Thematic category covering residential and commercial real estate assets located in New York City.
1 take · first discussed Jun 28, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The only host view provided comes from Chamath, who holds a bearish stance on New York City real estate with medium conviction. He argues that policies he characterizes as socialist under Mamdani will drive a significant decline in the market, drawing parallels to what he sees as similar deterioration in London and Chicago. Chamath goes so far as to say he would actively short NYC real estate, though he anticipates an eventual recovery after the downturn. No other hosts' views were supplied, so no cross-host agreement or disagreement can be assessed.
Chamath predicts NYC real estate will crash and burn under Mamdani's socialist policies, mirroring what has happened in London and Chicago, and says he would be short New York real estate.
I would be short New York real estate. I think it's going to crash and burn, and then of course pick up the pieces and we'll reset.”1:01:33