Matthew Frazier, CEO of Jones Street Investment Partners, joins the podcast to discuss the multifamily market. He highlights the Northeast market as a contrarian focus and explores the shifts that have occurred in the last two years. The impact of remote work on multifamily is analyzed, along with the flip in interest rates and rent growth. Frazier shares insights on playing offense or defense in the current market and discusses indicators of relative value. Other topics include multifamily maturities, commercial real estate pressure points, and where the opportunities lie in CRE. The conversation also touches on insurance costs and the benefits of vertical integration. The strength of the Boston real estate market and its university ecosystem are explored, along with the personal significance of Joan Street and the creation of opportunities.
