In this special solo episode of Deal Flow Friday, David Moghavem delivers a wide-angle “multi-market monologue,” offering a real-time pulse check on the multifamily landscape as 2025 comes to a close.
He unpacks how Jerome Powell’s decision to end the Fed’s balance sheet runoff marks a key pivot from quantitative tightening to easing liquidity, and what that means for buyers, sellers, and lenders heading into 2026.
David also explores the shifting capital landscape, from private credit compression to the resurgence of institutional platform investments, while introducing a critical underwriting metric for today’s environment: Going-In Yield on Cost, a mark-to-market lens that adjusts for higher delinquencies, concessions, insurance, and deferred maintenance.
The episode spotlights two contrasting markets — Denver, where oversupply and new landlord regulations are pressuring fundamentals, and the Bay Area, where AI-driven job growth, renewed office momentum, and strong civic leadership are fueling one of the most compelling rebound stories in the country.
David closes with a forward look at how discipline, creativity, and true partnerships will define the next phase of multifamily investing.
Chapters:
00:00 Introduction to the Multifamily Market Monologue
02:31 The Fed’s Announcement & Balance Sheet Runoff Ending
08:29 Seller Behavior: Meeting the Market
13:02 Shifts in Buyer and Seller Dynamics
17:09 Why Don't 7-Cap Deals Pencil? Going-In Yield on Cost.
24:12 Tough Love for Denver: Why the Mile High Market’s Struggling (...for Now)
33:25 Back to the Bay: Tech, Talent, and a Multifamily Revival
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In this episode of Deal Flow Friday, David sits down with Gerrit Van Maanen, Principal at Playground Properties and Co-Host of the Best Ever Conference. Gerrit shares his journey from Spartan Investment Group’s self-storage growth story to pioneering the niche asset class of garage condos. They dive into how garage condos differ from traditional self-storage, who the typical buyers are, investor return profiles, pipeline opportunities in Colorado, and the importance of capital raising and reputation. Gerrit also highlights the evolution of the Best Ever Conference and its role in building a strong real estate community.
Chapters
01:49 – Intro
04:17 – Background and transition from Self Storage into Garage Condos
06:05 – COVID impact on Self Storage and institutional growth
10:44 – Lessons learned from Self Storage and challenges with operations
13:35 – Why Garage Condos: shifting from storage to for-sale product
14:25 – Key differences between Storage and Garage Condos
16:49 – Typical buyer profile and market selection
18:38 – Why buyers choose to own instead of rent
20:47 – Investor returns, IRR focus, and deal metrics
30:40 – Pipeline update: Golden and Grand Junction, CO
32:19 – Colorado focus and market education for Garage Condos
33:50 – Biggest misconceptions and importance of marketing
35:02 – Best Ever Conference mission and growth
37:20 – Origins from the Best Ever Podcast
38:30 – Where to connect with Gerrit
39:13 – Closing & Sign-off www.dealflowfriday.com
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In this episode of Deal Flow Friday, host David Moghavem interviews Jacob Kosior, VP of Client Strategy at Elise AI, one of the fastest growing Prop Tech companies who've just completed a $250M Series E funding round, with over $100M in Annual Reccuring Revenue. In this episode, the two discuss the transformative impact of AI on multifamily operations. They explore how conversational and agentic AI are redefining leasing processes, enhancing resident interactions, and addressing operational challenges. Jacob shares insights on the importance of implementation, measuring ROI, and the future of AI in real estate, emphasizing the need for operators to embrace technology to stay competitive.
