In this episode of Deal Flow Friday, host David Moghavem interviews Jeff Gleiberman, president of MG Properties, discussing the multifamily real estate market, investment strategies, and operational challenges. Jeff shares insights on the importance of specialization, market diversification, and the current performance of coastal versus inland markets. He emphasizes the significance of cash flow metrics and the challenges of managing properties in a changing economic landscape. The conversation also touches on the future of the market, the role of self-management, and advice for emerging sponsors in the industry.
Chapters
00:00 Introduction & MG Properties Overview
03:04 What the “MG Way” Really Means
04:10 Market Footprint: States, Sub-Markets & Strategy
06:06 Market Performance: Coastal vs Inland Trends
07:30 Pricing Disconnect in Denver & How MG Evaluates It
09:52 Investment Strategies: Balancing New and Older Assets
12:34 Where MG Is Buying Today
14:27 The Basis Plays
15:59 Target Metric of Choice
19:06 2026 Predictions: Seller Capitulation? Or more Extend & Pretend?
21:22 2026 Operational Trends/Headwinds
24:50 MG Properties' 2026 Acquisition/Disposition Goals
26:14 The Case for Self-Management
30:28 Jeff's Advice to Emerging Sponsors trying to Replicate "The MG Model"
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