How ACRE Turned Workforce Housing Into an Investment Grade Asset Class w/ Michael Van Der Poel

How ACRE Turned Workforce Housing Into an Investment Grade Asset Class w/ Michael Van Der Poel

May 17, 2026 · 47 min · Season 7 · Episode 3

About this episode

Michael Van Der Poel discusses ACRE's evolution into a global real estate investment firm focusing on workforce housing.

Season 7, Episode 3: How did ACRE grow from a post-GFC workforce housing thesis into a global real estate investment firm? Today, we sit down with Michael Van Der Poel, Founding Partner at ACRE, to break down the strategy behind that rise.Michael shares how he spotted workforce housing before it became an institutional trade, and how ACRE built its early portfolio by buying distressed multifamily assets at deeply discounted prices. We also get into raising capital from Asia, building a vertically integrated platform, and expanding across both equity and credit strategies.Whether you’re interested in capital raising, private credit, or where real estate opportunity sits in today’s cycle, this episode is a must-listen. Join us as we dive into the conviction, timing, and risk discipline that helped ACRE grow from a scrappy startup into an institutional investment platform.Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out.TOPICS00:00 – Introduction02:17 – Michael Van Der Poel’s Background and Early Real Estate Career06:55 – ACRE’s Workforce Housing Thesis After the GFC09:56 – Raising the First Fund and Buying Distressed Multifamily15:00…

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