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We talk with Neil Bawa about using data science to buy when everyone else is afraid, from discovering depreciation benefits to building a repeatable way to rank markets and evaluate deals. We also break down why supply drives rents across both single-family and multifamily, how to pull useful CoStar insights for free, and how AI can speed up serious real estate research when you ask better questions.
• Neil’s origin story from tech to building campuses and learning depreciation
• using scraped housing and labor data to spot opportunity during the 2008 to 2011 downturn
• the Madera and Fresno strategy for turning empty new homes into leased rentals
• why supply is the most missed variable in market analysis
• the “one rental market” concept across Class C, Class B, Class A, and single-family tiers
• the CoStar report shortcut through brokers and what to read first
• five “Location Magic” metrics for comparing U.S. cities for investing
• current hot areas like Northwest Arkansas, Idaho, and Utah, plus why taxes and insurance matter
• defining a great multifamily property using comp set rent and vacancy performance
• raising capital with a contrarian mindset when prices are off peak
• using AI for deep research with weighted metrics and deal searches

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check for more multifamily real estate investing resources.

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I sit down with Mike Kron to trace how a real estate lawyer turns into an operator who helps grow a portfolio from roughly 2,500 units to more than 14,000 units across major growth markets. I dig into cycles, development mistakes, tenant-first management during COVID, and why strategy matters more than hype.

• Getting started with a small apartment building and learning operations fast
• Moving from real estate law to the owner side of the table
• Using 1031 exchanges to trade into higher-quality multifamily in Texas and Arizona
• Becoming an “accidental developer” and building a team that catches costly errors
• Refusing to assume boom-time rent growth is a new normal
• Choosing between long-term holds and cycle-driven plays
• Avoiding over-leverage and treating cash flow as the foundation
• Handling COVID uncertainty by communicating early and working out payment plans
• Building a net lease strategy around high-credit, Amazon-resistant tenants
• Using cost segregation and bonus depreciation to improve after-tax returns
• Saying focused and taking one step at a time and accepting that you cannot rush experience

To get in contact with Mike Kron
Website is guardianlease.com. Email Mike at mike@guardian-advisory.com.

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