Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation!
Deal Flow Friday
Claim This Podcastby David Moghavem
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59 episodes
Updated Daily
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Podcast Overview
Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation!
Language
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Publishing Since
11/4/2024
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61
Podcast Authority
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Recent Episodes
August 7, 2026
Beyond Vibe Coding: Adam Rian - AKTUS AI
<p>Adam is the founder and CEO of AKTUS AI, a Silicon Valley company building custom AI systems for finance and real estate — and a firm Trion has been working with directly. He has a PhD in computer science, spent 15 years in AI and machine learning, and was product lead for data and ML at Twitter before co-founding Flowcode.<br>In this episode, David and Adam get into why out-of-the-box AI keeps failing on real estate work, what actually separates a prototype from a production system, and why Adam thinks the org chart itself is the thing AI ends up rewriting.<br><strong>What we get into</strong><br><br><strong>Why generic AI can't do real estate.</strong> The models were trained on public data. Real estate runs on proprietary data, domain judgment, and a secret sauce that was never on the internet — and it's multidisciplinary on top of that: finance, legal, architectural, relationship-driven.<br><strong>Vibe coding: 100% and 0%.</strong> Adam's line is blunt. Vibe coding is 100% the right tool for prototyping and requirement gathering — it replaced weeks of whiteboarding and Figma mockups. For production code, it's 0%. None of it survives. He explains why, and it comes down to edge cases and maintainability.<br><strong>The maintenance trap.</strong> David's own experience: building something that works, then spending half your day keeping it alive instead of doing the job. The productivity gain never shows up.<br><strong>Digital teammates, not software.</strong> You're not buying an application. You're onboarding something you train, give feedback to, and measure — the same way you'd manage a first-year analyst.<br><strong>How you actually measure success.</strong> Booking a meeting is not the same as booking the right meeting. Adam walks through how AKTUS defines KPIs with a client during onboarding, and why measurement has to be designed in from day one rather than bolted on.<br><strong>Why AI hallucinates, explained simply.</strong> Context windows, the myth of the million-token window (only about 10% of it is effective), and why AI forgets the middle of a document the same way you forget the middle of a novel.<br><strong>Context engineering — and hiding data on purpose.</strong> Sometimes the right move is keeping data away from the model. Adam explains the system AKTUS built to ingest thousands of leases, zoning docs, and a 60-tab underwriting model without the whole thing falling apart.<br><strong>Five years to autopilot.</strong> Today AI recommends and a senior analyst edits. Adam's estimate for when AI makes the call itself — and why the answer depends entirely on how much high-quality decision data you've logged.<br><strong>Can AI invent something better than Excel?</strong> AKTUS is training AI to operate inside Excel. The next frontier is AI inventing the next abstraction layer entirely.<br><strong>Inside the Trion project.</strong> David breaks down the lead gen platform they're building with AKTUS — power-ranking properties against portfolio performance, drafting genuinely customized outreach, and killing spray and pray. Plus why AI drafts the email but doesn't send it.<br><strong>Overhyped and underhyped.</strong> Adam's answer: like the internet, AI is overhyped in the short term and underhyped in the long term. Specifically overhyped right now — drag-and-drop, one-shot deal screening.<br>Chapters: <br>00:17 Introduction to AKTUS AI<br>04:35 "Out-of-the-Box" AI Flaws in CRE<br>07:19 The Role of Custom AI in Real Estate<br>10:52 Where Vibe Coding Ends and Real Engineering Begins<br>18:01 Iterative Learning and Decision-Making in AI<br>18:31 Measuring Success in AI Implementations<br>23:27 Future of AI in Financial Modeling<br>25:04 Five Years Until AI Edits the Model Itself<br>30:18 Real-Use Cases of AKTUS AI: 1,000s of Docs, 60-Tab Models, & More.<br>35:42 Context Management and AI Limitations<br>39:37 Digital Teammates: Redefining Roles in Real Estate<br>44:49 Overhyped vs. Underhyped AI in Real Estate<br>46:51 The Evolution of Organizational Structures with AI<br>www.dealflowfriday.com<br>IG: @dealflowfriday<br>X:@dealflowfriday<br></p>
July 24, 2026
Can't Build in LA? Buy in LA - Paul Schon - SDG
