Deal Flow

Is the current economic turbulence a warning sign or a "generational opportunity" for real estate investors?

If you’ve been watching the headlines about inflation, interest rates, and market crashes, you need to hear this. We go beyond the standard news cycle to discuss what is actually happening on the ground in Commercial Real Estate (CRE).

In this episode, we bring together industry heavyweights Hans Box, Doug Wilson, and Cody Littlewood to cut through the noise with hard data. We break down why "Owner Equivalent Rent" is distorting inflation numbers, why the "value-add" strategy is safer than turnkey right now, and how to vet sponsors before you deploy capital.

In this episode, we cover:

• The Macro Outlook: Why standard interest rate narratives are wrong and what the data actually says.

• Generational Opportunities: Are we in a buy window while others are scared?

• Strategy Shift: Why "Value-Add" is outperforming turnkey in the current economy.

• Vetting Sponsors: The single most important check you must make before investing.

• 2026 Projections: Real talk on when rent growth will return.

CHAPTERS:

(00:00) - Intro: Meet the Deal Flow Panel (Hans, Doug, Cody)

(03:58) - The "Deal from Hell": Lessons from a massive turnaround

(10:03) - Population Decline: Is immigration slowing down demand?

(14:27) - On the Ground: What tenants are actually willing to pay for

(21:25) - The Inflation Lie: How "Owner Equivalent Rent" distorts the data

(31:56) - Why this is a "Generational Opportunity" to buy

(41:44) - 2026 Market Outlook: When will rent growth return?

(54:43) - Vetting Sponsors: The #1 thing you must check before investing

(01:01:04) - Rapid Fire: The best markets to invest in for the next 5 years

ABOUT DEAL FLOW:Get behind the curtain of private equity real estate. We spotlight the strategies, insights, and innovations from top dealmakers, fund managers, and capital allocators shaping the future of real estate investing.

Topics: Private Equity | Capital Raising | LP/GP Dynamics | Market Trends | Due Diligence

CONNECT WITH US:

• Business Inquiries: [email protected]

• LinkedIn: Michael Pouliot, CFA, CAIA

How did Andrew Coulton go from selling beverages to closing a $12M land deal on his first try in commercial real estate?In this episode of Deal Flow, Michael Pouliot interviews Andrew Coulton — VP at Westgate Enterprises and Director of Land Acquisitions at LGI Homes (NASDAQ: LGIH) — about how he turned hustle, persistence, and a founder’s mindset into a $150M+ real estate portfolio.You’ll learn:✅ How to break into commercial real estate without a CRE background✅ The secrets behind Andrew’s $12M court deal no one else showed up for✅ Land investing strategies for 2025: infill lots, zoning hacks, and Tennessee’s hidden gems✅ Why Nashville, Knoxville, and Chattanooga are the next CRE hotspots🔥 If you're a land investor, homebuilder, deal sponsor, or just hungry for real estate edge — you can't miss this one.📩 Subscribe to Carbon’s weekly newsletter for new deal insights, data-driven underwriting strategies, and CREI updates: https://www.investwithcarbon.com/newsletter?utm_source=youtube&utm_medium=video&utm_campaign=mp_newslettersub_leadgenStay Connected LinkedIn: / michael-pouliot-cfa-caia-24496616 #DealFlow #CREInvesting #Multifamily

Blockchain Meets Real Estate: Building a Liquid Market for U.S. Housing 🏘️In this episode of Deal Flow, Michael Pouliot sits down with Trevor Bacon, Co-Founder and CEO of Parcl and Parcl Labs, to explore how blockchain technology, data intelligence, and real-time pricing are revolutionizing real estate investing.Trevor explains how Parcel is creating a liquid market for real estate that enables both institutional and retail investors to gain long or short exposure to U.S. housing markets—without the friction of property ownership. He shares his journey from Wall Street to Web3 and the billion-dollar vision behind Parcel's mission to democratize real estate access.What You'll Learn:How the institutional single-family rental (SFR) market has evolved over the past five yearsWhy Parcel Labs is positioning itself as the definitive source for U.S. real estate dataThe case for real estate derivatives as a potential rival to major global futures marketsCurrent market insights: which cities are experiencing growth and which are cooling downThe regulatory landscape and path toward a fully tradable real estate indexWhether you're an investor, operator, or capital markets professional, this conversation offers essential insights into the convergence of real estate, data, and fintech.Links:🔗 Learn more about Parcl: https://www.parcllabs.com/🔗 Discover how you can start investing in multifamily real estate: https://www.investwithcarbon.com/—🎙️ About Deal FlowGet behind the curtain of private equity real estate. We spotlight the strategies, insights, and innovations from top dealmakers, fund managers, and capital allocators shaping the future of real estate investing.💡 Topics We Cover:Private equity real estate & housing dealsCapital raising & allocationLP/GP dynamics & investor relationsMarket trends, due diligence & operations—Stay ConnectedBusiness inquiries: [email protected]: / michael-pouliot-cfa-caia-24496616 🎧 Subscribe for Weekly Insights:https://www.investwithcarbon.com/news...

