Why Banks Are About to Flood the Market with Distressed Deals w/ Marcin Drozdz episode artwork

EPISODE · Mar 18, 2026 · 24 MIN

Why Banks Are About to Flood the Market with Distressed Deals w/ Marcin Drozdz

from Investing In The U.S. · host Reed Goossens

When banks start calling to ask what you'd pay for a distressed asset, that's not a coincidence. That's the market telling you something.This episode is hosted by Reed Goossens. We're joined by Marcin Drozdz, managing partner of M1 Real Capital, who has spent 18 years raising nine figures of private capital and acquiring over 1,600 units across the US.Marcin lived through the 2008 crash from inside a private equity firm on day one — the same day Lehman Brothers collapsed. In this conversation, he draws a direct line between what he saw then and what's unfolding in commercial real estate today, from overleveraged assets and extend-and-pretend lending to the distressed opportunities he believes are coming.We get into why banks are already making quiet calls to buyers, what replacement cost investing means in today's construction environment, the 5 million housing unit gap that never got filled, and why the buyers who move while others are frozen will look very smart in a few years.If you're trying to make sense of where we are in the cycle and how to position for what comes next, this episode gives you the historical context and the practical framework to do it.Let's dive in!Key Takeaways:00:00 Intro 01:35 How Marcin made his first dollar 04:00 Witnessing Lehman Brothers collapse firsthand 04:40 Building during COVID and launching the mentorship side 05:44 Crisis of confidence: parallels between 2009 and today 08:55 How the JOBS Act democratized investing — gift and a curse 12:41 Interest rate reality check and where asset values stand 14:46 Why replacement cost is now a core buying metric 18:44 The 5 million housing unit gap and what smart buyers are doing 20:13 Top 5 investing tips 24:59 OutroAdditional resources:➡️ Check out Marcin Drozdz:• Website: https://marcindrozdz.com/ • Company: M1 Real Capital➡️ Visit https://reedgoossens.com/ • Invest passively in multifamily real estate • Get FREE access to my 100% Passive Real Estate Investment Masterclass • Take a look at my portfolio • Get FREE multifamily real estate resources➡️ Follow me on social media:• LinkedIn: https://www.linkedin.com/in/reed-goossens-b2a6a933/ • Instagram: https://www.instagram.com/reedgoossens/ • Facebook: https://www.facebook.com/reed.goossens/ ➡️ Subscribe to my podcast:• YouTube: @ReedGoossensREI • Apple: https://apple.co/44MiDN7 • Spotify: https://spoti.fi/45fVIcR • Stitcher: https://bit.ly/3OHHJqJ • Soundcloud: https://soundcloud.com/investing-in-the-us —Investing in the U.S. is a podcast for real estate investors and entrepreneurs who want to break into the U.S. market and grow their wealth!Subscribe/Follow so you never miss an episode!

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Why Banks Are About to Flood the Market with Distressed Deals w/ Marcin Drozdz

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