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:

Matt Frazier

Jones Street Investment Partners

How Northeast and Mid-Atlantic real estate developers can help drives multifamily housing growth | Forbes

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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