In this episode, Irwin Boris — Head of Acquisitions at PAR Capital — shares 30+ years of wisdom on small bay industrial and flex properties.From focusing on cash flow over projections, to lessons learned from family office investing, Irwin breaks down how to build long-term wealth in real estate.#RealEstateInvesting #CashFlow #dealflow Subscribe to Our Newsletter for Exclusive Insights: https://shorturl.at/DkT3J#RealEstate #MultifamilyInvesting #Underwriting #RealEstateInvestors📣 Ready to Raise Capital or Showcase a Deal?Book a quick 15-min call with Michael Pouliot:https://calendly.com/michael-1238/15-minutes?utm_source=youtube&utm_medium=shorts&utm_campaign=mpouliot_leadgen—🎙️ About Deal FlowGet behind the curtain of private equity real estate. We spotlight the strategies, insights, and innovations from top dealmakers, fund managers, and capital allocators shaping the future of real estate investing.💡 Topics We Cover:- Private equity real estate & housing deals- Capital raising & allocation- LP/GP dynamics & investor relations- Market trends, due diligence & operations📢 Want to be featured on the show?Submit your deal or apply to be a guest: https://www.skool.com/deal-maker-fast-track-6104—Stay ConnectedWebsite: https://michael-pouliot.webflow.io/Business inquiries: [email protected]: https://www.linkedin.com/in/michael-pouliot-cfa-caia-24496616/🎧 Subscribe for Weekly Insights:https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1

In this episode of Deal Flow, I sit down with Chris Streit, CEO of CSA Partners, to talk about one of the most powerful—and often overlooked—tools in real estate investing: cost segregation.Chris and his team do over 6,000 studies a year, and he breaks down exactly how investors can unlock 20–40% in year-one tax deductions, extend their leverage, and put more capital to work. We also get into bonus depreciation, energy credits, and the truth about recapture risk (and how to avoid it).If you're an LP, a syndicator, or just someone building a real estate portfolio, this conversation is a masterclass on how to legally and strategically reduce your tax burden.🎧 Don't sleep on this — cost seg might just be your best-kept secret in 2025#DealFlow #DealFlowPodcast #CostSegregation #BonusDepreciation #TaxStrategy #RealEstateInvesting00:00 – Intro & guest bio: Chris Streit of CSA Partners05:15 – What is cost segregation and how it works09:45 – Bonus depreciation explained12:40 – Using tax deductions to offset equity15:30 – When cost seg doesn’t make sense17:40 – What recapture actually means (and how to manage it)21:10 – What’s changing in 2025: legislation and bonus depreciation24:50 – Why we’re heading for a massive bottleneck in tax filings26:50 – Missed it? How to go back and claim catch-up depreciation29:00 – Renovations, roofs, and how QIP impacts your write-offs30:30 – IRS risk, engineered studies, and how to do cost seg right33:00 – How to reach Chris + final thoughts🔗 Apply to Be A Guest Here: http://www.michaelpouliot.com/📰 Newsletter Sign-up: http://www.investwithcarbon.com/✨ Submit A Deal: https://www.skool.com/deal-maker-fast-track-6104 🔔 𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐨𝐮𝐫 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1🔗 Stay Connected With Us.Linkedin: https://www.linkedin.com/in/michael-pouliot-cfa-caia-24496616/🌐 Website: https://michael-pouliot.webflow.io/📩 For business inquiries: [email protected]=================================✅ About Deal Flow.Deal Flow – Where Real Estate Meets Capital!Welcome to Deal Flow, a platform providing insights into private equity real estate and housing-related assets. We engage in in-depth conversations with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate through innovative strategies and technologies.We cover many topics, including private equity real estate deals, capital allocation strategies, asset management, acquisitions, investor relations, due diligence, and market trends. Whether you are an investor, industry professional, or passionate about real estate, We deliver thought leadership, expert interviews, and educational resources to navigate this evolving landscape.For business inquiries, please use the contact information below:📩 Email: [email protected]🔔 Stay ahead in private equity real estate!Subscribe for expert insights, deal strategies, and market trends.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1Are you passionate about commercial real estate and want to share your insights or deals on our Deal Flow Podcast hosted by Michael Pouliot? Book a quick call with Michael to discuss how you can be featured!Connect with industry leaders and investors.Spotlight your expertise or unique real estate deals.Grow your network with our engaged audience.Interested in joining us on the podcast? CLICK HERE: https://calendly.com/michael-1238/15-minutes to schedule a brief call with Michael and take the first step toward being part of our next episode.

