Deal Flow Friday

In this episode of Deal Flow Friday, host David Moghavem speaks with Aleksey Chernobelskiy, founder of the GPLP match platform. They discuss the journey of entrepreneurship, the creation of the GPLP match platform, and the importance of connecting general partners (GPs) with limited partners (LPs) in real estate. Aleksey shares insights on leveraging technology, social media strategies, and common pitfalls in GP presentations. The conversation also touches on market insights, asset classes, and advice for LPs navigating investment opportunities.Chapters00:00 Introduction04:19 The GPLP Match Platform: Concept and Creation05:18 The GP-LP Match Platform06:50 The People Behind the Deal10:39 Solution to Managing Deal Flow13:44 Leveraging Technology to Increase Efficiency15:20 Social Media Presence & Strategy18:26 Common Pitfalls in GP Decks18:32 Navigating Political Risks in Real Estate20:55 Advice for LPs: Sifting Through Deals21:20 Aleksey's GP Pet Peeves & Red Flags24:21 What type of deals is Aleksey Bullish on? 29:24 Aleksey's Recommendations to LPs 

In this episode of Deal Flow Friday, host David Moghavem speaks with Greg Rollman, Managing Director at Tryperion Holdings. They discuss insights on contrarian investment strategies in office, retail, and multifamily sectors. Greg shares his contrarian approach to investing in regional malls and emphasizes the importance of in-place operations. The conversation also touches on geographic preferences in investment and the future outlook amidst market uncertainty. Last but not least, David and Greg foreshadow the looming effect on tariffs on commercial real estate, and the impact it will have on the industry.Chapters00:00 Introduction and Background04:39 Investment Strategies in Office and Retail15:06 Exploring the Mall Investment Philosophy20:21 Future Outlook and Market Dynamics29:12 Future Outlook33:52 Tariffs effect on CRE

David Moghavem was hosted with 3 other esteemed guests in the Real Estate Multifamily industry at IMN's annual Florida Middle-Market Multifamily Forum in Coral Gables, FL at The Loews Coral Gables. Their conversation delves into the complexities of the real estate market, focusing on the interplay between cap rates, interest rates, and market dynamics. The speakers, all experienced professionals in real estate development and investment, discuss the current state of the market, the challenges posed by rising interest rates, and the implications for future investments. They explore operational distress, the impact of supply and demand, and the importance of understanding regional market differences. The discussion also highlights strategies for navigating the current landscape, including the need for flexibility and the potential for future opportunities as interest rates fluctuate.Moderator: Fernando Levy Hara, Principal, Unico DevelopersPanelists:David Moghavem, Director of Acquisitions, Trion PropertiesBranko Kuzmanovic, Director of Acquisitions, Empira GroupJeffrey Ardizon, Principal, The Estate CompaniesChapters:00:00 Intro01:52 Understanding Cap Rates and Interest Rates07:16 Market Trends and Operational Distress09:58 Navigating Construction and Value-Add Strategies13:01 The Impact of Supply and Demand15:52 Investment Strategies in a Changing Market18:39 Regional Market Comparisons21:18 Future Projections and Market Sentiment

In this episode of Deal Flow Friday, host David Moghavem interviews Andrew T. Cramer, owner of Bridgeview Asset Management, who shares insights on mobile home park investments, the evolution of the manufactured housing market, and the challenges posed by stigma and rent control. Andrew discusses his investment strategies, the importance of adding value for tenants, and the unique opportunities in the Pacific Northwest. The conversation emphasizes the need for education and awareness in addressing the housing crisis and highlights the potential for manufactured housing to provide affordable solutions.Chapters00:00 Introduction to Bridgeview Asset Management03:45 Investment Thesis in Mobile Home Parks05:55 Evolution of Mobile Home Parks07:22 Shifting Investor Perceptions09:15 Target Metrics and Investment Strategies12:56 Value Creation for Tenants via Value Add Play17:20 Challenges and Opportunities in Rent Control20:43 The Impact of Legislative Decisions on Housing23:25 Challenges and Opportunities in the Pacific Northwest27:14 Navigating Risks in Tertiary Markets34:23 Addressing the Housing Crisis with Innovative Solutions

