{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Deal Flow Friday","title":"My Take on AI in CRE [from the AI for CRE Collective Podcast]","html":"","width":"100%","height":180,"duration":2393,"description":"In this episode, David Moghavem joins Quinn Edwards on the AI for CRE Collective Podcast to discuss the current state of multifamily, the next wave of distress, and how AI is reshaping the way real estate operators make decisions.David shares his journey from joining Trion Properties as an entry-level analyst in 2015 to helping scale the firm into a vertically integrated multifamily owner-operator with more than 6,000 apartment units across multiple states. He explains how Trion’s strategy has evolved from California and Oregon into a broader national footprint, including growth markets across the Southeast, while staying focused on value-add multifamily in workforce and first-ring suburban markets.The conversation dives into today’s multifamily environment, where capital stack distress is creating new opportunities for experienced operators. David explains why he believes the market is becoming increasingly bifurcated, with high-quality, “perfect box” deals still attracting aggressive capital, while older Class B and workforce housing assets are seeing yield expansion and less institutional competition. He also discusses why bridge loan maturities, lender workouts, and operational stress may create a generational buying opportunity for groups that know how to operate through complexity.A major theme of the episode is AI’s growing role in commercial real estate. David breaks down how Trion is using AI across acquisitions, operations, data analysis, and workflows. He explains how years of proprietary deal tracking in Dealpath, combined with tools like Claude, Granola, Outlook integrations, and MCP systems, are allowing the firm to synthesize internal data in ways that were not possible before. Rather than just using AI for productivity, David sees the real opportunity in using AI to think differently, make better investment decisions, and unlock insights from proprietary data.David and Quinn also discuss AI in property management, including the use of tools like...","thumbnail_url":"https://img.transistorcdn.com/4CCvylFxdsaNNVGdB1dUOC4NLsR9R2eQL8p1_hY2q7Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83NmRk/ZTI0ZGQ1OTRiOTFm/MzAwYzY5MGE1ZmIy/YTk2YS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}