The Private Real Estate Reset Wealthy Investors Need to Understand w/ Michael Pouliot

The Private Real Estate Reset Wealthy Investors Need to Understand w/ Michael Pouliot

July 2, 2026 · 39 min

About this episode

In this episode, Chris Naugle discusses the importance of control in real estate investing with Michael Pouliot, focusing on current market challenges and strategies for serious investors.

Most investors think real estate performance comes down to the asset. At the high-net-worth level, the more important conversation is often about control. Because a deal is not just a building, a market, or a projected return. It is an operating system. Who manages the property? Who controls leasing, maintenance, marketing, resident communication, and costs at the asset level? Who can make decisions quickly when the market tightens, and the assumptions in the original deck no longer hold? That is where real estate investing starts to look very different. A lot of investors were comfortable allocating capital during the easy-money years because deals looked strong, liquidity was flowing, and exits felt predictable. But in a tighter market, the difference between passive ownership and true operating control becomes much more obvious. In this episode of Money School Elite, I sit down with Michael Pouliot of Carbon Real Estate Investments to talk about workforce housing, vertical integration, AI, capital raising, and what real estate operators need to get right in the current cycle. Michael brings a rare combination of Wall Street training, real estate operating experience, and…

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