Michael Pouliot

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Michael Pouliot

South vs. North Atlanta: How Income Geography Drives Bad Debt in Multifamily Investing

South Atlanta multifamily properties carry more than double the bad debt of North Atlanta assets, with the income differential between submarkets creating 400+ basis points of NOI variance. This data-driven analysis of 43 Class B properties reveals how systematic submarket screening exposes collection risk patterns that standard underwriting often misses, with critical implications for institutional investors.

Tax-Advantaged Real Estate Strategies to Deploy Before Year-End

As December 31st approaches, sophisticated real estate investors face critical tax planning decisions. This guide examines proven strategies for maximizing deductions, deferring gains, and structuring year-end transactions. From cost segregation to strategic 1031 exchanges, discover how institutional investors protect capital while positioning portfolios for long-term growth.

9 Multifamily Trends That Will Shape Investment Strategy in 2026

In this analysis, we examine the most consequential trends shaping 2026, from evolving rent dynamics and centralized leasing to AI-powered operations and transparent pricing. Institutional investors who understand these shifts will be positioned to capture value while others struggle to adapt.

Scaling Multifamily Portfolios with Institutional Discipline

Most multifamily operators plateau between 200 and 500 units because they mistake deal velocity for operational readiness. This guide dissects the frameworks, capital structures, and governance protocols that separate sustainable platforms from fragile portfolios. We examine proven methodologies like EOS and 4DX alongside the messy realities of implementation, explore how capital structure decisions signal sophistication to institutional LPs, and reveal what truly separates professional sponsors from transactional operators.

Metrics That Win Over Institutional Capital

Institutional capital operates on precision, not promises. This essay deconstructs the financial metrics, operational benchmarks, and reporting standards that sophisticated LPs use to evaluate multifamily sponsors. From debt service coverage ratios and expense ratios to Green Street-style reversion modeling, you'll learn how institutional allocators assess downside protection, execution capability, and alignment.

Underwriting Climate & ESG Adaptation as a Value Multiplier

As insurance costs surge and physical climate events accelerate, sponsors and LPs face a critical choice: underwrite climate adaptation as a defensive expense or engineer it as a value multiplier. From cap rate protection to IRR enhancement, learn how institutional operators are converting adaptation investments into measurable returns while protecting downside through operational discipline and strategic capital deployment.

Smart Capital Deployment: How to Capture Upside While Protecting Downside

In today's unpredictable markets, the difference between compounding wealth and eroding capital lies in how you deploy it. Unpack how investors can use structure, timing, and operational excellence to drive asymmetric returns. Discover the practical playbook behind our success in multifamily real estate investing.

The Next Wave of Real Estate Innovation: Unleashing Value in Niche Property Types

Real estate’s next frontier lies beyond multifamily and office. Discover how niche property types—from data centers to senior housing—are redefining yield, resilience, and value creation for sophisticated investors.