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BlackstoneIndustry prediction

The Best Ever CRE Show discusses Blackstone: industry prediction

Source

The Best Ever CRE ShowAug 19, 2026

The Best Ever CRE Show

21-Year-Old Who Turned Boat Storage to a Fund Strategy ft. Ethan King

What was said

for whatever reason, the Blackstones and the Stone Peaks of the world have decided this is an infrastructure asset. It's not just a real estate asset. And they're willing to pay, you know, five or 6% cap rates on larger portfolios.

Quotes from the episode

  • “for whatever reason, the Blackstones and the Stone Peaks of the world have decided this is an infrastructure asset. It's not just a real estate asset. And they're willing to pay, you know, five or 6% cap rates on larger portfolios.”

    Ethan KingThe Best Ever CRE Show

  • “typically what they've done is they've come, they've recapped out the existing, you know, income stream and then put another billion or $2 billion behind those businesses to continue buying assets.”

    Ethan KingThe Best Ever CRE Show

  • “today at our companies, we've seen a sevenfold increase in demand for LLMs in the last six months. And yet the amount of compute is not keeping up the data centers, the power, the chips. And so what you're going to see here is people are going to begin to recognize that this is a financeable asset class.”

    Ethan KingThe Best Ever CRE Show

  • “you got investors like that who are seriously looking at you know who have a specific goal to find a platform that they can invest in and take on a journey to completely transform the way that legal services are delivered using their technology and AI expertise from many other industries that they've invested in.”

    Ethan KingThe Best Ever CRE Show

Extracted by Autobound

From the Signal API record
Signal
Industry prediction

What this signalsWhat leaders say on podcasts often shows their current priorities.

Podcast
The Best Ever CRE Show
Speaker
Ethan King
Speaker role
Third party
Event date
Aug 2026

Latest signals at other companies

The full record

From the Signal API record

People

  • Ethan KingSpeaker (third party)

Details

Timing
Ongoing state
Recorded at estimate
2026-08

Extraction

Detected
Aug 24, 2026
signal_type
podcast-company
signal_subtype
industryPrediction

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The API returns more than this page shows

This page shows a preview. The full podcast-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/78d3acd0-e6fd-513e-9a75-c27aae9efdbc returns this record as JSON. POST /v1/companies/enrich returns every signal for blackstone.com.

{
  "signal_id": "78d3acd0-e6fd-513e-9a75-c27aae9efdbc",
  "signal_type": "podcast-company",
  "signal_subtype": "industryPrediction",
  "detected_at": "2026-08-24T10:24:55+00:00",
  "company": {
    "name": "Blackstone",
    "domain": "blackstone.com"
  },
  "data": {
    "is_ad": false,
    "quotes": [
      "for whatever reason, the Blackstones and the Stone Peaks of the world have decided this is an infrastructure asset. It's not just a real estate asset. And they're willing to pay, you know, five or 6% cap rates on larger portfolios.",
      "typically what they've done is they've come, they've recapped out the existing, you know, income stream and then put another billion or $2 billion behind those businesses to continue buying assets.",
      "today at our companies, we've seen a sevenfold increase in demand for LLMs in the last six months. And yet the amount of compute is not keeping up the data centers, the power, the chips. And so what you're going to see here is people are going to begin to recognize that this is a financeable asset class.",
      "you got investors like that who are seriously looking at you know who have a specific goal to find a platform that they can invest in and take on a journey to completely transform the way that legal services are delivered using their technology and AI expertise from many other industries that they've invested in."
    ],
    "timing": "ongoing_state",
    "speaker": "Ethan King",
    "evidence": "for whatever reason, the Blackstones and the Stone Peaks of the world have decided this is an infrastructure asset. It's not just a real estate asset. And they're willing to pay, you know, five or 6% cap rates on larger portfolios.",
    "headline": "Blackstone · industryPrediction · ongoing_state (2026-08)",
    "episode_id": "59215135540",
    "event_date": "2026-08",
    "podcast_name": "The Best Ever CRE Show",
    "published_at": "2026-08-19",
    "episode_title": "21-Year-Old Who Turned Boat Storage to a Fund Strategy ft. Ethan King",
    "date_confidence": "inferred",
    "speaker_relation": "third_party",
    "transcript_source": "transcript",
    "recorded_at_estimate": "2026-08"
  }
}

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