Betting On Middle America w/ RREAF Holdings

Betting On Middle America w/ RREAF Holdings

May 31, 2026 · 58 min · Season 7 · Episode 5

About this episode

The episode discusses the growth strategy of RREAF Holdings in the real estate sector with insights from its CEO and President.

Season 7, Episode 5: How did RREAF Holdings grow into a $4.8B real estate platform across multifamily, hospitality, BTR, and master-planned communities? Today, we sit down with Kip Sowden, Chairman & CEO of RREAF Holdings, and Doug McKnight, President of RREAF Holdings, to break down the strategy behind the firm’s growth across the Sun Belt. Kip shares how he moved from brokerage into principal investing after the GFC, while Doug explains how his fixed income background shaped RREAF’s approach to capital, risk, and liquidity.The conversation covers distressed acquisitions after 2008, bridge lender opportunities today, and why RREAF focuses on “all things residential” across the South and Southeast. Kip and Doug also break down their approach to multifamily, extended stay hotels, beachfront resorts, and large-scale Texas developments, while sharing why they believe a new real estate cycle is beginning.Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.TOPICS00:00 – Introduction03:45 – Kip Sowden’s Early Career in Brokerage and Mortgage Banking09:28 – Moving Into Principal Investing and Launching RREAF17:03 – Buying Distressed…

Sponsors

Henry AI

More episodes of No Cap by CRE Daily

Explore listener stats, chart rankings, contacts and more on the No Cap by CRE Daily podcast page.