Chapters
00:00 Introduction to Elise AI and Its Impact
04:00 AI Redefining Multifamily Operations
05:50 Conversational AI: Enhancing Resident Interaction
09:15 Addressing Implementation Challenges
11:34 The Role of AI in Operational Efficiency
13:39 Generative AI vs. Agentic AI
17:13 Expanding AI Capabilities for Operators
19:08 Measuring ROI with AI Implementation
21:30 Tech Stack Consolidation and Centralization
24:26 Integrating with Existing Platforms
27:04 Advice for Multifamily Operators on AI Adoption
29:27 Future of AI in Real Estate Operations
32:36 Funding and Growth Plans for Elise AI
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In this episode of Deal Flow Friday, host David Moghavem interviews Martin Aranzabe from Key International, discussing the current state of real estate development in Florida, from high-rise luxury multifamily and condo developments in Miami, to garden-style product in Tampa, and everything in between, including hotels on the beach. They explore Key International's focus on residential and hospitality projects, the challenges of hotel development, and the dynamics of the multifamily market. Martin shares insights on capital strategies, market trends, and the importance of networking, particularly through his connection to Babson College. The conversation highlights the complexities of navigating supply and demand in Miami's real estate landscape, as well as the opportunities in suburban development.
Chapters
00:00 Introduction to Key International and Martin Aranzabe
03:05 Overview of Key International's Projects and Focus Areas
05:27 Hospitality Development and Market Trends
08:03 Multi-Family Development Strategies and Challenges
11:26 Capital Structure and Development Financing
15:00 Innovative Deal Structures and Joint Ventures
16:18 Market Analysis: Supply and Demand Dynamics
20:05 Shadow Inventory and Rental Market Insights
23:16 Urban Development and Infrastructure Challenges
29:56 Networking and the Babson Connection
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On this episode of Deal Flow Friday, David Moghavem sits down with Alec Slocum, Founder & CEO of ApartmentIQ, to explore how technology and AI are reshaping multifamily rent analytics. Alec shares how his team went from building a student housing ILS to launching ApartmentIQ, a platform now used by two-thirds of the NMHC Top 50 that delivers daily, unit-level rent data with unprecedented accuracy. The discussion covers the evolution of rent comps from art to science, how operators and asset managers can leverage automated market surveys to spot market shifts, and why data accuracy is such a competitive advantage. Alec also highlights how ApartmentIQ and Maven AI are applying artificial intelligence to concessions, renovations, and marketing automation, while sharing insights on where the multifamily industry is headed and why he’s bullish on markets like San Francisco amid the AI boom. This episode offers a front-row seat into the future of rent analytics and PropTech innovation for investors, operators, and asset managers alike.
Chapters
00:00 Introduction to Apartment IQ and Its Impact
02:47 The Origin Story of Apartment IQ
04:53 Market Surveys Reinvented
06:47 The "Art" vs "Science" in Pulling Rent Comparables
09:55 The Importance of Accurate Data in Real Estate
13:23 "Is it Me? Or is it the Market?" Spot Checking Your Portfolio Rents
16:38 Leveraging AI in Multifamily Data
19:35 Will AI Replace My Job?
22:56 Maven AI: Revolutionizing Marketing in Multifamily
28:35 Multifamily Market Trends From the Data
33:49 So Which Market is Alec Most Bullish On?
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In this episode of Deal Flow Friday, David Moghavem sits down with Brandon Cohan, Founder and CEO of BCRE, one of the leading names in LA’s high-street retail scene. The conversation dives into the dynamics of retail real estate in Los Angeles, from Brentwood’s renaissance and the “Kreation Effect”, to the challenges restaurants face with labor costs, rents, and shifting consumer behaviors. Brandon shares insights on post-COVID retail resilience, the regional reinvention of LA neighborhoods, and how adaptive reuse and experiential retail are shaping the future. He also emphasizes the importance of community engagement, humility, and relationships as the cornerstone for long-term success in real estate. This episode offers a rare, candid look at what’s really happening on the ground in LA retail, blending market intelligence with personal lessons from Brandon’s journey building BCRE after his time as Vice President of CBRE.
