Building Faster and Smarter with Modular Housing with Greg Talcott of Rastegar Capital
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Show Notes
Episode Summary
In this episode of Groundbreakers, we’re joined by Greg Talcott, Managing Director at Rastegar Capital, for a deep dive into development risk, execution, and why modular housing has become a core part of their strategy.
Greg breaks down how Rastegar thinks about development differently. Not as a speculative bet, but as an engineering problem. We talk through why traditional ground-up projects fail, where most GPs underestimate risk, and how modular construction can compress timelines, reduce cost overruns, and create more predictable outcomes for investors.
This conversation is especially relevant for sponsors raising capital in today’s environment, where LPs care less about flashy narratives and more about certainty, control, and clean execution.
Key Points Discussed
- Why most development deals break during execution, not underwriting
- How modular construction reduces labor, weather, and timeline risk
- The tradeoffs and real constraints of modular housing
- How shorter build cycles change capital efficiency and investor confidence
- What LPs actually want to hear when evaluating development deals today
Guest Information
- Name: Greg Talcott
- Title: Managing Director
- Company: Rastegar Capital
- LinkedIn: Greg Talcott
Conclusion
Greg’s perspective reframes modular housing from a niche concept into a practical risk management tool. If you are a GP navigating development in a volatile market or an investor evaluating construction risk, this episode offers a clear, grounded framework for thinking about execution and predictability.