Скачать или смотреть Trump vs. The Market: 2026 Executive Orders & Multifamily Distress | Panel Jan 2026. Ep #32

With nearly $1 trillion in commercial real estate debt maturing this year, the "extend and pretend" era is officially over.

In this episode of Deal Flow, we break down the massive 2026 maturity wall, the surge in multifamily distress, and why banks are finally starting to take write-downs.

Join Michael Pouliot, Hans Box, Doug Wilson, and Cody Littlewood as they analyze the latest market shifts from President Trump’s Executive Order on institutional SFR investors to the reality of office-to-residential conversions.

We also discuss why the 2021-2022 vintage syndications are blowing up and where the real buying opportunities lie for disciplined investors this year.

If you are a passive investor (LP) or an operator navigating this volatility, this episode provides the signal you need amidst the noise.


In this episode, we cover:

00:00 – Intro & The "Senior Citizen" Discount

15:39 – Welcome to Deal Flow: The 2026 Landscape

17:54 – Trump’s EO Banning Institutional SFR Investors: Political Theater?

25:25 – The Fed’s Final Year Under Powell: Rate Cuts & MBS Buying

32:00 – Fannie & Freddie (GSE) Caps Increasing: Bullish for Multifamily?

36:50 – The Reality of Office-to-Residential Conversions (Why it’s Hard)

41:50 – 2026 Market Outlook: "Decaf Stagflation" & Labor Markets

43:55 – The $930 Billion Maturity Wall: Is "Extend and Pretend" Over?

51:00 – Why 2021-2022 Vintage Syndications Are Failing (GVA, Tides, etc.)

59:16 – Where is the Buying Opportunity in 2026? (Distressed Assets)

01:03:00 – Public REITs vs. Private Real Estate Returns

01:11:36 – Operations Update: Insurance Costs Dropping & Labor Shortages

01:18:28 – AI & Robots in Multifamily: Hype vs. Reality

Connect with the Panel:

Box Wilson (Hans & Doug): https://boxwilson.com/

Carbon Real Estate Investments (Cody): https://www.investwithcarbon.com/

Michael Pouliot:   / michael-pouliot-cfa-caia-24496616  

#MultifamilyInvesting #Underwriting #RealEstateInvestors #realestate

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Business inquiries: michael@carboncrei.com
LinkedIn:   / michael-pouliot-cfa-caia-24496616  

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