CCM Founder Ian Colville recently joined Charles Carillo on the Global Investors Podcast to discuss the strategic evolution of Carpathian Capital Management.
From his background in emerging market investment banking to overseeing residential assets across the U.S., Ian details how the firm identifies opportunities in a supply-constrained market.
Episode Highlights:
Strategic Pivots: Why CCM shifted from buying distressed rentals to financing new development projects.
Data-Driven Investing: How the “Months Supply of Inventory” metric helps pinpoint resilient markets like Cincinnati.
Defensive Niches: Why age-restricted (55+) communities offer a hedge against interest rate volatility.
Investor Liquidity: A look at CCM’s open-ended fund structure, designed to solve the liquidity lock-up typical in private equity.
Listen to the full conversation here:
