If you’ve been wondering where we are in the real estate cycle and whether 2025–2026 is a smart time to get into multifamily, this full market update walks you through everything you need to know.
In this video, I break down:
-What actually happened in 2021–2024 (cheap debt, overheated pricing, record supply, frozen transaction volume) -Why interest rates, absorption, and rent trends matter more than headlines -Why so many 2021–2022 buyers are distressed -And whether right now is a rare buying window for new investors
We’ve personally acquired $30M+ in multifamily deals during the “worst” years — and in this breakdown, I show you exactly why we believe we’re still in the first or second inning of a brand-new cycle.
You’ll learn: 💡 Where We Are in the Market Cycle → How low interest rates in 2021–22 caused prices to skyrocket and why the correction was inevitable
💡 Why 2023 & 2024 Froze the Market → The massive gap between sellers' expectations and buyers’ reality
💡 Record Supply & Absorption Trends Explained → Why over 1 million new units created short-term pressure but long-term opportunity
💡 Why 2025 Is Seeing a Surge in Transactions Again → Rate cuts, stabilized rents, and better underwriting conditions
💡 Is It a Good Time to Invest? (Data + Real Numbers) → Why the same $1M NOI property went from a $25M valuation to ~$16.6M → How investors are buying at 20–30% discounts
💡 Where the Real Opportunity Is (Distress Deals) → Why many 2021–22 buyers are running out of time, cash flow, and loan runway
This video will help you understand EXACTLY what’s happening in multifamily right now — so you can invest confidently instead of guessing.
📌 Timestamps below so you can jump to any section! 📌 Don’t forget to like, subscribe, and hit the bell for weekly commercial real estate breakdowns.
〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️ 📲 Want Access to Investors, Partners & Weekly Deal Reviews? Join my real estate investing community, The Deal Room — 500+ members, weekly calls, underwriting sessions, partnerships, and live deal reviews across the country → https://www.tdrcommunity.com/checkout/the-deal-room Apply to my private mentorship community → https://ajyy0xx2agm.pro.typeform.com/to/PSHavGHr?typeform=&typeform 〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️ 📲 Stay Connected Instagram → /multifamily More multifamily training videos on the channel! 〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️ ⏱️ Timestamps
00:00 – Intro: Multifamily Market Update from Tampa → Is now a great time to get into multifamily?
00:44 – How 2021–22 Created a Market Peak → Cheap debt, low cap rates, and overheated pricing
01:34 – Rising Rates & Frozen Transactions → Why buyers and sellers were 20–50% apart on price
03:04 – Inflation, Fed Policy & the Actual Lag in Data → Why government reporting is always behind the curve
03:53 – The Record-Breaking Supply Wave (2024–2025) → 1M+ units delivered nationwide and how this impacts rents
04:40 – Market-by-Market Differences → Tampa vs. Austin vs. Charlotte vs. Orlando
05:31 – Understanding Absorption → Why this single metric predicts rent trends better than anything else
05:54 – Why 2023–24 Were the Hardest Years to Buy → Uncertainty in rates + uncertainty in rents = no safe underwriting
06:15 – Transaction Volume Finally Returning in 2025 → Rate cuts + clearer rent data = increased deal flow
06:58 – Are We at the Bottom of the Cycle? → Why fundamentals show we’re turning the corner
07:00 – Real Example: How a $1M NOI Property Dropped from $25M → $16.6M → The impact of cap rate expansion in real dollars
07:45 – Why 2025–26 Might Be One of the Best Buying Windows → 20–30% discounts + distressed owners from 2021–22
08:24 – Which Renters Are Feeling the Most Pain? → Class A tech/finance renters & C–D class renters hit hardest by AI layoffs
09:14 – The Distress Opportunity → Why lenders are ready to reset loans & why buyers finally have leverage
09:45 – Final Thoughts: Which “Inning” We’re In → Why we’re still early in a new market cycle
10:15 – How to Prepare: Join The Deal Room → Weekly deal reviews, 500+ investors, and real underwriting examples
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〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️〰️ ⚠️ Disclaimer: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in these videos shall not be construed as tax, legal, insurance, construction, engineering, health & safety, electrical, financial advice, or other and may be outdated or inaccurate; it is your responsibility to verify all information yourself. This is a YouTube video for entertainment purposes ONLY