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Podcast: Real Estate Investing with RealDealChat
Episode: From Wall Street to 500M+ in Apartments: Lessons in Discipline w/ Michael Pouliot
Description: Michael Pouliot shares why vertical integration, disciplined buy boxes, and patience are key as multifamily heads into a major refinance cycle.In this episode of RealDealChat, Michael Pouliot—fourth-generation real estate entrepreneur and founder of Carbon—breaks down what’s really happening in multifamily as the 2025–2027 maturity wall approaches.We discuss raising capital ahead of distress, why the downturn took longer than expected, and how today’s opportunities are often coming from exhausted sponsors or lender takebacks. Michael explains why bringing property management in-house created millions in value, how repairing HVACs instead of replacing them changed as...