Core Insights - The current market presents a unique opportunity for investment in multifamily real estate despite prevailing uncertainties [1][3] - Valger emphasizes that the multifamily sector is experiencing a supply-demand imbalance, which could lead to significant rent growth in the coming years [3][4] Market Conditions - Multifamily valuations are at a historically low point, with increased cap rates and decreased net operating income [3][5] - A projected shortfall of 800,000 to 1 million multifamily units in the U.S. over the next 3-5 years is anticipated due to a decline in development starts [3] Investment Opportunities - The current dislocated pricing in the multifamily sector offers disciplined investors the chance to acquire high-quality assets at discounted prices [5] - Investors are encouraged to focus on long-term strategies rather than short-term gains, as proper management can lead to outperformance [5] Impact of Tariffs and Trade Policy - The evolving tariff policies under the Trump administration may increase entry costs for less experienced developers, potentially benefiting established firms with strong operational capabilities [6][7] Technological Advancements - The integration of AI in real estate is seen as a competitive edge, helping firms identify distressed opportunities and improve investor communication [7] - Navatar's technology is highlighted as a tool that enhances deal flow management and investor relations, crucial during market dislocations [8][9] Company Profiles - DVO Real Estate, founded in 2012, has grown significantly, managing over 50 assets and more than 11,000 apartments valued at over $2.5 billion [10] - Navatar serves as a CRM platform tailored for alternative assets and investment banking, facilitating efficient workflows in private markets [11]