Nick Rosenthal Griffin Capital. Multi-family, QOZ and the Outlook for Private Capital

Join Griffin Capital Co-CEO Nick Rosenthal for a clear, no-spin look at private capital in rental housing—multifamily, build-to-rent, and Qualified Opportunity Zones. We unpack where supply/demand is headed into 2026–27, how QOZs drive tax deferral and real impact, and what RIAs/family offices need from product structure and distribution. Expect practical takeaways on market selection, partnerships, and solving client problems with tax-efficient strategies.

Key Topics

Nick traces the market setup from heavy 2025 deliveries to a sharp drop in starts and why that matters for pricing and absorption. He also breaks down QOZ mechanics, the “retailization” of private markets, and partner diligence for programmatic development.

Other topics include:

• Build-to-rent economics and when the thesis pencils

• Policy & permanence for Opportunity Zones (and gentrification concerns)

• Distribution realities: shelf space, diligence, platform connectivity

• Market selection: high-growth “eds & meds,” transit, rent vs. own gaps

• Advisor use cases: QOZs vs. 1031s for tax alpha and diversification
  
  

What You’ll Learn

Listeners will come away with a deeper understanding of:

• Why today’s collapse in new starts sets up late-’26/’27 tailwinds

• How Qualified Opportunity Zones deliver tax deferral + diversification while adding supply

• A practical framework for build-to-rent underwriting and partner selection

• How RIAs and family offices evaluate product structure, liquidity, and operations in the wealth channel

• Actionable ways to position multifamily/BTR in client portfolios amid rates, inflation, and capital rotation