Real estate private equity uses committed fund capital and debt to buy, finance, and manage property. A REPE podcast, in this context, is an audio research feed that delivers facts, terms, and behavioral tells you can move straight into an underwriting model, credit memo, fundraising deck, or asset plan. Treat it like a standing analyst call you did not have to schedule. The payoff is faster, more accurate decisions with less noise.
This buyer’s guide prioritizes signal over entertainment. The shows below help REPE, investment banking, and private credit teams sharpen assumptions, calibrate the cost of capital, and frame negotiations. Rankings favor signal-to-noise, factual density, guest quality, disclosure discipline, and usefulness to live deal work.
How to use this list efficiently
- Start with capital: Open the week with macro and credit to set cost-of-capital and liquidity.
- Layer sponsor tactics: Use REPE-specific feeds for GP strategy shifts, LP tone, and structure options like continuation funds.
- Stress-test operations: Pull development and leasing detail to refine timing, capex, and lease-up assumptions.
- Act same day: Prefer episodes with practitioners who sign checks and move the best facts into a memo before close of business.
Core REPE stack – recurring listens that change decisions
PERE Spotlight (PEI Media)
Think of this as the closest thing to a trade analyst call for private real estate. You get strong coverage on fundraising, sector rotation, secondaries, and GP/LP dynamics. It is most valuable when operators explain why they move capital between core-plus, value-add, and opportunistic, and how they structure around rate and liquidity constraints, including the growing use of NAV financing. Impact: tighter IC narratives and LP updates with cited terms.
CBRE’s The Weekly Take
Brokers, research heads, and occupiers offer leasing and capital markets tone across sectors. When the show sticks to data, it becomes a fast way to calibrate rent spreads, tenant demand, and cap rate moves. Extract trend series and verify with your comp set. Impact: sharper base cases for rents, downtime, and exit caps.
JLL’s Building Places
This podcast complements CBRE with occupier strategy, technology adoption, and development cost drivers. Supply chain, lab space, and energy performance episodes feed TI/LC and opex assumptions. Cross-check broad regional takeaways before applying to secondary markets. Impact: better operating budgets and capex timing.
Commercial Real Estate Podcast (First National)
While the focus is Canada, topics often show up in the U.S. later: insurance inflation, lender leverage resets, and fixed-price condo math. The cross-border takeaway is useful for capital structure choices and lender posture. Impact: early warnings on credit and construction risk.
AFIRE Podcast
Foreign LPs and global managers discuss governance, tax frictions, and cross-border risk. It is one of the few places to hear LP priorities on fees, transparency, and reporting in clear terms. Cold-screen policy-heavy episodes that lack underwriting value. Impact: cleaner fundraising positioning and side-letter prep.
Credit and capital markets – set your cost of capital
TreppWire Podcast
Get a weekly readout on CMBS, CRE CLOs, and workouts with loan-level detail. Watch trends in DSCR, appraisal reductions, special servicing commentary, and maturity refi outcomes. Use the color to set refi rates and exit cap penalties in base and downside. Impact: credit memos with real clearance data and tighter downside math.
Moody’s CRE in 5
Short, data-led hits on sector performance, bank exposure, and ratings. Episodes are concise and make clear statements on what moved and why. That framing helps borrower-lender negotiation and estimating bank impairment pressure that shapes loan terms. Impact: faster term sheet reality checks.
Nareit’s REIT Report
Public real estate usually leads private markets in price discovery. Use it to triangulate discount-to-NAV, public-to-private takeout logic, the REIT cost of capital, and relative value when private comps are thin. Pair CFO interviews with reported FFO trends to anchor underwriting. Impact: better entry and exit timing and public-private arbitrage ideas.
KBRA Research Podcasts
A second rating-agency lens on collateral performance, loss expectations, and structural features. Office, lodging, and multifamily episodes offer a counterpoint to Moody’s methodology. Take covenant and servicing comments seriously. Impact: cleaner structures and workout playbooks.
Macro and rates – guardrails for hurdle rates
Bloomberg Odd Lots
Not a real estate show, but a clear map of funding markets, term premia, and the plumbing that drives cap rates and debt spreads. Prioritize episodes on the Treasury market, bank balance sheets, and private credit. This is where you pressure-test discount rates and decide when to deploy dry powder. Impact: disciplined WACC settings and deal pacing.
Goldman Sachs Exchanges
Short conversations with economists and strategists. Most actionable on the consumer, labor market, and energy – drivers of NOI resilience. Note the house view and cross-check with independent series. Impact: macro guardrails for IC.
