Season 2, Episode 12: In this episode of The No Cap Podcast, hosts Jack Stone and Alex Gornik break down the madness of the week’s biggest headlines, including Trump’s unexpected tariff drop, the resurgence of REITs, and Meta’s new data center. They also dive into why Shein and Temu may be facing serious troubles and what all of this means for the economy and real estate.



From inflation to energy crises, the latest on the stock market to a birthday bobblehead discussion — this episode has it all.





CHAPTERS:







00:00 - Introduction



05:11 - Hooters’ Bankruptcy & Rebrand



09:17 - REITs vs Developers



14:56 - Treasuries, Tariffs & China



21:15 - Long-Term Strategy



25:10 - Inflation, Real Estate & The Dollar



31:28 - Meta’s Data Center & Energy



34:38 - Detroit, AI & Housing Crisis





We want to thank our sponsor Greysteel. 







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About No Cap Podcast



Commercial real estate is a $20 trillion industry and a force that shapes America’s economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry’s biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.









About CRE Daily 



CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.