The NYC Landlords Most Worried About Zohran Mamdani

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Odd Lots 37 min 7 speakers 6 chapters transcribed 1 month ago
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Jason Kelly 0:00
Have you ever wondered how Jesse Cole took the Savannah bananas from this? We
Alex Rodriguez 0:04
had a six million dollar failure last year. We're gonna have bigger ones as we go. To this, we've got shareholders, investors I've reached out to us regularly, and the answer is always no. Or why L Duncan would say this about a Netflix sports broadcast.
Lisa Mateo 0:17
Sometimes we're gonna take really big swings and we're gonna freaking whiff.
Alex Rodriguez 0:20
Then the deal is the show for you. It's a Bloomberg podcast hosted by me, Alex Rodriguez. And me, Jason Kelly.
Jason Kelly 0:27
We talk to the biggest names in the world of sports and business, including NBA Hall of Famer Tracy McGrady, on one of his biggest blunders. I think I've created some magical.
Unknown 0:38
Mm-hmm.
Jason Kelly 0:39
Well I struck out. And you'll even get some of my baseball hot takes. I've had owners tell me it doesn't matter, the game has to be fixed, it's broken. If we have to lock out the whole year, we will.
Alex Rodriguez 0:50
New episodes air every Thursday. Don't miss out.
Lisa Mateo 1:02
Bloomberg Audio Studios, Podcasts, Radio News.
Joe Weisenthal 1:18
Hello and welcome to another episode of the Oddlots Podcast. I'm Joe Wiesenthal
Tracy Alloway 1:22
and I'm Tracy Alloway.
Joe Weisenthal 1:24
Uh, Tracy, I don't want the podcast to be like an entirely New York City focused podcast. But like in our defense, not only do we live here, but you know what happens in New York City, it has it has problems and it has challenges that are seen really all around the world. So it's not terrible to do a few episodes related to, you know, what's happening around in our neighborhood.
Tracy Alloway 1:46
I don't think it's terrible at all. And in fact, one specific area where New York really does have national, maybe even global relevance is in the housing arena.
Unknown 1:56
Yeah.
Tracy Alloway 1:57
Right. So we know New York City has a shortage of housing. People have been trying to come up with ways to improve that, build more supply for a long time and also lower rents. And so that that has, you know, implications for a lot of other cities and places that might also be capacity constrained.
Joe Weisenthal 2:15
Totally. I mean, like New York is sort of at egregious levels of housing on affordability, but every city around the world, I think every city that's booming has some challenges of affordability and uh building more, at least in the West. But I sort of think basically everywhere. And so, you know, people always talk about trying to solve it, et cetera. Anyway, of course. Past oddlots guest. Uh, Zoran Mamdanny has his uh proposals for how to address housing affordability, including a uh rent freeze on a significant chunk of the housing stock um in the city. And so we sort of need to get a sense of like what that means and how that, you know, what what the implication is for business. Weather could work, you know.
Tracy Alloway 3:00
Well, the broader theme here, I guess, is the role of the public sector in the private market, right? Like if we want to get really, really conceptual with this, that's basically what we're talking about.
Joe Weisenthal 3:10
Yeah. And of course, uh Mam Dani has a slew of proposals and ideas, free buses, faster buses also, his public grocery store trial, et cetera. But you know, we did that recent episode with uh Kathy Wilde, the head of the partnership for New York, which represents a lot of uh major employers in the city. I'm sure they're anxious about him uh for a number of reasons. But uh she said within their community, it's really the real estate industry that is the most freaked out, so to speak.
Tracy Alloway 3:39
Yeah. And I'm really interested in this because people talk about the real estate industry as this sort of monolith, but of course it isn't, right? There's residential, there's commercial, there's luxury, there's more affordable. So I I wanna dig into this a bit more and understand exactly what the concerns are and whether they're coming from different parts of the real estate network.
Joe Weisenthal 4:01
Yeah, and then there's, you know, even within real estate there's brokers and then there's developers who are separate from landlords, etcetera. Anyway. We do have uh the perfect guest, someone we've had on a few times. Every time New York City real estate is in the news, a guy we like to chat with. We are going to be speaking with uh Ben Carlos Typen.

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