Episodes

  • Client Goldmine: Leveraging Data for Real Estate Success with Sean O'Dowd

    Client Goldmine: Leveraging Data for Real Estate Success with Sean O'Dowd
    Jan 23 2025

    In this episode of Deal Flow, host Michael Poulio is joined by Sean O'Dowd, Managing Partner of Scholastic Capital, to discuss his unique investment strategy centered around single-family homes in top-tier school districts. Since co-founding Scholastic Capital in 2020, Sean has used his private equity background to create a high-yield, high-quality portfolio that balances robust returns with downside protection.

    Sean shares how his experiences growing up shaped his approach to real estate and why school district performance is a critical demand driver for families. From his use of proprietary data analysis to operationalizing a scatter-site portfolio, Sean offers listeners a behind-the-scenes look at building a scalable and sustainable residential real estate fund.

    Key Highlights:

    • The demand-supply dynamics of investing in desirable school districts.
    • Strategies for long-term leases with high-quality tenants.
    • Insights into operational efficiencies, data-driven decision-making, and market positioning for institutional exits.

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    57 mins
  • The Ins and Outs of Co-Living with Clara Arroyave

    The Ins and Outs of Co-Living with Clara Arroyave
    Jan 16 2025

    In this episode of Deal Flow, Michael Poulio sits down with Clara Arroyave, founder of Co-Living Cashflow, to explore the transformative potential of co-living in real estate investment. Clara shares her journey from startup ventures in Massachusetts to building one of the largest co-living operations in Boston and scaling nationwide. Discover the unique opportunities co-living presents for investors, landlords, and urban dwellers alike, including insights on maximizing returns, leveraging technology, and navigating market trends. Whether you're a seasoned investor or new to the space, Clara’s expertise and innovative strategies will reshape how you think about shared housing as an asset class.

    Tune in to learn:

    • Why co-living is becoming a go-to investment strategy.
    • The three pillars of co-living: Community, Affordability, and Convenience.
    • How Clara is leading the charge to educate and empower investors in this emerging market.

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    43 mins
  • From Banking to Hospitality: Ian Joseph’s Vision for Community-Integrated Real Estate

    From Banking to Hospitality: Ian Joseph’s Vision for Community-Integrated Real Estate
    Jan 9 2025
    In this episode of Deal Flow, host Michael Pouliot, CFA, CAIA, is joined by Ian Joseph, founder of Branch Berkeley Springs, a hospitality development project in Berkeley Springs, West Virginia. A seasoned commercial banker turned hospitality entrepreneur, Ian discusses his journey from the banking world to real estate development. He shares his transition from an 18-year career in commercial banking to building a unique hospitality venture in Berkeley Springs, West Virginia. They dive into overcoming fear in entrepreneurship, the importance of strong relationships in real estate, the intricacies of risk management, the psychology behind making significant career shifts, and Ian’s approach to building systems that streamline operations. This episode is a must-listen for an inspiring discussion on risk, community engagement, and the psychology of entrepreneurship.

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    1 hr and 6 mins
  • From Tech to Real Estate: Cody Littlewood’s Journey to Class B Multifamily Success

    From Tech to Real Estate: Cody Littlewood’s Journey to Class B Multifamily Success
    Jan 2 2025
    In this episode of Deal Flow, host Michael Pouliot, CFA, CAIA, is joined by Cody Littlewood, principal at Carbon Real Estate Investments, to explore the evolving dynamics of real estate investment. Cody shares his journey from tech entrepreneur to real estate leader, focusing on class B multifamily properties. They dive into the importance of operations in transforming deals, the challenges and benefits of vertical integration, and the critical role of talent in property management. The discussion also highlights how technology and data analytics are reshaping the industry. Packed with actionable insights, this episode is a must-listen for investors navigating today’s real estate market.Let’s dive in!

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    36 mins
  • Maximizing Revenue in Vacation Rentals with Lynell Gordon

    Maximizing Revenue in Vacation Rentals with Lynell Gordon
    Dec 19 2024
    In this episode of Deal Flow, host Michael Pouliot, CFA, CAIA, is joined by Lynell Gordon, an experienced corporate leader and consultant in the real estate industry, to explore the vacation rental market. Lynell shares her expertise in property management, effective software tools, and revenue-maximizing strategies for short-term rentals. They discuss the challenges and opportunities in scaling vacation rental businesses, the importance of guest experience, and how technology can streamline operations. Lynell also offers insights on location, amenities, and revenue management while looking ahead to the industry's future, including AI's role in shaping property management. Lynell is also the host of The Vacation Rental Show podcast. Let’s dive in!

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    38 mins
  • Transforming Property Management with Smart Technology: Insights from Peter Gudmundsson

    Transforming Property Management with Smart Technology: Insights from Peter Gudmundsson
    Dec 5 2024
    Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling transactions ranging from $10 million to $100 million.In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Peter Gudmundsson, CEO of BeHome247, a leading PropTech company. Join them as they discuss the transformative role of technology in property management. Peter shares his journey as a first-generation Icelandic immigrant turned business leader and details how BeHome247 is revolutionizing property management with smart technology. They discuss operational efficiency, labor and energy savings, and the company’s focus on larger portfolios in the Sun Belt region. Peter also addresses challenges in tech adoption within the industry and outlines the platform's impact on streamlining operations for single-family and multifamily properties.Let’s dive in.

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    38 mins
  • How Tax Efficiency Built a $750M Real Estate Success with Omar Khan

    How Tax Efficiency Built a $750M Real Estate Success with Omar Khan
    Nov 21 2024
    Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling transactions ranging from $10 million to $100 million. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Omar Khan, Founder and Managing Partner of Boardwalk Wealth, a private equity firm based in Dallas, Texas, connecting international investors with US-based multifamily real estate opportunities. Omar discusses the importance of relationships, strategic asset selection, and leveraging opportunity zones for tax benefits. He also dives into his team's evolution, adapting to market cycles in real estate investment, and the role of technology in enhancing operational efficiency.Let’s dive in.

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
    Show more Show less
    48 mins
  • An Under the Hood Look at Midwest Multifamily Real Estate with Hannah Ott, Vice Chairman of CBRE

    An Under the Hood Look at Midwest Multifamily Real Estate with Hannah Ott, Vice Chairman of CBRE
    Nov 14 2024
    Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Hannah Ott, Vice Chairman of CBRE, an American commercial real estate services and investment firm with offices worldwide. Hannah shares insights on Indianapolis’s resilient market, detailing its appeal due to robust economic health, business-friendly policies, and tax advantages. She emphasizes her team’s collaborative culture and outlines recent shifts in investment trends, with growing interest in Class A properties and value-added assets. The episode explores market challenges, including fluctuating interest rates, investor behavior changes post-COVID, and the rise of technology and AI in real estate. Let’s dive in.

    Thank 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 michael@carboncrei.com.

    Let’s keep the conversation going—connect with us on LinkedIn, Facebook, and Instagram for more real estate and private equity content.

    See you next time on Deal Flow!
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    45 mins