Are pulling rent comps more of an art or a science? I’ve always leaned more toward art. You can’t replace walking properties, talking to managers, picking up insights you can’t scrape from a website. I still believe this. I don’t think that will ever be replaced. But

Too busy to listen? No Problem. Deal Flow Friday is now on Substack 📈 @dealflowfriday Starting with our latest episode with Alec Slocum , Founder and CEO of ApartmentIQ! #DealFlowFriday #Multifamily #Investing #substack substack.com/@davidmoghavem…

When you see rent data in real time across every market in the country, your perspective carries some weight. That’s why I had to ask Alec Slocum , Founder and CEO of ApartmentIQ, what market he's bullish on the most right now. Not surprising (to me at least), he said he’s

Eden Roc, 1010 Brickell, JVs with Ross Related... Key International continues to crush it. Glad to have had Martin on the pod to share his insights on Florida dev and how their able to stay active at a time where development has been super difficult to pencil.

Why the Beach? “God’s not making any more of it.” -Martin Aranzabe Supply constraint real estate cannot get overlooked, especially as a developer. It’s the #1 driver for developers like Key International who have built an exeptional portfolio of hotels up & down the Florida

Good ideas rarely come fully formed. They need wandering, intuition, and the courage to survive early objections. Nurture the kernel and watch it grow. Great snippet from an old Lex Fridman pod episode with Jeff Bezos

Insanely relatable. Big reason I love living in EST time zone. "If you open your phone first thing in the morning, what you end up being is a creature that is told what to think about for the rest of the day." ― Pavel Durov on his morning routine Heard on Lex Fridman Podcast

Miami feels like the hottest city in the world right now. Especially once in-season (soon!) But if you’re an operator on the ground, you can’t ignore the supply-side numbers. In Miami-Dade alone, there are 16,000 units under construction, with another 10,000+ delivered within

Some beautiful words of reflection on the eve of Yom Kippur, the holiest day of the Hebrew year.  May we be sealed in the Book of Life, with hope and strength to carry us forward.  Challenge is Not the Opposite of Blessing, It's Often the Beginning of It by Rabbi Mendel Mintz

How do we put our algorithms through Yom Kippur? They need atonement too.

🎙️ Episode 30 is LIVE 📈 This week, I sat down with Jacob Kosior of EliseAI to dive into how Agentic AI is reshaping multifamily operations. Elise AI is changing the game, not by replacing property managers, but by freeing them from repetitive tasks so they can focus on the

Implementation is everything. There's some awesome property management tools out there like EliseAI that improve property operations drastically, but if you don't have the right team on the ground to implement the tech correctly and embrace the new workflow of performing

Bill Clinton, while campaigning in Michigan last year, talked about the October 7 massacre in Israel Watch every single second of this

We’re already experiencing ANOTHER AI evolution as we move from Generative AI to Agentic AI. Generative AI is prompt-based. You ask, it answers. It creates text, code, and content on command. Agentic AI doesn’t need a prompt, it acts autonomously. It doesn’t wait for an

The work Daniel Lurie 丹尼爾·羅偉 has done for the city of SF is incredible

Secretary of State Rubio: “Britain and France caused the collapse of the Israel-Hamas ceasefire talks when they recognized a Palestinian state.”

It’s been a painful few years. But with great pain, comes great change. Thankful for the remaining hostages returning to their families as we pray this to be a strong step forward towards peace. 🎗️🇮🇱

This game of investing we play in is not about home runs. It’s about surviving. As Ray Dalio puts it, “ it takes only one really bad bet or a series of moderately bad bets to knock me out of the game”. Downside protect and the upside will follow.

What are investors really prioritizing today? Getting their money back. In multi, you see that in the form of cash yield over IRR. Cash is king right now. But its not REALLY about the cash… On a backloaded return model with no cashflow like garage condos? It’s all about

Hersh clung to a powerful quote that gave him and other hostages strength while captured in the Hamas tunnels: “He who has a why can bear any how.” Tonight marks the first Shabbat with all surviving hostages home with their families 🎗️