What we can learn about multifamily investing from the Northeast and Mid-Atlantic

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.

 

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

 

Resources Mentioned:

Matt Frazier - https://www.linkedin.com/in/matt-frazier-a1b5963/

Jones Street Investment Partners - https://www.jonesstreet.com/

How Northeast and Mid-Atlantic real estate developers can help drives multifamily housing growth | Forbes - .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}