David Moghavem📈

MF Deal Junkie. Head of East Coast Acquisitions at @trionproperties & Host of the @dealflowfriday Podcast 📈🎙️

[Vivid.🇮🇱 @VividProwess]

Not a single rocket from Hamas.
Not a single rocket from Hezbollah.
Not a single rocket from the Houthis.

Two years of Israel destroying them has led to this.

This is how you fight radical Islam and terrorism. 🇮🇱

[Anthony Pompliano 🌪 @APompliano]

The United States is 2 for 2 when killing or capturing brutal dictators in the last 60 days.

Generational run. 🇺🇸

[Deal Flow Friday📈🎙️ @DealFlowFriday]

🎙️Episode 44 is LIVE 📈

[Deal Flow Friday📈🎙️ @DealFlowFriday]

🎙️ Episode 40 is LIVE 📈

Listen to the full episode of Deal Flow Friday, on all podcast streaming apps📈

#DealFlowFriday

[Deal Flow Friday📈🎙️ @DealFlowFriday]

🎙️ Episode 39 is LIVE 📈

Had an awesome recap on the CRE Finance Council Conference in Miami with @ZackDStreit Founder & President of Priority Capital Advisory.

Key Takeaways 🧵

[David Moghavem📈 @DavidMoghavem]

Real estate is not just about being right in the moment it’s about being right over time ⏳ which involves an iterative process:

Predict, Reflect, Refine. Repeat.

Keep that feedback loop going, and you’ll be right over time.

[Deal Flow Friday📈🎙️ @DealFlowFriday]

Most groups are fooling themselves into thinking they’re practicing “data-driven decision making.”

When your LOIs, emails, DD rooms, underwriting files, and notes all live in silos, the data gets stored and then just… dies.

The real edge is consolidating what you already have and actually synthesizing it.

AI tools that connect and synthesize this data are the next generation of true data-driven decision making.

Most operators are sitting on a goldmine and don’t realize it yet. Once that data starts talking to itself, real decisions get better fast.

#DealFlowFriday

@Jakeladeveloper
AI for CRE Collective

[Deal Flow Friday📈🎙️ @DealFlowFriday]

Most people in our industry are “testing” AI. Very few are actually using it.

“The arbitrage is in that delta” as @Jakeladeveloper put it.

The advantage isn’t from testing out tools, it’s IMPLEMENTING these workflows.

What separates the 5% is curiosity.

Stealing a few minutes from a busy day to learn something that doesn’t pay off immediately, but has a clear second order consequence.

In the moment, it feels inefficient. Long term, the second-order effects are massive.

#DealFlowFriday

[Deal Flow Friday📈🎙️ @DealFlowFriday]

🎙️ Episode 36 is LIVE 📈

Here’s what surprised me in this week’s conversation with @Jakeladeveloper , founder of AI for CRE Collective.

Almost everyone in commercial real estate is experimenting with AI, but almost no one is actually IMPLEMENTING it.

Jake shared a stat that stuck with me: roughly +90% are piloting AI, yet only about 5% have integrated it into real workflows. That gap is the real arbitrage right now in finding an edge in CRE.

Adoption is slow in our industry NOT because AI is weak, but because data is messy, privacy feels scary, and expectations are unrealistic.

Most people try it once, expect perfection, and quit. The edge goes to those who iterate and let AI handle the busywork. But the truth is, AI won’t replace real estate professionals. It will replace the ones who don’t use it.

Listen to the full episode here.

#DealFlowFriday

[Jake @JakehellerAI]

This conversation was electric

[Deal Flow Friday📈🎙️ @DealFlowFriday]

Multifamily performance right now is choppy, to say the least.

We’re seeing the coasts benefit from low supply, while inland markets are still struggling to absorb. Sadly, #Denver has been one of the weakest performing markets in the nation.

But as Jeff Gleiberman President of MG Properties framed it, "On the buy side, that can sometimes lead to some of the best buys in our company's history"

Feels natural to want to follow the growth markets while red taping the painful ones, but going against the grain can pay major dividends in such a cyclical industry like CRE.

#DealFlowFriday

[David Moghavem📈 @DavidMoghavem]

“People don’t buy products, they buy emotions.” @Oprah

[David Moghavem📈 @DavidMoghavem]

“Do not fear losing”

Love this quote by @elonmusk

[Deal Flow Friday📈🎙️ @DealFlowFriday]

🎙️Episode 35 is LIVE 📈

This week I sat down with Jeff Gleiberman, President of MG Properties, one of the most respected and disciplined multifamily platforms in the country.

With over 32,000 units across 115+ communities, we got in the weeds on what “The MG Way”, a model which countless of Multifamily syndicators aspire to achieve, really means.

We also covered:

-How MG has been able to get almost $1B worth of acquisitions done this year in such a choppy market

- Why coastal markets are outperforming 📈while inland markets are struggling 📉

- Why cash is king and cash on cash has become the dominant metric again amongst private capital

- How they’re finding basis plays at deep discounts to replacement cost

- Why self-management and real skin in the game matter more than ever

- Their outlook for 2026 and whether seller capitulation is really coming

This episode is especially relevant for Multifamily sponsors, operators, and investors trying to separate signal from noise right now.

🎙️ Episode is live now on all platforms 📈

#DealFlowFriday

[Deal Flow Friday📈🎙️ @DealFlowFriday]

What’s your take on 2026?

Optimistic from an investment standpoint, Cautious from an operations standpoint.

I think long-term these deal will look like really good buys, but to assume deals are going to continue to perform just fine next year could be a trap.

We’re beginning to brace ourselves for these operational headwinds, baking in gain-to-lease, growing expenses higher than rents, and modeling out an operationally tough year 1 and 2 depending on the market.

Makes us feel better if a deal can work on those type of metrics going in.

Great time sharing predictions for next year with @enriquehuertaRE on #DealFlowFriday

[David Moghavem📈 @DavidMoghavem]

This quote hit 🏄‍♂️

[David Moghavem📈 @DavidMoghavem]

Try, fail, learn, try differently.

[David Moghavem📈 @DavidMoghavem]

@jayparsons @jayparsons this post from @GrahamStephan seems a bit inaccurate. Single family homes in Santa Monica are exempt from local rent control, so long as Costa-Hawkins is in place. $38k fee wouldn’t apply to my knowledge.

[David Moghavem📈 @DavidMoghavem]

@moseskagan Lifes too short to do business with people you don’t like or trust. Strong return on headache

[David Moghavem📈 @DavidMoghavem]

@DanielLurie Congrats on today’s vote @DanielLurie truly love what you’ve done for the city thus far.

Will market-rate housing developments under Family Zoning plan be free from citywide prevailing wage / PLA mandates that routinely add 20-40% to construction costs?