In this episode, David Moghavem and Brooks Colquitt delve into the Atlanta real estate market, exploring its growth, appeal, and the various economic drivers that make it a prime location for investment. They discuss the geographical dynamics of the city using the 'Martini Glass' analogy, highlighting the differences between North and South Atlanta. The conversation also covers current market conditions, the impact of bad debt and evictions, and the role of institutional capital in shaping the market's future. With insights on cap rates and investment strategies, this episode provides a comprehensive overview of why Atlanta remains a hot spot for real estate investment, and why now may be the time to strike. Chapters00:00 Introduction to Atlanta's Real Estate Market04:26 Why Atlanta?09:47 "The Martini Glass" - Understanding Atlanta on a Map10:40 "The Stem" HWY 400 Corridor (Buckhead, Midtown) 12:08 "The Glass" North Atlanta 13:44 Belief in the Basis Play for North Atlanta17:20 "The Base of the Martini Glass" South Atlanta23:16 Values have dropped, but has much changed operationally? 27:27 The Bad Debt Situation and Its Impact35:21 Institutional Capital's Return to Atlanta39:13 Identifying Bullish Markets in Atlanta42:34 Investment Strategies for Current Market Conditions45:19 0306(1).mp4YOU CAN CONTACT BROOKS COLQUITT AT brooks.colquitt@nmrk.com

In this episode of Deal Flow Friday, David Moghavem hosts Alan "LAZ" Lazowski, founder and CEO of LAZ Parking, shares his journey from starting a valet parking service in Hartford to building one of the largest privately held parking companies in the U.S. He discusses key moments of growth, the importance of mentorship, and the transition into commercial real estate investments, including starting LPRI, LAZ Investments, and other successful partnerships in commercial real estate. Alan emphasizes the significance of conscious capitalism, philanthropy, and the value of building genuine relationships in business. He also offers valuable advice for young entrepreneurs on resilience, integrity, and the importance of giving back to the community.Chapters00:00 Introduction to Alan Laz and Laz Parking04:13 The Founding Story of Laz Parking06:36 Key Moments and Breakthroughs in Business14:19 Breaking into New Markets16:04 LAZ Investments, Opportunities in Commercial Real Estate19:22 Why Alan is Bullish on Hartford Connecticut21:52 LPRI Strategy - Parking Lot Covered Land Plays23:49 Dolby Theatre Acquisition 28:41 Conscious Capitalism30:39 Being a Force for Good; Helping Others Unconditionally 32:17 How Alan's Parents as Holocaust Survivors Shaped His Outlook On Life35:24 Facing Adversity40:05 Paying it Forward43:04 Having a Higher Purpose and Giving BackCONNECT WITH ALAN at alaz@LAZparking.com

Taylor Avakian, Founder of The Group CRE and host of No Vacancy Podcast, and Farhan Mahmood, Partner at Trion Properties, dive into the dynamic world of multifamily real estate. They discuss the challenges of fluctuating market conditions in LA compared to other regions. The duo reflects on past lessons from the 2008 financial crisis and share insights on adapting investment strategies amidst rising interest rates. Plus, they explore the transformative role of technology and AI while emphasizing the importance of trust and relationships in real estate.

Ray Cleeman, Principal and Head of Capital Markets at Pensam Capital, discusses the shifting real estate landscape as interest rates rise. He highlights the transition from acquisitions to refinancing, emphasizing innovative financing strategies. Cleeman shares insights on the challenges of floating rate debt and the necessity of understanding macroeconomic factors. With a focus on partnerships, he explores how Pensam supports real estate sponsors amidst these changes while remaining optimistic about the long-term prospects of the multifamily sector.

In this episode, David Moghavem interviews Kevin McKenna, a seasoned broker in the Colorado Springs multifamily market. They discuss the significant population growth, the quality of life that attracts residents, and the military's influence on the local economy. Kevin provides insights into the geographic layout of Colorado Springs, the current cap rates, and investment opportunities in the multifamily sector. They also address common misconceptions about the market and share expectations for the future of the multifamily landscape.Chapters00:00 Introduction to Colorado Springs Market01:50 Population Growth and Quality of Life05:48 Military Influence on Employment10:19 Geographic Overview of Colorado Springs18:02 Cap Rates and Market Opportunities30:43 Investor Insights and Market Sentiment

In this episode, David Moghavem interviews Ryan Moody, Executive Managing Director at Newmark, focusing on the Orlando real estate market. They discuss the transformation of Orlando from a tourism-centric economy to a diverse employment hub, the various submarkets within Orlando, and the investment opportunities available, particularly in South Orlando. The conversation also touches on the challenges of insurance in Florida, the current market dynamics, and the outlook for future growth in the region.Chapters00:00 Introduction to the Orlando Market03:28 Why Invest in Orlando?06:21 Understanding Orlando's Submarkets09:41 The Dynamics of Downtown Orlando12:28 Growth in South Orlando14:41 Market Trends and Cap Rates19:44 Navigating Insurance Challenges23:14 Older Vintage Opportunities vs Flight To Quality in Orlando24:05 Investor Sentiment and Future Outlook27:35 Where in Orlando is the best buying opportunity?30:33 Biggest Mistake Investors Make Entering/Operating in Orlando34:57 [Lack of] Distressed Opportunities in Orlando37:34 NMHC 2025 Expectations