Understanding Macro Factors in Multifamily Investment Decisions

On this episode of the Best Ever CRE Show, host Slocomb Reed interviews Marcin Drozdz, managing partner of M1 Real Capital, about navigating today's commercial real estate market. Drozdz, who entered private equity during the 2008 financial crisis, shares insights on his transition from syndications to a fund model approach that allows him to secure significant discounts through ready capital. He explains his current focus on multifamily development in the Southwest, particularly Arizona and Texas, noting how construction costs are becoming more favorable while planned deliveries for 2026-2027 remain limited. The conversation covers investor education strategies in today's more cautious environment, the importance of creating win-win GP/LP structures, and how understanding capital flow patterns provides a competitive advantage in identifying emerging opportunities across market cycles.

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