Michael Pouliot

I'm the CIO of Carbon Real Estate Investments, where we acquire and operate workforce apartments across the Southeast—specifically 100-300 unit B/C-class properties in secondary markets where institutional capital rarely competes. Why this works: I've spent the last 15 years building institutional-grade underwriting and operational systems for middle-market multifamily. As a CFA and CAIA charterholder, I spent my early career analyzing distressed assets for Blackstone, Merrill Lynch, and notable Family Offices and allocating capital for JP Morgan's Private Bank. Results: That analytical rigor combined with hands-on operating experience has generated 20%+ IRRs across 15+ repositioned assets, over 3,000+ units, and $75M+ in equity successfully deployed and managed. What we're doing at Carbon: We're acquiring underperforming B/C workforce apartments in Sunbelt secondary markets—the same markets where demographic tailwinds are strongest but institutional operators haven't yet arrived. We force value through vertical integration, professional management, capital-efficient renovations, and operational discipline. Why now: Workforce housing demand is structural (80M+ renters, growing), supply is constrained (new construction focuses on luxury), and Sunbelt migration is accelerating (jobs, tax policy, cost of living). We're raising capital to deploy more aggressively in markets where these tailwinds are strongest, and competition is still limited. Three ways to engage: Co-invest: If you're a family office, accredited investor, or UHNW individual seeking passive real estate exposure with strong cash flow, professional management, and tax advantages (depreciation pass-through, potential 1031 structuring)—let's talk. Advisory: We work with select family offices and smaller foundations to build or improve their real estate allocation strategy. If you're looking to add workforce housing or multifamily to your portfolio, I'm open to advisory relationships. Podcast/Newsletter: I host the Deal Flow Podcast interviewing top operators and capital allocators. Subscribe to our newsletter for weekly insights on multifamily markets, capital deployment, and workforce housing trends. Always interested in featuring operators and thought leaders—reach out if you'd like to be a guest. Join the newsletter: https://lnkd.in/e_fx8B-n