Operations and development – where pro formas move
The Real Deal’s Deconstruct
Development fights, zoning, rent regulation, and brokerage behavior, with on-the-ground reporting. New York-centric, but the political mechanics rhyme elsewhere. Extract permitting timelines, inclusionary terms, and condo presale risk. Impact: realistic schedules and contingency budgets.
Adventures in CRE
Practical training on modeling and careers. The value sits in debt structuring walk-throughs and asset management levers that move variance to pro forma. Go straight to episodes that unpack Excel choices and risk adjustments. Impact: cleaner models and repeatable templates.
ULI podcast and event recordings
Policy, design, infrastructure, resilience, and tenant experience. Use when the topic maps to a live business plan decision. Impact: capex planning and lease-up pacing grounded in built-environment realities.
Fundraising and governance – read the LP room
Capital Allocators with Ted Seides
LP and CIO perspectives that REPE fundraisers need to hear unfiltered. It is not real estate-only, which helps you see how your strategy competes for capital across asset classes. Focus on pension, endowment, and sovereign wealth CIOs for underwriting frameworks and fee sensitivity. Impact: sharper fund messaging and co-invest terms.
Pensions & Investments podcast programming
Periodic interviews with institutional investors and consultants. Insights on pacing, secondaries appetite, and denominator mechanics help with fundraising plans and co-invest design. Proceed when the guest has real discretion. Impact: better target lists and timelines.
Niche, high-alpha episodes – small time, big value
- HBS Skydeck: Operator interviews on vertical integration and operating model pivots. Impact: margin expansion ideas.
- LSE or Wharton talks: Structural clarity on land use and pricing dynamics. Impact: conviction in contested markets.
- Analyst craft: Level up your workflow with research habits shared by peers on forums like Wall Street Oasis: Becoming a great REPE analyst.
By role – what to listen to and extract
Analysts
- Weekly cadence: TreppWire, CBRE’s Weekly Take, Moody’s CRE in 5.
- Pull items: DSCR by sector, refi outcomes by coupon and leverage, leasing velocity and concessions by market, bank lending posture by asset type.
- Deliverable: One-page weekly rate and credit snapshot with 3-5 numbers that reset debt sizing and exit caps.
Associates and VPs
- Weekly cadence: PERE Spotlight, JLL Building Places, REIT Report when comps are thin.
- Pull items: Sponsor tactics for pref equity and rescue capital, LP tone on recycling and continuation funds, NOI levers and capex that drive current yield vs terminal value.
- Deliverable: IC-ready sensitivities with evidence for each variable shift, tagged to episode and minute mark.
Principals and MDs
- Weekly cadence: Capital Allocators, Odd Lots, AFIRE.
- Pull items: LP risk budgets and pacing, macro regimes that change hurdle rates, cross-border tax and regulatory frictions, public-private arbitrage windows.
- Deliverable: Quarterly strategy note with capital formation plan, macro guardrails, and sector weights tied to external signals.
Debt and workouts
- Weekly cadence: TreppWire, KBRA, Moody’s CRE in 5.
- Pull items: Servicer discretion on cash traps and reserves, valuation haircuts by property type and location, borrower behavior under covenant pressure.
- Deliverable: Maturity and covenant default playbooks with current leverage and pricing.
Development and asset management
- Weekly cadence: Deconstruct, JLL Building Places, ULI.
- Pull items: Entitlement and construction timing, inflation pass-throughs and change-order risk, sustainability mandates affecting underwriting and insurance.
- Deliverable: Updated contingencies, schedule buffers, and preleasing hurdles with local policy references.
Episode selection criteria that save time
- Practitioner density: Favor operators, lenders, and LPs with decision authority. Skip panels that restate headlines.
- Data transparency: Shows citing sources with links or transcripts win. Avoid generalities without numbers.
- Conflict disclosure: If incentives are opaque, treat it as marketing until verified elsewhere.
- Geography balance: Rotate U.S., Europe, and APAC and include both expansion and downturn cases.
Episode archetypes worth prioritizing
- Maturity wall case studies: Loan terms, appraisals, outcomes. Outcome: extension and equity cure ranges you can use.
- LP portfolio construction: CIOs on pacing and target returns vs private credit. Outcome: refined fund messaging.
- Development process breakdowns: Procurement, labor, supply chain. Outcome: schedule risk and contingency updates.
- Sector operator deep dives: Renewals, TI packages, turn costs. Outcome: NOI and capex tweaks grounded in operations.