00:00 – Introduction of Brandon Cohan & BCRE’s Rise
04:00 – Retail Market Challenges: Vacancy, Absorption & Labor Costs
07:45 – COVID’s Impact and Neighborhood Reinvention
08:50 – Brentwood’s Renaissance
10:38 – The “Kreation Effect”
14:38 – The Fate of Big Box Retail & Adaptive Reuse Opportunities
18:50 – Outdoor Shopping Centers & East Coast Trends
21:00 – Miami Design District "Destination Retail"
22:10 – Experiential Retail vs. Downturn Resilience
25:00 – Generational Shifts in Consumer & Business Trends
27:00 – Restaurant Struggles: Labor, Rents & Decision Making
30:30 – Exodus from LA, Entertainment Industry Decline, & Competitive Leasing
33:10 – Canon Drive, Beverly Hills, and High-End Leasing Competition
34:40 – Third Street: From Heyday to Recovery
37:10 – Robertson Boulevard: Evolving, Not Declining
41:00 – Emerging Markets: Highland Park, Echo Park, Marina del Rey, Pasadena
43:10 – Brandon’s Journey: Leaving CBRE to Found BCRE
47:10 – Relationships, Networks & Business Philosophy
49:40 – Advice for Restaurants: Humility & Community Engagement
51:30 – Closing Thoughts: Community, Resilience & LA’s Future
In this episode of Deal Flow Friday, host David Moghavem sits down with Paul Daneshrad, Founder & CEO of Starpoint Properties, to explore how patience, discipline, and opportunistic strategies drive outsized returns in real estate. Paul shares insights on asymmetric returns, diversification across asset classes, and the evolving capital markets landscape. The conversation covers Starpoint’s approach to value-add investments, Opportunity Zone projects, and navigating the current challenges in multifamily acquisitions. Paul also discusses his book Money and Morons, which addresses the national debt crisis and its implications for future generations.
About Starpoint Properties: Founded in 1995, Starpoint is a privately held real estate investment and operating company specializing in the acquisition, development, and management of premier multifamily, retail, office, and mixed-use properties across the U.S. With a disciplined and value-oriented approach, Starpoint has completed more than $2 billion in transactions, focusing on creating long-term value for investors and communities, delivering weighted average IRRs in excess of ~26%.
Chapters
00:00 – Asymmetric Returns & Value-Add Strategy
01:40 – Introduction & Early Connections
03:00 – Miami vs. LA & Market Energy
05:00 – Buffett’s Wisdom & Patience in Investing
06:10 – Opportunity Zones & Long-Term Value
09:40 – Diversification & Risk Mitigation
13:25 – Specialization vs. Opportunism
16:30 – Beverly Hills Case Study
19:15 – Capital Flows & Institutional Competition
21:00 – The Challenge of Capital Raising Today
24:30 – Multifamily Returns & Positive Leverage
27:00 – Bridge Debt & Capital Stack Distress
29:00 – Active Starpoint Strategies
34:50 – Paul’s Book: Money and Morons
44:00 – Preparing for a Debt Crisis
48:00 – Closing Thoughts & Future Outlook
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In this episode of Deal Flow Friday, David Moghavem sits down with his fellow Trion Properties’ collegues and operation leaders:
Johnny De La Espriella Head of Property Management
Natalina Rettew Head of Asset Management
Max Sharkansky Managing Partner
The four Trion leaders dive deep into what it takes to run a high-performing multifamily portfolio in today’s market. They cover the operational fundamentals that drive NOI, from process discipline and people management to the latest proptech tools transforming property management. The team shares day-one impact strategies, insights on navigating complex regulations across multiple states, and the surprising trends emerging from Trion’s coast-to-coast portfolio.
The conversation also unveils Trion’s move into third-party property management, the philosophy behind their owner-operator approach, and how leveraging tech, talent, and market expertise can unlock alpha in even the toughest markets.
