Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling transactions ranging from $10 million to $100 million. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Omar Khan, Founder and Managing Partner of Boardwalk Wealth, a private equity firm based in Dallas, Texas, connecting international investors with US-based multifamily real estate opportunities. Omar discusses the importance of relationships, strategic asset selection, and leveraging opportunity zones for tax benefits. He also dives into his team's evolution, adapting to market cycles in real estate investment, and the role of technology in enhancing operational efficiency. Let’s dive in.

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Hannah Ott, Vice Chairman of CBRE, an American commercial real estate services and investment firm with offices worldwide. Hannah shares insights on Indianapolis’s resilient market, detailing its appeal due to robust economic health, business-friendly policies, and tax advantages. She emphasizes her team’s collaborative culture and outlines recent shifts in investment trends, with growing interest in Class A properties and value-added assets. The episode explores market challenges, including fluctuating interest rates, investor behavior changes post-COVID, and the rise of technology and AI in real estate. Let’s dive in.

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Kenneth Wellar, Founder of GREA, a full-service national investment and sales platform dedicated to multifamily real estate. Kenneth shares his journey from renovating row homes to establishing GREA, focusing on navigating multifamily real estate’s challenges post-COVID-19. He discusses market volatility, buyer-seller disconnects, and the impact of rising debt and insurance costs. Emphasizing submarket dynamics, Weller highlights growth in the Carolinas and Texas, strong student housing demand, and the importance of long-term investment perspectives and strategic partnerships to thrive in today's complex market. Let’s dive in.

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Bernard Pierson, co-founder and managing partner of EHP Capital, about the complexities of multifamily investments. Bernard delves into his unique journey, from his roots in Miami and Latin America to leading a successful career in U.S. real estate. They explore key aspects of multifamily investing, including market selection, partnership strategy, and asset class distinctions. Bernard shares insights on navigating economic volatility, investment criteria, and sourcing profitable deals in niche markets, offering listeners valuable advice on establishing competitive advantages in the evolving real estate landscape. Let’s dive in.

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Chris Raley, President of Sustainable Construction Group, to discuss innovative approaches to sustainable housing. Chris shares his journey from engineering to real estate, detailing SCG’s mission to provide environmentally conscious homes while addressing the challenges middle-income and first-time homebuyers face. The conversation explores SCG's use of advanced construction techniques, a "pathway to homeownership" model, and the importance of education and community in promoting sustainable living. Chris also shares his long-term vision for scaling these solutions to benefit broader communities. Let’s dive in!

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Lee Yoder, Founder and CEO of Threefold Real Estate Investing. Lee shares his inspiring transition from a career in physical therapy to real estate investing, focusing on multifamily properties. He discusses building his portfolio, scaling his business, and navigating the challenges of rising interest rates and a shifting economic landscape. Lee emphasizes the value of mentorship, networking, and prudent financial management in achieving success. This episode offers practical insights into multifamily investments, syndication deals, and adapting strategies in a volatile market. Let’s dive in!

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Danny Kattan, Partner Capital Markets at PIA Residential. Danny shares his journey from investment banking to successful real estate investing during the 2008 financial crisis. He also shares invaluable insights on market dynamics, the importance of cash flow, and the resilience of renters while emphasizing risk management and the significance of strong sponsorship in real estate deals. They discuss the evolving landscape of real estate investment, the rise of the "sell to rent" model, and how networking can be a game-changer for success. Tune in for expert strategies and lessons essential for seasoned investors and newcomers! Let’s dive in!

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Ray Mazzie, Managing Partner at Southern Waters Capital is this episode’s guest, and he shares with Michael his extensive background in real estate development and alternative investments, emphasizing his focus on ground-up construction for rental housing, including built-to-rent and multifamily projects. He discusses the strategic partnerships that have enabled his rapid growth, boasting a pipeline of over 2,700 units in just a few years. Ray also delves into his unique approach to market analysis and identifying investment opportunities, underscoring the importance of understanding supply-demand dynamics and the role of relationships in securing successful projects. Let’s get started!

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Jay Biggins, Founder and CEO of MultiHousing.com, a platform dedicated to multifamily property management. Jay shares his experience in multifamily property management and buying/selling in the market. He discusses his focus on value-added opportunities, how to run smaller real estate deals with big results, why now is the best time to buy, and maximizing cash flow through effective management. Let’s dive in!

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Claus Skaaning, CEO of DigiShares, a company focused on tokenizing real-world assets. Claus discusses the company's innovative blockchain solutions for tokenizing real-world assets, particularly in real estate. He highlights the platform’s ability to automate investment workflows, reduce costs, and enhance liquidity for investors. Claus also explores regulatory compliance through integrated KYC systems, the potential for tokenized assets as collateral, and future plans, including a real estate exchange. Let’s dive in!

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Eduardo Viesca, founder and managing partner at Manglar Capital, is joining us today. Eduardo shares his extensive experience in the real estate industry, from his background in private equity real estate in Mexico to his move to Miami and founding Manglar Capital. Eduardo shares valuable insights and current projects, including a land development deal in Wichita, Kansas. Discover his investment criteria, strategies for structuring deals, and staying up-to-date with industry trends. Don't miss out on this opportunity to learn from a real estate expert! Let’s dive in.

Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Joining us today is Jon Siegel, Partner, and Chief Investment Officer at RailField Partners. Jon shares his valuable insights and experiences in the multifamily real estate sector. Learn about his journey in the industry, the impact of COVID-19 on the market, and the importance of building relationships and telling a compelling story. Discover the factors that drive performance in real estate and gain advice on staying informed and connected in the field. Don't miss this engaging conversation between Jon and Michael. Let’s dive in.

Welcome to the inaugural episode of Deal Flow, the go-to podcast for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Stay informed on commercial real estate and structured finance with insights from top dealmakers and analysts. Each episode explores market trends and the impact of recent events, providing sophisticated, institutional-level discussions for savvy investors. I’m your host, Michael Pouliot, CFA, CAIA, and Partner at Carbon Real Estate Investments. I’m a real estate investor and founding Partner at several real estate businesses focused on housing, from single-family homes to institutional-sized apartment complexes. Before starting my real estate career, I spent a decade at JP Morgan and Merrill Lynch, as well as in the financial consulting world, working for well-known hedge funds, private equity, and business development corporations. The podcast will focus on middle-market transactions ($10-100 million), and I will host conversations with industry professionals, market trends, innovative strategies, and case studies of recent deals. Subscribe now and be empowered to navigate and succeed in the evolving world of commercial real estate.