EP61 - What we can learn about multifamily investing from the Northeast and Mid-Atlantic
15 May 2025
The Northeast and Mid-Atlantic aren’t the easiest regions for multifamily investment, but they might be the most instructive.
We sit down with Matt Frazier, Founder and CEO at Jones Street Investment Partners, to explore how the region’s regulatory complexity, persistent housing undersupply, and stable demand create an environment that rewards long-term thinking and local expertise.
Matt shares how his team leverages vertical integration to manage risk, capitalize on operational efficiencies, and respond quickly to changing market conditions. He also offers his thoughts on rising insurance costs, evolving capital structures, and secondary urban markets.
Tune in for valuable lessons on resilience, discipline, and execution in multifamily real estate.
Resources Mentioned:
Jones Street Investment Partners
Key moments
01:10 Matt Frazier's background and career
03:21 Founding Jones Street Investment Partners
06:05 Investment philosophy and market focus
12:51 Capital stack and funding strategies
15:49 Resident profiles and thematic investments
19:18 Current market drivers and opportunities
23:03 Challenges in multifamily housing development
28:18 Insurance volatility and strategic adjustments
32:52 Impact of policy and geopolitical changes
39:39 Technology in real estate development and management
This week's guest and hosts
Matt Frazier
CEO and Founder
Jones Street Investment Partners
Omar Eltorai
Senior Director of Research
Altus Group
Cole Perry
Associate Director of Research
Altus Group
Resources
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