What to de-prioritize
- Retail syndication: GP coaching that does not map to institutional constraints.
- Mindset chats: Episodes without a model, a number, or a contract.
- Unanchored macro: If it does not touch WACC or NOI, skip.
Convert listening into decision-grade material
- Structured notes: Log date, show, guest, three quantifiable takeaways, and a proposed change to a live assumption with link and minute mark.
- Cross-check: If TreppWire reports office refis clearing at a specific DSCR and rate, test against pipeline appraisals and lender quotes.
- Document dissent: When sources conflict, write a short note on why you chose one assumption set to build an audit trail.
- Push to IC: Deliver a biweekly memo with 10 high-signal lines that justify changes to hurdle rates, sector tilts, or capital formation plans.
- Fresh angle – transcript triage: Speed-review episode transcripts with a keyword checklist for DSCR, capex, and lease-up to decide in under five minutes if a listen is warranted.
Compliance, marketing filters, and jurisdiction flags
- Sponsor-affiliated content: Treat as useful color, not neutral research. Look for balanced guest rosters and clear conflicts.
- Local law and tax: Confirm cross-border structures with counsel. For sensitive areas like antitrust clean teams or PII, segregate notes and restrict distribution.
- Pay-to-play checks: Mark purchased slots as marketing unless verified elsewhere.
Shortlist – if you have 5 hours per week
- TreppWire: 60-90 minutes of credit reality.
- PERE Spotlight: 30-60 minutes on GP/LP dynamics and strategy.
- CBRE Weekly Take or JLL Building Places: 30-45 minutes for leasing and operations tone.
- Odd Lots: 60 minutes on funding plumbing that sets your WACC.
- Capital Allocators: 60 minutes on LP decision frameworks.
Gaps and how to fill them
- Taxes and structuring: Law firm webinars and alerts still lead. Convert the best into checklists and side-letter riders.
- ESG reporting: Use auditor and consultant content sparingly and tie claims to tenant willingness to pay.
- Global EM coverage: Coverage is uneven. Rely on house research and local counsel and use global pods for context, not inputs.
A sample underwriting week
- Monday: Odd Lots and Moody’s CRE in 5. Update base-case refi rates and exit caps if materially changed.
- Tuesday: CBRE Weekly Take. Adjust TI/LC and downtime where justified by comps.
- Wednesday: TreppWire. Reassess loan sizing and financing probability in the pipeline.
- Thursday: PERE Spotlight. Refine structure options and co-invest pitches.
- Friday: Capital Allocators or AFIRE. Tune fundraising messaging and LP calls.
Maintain discipline and avoid drift
- Timebox listening: Cap daily intake to high-confidence shows and log actions you took.
- Tie to KPIs: If an insight does not change pricing, risk, or terms, stop chasing it.
- Quarterly cull: Drop feeds that fail the evidence test or duplicate content you already have.
- Shared library: Host an indexed, minute-marked repository of notes for the team. Add a simple confidence score for each item.
- Find new shows: When capacity allows, scan curated directories like Reonomy’s commercial real estate podcasts for gaps in your stack.
Common pitfalls
- Overfitting to anecdotes: Require at least two unrelated sources before changing policy.
- Ignoring denominator effects: Pair LP pacing comments with macro and public valuations.
- Marketing vs governance: Validate alignment through fee breaks, MFN side letters, and transparency commitments rather than audio claims.
- Misapplied regional insight: Validate tactics with local brokers and tenant reps before rolling out.
Kill tests for a new show
- No transcript or links: Skip.
- Rounded numbers without sources: Skip.
- Incentives unclear: Skip.
- Utility check: After two episodes, if you cannot write three model-ready assumptions, unsubscribe.
Closeout and retention
Archive your notes with index, versions, Q&A, users, and audit logs. Hash weekly digests for integrity checks. Set retention periods and enforce vendor deletion with destruction certificates. Legal holds override deletion. Keep the archive tight so regulators and LPs see reliable, reproducible decision support.
Conclusion
You do not need more content. You need a small set of feeds that reliably change underwriting assumptions, credit terms, fundraising narratives, or operating plans. The shows above clear that bar often enough to earn a weekly slot. Everything else is entertainment.
Related reading: For foundational context on real estate private equity, how to measure WACC, calculate DSCR, understand CMBS dynamics, or benchmark REITs via FFO, these explainers can accelerate your note taking. For fund-level liquidity tools, see NAV financing and for roles at the GP and LP level, review GP/LP responsibilities.