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05/29/2026
This Sunday on No Cap 🔥
and sit down with Kip Sowden, Chairman & CEO of RREAF Holdings, and Doug McKnight, President of RREAF Holdings.
From buying distressed assets after the GFC to building a multi-billion dollar platform across multifamily, hospitality, BTR, and master-planned communities, they’ve built one of the more vertically integrated operators in the Sunbelt.
They break down where capital is actually flowing today, why bridge lenders are driving deal flow, and how they think about scaling across cycles.
Full episode drops this Sunday.
Season 7 powered by ⚡
05/29/2026
Hotels might be one of the most overlooked stress points in CRE right now.
According to Värde Partners’ Tim Mooney and Jim Dunbar, lodging defaults are climbing fast, especially across mid-tier brands, while luxury hotels continue holding up... at least for now.
Full episode with and at the 🔗 in bio, sponsored by .
Why hasn’t this CRE cycle fully broken yet?
According to Värde Partners’ Tim Mooney and Jim Dunbar, today’s market has something the GFC didn’t: liquidity.
Private credit. Loan modifications. Extensions. More ways to avoid forced sales.
As they tell @alexgornik and @jackjstone, that’s why distress has been unfolding slower than many expected.
Watch the full episode through the link in bio 🎙️
Season 7 with support from @henryai_cre.
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