Chapters:
00:00 – Intro & Guest Introductions
04:05 – Day-One Operational Impact & NOI Growth
06:14 – Process Discipline and Regulatory Nuances
07:50 – People as the Core of Multifamily Success
09:55 – Proptech Tools Transforming Operations
14:06 – Empowering Staff with AI and Tech Platforms
15:56 – Asset Management Tools & Power BI Rollout
17:56 – Transparency & Communication with Capital Partners
22:29 – Surprising Portfolio Trends Across Markets
25:56 – Adapting to State Regulations & Process Changes
29:14 – Market Stabilization and Advocacy Efforts
31:08 – Lessons from California, Oregon, and Colorado Operations
31:44 – Aligning Operational Philosophies
35:00 – Looking Ahead: Opportunities Beyond AI
35:42 – Trion’s Move into Third-Party Management
41:04 – Leveraging Vintage Asset Expertise
41:34 – The Power of Strong Regional Teams
42:56 – Rapid-Fire Ops Insights
45:03 – Closing Thoughts & Team Appreciation
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In this episode of Deal Flow Friday, David Moghavem sits down with longtime friend and industry colleague Brian Ashagian, Vice President at Convoy Capital, to dive deep into today’s multifamily financing landscape. They cover the shifting dynamics in ground-up construction loans, the surge of LA’s ED1 affordable housing projects, and creative strategies for takeout financing in a high-rate environment.
Brian shares insights on navigating lender requirements, the growing role of private credit, and the challenges of financing modular construction. They also discuss the macro outlook for interest rates, why experience and liquidity matter more than ever, and the grit it takes to succeed in brokerage — including Brian’s story of working 50 straight weekends to build his career.
Whether you’re a developer, investor, or broker, this conversation is packed with practical takeaways on securing capital, structuring deals, and thriving in today’s market.
Chapters:
00:00 Intro
01:32 Mamba Edition & Old Memories
03:45 State of Ground-Up Construction Financing
05:10 ED1 Affordable Housing Boom in LA
09:15 Financing Nuances for ED1 Projects
11:55 Creative Takeout Loan Strategies
14:35 Macro Outlook & Anticipated Rate Cuts
16:45 Banks vs. Private Credit
19:05 Modular Construction & Non-Recourse Challenges
21:00 What Lenders Want from Borrowers
23:25 Work Ethic & Career Grit
29:05 Broker Life Reality Check
31:25 Leveraging Technology & AI
In this episode, David Moghavem interviews Ben Murphy, the investment sales director at Commercial Integrity, about the investment landscape in Portland, Oregon. They discuss the unique opportunities in the Portland market, including the impact of inclusionary zoning, the recovery of the urban core, and the growth of suburban areas. Ben shares insights on why investing in blue states can be beneficial, the challenges posed by regulatory environments, and the potential for value-add opportunities in older properties. The conversation emphasizes the importance of understanding local market dynamics and offers advice for new investors looking to enter the Portland market.
Chapters
00:00 Intro: Meet Ben Murphy
03:32 Why Portland? The Contrarian Case for Blue States
06:34 Portland = The Midwest of the West?
08:44 Unique Ownership Structure in Portland
10:05 The Affordability Advantage
12:26 Why No One Is Building in Portland
16:19 Urban Core Recovery & Deep Discounts
19:21 Policy Reversal & Urban Revitalization
22:56 Suburban Boom: Where to Look
26:29 Advice for New Investors in Portland
29:14 Don't Sleep on 60s & 70s Product
31:29 Final Thoughts & How to Reach Ben
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Ben Murphy Contact Info:
+1-503-707-6570ben.murphy@cinw.com
In this episode of Deal Flow Friday, David Moghavem sits down with Andrew Kwok, Principal at Arcus Harbor Real Estate Capital, to dive deep into the rapidly evolving debt and equity landscape in commercial real estate. They explore why private credit is on fire, the regulatory pressures driving borrowers away from traditional banks, and how debt funds are competing for deals. Andrew shares valuable insights from his 20+ years in the industry, including lessons learned from launching Arcus Harbor and navigating capital markets post-COVID.
From structured finance to agency lending, Andrew and David break down how sponsors can smartly recapitalize, refinance, or acquire assets in today’s climate—where positive leverage is back and the devil is in the details. If you're trying to make sound capital decisions in 2025, this episode is packed with strategy, nuance, and perspective.
