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David Moghavem

Deal Flow Friday

Sharing candid opinions with top operators, brokers, investors, and industry experts to uncover opportunities and challenges shaping today’s real estate landscape

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues57SubscribersRead dealflowfriday.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Real Bottleneck in Today’s Deals

Why a high-productivity AI world still hinges on one irreplaceable factor.

9 days ago
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End of Q1: What Actually Changed?

Capital is moving differently and most operators haven’t adjusted yet.

16 days ago
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What 40 Years Teaches You About Today

Lessons from four decades of cycles and what actually matters today

24 days ago
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The Hidden Opportunities in the Mountains

Activity is back, but the buyers, capital, and playbook look very different now.

a month ago
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  • Deal Flow Friday

    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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