David Moghavem📈
@DavidMoghavem
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MF Deal Junkie. Head of East Coast Acquisitions at @trionproperties & Host of the @dealflowfriday Podcast 📈🎙️
Los Angeles
Joined August 2011
Everyone’s focused on how many rate cuts Powell’s gonna make, but no one is really talking about Powell’s announcement ending the balance sheet runoff Dec 1st. I understand it was probably expected, but still a big step nonetheless. I think that’s going to open up the markets
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The Public Policy Institute of California just released new data showing that San Francisco is one of only two cities in California where violent crime is below pre-pandemic levels. That progress is the result of our laser focus on public safety. In San Francisco, we’re
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My first ever monologue. This was very uncomfortable to do. Ranting for 40mins didn’t feel natural, but listening to it now I’m really happy with how it turned out. Give it a listen lmk what you think! Maybe will keep it going quarterly.
🎙️ Episode 32 is LIVE 📈 This week, we paused the guest episodes to do the first Multifamily Market Monologue, as a chance to share what I’m actually seeing out there across the multifamily landscape. Here’s the quick pulse check: -No surprise on 25bp cut this week, but the
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Buyer: What’s the condition of the boiler? Broker: original, made in Germany.
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Hersh clung to a powerful quote that gave him and other hostages strength while captured in the Hamas tunnels: “He who has a why can bear any how.” Tonight marks the first Shabbat with all surviving hostages home with their families 🎗️
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What are investors really prioritizing today? Getting their money back. In multi, you see that in the form of cash yield over IRR. Cash is king right now. But its not REALLY about the cash… On a backloaded return model with no cashflow like garage condos? It’s all about
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This game of investing we play in is not about home runs. It’s about surviving. As @RayDalio puts it, “ it takes only one really bad bet or a series of moderately bad bets to knock me out of the game”. Downside protect and the upside will follow.
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Secretary of State Rubio: “Britain and France caused the collapse of the Israel-Hamas ceasefire talks when they recognized a Palestinian state.”
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It’s been a painful few years. But with great pain, comes great change. Thankful for the remaining hostages returning to their families as we pray this to be a strong step forward towards peace. 🎗️🇮🇱
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The work @DanielLurie has done for the city of SF is incredible
There are tens of thousands of people in San Francisco this weekend for concerts, Fleet Week, and the Italian Heritage Parade. This is what a world-class city looks like, and it all starts with public safety. Crime is down 30% and tent encampments are at an all-time low. San
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We’re already experiencing ANOTHER AI evolution as we move from Generative AI to Agentic AI. Generative AI is prompt-based. You ask, it answers. It creates text, code, and content on command. Agentic AI doesn’t need a prompt, it acts autonomously. It doesn’t wait for an
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Bill Clinton, while campaigning in Michigan last year, talked about the October 7 massacre in Israel Watch every single second of this
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Implementation is everything. There's some awesome property management tools out there like @elise_ai that improve property operations drastically, but if you don't have the right team on the ground to implement the tech correctly and embrace the new workflow of performing
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🎙️ Episode 30 is LIVE 📈 This week, I sat down with Jacob Kosior of @elise_ai to dive into how Agentic AI is reshaping multifamily operations. Elise AI is changing the game, not by replacing property managers, but by freeing them from repetitive tasks so they can focus on the
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How do we put our algorithms through Yom Kippur? They need atonement too.
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Some beautiful words of reflection on the eve of Yom Kippur, the holiest day of the Hebrew year. May we be sealed in the Book of Life, with hope and strength to carry us forward. Challenge is Not the Opposite of Blessing, It's Often the Beginning of It by Rabbi Mendel Mintz
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Miami feels like the hottest city in the world right now. Especially once in-season (soon!) But if you’re an operator on the ground, you can’t ignore the supply-side numbers. In Miami-Dade alone, there are 16,000 units under construction, with another 10,000+ delivered within
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Insanely relatable. Big reason I love living in EST time zone. "If you open your phone first thing in the morning, what you end up being is a creature that is told what to think about for the rest of the day." ― Pavel Durov on his morning routine Heard on Lex Fridman Podcast
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Good ideas rarely come fully formed. They need wandering, intuition, and the courage to survive early objections. Nurture the kernel and watch it grow. Great snippet from an old @lexfridman pod episode with @JeffBezos
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Why the Beach? “God’s not making any more of it.” -Martin Aranzabe Supply constraint real estate cannot get overlooked, especially as a developer. It’s the #1 driver for developers like Key International who have built an exeptional portfolio of hotels up & down the Florida
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