The Best Ever CRE Show
JF3831: Fund Model Advantages, Capital Flow Analysis, & Multifamily Development Timing Strategies ft. Marcin Drozdz
Mar 1, 2025
Marcin Drozdz, managing partner of M1 Real Capital and a savvy player in multifamily development, shares his insights from navigating the commercial real estate landscape since the 2008 crisis. He highlights his strategic shift to a fund model, enabling access to significant discounts through ready capital. The conversation dives into the importance of affordable housing, macroeconomic trends, and the evolving investor relations landscape. Drozdz emphasizes transparency and aligning interests in GP/LP structures as keys to success in today's cautious market.
23:53
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Quick takeaways
- Marcin Drozdz emphasizes the shift from syndications to fund models allows for strategic advantages through ready capital and cost-effective multifamily development.
- The podcast highlights the essential role of investor education and transparent communication from fund managers to address market uncertainties and build trust.
Deep dives
Investment in Mobile Home Parks
Investing in mobile home parks is presented as a highly recession-resilient strategy, offering potential for diversification in portfolios. The average tenant in mobile home parks tends to stay for 10 to 12 years, significantly longer than typical multifamily residents, which reduces turnover and vacancy risks. The demand for affordable housing is increasing, and mobile home parks can provide consistent income streams even during economic downturns. Additionally, tax benefits associated with depreciation make this asset class especially appealing for investors looking for long-term stability.
