release edition [076] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: Predictions: My Mid-Year Scorecard Distress: Is The Wave Cresting? 2H26 Outlook: What I'm Watching Weekly Listen: TreppWire 403 TMD 076 is brought to you by: What did the last deal room miss? Leases, contracts, and financials rarely line up, and...
7 days ago • 9 min read
release edition [075] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: Fed: The Big Dilemma Markets: Selecting Winners Weekly Listen: Grant Cardone TMD 075 is brought to you by: Most Multifamily investors didn't get into real estate to become a property manager. But somewhere along the way, that's exactly what...
14 days ago • 9 min read
release edition [074] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: CPI: The 4.2% Autopsy Fed: Warsh's First Test Operations: Green Shoots Weekly Listen: Monetary Matters Before we begin, a heads up: later in this issue, I share something that happened on my rent rolls that hasn't happened in years. But first,...
21 days ago • 8 min read
release edition [073] read time [9 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: May Jobs: Now What? Fed Playbook: Supply or Demand? The Tradeoff: Jobs vs Rates Weekly Listen: Scott Bessent In partnership with Rely Acquiring a property with bad data can be costly. If the rent roll and leases don't match then NOI will quietly...
28 days ago • 9 min read
release edition [072] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: Supply: Ramp vs Cliff Operations: Tool vs Crutch Markets & Tech: Fringe vs Structural Weekly Listen: Multifamily Unpacked TMD 072 is brought to you by: Building meaningful equity in multifamily takes years. The hard part comes at the exit: sell...
about 1 month ago • 9 min read
release edition [071] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: Debt: Easy Mode vs. Hard Mode Economics: Compression vs. Expansion Equity: Appetite vs. Scars Weekly Listen: Walker Webcast Today's newsletter is a special Memorial Day edition. Before we start, I'd like to acknowledge and thank every service man...
about 1 month ago • 8 min read
release edition [070] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: Supply: Slowing, But Slowly Rent Growth: The 16.2% Spread Capital: Debt vs Equity Weekly Listen: TreppWire 396 TMD 070 is brought to you by: Loan originations are up 46% YoY. Debt capital is flowing. Lenders are competing. But most operators only...
about 2 months ago • 9 min read
release edition [069] read time [9 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: AI Goes Institutional: Anthropic-Blackstone JV Late Adopters: Why CRE Is Catching Up Fast Career Capital: The Skill That Matters Most Weekly Listen: Jon Gray, Blackstone TMD 069 is brought to you by: On our last acquisition, the lease audit alone...
about 2 months ago • 9 min read
release edition [068] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifamily career. Forwarded this email? Subscribe here. Today at a Glance: Q2 2026: Economic Update Outlook: Strategic Patience Weekly Listen: Paul Tudor Jones TMD 068 is brought to you by: Most multifamily owners think they only have two exit options: sell and take the tax hit, or 1031 and keep managing. Flock recorded...
2 months ago • 8 min read