🎙️ Episode 33 is LIVE 📈 This week, I sat down with Christopher Urso, Managing Partner at URS Capital Partners, who’s been buying and operating across the Southeast for years. We talked through why first-ring suburbs in markets like Charlotte, Nashville, Charleston and even

The market’s gotten TIGHT over the past few months. Not in fundamentals, those are still pretty flat, but in competitiveness. Bid sheets clearly have more buyers, but I think the sell side is the real story. Three years into the rate hike cycle, we now have enough data

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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🎙️ 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

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

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.

Self storage really had its Renaissance coming out of COVID. I remember talking to investors while raising capital on multi deals, and they were pretty jaded by the rent growth they saw in self storage. Made a lot of sense at the time as people needed more space. What came

Here’s an asset class you’ve probably never underwritten: garage condos. This week on @DealFlowFriday , I sat down with @vanmaanengerrit , Principal at PLAYGROUND and co-host of the Best Ever Conference, to unpack how garage condos are creating new ownership opportunities for

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

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

🎙️ 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

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

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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🎙️ Episode 29 is LIVE 📈 This week, I sat down with Martin Aranzabe of Key International to talk Florida development, capital strategy, and Miami’s supply/demand balance. We get deep in the weeds on development strategies and return targets, *ideally* targeting a 6.5–7% yield

When you see rent data in real time across every market in the country, your perspective carries some weight. That’s why I had to ask @AlecSlocum , Founder and CEO of ApartmentIQ, what market he's bullish on the most right now. Not surprising (to me at least), he said he’s

Too busy to listen? No Problem. Deal Flow Friday is now on Substack 📈 @dealflowfriday Starting with our latest episode with @AlecSlocum , Founder and CEO of ApartmentIQ! #DealFlowFriday #Multifamily #Investing #substack https://t.co/FwZXOFVOsh

Are pulling rent comps more of an art or a science? I’ve always leaned more toward art. You can’t replace walking properties, talking to managers, picking up insights you can’t scrape from a website. I still believe this. I don’t think that will ever be replaced. But

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