Coffee & Cap Rates: Commercial Real Estate Podcast

The Coffee & Cap Rates Podcast delivers the latest insights on New York City’s commercial real estate market. Hosted by Ariel Property Advisors, it offers expert analysis, market trends, and timely conversations with industry leaders.

Coffee & Cap Rates: Commercial Real Estate Podcast is a business podcast hosted by Ariel Property Advisors, with 126 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Ariel Property Advisors hosts Coffee & Cap Rates: Commercial Real Estate Podcast, a business show with 126 episodes published.

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  Episode #127

  127. NYC Investment Sales 1H 2026: Following the Capital, Not the Noise with Shimon Shkury

  Aug 19, 202614 min

  Shimon Shkury , President and Founder of Ariel Property Advisors, shares his outlook on New York City’s investment sales market in the first half of 2026 in this special episode of Coffee & Cap Rates , recorded at Ariel Property Advisors’ Separating Signal from Noise: NYC Investment Sales in 1H 2026 event on July 30, 2026. Shimon examines where capital is investing across NYC’s multifamily, office, development, affordable housing, and retail markets, highlighting the role of reset valuations, fundamentals, policy alignment, and distress in shaping investment activity. Watch the full presentation on YouTube .

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  Episode #125

  125. NYC Multifamily at a Crossroads | Kenny Burgos on Rent Stabilization, HSTPA & Housing Policy

  May 12, 202631 min

  In this episode of Coffee & Cap Rates, Shimon Shkury sits down with Kenny Burgos, CEO of the New York Apartment Association, to discuss the current state of New York City’s multifamily housing market and the growing challenges facing the rent-stabilized sector. The conversation takes a deep dive into the long-term effects of the 2019 Housing Stability and Tenant Protection Act (HSTPA), including vacancy control, rising operating costs, capital constraints, declining valuations, and affordability pressures across the city’s housing stock. Together, they explore how policy changes, economic vacancy, and structural market constraints are reshaping investment activity, asset performance, and financing conditions for rent-stabilized housing in New York City — and what it may take to restore long-term stability and investment viability.

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  Episode #124

  124. NYC Multifamily Q1 2026: Free Market Strength, Rent-Stabilized Pressure & Lending Liquidity featuring Victor Sozio & Matthew Dzbanek

  Apr 28, 202612 min

  Shimon Shkury, President and Founder of Ariel Property Advisors; Victor Sozio, Founding Partner; and Matthew Dzbanek, Senior Director in the Capital Services Group, take a deep dive into New York City’s multifamily market on this episode of Coffee & Cap Rates. They discuss key trends from Ariel Property Advisors’ Q1 2026 Multifamily Quarter in Review New York City , and what to expect for the remainder of the year. Highlights from the podcast include: The NYC multifamily market recorded approximately $2.4 billion in transaction volume in Q1 2026, up 7% year-over-year, reflecting sustained investor activity despite a bifurcated market. Free market assets continued to drive momentum, supported by rising rents and strong investor demand, while rent-stabilized properties faced ongoing pressure from expenses, regulatory constraints, and NOI erosion. The rent-stabilized segment saw notable activity, including distressed transactions, as owners and lenders increasingly worked toward restructurings and pragmatic solutions. Affordable housing remained steady, with private capital increasingly stepping into existing structures and sophisticated investors targeting long-term value opportunities. Lending activity remained active for well-located free market assets, while capital availability for stabilized assets remained more selective, with lenders focused on collections, violations, and overall asset quality. Construction and development financing continued to attract strong interest, supported by favorable supply-demand dynamics and growing appetite for new rental and condo projects. Overall, liquidity and investor engagement are expected to remain strong as both buyers and lenders continue to meet the market in 2026. Access the full report here: https://arielpa.com/report/report-MFQIR-Q1-2026#overview

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  Episode #123

  123. Bronx CRE 2025: Rising Development & Multifamily Opportunities featuring Jason M. Gold & Daniel Mahfar

  Mar 13, 202610 min

  In the latest Coffee & Cap Rates podcast, Shimon Shkury, President and Founder of Ariel Property Advisors, Jason Gold, Senior Director, and Daniel Mahfar, Director, discuss multifamily and development market trends in the Bronx as reported in Ariel’s Bronx 2025 Year-End Commercial Real Estate Trends report . Highlights from the podcast and report include: The Bronx real estate market reached $1.8 billion in 2025, a 46% year-over-year increase, with multifamily dollar volume rising 66% and development up 26%. The average price per unit for multifamily units hit a 7-year low of $105,000, influenced by high interest rates, increased expenses, including insurance and taxes, and anticipated rent freezes for stabilized buildings. Multifamily pricing is expected to remain at a decade-plus low, attracting local owners seeking a low basis relative to the rest of the country. Development activity is forecast to continue an upward trend due to investors’ increased familiarity with the 485x tax abatement and "City of Yes" regulations.

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  Episode #122

  122. Manhattan CRE 2025: Investment Sales, Development Momentum & Market Outlook featuring Michael A. Tortorici, Christoffer Brodhead & Howard Raber

  Mar 9, 202615 min

  Shimon Shkury, President and Founder of Ariel Property Advisors; Michael A. Tortorici, Founding Partner; Christoffer Brodhead, Senior Director; and Howard Raber, Director, take a deep dive into Manhattan’s investment sales market on this episode of Coffee & Cap Rates. They discussed trends in Ariel Property Advisors’ Manhattan 2025 Year-End Commercial Real Estate Trends report and what to expect in 2026. Highlights from the podcast include: Manhattan’s transactional dollar volume reached $22.77 billion in 2025, signaling strong investor confidence and positive growth trends across development, multifamily and office sectors. Driven by limited inventory and a high-performing condo market, development site sales totaled nearly $4 billion with pricing jumping 11% to $468 per buildable square foot—the highest level recorded since 2021. Accounting for 50% of Manhattan’s total dollar volume ($11.3 billion), the office market was fueled by high-value Class A transactions and a growing trend of Class B and C assets being repositioned for residential or boutique office use. Investors showed a clear preference for free market multifamily properties, which represented 84% of total multifamily dollar volume, as investors looked to capitalize on free market assets currently trading 18% below their 2017 peaks.

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