Episode Details

Sept. 30, 2026

When Northpoint Asset Management lost 1,500 doors overnight in a major institutional consolidation, CEO Dan French had to rebuild fast. In this episode, Dan joins host Pete Neubig to unpack what really happened when a large capital partner consolidated its portfolio onto a single property manager, the SFR churn rates operators rarely admit to publicly, and how a deliberate client-pruning strategy turned a painful loss into a leaner, more resilient business. Dan shares the leadership mindset that carried his team through the disruption, the "owner concierge desk" system Northpoint built to catch problematic clients early, and how the crisis accelerated a pivot into small multifamily and build-to-rent management, plus a referral opportunity for SFR managers who don't serve that market themselves.