Chapters
00:00 – Introduction & Arcus Swag Talk
01:38 – The Arcus Team’s Deep History
03:03 – USC Real Estate Board & Market Thought Leadership
04:48 – Why Private Credit is Booming
07:18 – Operators Entering the Credit Game
09:18 – Shifting from Credit to Equity?
10:38 – Appetite Swings in Debt Fund Lending
12:08 – CLOs, Back Leverage & Loan Sales Explained
13:48 – How Bank Regulation Benefits Private Credit
17:08 – Why Arcus Rebranded & How It’s Structured
20:18 – Arcus Lending Products and Market Coverage
23:18 – A More Nimble, Client-First Approach
27:18 – Deal Volume: Agency vs. Alternatives
29:48 – Refinances, Maturities & Acquisition Trends
34:18 – Seller Capitulation & Buying Below Replacement Cost
36:48 – Positive Leverage is Back
38:28 – Syndicators: Old School vs. New Age
40:38 – Strategic Recapitalizations with Cash-In Refinances
43:18 – Insurance Market Dislocation & Recovery
45:18 – Advice for Sponsors Making Tough Decisions
47:48 – Why Term Sheets Aren’t Always What They Seem
49:18 – Deep Diligence and Underwriting is Back
51:48 – Term Sheet Minutiae: Strike Prices, Floors, and Caps
53:38 – Creative Cap Structures and Market Nuances
55:08 – Wrapping Up With Golf & Gratitude
In this episode, David Moghavem sits down with Michael Khalilzad, founder of Castle Square, to discuss the realities of raising equity in today’s market and how creative structuring is unlocking deals. Michael shares why capital is demanding high cash-on-cash yields and strong basis, how he structured a second-loss equity position to overcome investor objections, and why reputation and certainty are driving discounted acquisitions. They dive into ground-up development challenges, co-GP structures with blue-chip developers to unlock financing, and why Michael believes innovative hybrid equity products will be key to getting deals done in this market. If you want real insights on where capital is flowing and how to structure deals creatively, this episode is packed with tactical takeaways.
Chapters
00:00 Introduction & Podcasting with Sam Zell
07:14 Today’s Capital Markets Reality
10:03 Creative Structures to Get Deals Done
15:26 What Investors Are Looking For Today
18:18 Midwest Six Caps, Below Replacement Cost
21:14 Seller Capitulation is Happening, We Have The Receipts!
24:54 How To Source Great Deals in This Market
27:48 PUBLIC SERVICE ANNOUNCEMENT: The Importance of Proper Underwriting
29:48 Underwriting Sponsors
33:58 Deploying Ground Up Construction Capital in An Unfavorable Development Market
36:55 CO-GP Ground Up Development Program
40:21 Loan Guarantee & Credit Enhancement Program
42:34 Advice for Emerging Operators and Capital Raisers
46:14 The Need for Innovative Capital Products
In this episode of Deal Flow Friday, host David Moghavem sits down with Jared Zeisler, Principal at Capital Solutions, to unpack where capital is (and isn’t) flowing in today’s market. Jared shares why buying below replacement cost remains core to their strategy, why rescue capital isn’t the opportunity it seems without resetting basis, and how Capital Solutions is approaching deals with a “downside first” framework. They discuss why bridge debt is creeping back into deals (and why it still scares them), the real story behind student housing deals they’re buying at half of replacement cost, how their portfolio has held up through rate hikes, what makes a deal actually get capitalized today, and why conviction and downside protection matter more than pro forma upside in this market. If you’re an operator looking to raise equity or an allocator looking to deploy smart capital, this episode is packed with candid insights on underwriting, market cycles, and what it takes to get deals done in 2025.
Chapters
00:00 Introduction to Capital Solutions and Market Overview
03:28 What Gets Funded Today vs. Passed On
07:56 Development Challenges: High Costs, Low Absorption
11:39 Portfolio Performance: Winners, Losers, and Lessons
15:13 Rescue Capital Reality Check
19:03 Does that "Positive Leverage Day One" deal really exist?
