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 | 61 | Founded | 9 months ago | Last Issue | 6 days ago |
| Active | |||||
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dealflowfriday.substack.comLatest Issues
He Scaled RKW. Now He's Automating Your Workflows.
John Zalkin on agent-driven workflows, hallucinating LLMs, and why in-person still wins.
[Episode #053] Talk to Your Data: John Zalkin, Advise AI
This week’s guest spent nearly 25 years in the multifamily trenches before betting his next...
The Capital Raising Playbook
7 sources of equity, systematic proximity, and multifamily investment strategies with Joe Fairless.
[Episode #052] Capital Raising & Market Outlook: Joe Fairless, Ashcroft Capital
Joe Fairless co-founded Ashcroft Capital, now $2.7B AUM wi...
The Case to Develop, Despite High Near Term Supply
Build-to-core math, REIT constraints, and why relationships still beat data.
[Episode #051] Building Beyond a Basis: Matt Thomson, Trilogy
Matt Thomson left AMLI’s Morgan Stanley-backed institutional world for Trilogy’s private capital fu...
The Hidden Opportunity in Texas Distress
Distress, supply shock, and opportunity in TX
[Episode #050] The Texas Reset: Jack Stone, Greysteel
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The Texas multifamily market isn’t broken, it’s resetting in ways most investors are misreading. Jack Stone cuts through th...
The Real Bottleneck in Today’s Deals
Why a high-productivity AI world still hinges on one irreplaceable factor.
[Episode #49] Relationship-Driven Capital: Malcolm Davies, Way Capital
The market feels chaotic, but the rules are getting simpler. As Malcolm Davies put it, “ever...
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
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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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