The Real Estate Market Watch - current events through a real estate lens.

What RIAs Really Want From Real Estate


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Jeff Brown has spent the last 15 years building exactly the kind of platform most sponsors say they want and very few actually execute: niche, disciplined, and trusted by the wealth-management channel. As founder and CIO of T2 Capital Management, he's grown a $1bn platform focused on three things: bridge lending, student housing, and B/C multifamily 'on the banks of the Mississippi.' Most of his capital comes from RIAs – a channel many sponsors talk about but rarely crack. In our conversation, we talked about what it really looks like when investors are bruised, liquidity is scarce, and the opportunity set is quietly improving. Here are five questions Jeff answered that matter for anyone raising or allocating equity today:
  1. What separates a real bridge lender from the "tourists" who entered the space in the last cycle?
  2. How do you underwrite B/C multifamily and workforce housing when markets are working through a supply glut from the ZIRP era?
  3. What's actually happening inside student housing?
  4. Why have RIAs made T2 their real estate allocation?
  5. How should investors think about 401(k) access to private assets?
If you're trying to make sense of where capital will actually move in the next phase of this cycle and what it will reward, this episode is worth your time. Jeff is candid about the scars, clear about the opportunities, and refreshingly sober about what it takes to earn and keep investor trust. Tune in to the full discussion with Jeff Brown of T2 Capital Management to pressure-test your own thesis for the next leg of the market. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get:
  • Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.
  • Real implications of macro trends for investors and sponsors with actionable guidance.
  • Insights from real estate professionals who've been through it all before.

Visit GowerCrowd.com/subscribe Email: [email protected] Call: 213-761-1000

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The Real Estate Market Watch - current events through a real estate lens.By Dr. Adam Gower

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