Multifamily Market Monologue [Q1 2026]: David Moghavem - Trion Properties — Deal Flow Friday

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In this episode, David Moghavem discusses the latest trends in multifamily real estate, focusing on rate movements, the blurring line between credit and equity, and evolving capital raising strategies. Gain insights into how market dynamics are shaping investment and financing decisions in 2026.

Key Topics:

SOFR-based financing resurgence
Shift from treasury-based borrowing
Blurring of credit and equity roles
Creative lender strategies and profit participation
Evolving capital raising tactics in real estate

Chapters

00:00 Introduction and Overview of Market Trends
01:36 The Impact of Interest Rates on Real Estate
06:07 Blurring Lines Between Credit and Equity
14:33 Evolving Strategies in Capital Raising

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