David Moghavem
Deal Flow FridaySharing candid opinions with top operators, brokers, investors, and industry experts to uncover opportunities and challenges shaping today’s real estate landscape
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 68 | Founded | a year ago | Last Issue | 14 days ago |
| Active | |||||
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dealflowfriday.substack.comLatest Issues
69 of 83 metros just showed positive 90-day rent growth, and its more than just seasonality.
A quarterly read on foreclosures, net effective rents, and what still pencils.
[Episode #060] Q3 2026 Multifamily Market Monologue: David Moghavem, Trion Properties
Welcome to the Q3 2026 Multifamily Market Monologue. This quarter, we cov...
The Stock Guy sits down at the Real Estate Table to Discuss Risk-Reward, Alpha, and Macro Markets
Nine times earnings, $200B of cash, and a market that still got it completely wrong.
[Episode #059] The Great DEBATE, Stocks vs Real Estate: Shervin Lalezari, DebtCeilingDaddy
Shervin Lalezari (aka @DebtCeilingDaddy on X) is the one “stoc...
Why "Out-of-the-box" AI isn't a Permanent Solution for Your CRE Workflows
Context engineering, measurable AI, and the five-year path to trusting the machine.
[Episode #58] Beyond Vibe Coding: Adam Rian, AKTUS AI
Adam Rian spent 15 years in AI and machine learning before founding AKTUS AI, a Silicon Valley start...
He Waved the White Flag on LA Development
A 15 year LA developer on why the math finally broke, and what he is buying instead.
[Episode #57] Can’t Build in LA? Buy in LA: Paul Schon, Schon Development Group
Paul Schon has developed more than 30 multifamily projects in Los Angeles...
How Macro Headwinds Feel on The Ground
Institutional operators and capital allocators on what actually drives returns now.
[Episode #56] Global Economic Headwinds & Its Impact on CRE: Live Panel from IMN, Newport RI
David took the stage at IMN’s conference in Newport, Rhode Is...
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Sharing candid opinions with top operators, brokers, investors, and industry experts to uncover opportunities and challenges shaping today’s real estate landscape
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