A "Generational Reset" for the Apartment Market?

The multifamily market has seen lower rent growth and lower investment activity for more than two years, and there is little indication that interest rates will fall quickly enough or reach the levels they were in 2021 when the apartment investment market was at its hottest. There are still deals being done, however, and some are looking at the market and seeing significant potential for growth, arguing that these past few years of cooling multifamily valuations and lower rent growth have "reset" pricing and opened up opportunities for investments that could achieve outsized returns as the multifamily market and commercial real estate as a whole shifts into accelerated growth in the years to come.

Link to sources discussed in this episode:

Berkadia: “Cracks Emerging in Labor Market, Bets Grow for September Cut” - https://berkadia.com/blog/cracks-emerging-in-labor-market-bets-grow-for-september-cut/

Cushman & Wakefield: “Tide is Turning: Conviction Points for Entry into U.S. Commercial Real Estate” - https://www.cushmanwakefield.com/en/insights/conviction-points-for-entry-us-cre

CBRE: “2025 U.S. Real Estate Market Outlook Midyear Review: ‘Market Fundamentals Remain Stable’” (is stagnant the same as stable?) - https://www.cbre.com/insights/reports/2025-us-real-estate-market-outlook-midyear-review

Apartment List: “National Rent Report (July 2025), Summer Apartment Cooldown Continues” - https://www.apartmentlist.com/research/national-rent-data

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DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.