henry AI's growth and fundraising?
A combination of favorable capital conditions in 2021 and finding product-market fit by focusing intensely on solving the deck pain point, which allowed Henry to switch from a revenue-light period to rapid fundraising, culminating in major rounds and a clear path to scale.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About No Cap by CRE Daily

What is No Cap by CRE Daily about and what kind of topics does it cover?

Insightful conversations with senior CRE leaders, operators, and investors that unpack market cycles, capital structures, and operational strategies across multifamily, retail, logistics, and specialized sectors. Episodes frequently center on capital markets dynamics, deal structuring, and the evolving role of technology in CRE, with a strong emphasis on macro trends like rate environments, supply-demand imbalances, and regional market bets (notably Sun Belt and gateway cities). A notable strength is the hosts' ability to translate complex finance concepts into practical takeaways for professionals looking to source deals, deploy capital, or understand operator perspectives during cycles. The format often blends battle-tested anecdotes with... more

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Which podcasts are similar to No Cap by CRE Daily?

These podcasts share a similar audience with No Cap by CRE Daily:

1. The Rent Roll with Jay Parsons
2. The Promote Podcast
3. The TreppWire Podcast: A Commercial Real Estate Show
4. The Walker Webcast
5. The Weekly Take from CBRE

How many episodes of No Cap by CRE Daily are there?

No Cap by CRE Daily launched 2 years ago and published 76 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on No Cap by CRE Daily?

Recent guests on No Cap by CRE Daily include:

1. Eli Edwards
2. John Griggs
3. Sammy Greenwall
4. Kip Sowden
5. Doug McKnight
6. Tim Mooney
7. Jim Dunbar
8. Michael Van Der Poel

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