Скачать или смотреть Multifamily Market Outlook 2025: Inflation, Rates & Supply | Ep. #31

If you’ve been watching the headlines about inflation, interest rates, and "market crashes" and wondering what it all means for your portfolio, this is the conversation you need to hear.

We brought together heavy hitters Hans Box, Doug Wilson, and Cody Littlewood to cut through the noise and look at the hard data.

We aren't just talking about standard interest rates here.

We’re diving into the stuff most people miss, like how "Owner Equivalent Rent" is secretly distorting inflation numbers and why the "value-add" strategy is actually safer than buying turnkey right now.

Plus, the guys debate whether we are sitting on a "generational opportunity" to buy while everyone else is scared.

Whether you're an active operator or a passive investor trying to protect your capital, this conversation is packed with the kind of "on the ground" insights you won't find on the news.

👇 What we cover in this episode:

0:00 - Intro: Meet the Deal Flow Panel (Hans, Doug, Cody)

03:58 - The "Deal from Hell": Lessons from a massive turnaround

10:03 - Population Decline: Is immigration slowing down demand?

14:27 - On the Ground: What tenants are actually willing to pay for

21:25 - The Inflation Lie: How "Owner Equivalent Rent" distorts the data

31:56 - Why this is a "Generational Opportunity" to buy 41:44 - 2026 Market Outlook: When will rent growth return?

54:43 - Vetting Sponsors: The #1 thing you must check before investing

01:01:04 - Rapid Fire: The best markets to invest in for the next 5 years

#MultifamilyInvesting #Underwriting #RealEstateInvestors



🎙️ About Deal Flow

Get behind the curtain of private equity real estate. We spotlight the strategies, insights, and innovations from top dealmakers, fund managers, and capital allocators shaping the future of real estate investing.

💡 Topics We Cover:

Private equity real estate & housing deals
Capital raising & allocation
LP/GP dynamics & investor relations
Market trends, due diligence & operations
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