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Deal Flow Friday

David Moghavem
Multifamily Real Estate
Trion Properties
Denver
Miami, United States
Los Angeles
Real Estate
Artificial Intelligence
Texas
Lenders / Capital Stack
San Francisco Bay Area
Manufactured Housing
Garage Condos
AI For CRE Collective
Real Estate - Multifamily
AI In Commercial Real Estate
Portland, United States
Self Storage
Real Estate Investing
US Multifamily Market
Elise AI

Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation!

PublishesTwice monthlyEpisodes56Founded2 years ago
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Artwork for Deal Flow Friday

Latest Episodes

In this episode of Deal Flow Friday, David Moghavem, Chief Investment Officer of Trion Properties, shares a live panel conversation from IMN’s Real Estate Private Funds Summer event in Newport, Rhode Island.

The panel, titled “Global Economic Headwin... more

In this episode of Deal Flow Friday, David Moghavem sits down with Reed Goossens for an in-person operator-to-operator conversation on the current state of multifamily investing, capital markets, and where opportunity is starting to emerge after the ... more

In this episode, David Moghavem joins Quinn Edwards on the AI for CRE Collective Podcast to discuss the current state of multifamily, the next wave of distress, and how AI is reshaping the way real estate operators make decisions.

David shares his jo... more

In this episode of Deal Flow Friday, David Moghavem sits down with John Zalkin, founder of AdviseAI, to discuss how artificial intelligence is beginning to reshape the real estate industry. John shares his background scaling RKW from a startup third-... more

In this episode of Deal Flow Friday, host David Moghavem sits down with Joe Fairless, founder of Ashcroft Capital to discuss how the multifamily industry is evolving in the post-rate hike environment. Joe shares lessons from scaling Ashcroft to more ... more

In this episode of Deal Flow Friday, David Moghavem sits down with Matthew Thomson, SVP of Development & Ventures at Trilogy, to unpack how today’s multifamily landscape is reshaping investment strategy and where the most sophisticated capital is pla... more

In this episode of Deal Flow Friday, David Moghavem sits down with Jack Stone, Managing Director at Greysteel and co-host of CRE Daily and the No Cap podcast, to break down the current state of the Texas multifamily market and where real opportunitie... more

In this episode of Deal Flow Friday, David Moghavem sits down with Malcolm Davies of Way Capital to unpack what’s really happening in today’s capital markets—and how capital raising has fundamentally changed.

They explore why the traditional “spray a... more

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Recent Guests

David Moghavem
CIO of a Vertica Integrated Company of Trion Properties
Trion Properties
Episode: Multifamily Operator POVs: Reed Goossens - RSN
David Movhavam
Leader at Trion Properties with a podcast host role
Trion Properties
Episode: My Take on AI in CRE [from the AI for CRE Collective Podcast]
Joe Fairless
Co-founder and managing partner of Ashcroft Capital, host of Best Ever Podcast, founder of Best Ever Conference
Ashcroft Capital
Episode: Capital Raising & Market Outlook: Joe Fairless - Ashcroft Capital
Matt Thomson
Senior Vice President of Development and Ventures at Trilogy
Trilogy
Episode: Building Beyond a Basis: Matt Thomson - Trilogy
Jack Stone
Managing Director at Greysteel in the Texas market
Greysteel
Episode: The Texas Reset: Jack Stone - Greysteel
Malcolm Davies
Founder of WAY Capital, real estate capital advisor
WAY Capital
Episode: Relationship-Driven Capital: Malcolm Davies WAY Capital
Henry Manoucheri
CEO and Chairman of Universe Holdings
Universe Holdings
Episode: Strategy through Cycles: Henry Manoucheri - Universe Holdings
Jason Koch
Managing Director of MMG
MMG
Episode: Mountain Markets: Jason Koch - MMG
Rob Beardsley
Founder and CEO of Lscre
Lscre
Episode: BEC X [Panel]: State of the Multifamily Market

Host

David Moghavem
Host of Deal Flow Friday; Head of Acquisitions at Trion Properties (with frequent mention of affiliation to Trion Properties / Trilogy depending on episode)

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Talking Points

Recent interactions between the hosts and their guests.

Client-First Capital Advisory: Andrew Kwok - Arcus Harbor
Q: With Arcus, what makes your two verticals unique in serving clients across capital sources?
Arcus combines an agency-backed balance sheet access (via Lument and Oryx) with a broader debt and structured finance practice, enabling us to source capital across the entire stack—from agency loans to debt funds and balance sheet facilities—while keeping client interests front and center.
Client-First Capital Advisory: Andrew Kwok - Arcus Harbor
Q: What does a CLO mean for bridge loans, and how does the back end liquidity change pricing?
A CLO aggregates and securitizes loans, creating liquidity that makes spreads more competitive; lenders can sell loans or part of a loan to free up capital, which broadens the pool of potential buyers and lowers relative funding costs, shaping how deals pencil.
Client-First Capital Advisory: Andrew Kwok - Arcus Harbor
Q: So what's like the boots on the ground of what you're seeing right now? Why is private credit on fire?
Private credit is attractive because it carries fewer regulatory constraints than banks, can offer higher leverage with manageable risk, and has become a crucial alternative as traditional lenders face capital and regulatory pressures; the landscape has expanded to include banks, debt funds, and operator-led credit strategies with a mix of loans and securitizations.
Asymmetric Returns: Paul Daneshrad - CEO of Starpoint Properties
Q: What is your North Star in finding asymmetric returns across shifting asset classes?
The constant is opportunism combined with a disciplined approach: we shift strategies to where better risk-adjusted returns exist, but always look for value-add moments and ways to reduce downside while preserving upside.
Rent Analytics: Alec Slocum - Apartment IQ Founder & CEO
Q: How does AI integrate into Apartment IQ and Maven AI, and what are the practical benefits for operators?
AI is used to convert concession information from property websites into structured data, parse renovations from floor plans, and infer unit attributes. It also enables natural language querying and faster market insights. Maven AI focuses on marketing automation (Google profiles, social content) to cut costs and improve lead generation and brand presence across properties.

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Frequently Asked Questions About Deal Flow Friday

What is Deal Flow Friday about and what kind of topics does it cover?

A focused, real estate-centric series that dives into multifamily markets, capital formation, and deal execution. Episodes frequently explore capital sourcing, debt and equity dynamics, and the interplay between private capital, institutions, and family offices, with practical playbooks for operators to build resilient platforms. Guests include developers, asset managers, lenders, and proptech innovators, offering on-the-ground market views, cycle navigation, and strategy around markets like Dallas–Fort Worth, Miami, and the Sun Belt. The show stands out for its emphasis on relationship-driven capital, tactical underwriting, and hands-on insights from practitioners actively closing multifamily deals.

Listeners are likely real estate profes... more

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Which podcasts are similar to Deal Flow Friday?

These podcasts share a similar audience with Deal Flow Friday:

1. The Promote Podcast
2. The Rent Roll with Jay Parsons
3. POWERS
4. The Walker Webcast
5. The TreppWire Podcast: A Commercial Real Estate Show

How many episodes of Deal Flow Friday are there?

Deal Flow Friday launched 2 years ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Deal Flow Friday?

Recent guests on Deal Flow Friday include:

1. David Moghavem
2. David Movhavam
3. Joe Fairless
4. Matt Thomson
5. Jack Stone
6. Malcolm Davies
7. Henry Manoucheri
8. Jason Koch

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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