Join Griffin Capital Co-CEO Nick Rosenthal for a clear, no-spin look at private capital in rental housing—multifamily, build-to-rent, and Qualified Opportunity Zones. We unpack where supply/demand is headed into 2026–27, how QOZs drive tax deferral and real impact, and what RIAs/family offices need from product structure and distribution. Expect practical takeaways on market selection, partnerships, and solving client problems with tax-efficient strategies.

Key Topics

Nick traces the market setup from heavy 2025 deliveries to a sharp drop in starts and why that matters for pricing and absorption. He also breaks down QOZ mechanics, the “retailization” of private markets, and partner diligence for programmatic development.

Build-to-rent economics and when the thesis pencils

Policy & permanence for Opportunity Zones (and gentrification concerns)

Distribution realities: shelf space, diligence, platform connectivity

Market selection: high-growth “eds & meds,” transit, rent vs. own gaps

Advisor use cases: QOZs vs. 1031s for tax alpha and diversification

What You’ll Learn

Why today’s collapse in new starts sets up late-’26/’27 tailwinds

How Qualified Opportunity Zones deliver tax deferral + diversification while adding supply

A practical framework for build-to-rent underwriting and partner selection

How RIAs and family offices evaluate product structure, liquidity, and operations in the wealth channel

Co-CEO of Griffin Capital Nick Rosenthal shares his career path and talks Multi-family, QOZ and more in this far-reaching discussion with Asset Class CEO & Founder, Ferdinand Roberts.

Links mentioned in this podcast:

https://www.assetclass.com/

https://www.griffincapital.com/

LinkedIn for Nick Rosenthal https://www.linkedin.com/in/nirosenthal/