23:01 The Return of Bridge Debt. Did People Not Learn Their Lesson???
28:28 The "Perks" of Multifamily? Government-Backed Leverage
31:39 Investing in Student Housing
36:37 Picking The Right Partner, Especially in a Down Cycle
40:39 Advice for Operators Looking for Equity
44:45 Haven't seen the "Flush Out" of Distress... Yet.
In this episode of Deal Flow Friday, host David Moghavem speaks with Joe Paskov from Bentall Green Oak about the current state of the real estate investment market. They discuss the challenges and opportunities in various asset classes, the impact of interest rates on investment strategies, and the importance of building strong relationships in the industry. Joe shares insights on BGOs geographic focus, market analysis, AI-driven algorithmic approach to choosing markets, and the dynamics of institutional investors, emphasizing the need for a long-term perspective in navigating the evolving landscape of real estate investing.
Chapters
00:00 Introduction & BGO Overview
03:59 Where’s the Opportunity Now? ZIRP era vs. Today
12:17 Redemption Clauses & The Liquidity Crunch
16:34 What Will Get BGO Off the Sidelines?
24:16 Geographic Focuses in BGO's Fund Strategies
26:03 Inside BGO’s AI-Driven Decision Making in Market Analysis
33:26 Future Deal Activity and Market Trends
39:33 Building Relationships with Institutional Partners
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In this episode of Deal Flow Friday, host David Moghavem speaks with Garrett Nondorf of Flagship Capital, a highly active Middle Market Credit and Equity allocator. They discuss the active deal flow at Flagship, including recent term sheets and the company's approach to investments in steady markets such as the Midwest, dive into the challenges in the Sun Belt, the supply side story within the Pacific Northwest, and operational issues affecting real estate in various geographies. Garrett shares insights on how sponsors can navigate the current market conditions and successfully raise capital.
Chapters
00:00 Intro, 'Stash talk', & LinkedIn Meme Game
02:55 How is Flagship Capital Getting Deals Done?
06:42 Focus on Equity Investments
09:30 Steady-eddy Midwest
16:39 SunBelt Owners Are Starting to Capitulate.
20:46 Operational Challenges in the Market
23:06 Pac-NorthWest, Supply-Side Story
24:50 Challenges in California's Housing Market
26:18 Navigating Investment Committee Challenges
29:32 Identifying Opportunities in Secondary Markets
32:18 Operational Challenges and Cost Stabilization
37:20 Advice for Capital Raising in Today's Market
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In this conversation, Omar Morales and David Moghavem delve into the intricacies of the Miami real estate market, discussing the challenges and opportunities that have emerged in the wake of COVID-19. They explore the evolution of Trion, the impact of tariffs on development, and the importance of understanding local dynamics in order to find value in real estate investments. The discussion also highlights the significance of insurance rates, the emergence of new markets, and the challenges of fundraising in a changing economic landscape.
Chapters
00:00 Intro
00:39 David's Background and Move to Miami
03:03 Navigating Market Dynamics and Opportunities
05:58 The Impact of Immigration on Miami's Growth
08:54 Understanding Supply and Demand in Multifamily
12:09 Challenges in Development and Construction
14:55 The Role of Tariffs in Real Estate
17:51 Investment Strategies and Market Trends
21:01 Fundraising in a Changing Market
24:08 Identifying Hidden Markets and Opportunities
In this episode, David Moghavem speaks with Adrian Berger from Cypress Equity Investments about the current state of the real estate market, the challenges and surprises in lending, and the importance of networking. They discuss the shift in off-market deals, the company's development strategy, and the potential opportunities in self-storage and affordable housing. Adrian shares insights on navigating insurance and operating expenses in LA, as well as the significance of building relationships in the industry.