<p>In this episode of Deal Flow Friday, David Moghavem sits down with veteran Los Angeles developer Paul Schon of SDG to discuss why the current market favors buying existing multifamily properties rather than pursuing ground-up development. After more than 15 years and 30 projects, Paul explains why rising construction and financing costs, extended timelines, inspection delays, Measure ULA and operational challenges have forced many experienced developers to pause new projects.<br>Paul shares the details of a particularly compelling acquisition: buying back a property he originally developed and sold in 2021 for nearly 30% less than the previous sale price—and below what it cost to build before the pandemic. David and Paul break down why newer Los Angeles multifamily assets can now offer attractive going-in yields, positive leverage and limited new supply, despite the city’s political and regulatory risks.</p><p><br>The conversation also explores the importance of in-house property management, the operational challenges of co-living, the risks surrounding ED1 affordable-housing projects and the difficulties of underwriting an exit without established comparable sales. Paul also offers advice for aspiring developers, including starting with smaller SB 9 or ADU projects, learning property operations and bringing valuable opportunities to experienced developers as a potential partner.<br>Chapters<br>00:17 Introduction: Paul Schon - SDG<br>01:30 Waving the White Flag on Ground-Up Development<br>05:18 Where are the Bottlenecks in LA Development?<br>08:37 Buying Back His Own Building at a Discount<br>13:21 The Bull Case for LA<br>20:33 What Went Wrong With Co-Living?<br>24:59 Breaking Down ED1<br>30:44 SB9 (The ADU Play)<br>www.dealflowfriday.com<br>IG: @dealflowfriday<br>X: @dealflowfriday<br></p>
July 10, 2026
[Panel] Global Economic Headwinds & Its Impact on CRE: IMN - Newport RI
<p>In this episode of <strong>Deal Flow Friday</strong>, David Moghavem, Chief Investment Officer of Trion Properties, shares a live panel conversation from <strong>IMN’s Real Estate Private Funds Summer</strong> event in Newport, Rhode Island.<br>The panel, titled <strong>“Global Economic Headwinds: Industry Leaders Dissect Macro Trends Reshaping CRE Valuations,”</strong> brought together leaders across real estate investment management, hospitality, multifamily operations, and fund structuring to discuss how capital is being underwritten and deployed in a market where returns can no longer rely on falling rates or cap rate compression.<br>The conversation features Emi<a href="https://www.linkedin.com/in/maikoadachi/"> Adachi</a>, Managing Director and Global Head of Investment Research at Heitman, <a href="https://www.linkedin.com/in/dougelsbeck/">Douglas J. Elsbeck</a>, Partner at King & Spalding, <a href="https://www.linkedin.com/in/uma-moriarity/">Uma Moriarity</a>, Senior Investment Strategist and Global Head of Sustainability at CenterSquare Investment Management, and <a href="https://www.linkedin.com/in/stephany-chen-6800031a/">Stephany Chen</a>, Head of Investor Relations at Trinity Investments.<br>Together, the panel breaks down how today’s higher-for-longer interest rate environment is reshaping underwriting, capital deployment, and investor expectations across real estate sectors. Uma explains why the valuation disconnect between public REIT markets, private appraisals, and transaction pricing continues to create friction in capital flows. With cap rate compression no longer driving returns, investors are being forced to focus on asset-level execution, durable cash flow, and hands-on management.<br>David brings the multifamily operator perspective, highlighting how inflation, shelter cost data, and renter stress are showing up differently on the ground than in headline numbers. He discusses the shift from cap stack distress to operational distress, with owners now paying closer attention to bad debt, delinquency, rent roll deterioration, deferred maintenance, and true day-one yield. In this environment, he argues that operators must go back to the basics: positive leverage, realistic rent assumptions, and disciplined underwriting.<br>Stephany offers the hospitality perspective, explaining why hotels can act as an inflation hedge through daily rate adjustments, while also emphasizing the importance of yield management, labor costs, diversified demand drivers, and local operating expertise. She also discusses how international and domestic investors are approaching U.S. hospitality differently in today’s geopolitical and capital markets environment.The panel also covers how institutional investors are changing the way they access real estate. Uma and Doug discuss the move away from traditional commingled funds toward joint ventures, separate accounts, sidecars, club deals, and other structures that give investors more agency over capital deployment. The discussion closes with a look at regulation, rent stabilization, political risk, and why operators with vertically integrated platforms may be best positioned to navigate the next phase of the cycle.<br>Overall, this episode explores a central theme for today’s market: when falling rates and cap rate compression are no longer available to bail out a deal, returns have to be earned through disciplined underwriting, operational execution, and a clear understanding of risk.<br>www.dealflowfriday.com<br>IG: @dealflowfriday<br>X: @dealflowfriday<br></p>
59 total episodes available
Recent guests on Deal Flow Friday
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jared Zeisler
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Joe Paskov
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Garrett Nondorf
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Omar Morales
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Adrian Berger
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Michael Brodie
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Max Sharkansky
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