Is Now the Time to Invest in CRE?

Alongside declining CRE investment sales, recent data on the multifamily market shows weaker rent growth than expected for this time of year, but positive signs for the market continue to accumulate: Apartment construction is slowing, and absorption numbers have been extremely high—but not high enough to match the record amount of apartments entering the market. Strong demand has been a much-needed bulwark against multifamily headwinds, and given the longevity and magnitude of housing demand trends, multifamily prospects are looking positive in the years to come as apartment supply rebalances.

Sources discussed in this episode:

Bisnow: “FBI Searches Office Of National Apartment Developer Cortland In Connection With Antitrust Probe” - https://www.bisnow.com/national/news/multifamily/cortland-management-searched-by-the-fbi-in-connection-with-antitrust-probe-124529

National Association of Home Builders: “Single-Family and Multifamily Production Headed in Opposite Directions Across Geographies” - https://eyeonhousing.org/2024/06/single-family-and-multifamily-production-headed-in-opposite-directions-across-geographies/

Newmark: “1Q 2024 State of the U.S. Capital Markets” - https://www.nmrk.com/storage-nmrk/uploads/documents/1Q24-Newmark-State-of-the-U.S.-Capital-Markets_FINAL_EXTERNAL.pdf

Yardi Matrix: “May 2024 National Multifamily Report” - https://www.yardimatrix.com/publications/download/file/5654-MatrixMultifamilyNationalReport-May2024

Apartment List National Rent Report: “May 2024 National Rent Report” - 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.