New Home Insights Podcast Episode 99: Data-Driven Investment Strategies: Don Mullen on SFR, Tech, and Housing’s Future
Sep 27, 2024
Don Mullen, the founder and CEO of Pretium, a major real estate investment firm, dives into the transformative world of single-family rentals (SFR). He shares insights on how data-driven strategies are reshaping investment decisions, enabling direct investments in fragmented assets. The discussion covers innovative financing solutions for home builders, especially during downturns, and highlights the critical role of rental communities in tackling America’s housing challenges. Mullen’s expertise sheds light on the evolving housing landscape and the importance of technological advancements.
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Transcript
Episode notes
SFR Evolution
- The Single-Family Rental (SFR) market has evolved, drawing parallels to the mortgage-backed securities market.
- Technological advancements now allow institutions to invest directly in fragmented assets like SFR homes.
Direct Investment
- Securitization historically made small assets investable by institutions, but technology now lets investors invest directly.
- Pretium manages fragmented assets like homes, loans, and mortgages for large institutions, changing investment strategies.
Specialization in Housing
- Pretium specializes in housing, creating a data-rich ecosystem.
- This data advantage allows quick assessment of investment opportunities, like analyzing home builder projects in Jacksonville.