Chapters
00:00 Intro
01:35 Navigating the Current Market Landscape
04:37 Surprises in Lending and Valuation
07:38 The Shift in Deal Dynamics
10:33 Cypress Equity's Evolution and Strategy
13:26 Co-GP Partnerships and Diversification
16:36 Future Directions and Market Opportunities
21:07 Exploring Market Opportunities and Challenges
24:32 Impact of Local Regulations on Development
27:39 The Role of Long-Term Relationships in Development
30:30 Adjusting Underwriting for Current Market Conditions
32:30 Comparing LA with Other Markets
33:40 Covered Land Plays and Their Benefits
34:39 Investor Sentiment and Market Confidence
35:33 The Future of the Entertainment Industry in LA
37:54 The Ebb and Flow of LA's Market
40:40 Investment Strategies in a Changing Landscape
41:52 Navigating Affordable Housing Challenges
45:14 The Complexity of Building in LA
48:03 Insurance Challenges in Real Estate
49:45 The Importance of Networking in Real Estate
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In this episode of Deal Flow Friday, David Moghavem, Max Sharkansky, and Mitch Paskover discuss the current state of the real estate market, focusing on the impact of tariffs, inflation, interest rates, and investment strategies. They explore how these factors are influencing consumer confidence, lender behavior, and overall market trends. The conversation also delves into geographical investment opportunities and the challenges faced by investors in today's economic climate, concluding with thoughts on future market predictions and operational challenges.
Chapters
00:00 Introduction and Yearly Recap
02:16 Tariffs and Economic Predictions
04:48 Impact of Tariffs on Multifamily Sector
08:10 Interest Rates and Future Predictions
11:31 Investment Strategies and Market Trends
15:31 "The Party Is Over" In The Midwest
19:28 Long West Coast? Depends Where.
23:06 Emerging Distress in the Market
28:33 Investor Sentiment and Market Dynamics
33:46 Long-Term Perspectives on Real Estate Investments
39:50 Optimism and Future Market Predictions
In this episode of Deal Flow Friday, host David Moghavem interviews Mike Sroka, founder and CEO of Dealpath, discussing the evolution of PropTech, the impact of economic changes on the real estate market, and the role of AI in enhancing real estate management. They explore how Deal Path has adapted to client needs and the importance of technology in navigating the current market landscape. The conversation also touches on the future of real estate technology and the potential for a rebound in the Bay Area.
Chapters
00:00 Introduction to Deal Path and PropTech Innovations
03:31 Mike Sroka's Journey and the Birth of Dealpath
09:27 Evolution of the Real Estate Software Landscape
12:48 Navigating CRE Market Changes as a PropTech Company
15:44 The Value of Dealpath in Different Market Conditions
21:42 Adapting to Client Needs and Market Trends
27:52 Leveraging Data for Product Development
31:04 The Role of AI in Real Estate
38:34 Assessing Technology Needs in Real Estate
40:13 Real Estate's Digital Transformation Journey
45:50 The Future of Real Estate in a Tech-Driven Market
In this episode of Deal Flow Friday, host David Moghavem speaks with Aleksey Chernobelskiy, founder of the GPLP match platform. They discuss the journey of entrepreneurship, the creation of the GPLP match platform, and the importance of connecting general partners (GPs) with limited partners (LPs) in real estate. Aleksey shares insights on leveraging technology, social media strategies, and common pitfalls in GP presentations. The conversation also touches on market insights, asset classes, and advice for LPs navigating investment opportunities.
Chapters
00:00 Introduction
04:19 The GPLP Match Platform: Concept and Creation
05:18 The GP-LP Match Platform
06:50 The People Behind the Deal
10:39 Solution to Managing Deal Flow
13:44 Leveraging Technology to Increase Efficiency
15:20 Social Media Presence & Strategy
18:26 Common Pitfalls in GP Decks
18:32 Navigating Political Risks in Real Estate
20:55 Advice for LPs: Sifting Through Deals
21:20 Aleksey's GP Pet Peeves & Red Flags
24:21 What type of deals is Aleksey Bullish on?
29:24 Aleksey's Recommendations to LPs
