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Reindustrialization, Data Center Gold Rush, Death of The Allocator, National Security, & Capital Flows with Michael Levy (#425)

July 29, 2026

This week Chris sits down with Michael Levy, CEO of Crow Holdings, one of the largest private real estate firms in the country. This one goes far beyond real estate. Michael runs a major firm, but he opens on the big macro picture and works his way back down to real estate. They start with where the economy and the country are heading, and they end on what it means for how investors should be thinking today. They discuss:• The reindustrialization of America, and why national security and supp...

He's Raised $10 Billion For Real Estate Fund Managers. His Advice: "Don't Raise A Fund." with Jonathan Glick (#424)

July 22, 2026

This week Chris sits down with Jonathan Glick, founder of Incucap and one of the most active fund placement agents in the country. Over his career he's helped place more than $10 billion into real estate funds, and he says raising one has never been harder than it is right now. There are 600 to 1,000 funds chasing a shrinking pool of capital, real estate has lost a decade of ground to private credit, private equity and everything else, and most managers now spend two years raising a single fu...

The World's Biggest Investors Are Buying Real Estate Again with Mark Gibson, CEO of JLL, Capital Markets, Americas (#423)

July 15, 2026

In this episode, Chris sits down with Mark Gibson, CEO of Capital Markets, Americas at JLL. He sits at the center of how capital moves through commercial real estate, which means he sees the data long before the narratives catch up. Chris and Mark get into why the world's largest investors are looking at real estate again after four years of underperformance, the signal in late 2024 that told his team the market had turned, and the wave of retirement capital that could reshape who owns real e...