Deal Flow Friday

Episode 37 is a masterclass in what actually drives long-term success in real estate: patience, differentiation, and relationships. This week, we pulled some of the most replayed moments on the show this year to reflect on the lessons learned from 2025, to prepare us for a stronger 2026.  This episode features valuable lessons from some of the most replayed guests this year:  Paul Daneshrad - CEO...

In this conversation, David Moghavem and Jake Heller discuss the emergence of AI in commercial real estate, focusing on the creation of the AI for CRE Collective community. They explore the challenges and opportunities presented by AI adoption, emphasizing the importance of data organization, community engagement, and the mindset shift from viewing AI as a luxury to a necessity. The discussion hig...

In this episode of Deal Flow Friday, host David Moghavem interviews Jeff Gleiberman, president of MG Properties, discussing the multifamily real estate market, investment strategies, and operational challenges. Jeff shares insights on the importance of specialization, market diversification, and the current performance of coastal versus inland markets. He emphasizes the significance of cash flow m...

In this episode of Deal Flow Friday , David sits down with Enrique Huerta, VP of Acquisitions at Crystal View Capital, to break down his transition from a decade in multifamily to a national platform focused on manufactured housing, self-storage, and industrial outdoor storage. Enrique shares why yield-driven investors are increasingly looking beyond conventional apartments, why manufactured housi...

In this episode of Deal Flow Friday , David sits down with Chris Urso , Managing Partner of URS Capital Partners , to talk about operating through today’s multifamily reset across the Southeast. They dig into why 2025 has been an “operator’s recession,” how first-ring suburbs in markets like Charlotte, Nashville, Charleston, and Atlanta are best positioned for recovery, and why focusing on gray-co...

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...

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...

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 A...

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 hospita...

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 accu...

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. Bra...

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...

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...

In this episode of Deal Flow Friday , David Moghavem sits down with longtime friend and industry colleague Brian Asheghian , 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 en...

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 benefi...

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 valuab...

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...

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 “downsi...

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...

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 Pac...

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 hi...

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 naviga...

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...

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 con...

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...