The Modular Development Playbook with Greg Guido & DJ Van Keuren of Evergreen Property Partners

About this episode

Greg Guido and DJ Van Keuren discuss the advantages of modular housing and its impact on development risk and investor outcomes.

Episode Summary In this episode of Groundbreakers , we’re joined by Greg Guido and DJ Van Keuren, Co Managing Members of Evergreen Property Partners, for a deep, operator level conversation on development, execution risk, and why modular housing has become the foundation of their strategy. Greg and DJ break down why traditional multifamily development often fails after the raise, not in underwriting, and how Evergreen flipped the model by controlling construction, timelines, and costs through modular manufacturing. Instead of relying on cap rate compression or optimistic assumptions, they focus on building durable workforce housing with real margins of safety. This episode is especially relevant for sponsors raising capital today and investors evaluating development risk in an uncertain market. Key Points Discussed Why most development risk lives in execution, not the pro forma How Evergreen builds to a 10 cap instead of buying at a 5 The real advantages and constraints of modular construction Why speed, control, and repeatability matter more than upside stories How owning the manufacturing process changes investor outcomes What LPs are prioritizing when evaluating ground up…

People in this episode

Host: Domingo Valadez

Guests: Greg Guido, DJ Van Keuren

Topics covered

• modular housing
• development risk
• construction control
• workforce housing
• capital raising
• real estate investing

Keywords

• modular development
• execution risk
• multifamily development
• construction timelines
• investor outcomes
• capital raising

Mentioned in this episode

Organizations: Evergreen Property Partners

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