The Multifamily Dispatch

This week, hosts Dan Gable and Matt Bastnagel are joined by Paul Fiorilla, Director of Research at Yardi Matrix, in a wide-ranging discussion of the multifamily market, covering apartment fundamentals, property valuations, and the broader economic trends shaping the market. For more from the Yardi Matrix research team:https://www.yardimatrix.com/publications Subscribe to our weekly newsletter at T...

This week, hosts Dan Gable and Matt Bastnagel discuss the latest reports on multifamily performance, analysis of the current high rate environment, and new data on consumer sentiment. 0:00 - Introduction0:43 - Apartment List Rent Report: Slow Progress6:10 - Marcus & Millichap: The Positive Spin We Love10:08 - High Interest Rates = Better CRE Performance?18:58 - Consumer Sentiment: More Slow Pr...

This week, hosts Matt Bastnagel (Director of Research and Marketing), Kevin Burns (VP of Investor Relations), and Nick McCrackin (Director of Acquisitions) discuss the near-term outlook for the multifamily market and the long-term outlook for the housing market as a whole. 0:00 - Introduction0:53 - Is Housing Demand on the Path to Decline?15:21 - Multifamily Outlook21:48 - Multifamily Starts Down,...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the new Federal Reserve Chair Kevin Warsh, affordable housing reports, and the implication for the multifamily investment market. 0:00 - Introduction0:53 - New Fed Chair Kevin Warsh12:31 - The State of the Nation's Housing Report29:05 - Yardi Matrix Affordable Housing Report Subscrib...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss recent jobs/inflation data and the implications for the Federal Reserve and interest rates, and they review the latest reports on the multifamily investment market. 0:00 - Introduction 0:46 - Distress and Loan Maturities 3:23 - Inflation Data: Jobs Report, CPI, and PPI 18:02 - Multifamil...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss new data on apartment fundamentals, a recent paper from Deloitte aiming to reinvent the apartment industry, signs of distress from multifamily owners, and regional trends in the housing market. <br> Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. <br> 0:00 -...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the most recent data on consumer sentiment, an update on multifamily capital markets, and a recent Federal Reserve paper on extend and pretend practices in commercial real estate lending.<br>Subscribe to our weekly newsletter at TheMultifamilyDispatch.com.<br>Sources discusse...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the recent rise in bond rates, and how higher lending costs could impact the multifamily investment market. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this clip: Pensford: "What Brings Rates Back Down?" - https://www.pensford.com/industry-news/...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the latest CPI and PPI inflation data along with updates on housing costs, apartment supply, and CRE capital markets. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this clip: Bureau of Labor Statistics: “Consumer Price Index, April 2026” - https:/...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the latest updates on apartment rent growth, vacancy, and supply. Along with the data update, they comment on recent news about a potential merger of two of the biggest apartment owners, and they share their passionate takes on the topic of insurance for apartment real estate. Subscribe...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss recent data on apartment fundamentals, housing demand, CRE lending, and the potential shifts in the Federal Reserve in the wake of Jerome Powell's final FOMC meeting as Fed Chair. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this clip: Board of G...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the specific advantages of multifamily investments during periods of volatility, highlighting the regional markets and specific types of apartment properties expected to deliver stable performance and growth. Also covered in this episode is the recent confirmation hearing of Kevin Warsh,...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss multifamily transaction numbers, the broader economic issues driving the commercial real estate market, and recent CPI data showing a significant increase in inflation. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com . Sources discussed in this clip: Northmarq: “Midwest...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the latest data on the apartment market, home prices, and mortgage rates as well as the key regional differences in the housing market as a whole. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this podcast: RealPage: “Apartment Demand Rebounds in...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the latest data on investor expectations, consumer sentiment, and the multifamily investment market. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this podcast: CBRE: “2026 Global Investor Intentions Survey” - https://mktgdocs.cbre.com/2299/3f4e94...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the current state of the lending markets, the Federal Reserve, and how migration and population growth are impacting housing demand in America. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this podcast: Bisnow: “Fannie, Freddie Stocks Free-Fall A...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss how current economic volatility may impact the apartment market, they look at recent inflation numbers and what they might indicate about future interest rate trends, and they review the recent (excellent) report on the current state of America's rental market. Subscribe to our weekl...

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) review the current state of the multifamily investment market, including a look at the sentiment among investors, financial market trends, and apartment fundamentals. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this podcast: Yardi Matrix: “Multifamily N...