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DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/

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Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club

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00:00 - Kicking Off the Episode with Samir Tejpaul

02:19 - Samir Tejpaul's evolving perspective on risk and opportunity

04:16 - Navigating commercial real estate in the second half of 2026

08:23 - Why the debt market now sets the tone in CRE

12:45 - Bullish on Bay Area, cautious on bifurcated office

18:29 - The journey of alternative lending post-GFC

26:01 - Innovating in today's competitive debt market

29:21 - Data centers: real estate or infrastructure?

31:25 - How AI is reshaping office, industrial, and housing

37:24 - AI: Enhancing data, not replacing human judgment

39:50 - Preparing for equity capitulation and market stability in 2027

43:23 - Samir Tejpaul's hobbies, leadership, and optimistic future view

Samir Tejpaul, Head of Investments, Madison Realty Capital - https://www.linkedin.com/in/samir-tejpaul-198bb553/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

https://linktr.ee/thecreditclubhousepodcast