📈Rates are up. Returns are harder. STRs are saturated.But Jeramie Worley is finding opportunity in the cracks.In this episode, he explains how he’s repositioning STR by focusing on brand, consistency, and ownership — with hotel-style management and private unit sales.🔎 We discuss: • The future of STR hospitality • Building a better guest experience • Creating mailbox money for owners — not just operators #DealFlow #DealFlowPodcast #STRStrategy #HospitalityRealEstate #JeramieWorley📰 Newsletter Sign-up: http://www.investwithcarbon.com/✨ Submit A Deal: https://www.skool.com/deal-maker-fast-track-6104 🔔 𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐨𝐮𝐫 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1🔗 Stay Connected With Us.Linkedin: https://www.linkedin.com/in/michael-pouliot-cfa-caia-24496616/🌐 Website: https://michael-pouliot.webflow.io/📩 For business inquiries: [email protected]=================================✅ About Deal Flow.Deal Flow – Where Real Estate Meets Capital!Welcome to Deal Flow, a platform providing insights into private equity real estate and housing-related assets. We engage in in-depth conversations with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate through innovative strategies and technologies.We cover many topics, including private equity real estate deals, capital allocation strategies, asset management, acquisitions, investor relations, due diligence, and market trends. Whether you are an investor, industry professional, or passionate about real estate, We deliver thought leadership, expert interviews, and educational resources to navigate this evolving landscape.For business inquiries, please use the contact information below:📩 Email: [email protected]🔔 Stay ahead in private equity real estate!Subscribe for expert insights, deal strategies, and market trends.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1

🎙️ In this episode of Deal Flow, we’re joined by Doug Wilson and Hans Box from Box Wilson Equity to explore their journey from corporate careers to building a $100M+ real estate portfolio. Learn how they turned around a failing deal, scaled into multifamily, mobile home parks, and self-storage, and navigated multiple market cycles with discipline and foresight. 🏘️💼#RealEstateInvesting #MultifamilyRealEstate #DealFlowPodcast #passiveincome 🔗 Apply to Be A Guest Here: http://www.michaelpouliot.com/📰 Newsletter Sign-up: http://www.investwithcarbon.com/✨ Submit A Deal: https://www.skool.com/deal-maker-fast-track-6104 🔔 𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐨𝐮𝐫 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1🔗 Stay Connected With Us.Linkedin: https://www.linkedin.com/in/michael-pouliot-cfa-caia-24496616/🌐 Website: https://michael-pouliot.webflow.io/📩 For business inquiries: [email protected]=================================✅ About Deal Flow.Deal Flow – Where Real Estate Meets Capital!Welcome to Deal Flow, a platform providing insights into private equity real estate and housing-related assets. We engage in in-depth conversations with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate through innovative strategies and technologies.We cover many topics, including private equity real estate deals, capital allocation strategies, asset management, acquisitions, investor relations, due diligence, and market trends. Whether you are an investor, industry professional, or passionate about real estate, We deliver thought leadership, expert interviews, and educational resources to navigate this evolving landscape.For business inquiries, please use the contact information below:📩 Email: [email protected]🔔 Stay ahead in private equity real estate!Subscribe for expert insights, deal strategies, and market trends.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1

