All Episodes

Episode 80: Friday Investor Outlook — Where Smart Money Is Moving

Episode 79: Class B Multifamily — Limited Supply, Durable Demand

Episode 78: Treasury at 4.25% — Green Light for Selective Deployment

Episode 77: Supply-Constrained Markets Winning — Tuesday Rent Rankings

Episode 76: Occupancy Recovering — 89.4% and Climbing

Episode 75: Life Companies Back and Competing — Capital Flows Update

Episode 74: Institutional Capital Rotating to Class B — Here's Why

Episode 73: Yields Drop 53bps in a Week — What It Means for Deal Flow

Episode 72: Cleveland at 5% Growth — Why the Midwest Is the Best Play

Episode 71: $120K Income Needed for Median Home — Affordability Crisis Continues

Episode 70: Office Delinquency Hits Record 12.34% — Weekly Wrap-Up

Episode 69: 50% of Phoenix Rentals Offering Free Rent — Class A's Problem

Episode 68: $875 Billion Maturity Wall — The 2026 Refinancing Crunch

Episode 67: 68% of Denver Rentals Offering Concessions — Where Rents Are Headed

Episode 66: Construction Down 50% — The Supply Crunch That's Coming

Episode 65: $3 Trillion Data Center Build-Out — Smart Money Friday

Episode 64: $208K/Door for Workforce Housing — The Class B Opportunity

Episode 63: Fed Decision Day — Why Rate Cuts May Never Come

Episode 62: Atlanta 5.8%, Austin -7.3% — The Rent Growth Map Flipped

Episode 61: 68% of Denver Rentals Offering Concessions — Where NOT to Buy

Episode 60: Data Centers, Industrial, Class B — The 2026 Capital Playbook

Episode 59: 95.8% Occupancy vs 10.2% Vacancy — Class B vs A in 2026

Episode 58: $100B in CMBS Maturing — The Maturity Wall Meets Rate Stability

Episode 57: Minneapolis Construction Drops 60% — Why Midwest Rents Are Surging

Episode 56: Occupancy Ticks Up to 94.8% — First Sustained Gain in a Year

Episode 55: $620B in Debt Maturing — Private Credit Fills the Gap

Episode 54: Class A Vacancy Hits 11% — The Multifamily Class Shakeout

Episode 53: 10-Year Treasury Holds at 4.09% — Why Stability Is the New Catalyst

Episode 52: San Francisco Up 5.7%, Austin Down 7.3% — The Great Rental Divide

Episode 51: Supply Pipeline Down 47% — Multifamily's March Reset

Episode 50: $3 Trillion Data Center Supercycle — The 2026 Capital Flow Map

Episode 49: Class C Distress Rising to 1.37% — Where Smart Money Is Moving Instead

Episode 48: $1 Trillion in Loans Maturing — Why 4.05% Treasury Is the New Normal

Episode 47: Virginia Beach Leads Nation at 5% — Hottest Rental Markets Right Now

Episode 46: Supply Wave Crests — Deliveries Drop 30% as Occupancy Ticks Up

Episode 45: Where Smart Money Is Moving — Data Centers, Industrial & Private Credit Lead 2026

Episode 44: Austin Vacancy Hits 13.8% — Class A Struggles While Class B Thrives

Episode 43: Rate Stability Unlocks Deal Flow — 10-Year Holds at 4.05%

Episode 42: Provo Leads at 4.8% — Silicon Slopes Is America's Hottest Rental Market

Episode 41: Occupancy Hits 94.7% — First Uptick in 6 Months Signals Turning Point

Episode 40: Where Smart Money Is Moving — Data Centers, BTR, and Class B Win 2026

Episode 39: Class B Occupancy at 95.8% — Outperforming Class A at 95.7%

Episode 38: Treasury at 4.14% — The Sweet Spot for CRE Deal Flow

Episode 37: San Francisco Leads Rent Growth at 6.3% — Bay Area Comeback Is Real

Episode 36: Occupancy Up for First Time in 6 Months — Multifamily Turning Point?

Episode 35: Where Smart Money Is Going — Data Centers, Industrial, and BTR Lead 2026

Episode 34: Class B Wins 2026 — 95% Occupancy While Class A Offers Concessions

Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts

Episode 32: San Francisco Rents Surge 16% — Hottest Market in a Decade

Episode 31: Supply Wave Cresting — 422K Units vs 536K Last Year

Episode 30: $602B Flowing Into Data Centers — Where Smart Money Is Moving

Episode 29: $419B in Multifamily Loans Targeting Workforce Housing

Episode 28: Why 4.22% Is the Magic Number for CRE Right Now

Episode 27: Bay Area Rent Growth Leads Nation at 4.3% — Sun Belt Still Struggling

Episode 26: Supply Relief (34% Decline in Deliveries, 70% Drop in Starts)

Episode 25: Debt Dominating Over Equity; Senior Loans Yielding 8-10% With Downside Protection; Credit Is the New Equity

Episode 24: Class B Properties Seeing High Retention Rates

Episode 23: 10-Year Treasury at 4.29%, Down 0.01% From Yesterday

Episode 22: San Jose Leading at 4.3% Projected Rent Growth

Episode 21: Why Apartment Developers Stopped Building (And What Happens Next)

Episode 20: Follow the Money — Where $562B in CRE Capital Is Flowing

Episode 19: The #1 Apartment Class Smart Money Is Buying in 2026

Episode 18: 10-Year Treasury — What Today's 4.18% Yield Means for CRE

Episode 16: Midwest Markets Leading — Indianapolis, Columbus, Kansas City posting 4-5% YoY rent growth

Episode 15: What Are Family Offices Buying Right Now?

Episode 14: The Case for Class C — Hidden Value or Value Trap?

Episode 13: 10-year peaked at 4.79% (Jan 2025); settling into 4.2-4.5% range through 2026

Episode 12: Which Sunbelt Markets Are Finally Recovering?

Episode 11: Starts Down 74% — Is the Multifamily Supply Cliff Here?

Episode 10: 100% Pre-Leased — Why Data Centers Are the Hottest Play in CRE

Episode 9: Why Class B Beats Class A in 73% of Recessions

Episode 8: The Fed Is Cutting — So Why Aren't Rates Falling?

Episode 7: Austin Down 5%, San Jose Up 4.3% — What's Driving the Split?

Episode 6: Investment Volume Strong — $370-380B multifamily sales; cap rates stabilizing; capital access improving

Episode 5: Investor Outlook — Where Smart Money Is Heading in 2026

Episode 4: Asset Class Deep Dive — Class B Multifamily Leads for 2026

Episode 3: Interest Rate Watch — 10-Year Treasury Outlook

Episode 2: Regional Spotlight — Hottest Rent Growth Markets for 2026

Episode 1: Multifamily & Residential Real Estate — December 2025