The Best Ever CRE Show

JF 3900: Capital Slowdown, Phoenix Deals, and Data-Driven Rent Growth ft. Michael Episcope

May 9, 2025

In this engaging discussion, Michael Episcope, co-founder of Origin Investments, shares his journey from commodities trading to leading a real estate firm focused on Class A multifamily properties. He reveals how his grandfather influenced his real estate mindset and how he navigated launching Origin during the 2008 crisis. The conversation emphasizes the importance of risk management and identifying opportunities amidst a capital slowdown. Michael also discusses the advantages of specializing in high-growth markets and the potential of predictive data in rental trends.

48:54

Episode guests

Michael Episcope

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Michael Episcope emphasizes the importance of specialization and strategic focus in real estate to create long-term wealth and success.

The foundation of Michael's real estate mindset was shaped by early experiences with his grandfather's approach to property investment and value creation.

Despite current economic challenges, the multifamily housing market is poised for growth due to demographic shifts and supply constraints.

Deep dives

The Importance of Focus in Business

Focusing on a few key areas can significantly impact business success. Entrepreneurs are encouraged to identify what they are willing to say no to, as this can lead to greater wealth. By saying no to distractions and unnecessary ventures, one can devote energy to opportunities that align with their goals. This strategic focus is highlighted through the experiences of high-achieving real estate professionals who have built significant portfolios.

Intro

3min

Navigating the Real Estate Transition

14min

Navigating Real Estate in Uncertain Times

6min

Rivalry and Real Estate: Cubs vs. Sox

12min

Navigating the Differences Between Class A and Class C Properties

3min

Understanding Rent Growth and Investment Strategies

6min

Mastering Your Niche for Real Estate Success

4min

On this episode of Next Level CRE, Matt Faircloth interviews Michael Episcope, co-founder of Origin Investments, about his journey from trading commodities to building a real estate firm with over 10,000 multifamily units transacted. Michael shares how his grandfather's scrappy approach to West Side Chicago buildings shaped his foundational real estate mindset, and how he applied those principles to launch Origin during the 2008 financial crisis. The conversation dives deep into why Origin focuses exclusively on Class A multifamily in high-growth markets, avoiding overleveraged deals and emphasizing risk management and rent-growth forecasting. Michael also discusses the current opportunity for savvy operators in the wake of the capital slowdown, highlighting the contrarian advantage in development today and the power of specialization in long-term success.

Michael Episcope

Current role: Co-Founder, Origin Investments
Based in: Chicago, IL
Say hi to them at: origininvestments.com

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