🎙️ Join us in this episode for an insightful conversation with Anjou Martinez, a seasoned real estate investor and dealmaker. Our host, Michael Pouliot and Anjou will delve into the intricacies of sourcing and evaluating multifamily real estate deals, highlighting practical strategies for acquiring high-quality assets in competitive markets. Discover Anjou's approach to deal flow management, due diligence, and building strong relationships with brokers and partners to consistently uncover lucrative investment opportunities. 🔥Jump right into the key highlights of this episode:Understanding Deal Flow (0:00 – 4:30)Anjou introduces the concept of deal flow as essential for consistent real estate investing success, explaining why a steady pipeline of deals is critical.Sourcing Strategies (4:30 – 11:00)Discussion on methods to source deals, including building strong broker relationships, networking within the industry, and leveraging market research to find both on-market and off-market multifamily properties.Due Diligence Best Practices (11:00 – 17:30)Anjou outlines key due diligence steps such as financial analysis, property inspections, and tenant screening that help ensure the quality and profitability of deals.Market Timing and Trends (17:30 – 22:00)Insights into interpreting economic indicators and market cycles to decide when to acquire properties and when to hold back.Building Partnerships (22:00 – 27:00)Emphasis on nurturing long-term relationships with brokers, lenders, and co-investors to improve deal access and speed of execution.Technology and Tools (27:00 – 30:00)Brief mention of digital platforms and tools that assist in deal sourcing and analysis to increase efficiency.Investor Relations (30:00 – 33:30)Advice on maintaining transparency and consistent communication with investors to build trust and secure ongoing capital for deals.=============================🔗Apply to Be A Guest Here: http://www.michaelpouliot.com/ 📰 Newsletter Sign-up: http://www.investwithcarbon.com/ 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐨𝐮𝐫 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1 ⭐⭐⭐Audio Podcast is currently on your favorite platforms:Spotify: https://open.spotify.com/show/3nT0oraZg9ERd493MZjQTQ ApplePodcast: https://podcasts.apple.com/us/podcast/deal-flow/id1766455871 🔗 Stay Connected With Us.Linkedin: https://www.linkedin.com/in/michael-pouliot-cfa-caia-24496616/ Website: https://michael-pouliot.webflow.io/ 📩 For business inquiries: [email protected] =================================✅ About Deal Flow.Deal Flow – Where Real Estate Meets Capital!Welcome to Deal Flow, a platform providing insights into private equity real estate and housing-related assets. We engage in in-depth conversations with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate through innovative strategies and technologies.We cover many topics, including private equity real estate deals, capital allocation strategies, asset management, acquisitions, investor relations, due diligence, and market trends. Whether you are an investor, industry professional, or passionate about real estate, We deliver thought leadership, expert interviews, and educational resources to navigate this evolving landscape.For Business inquiries, please use the contact information below:📩 Email: [email protected]🔔 Stay ahead in private equity real estate! Subscribe for expert insights, deal strategies, and market trends.https://www.youtube.com/@dealflowpodcast-l5q/?sub_confirmation=1=================================🔎 Related Phrases:Hashtags

In this episode of Deal Flow, host Michael Polio welcomes Sandor Biderman, co-founder and managing director of Peak Hill Capital's US high yield investment business. With over 30 years of experience in the investment sector, Biderman shares his insights into the evolution of real estate financing, the shift from long-term institutional investments to shorter-term strategies, and the impacts of economic cycles on interest rates. Biderman also discusses his new investment fund, which focuses on preferred equity in multifamily properties and first mortgages.They go into detail about the distinctions between CMBS and agency financing, the strategies for dealing with market fluctuations, and the demographic trends that drive long-term real estate appreciation. Tune in to gain valuable knowledge on structured finance, private equity, and successful investing strategies in the real estate sector.Key Highlights:00:00 Introduction to Managing Money00:30 Welcome to Deal Flow00:43 Guest Introduction: Sandor's Background01:52 Early Career and Real Estate Lessons04:08 Evolution of Mortgage Banking06:46 Current Focus and Fund Management14:01 CMBS vs. Agency Financing20:28 Market Trends and Predictions23:08 Peak Hill Capital's Offerings41:51 Investment Strategies and Long-Term Success44:15 Conclusion and Contact InformationThank you for tuning into this episode of Deal Flow!Don’t forget to subscribe on Apple Podcasts, Spotify, YouTube, or any other major listening platform to stay updated on all our latest episodes. If you found value in today’s conversation, share it with a colleague or friend who could benefit from these insights. Have guest suggestions or topics you’d like us to explore? Drop us a comment or get in touch at [email protected]’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

On this episode of Deal Flow, host Michael Poulio welcomes Julian Schonfeldt, Chief Investment Officer of CAPREIT, Canada’s largest apartment-focused real estate investment trust. With a distinguished career that spans investment banking at RBC and leadership at CAPREIT, Julian brings unparalleled expertise in deal structuring, portfolio optimization, and navigating the Canadian and global real estate markets.Tune in to hear Julian discuss CAPREIT’s strategic pivot toward high-quality, core Canadian assets and its $3 billion in transactions in 2024. Learn how CAPREIT balances acquisitions, dispositions, and shareholder returns while leveraging market opportunities amidst changing economic conditions.Key Highlights:CAPREIT’s strategy of reinvesting in newer, high-quality properties.Insights on the Canadian apartment market, from population growth to rent control dynamics.How Julian and his team manage a $15 billion portfolio with precision and purpose.