Want to create an interactive transcript for this episode?
Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital
Description: In this special guest episode of The TreppWire Podcast, we are joined by Samir Tejpaul, Managing Director and Head of Capital Markets at Madison Realty Capital. Samir draws parallels between today's market and 2011 when he started his career and shares why he's bullish on 2026. He also explains Madison's approach to analyzing supply and demand imbalances to develop investment theses across different asset classes and geographies. We dive into the evolving private credit landscape, Madison's value creation lending strategy, and their headline-making $720 million office-to-residential conversion loan for the Pfizer headquarters in New York City. We also explore the shifting dynamics...