The REdirect Podcast

The multifamily sector is finally moving beyond its historic supply wave but recovery won't look like the boom years investors remember. In this episode of REdirect, Jonathan Spitz sits down with rental housing economist Jay Parsons to explore where multifamily stands today, why supply is no longer the primary story, and how investors can position for the next phase of the cycle by focusing on fun...

Passive real estate investing isn’t about chasing deals - it’s about building a disciplined framework that lets busy professionals grow wealth without becoming landlords. In this episode of REdirect, Jonathan Spitz and Storm Murphy sit down with Chad Ackerman, founder of CARE (Chad Ackerman Real Estate), to unpack how high-income professionals can confidently invest as limited partners, avoid cost...

What if the biggest breakthrough in real estate investing isn’t new capital, but a completely new infrastructure for trust? In this episode of REdirect, Jonathan Spitz sits down with Phil Bak, founder of Skyline Standard and former ETF innovator, to explore how blockchain infrastructure could modernize real estate markets, unlock liquidity, and create institutional-grade transparency for private a...

Richard Barkham spent over a decade as Global Chief Economist at CBRE, leading a research team of nearly 600 people. In this conversation, Jonathan Spitz and Storm Murphy sit down with Richard to talk through where we are in the real estate cycle, what risks investors should be paying attention to, and where the best opportunities are today. They also get into the craft of communicating n a fast-m...

Apartment REITs are trading at steep discounts to their underlying value and it may be one of the most compelling opportunities in real estate today. In this episode of REdirect, Jonathan Spitz and Storm Murphy sit down with John Pawlowski, Managing Director at Green Street, to unpack why public market valuations have diverged from private fundamentals, what’s driving a wave of REIT privatizations...

Commercial real estate is evolving rapidly, and Richard Hill is back on REdirect to continue his discussion on cycles, capital allocation, and opportunity in the market. In this episode, Jonathan Spitz and Storm Murphy sit down with Richard to unpack why public markets move first, private valuations follow, and debt distress lags. Richard shares insights on tiering across property types, identifyi...

Commercial real estate is shifting and Richard Hill wants investors to slow down, zoom out, and read the cycle correctly. In this episode of REdirect, Jonathan Spitz and Storm Murphy sit down with Richard Hill, Senior Managing Director and Global Head of Real Estate Research & Strategy at Principal Asset Management, to unpack why REITs lead, private markets lag, and distress in debt often arrives...

Most investors wait for certainty. But, the best returns come from acting when certainty disappears. In this episode of REdirect, host Jonathan Spitz sits down with Sanford Blumenthal, Senior Vice President at The Lightstone Group, to unpack a four-decade, cycle-tested investment philosophy and why the next 12 months may offer a rare opportunity for disciplined operators willing to move against co...

In this episode of REdirect, host Storm Murphy sits down with Greg Fink, Managing Director at Lightstone, to challenge the obsession with headline real estate deals. The conversation breaks down why Class B multifamily and industrial assets in tier-two markets consistently outperform trophy properties. From disciplined underwriting and sponsor alignment to conviction-driven investing over speculat...