The Multifamily Dispatch

This week, hosts Dan Gable and Matt Bastnagel discuss the latest data on inflation, multifamily investor sentiment, and potential for distress among multifamily borrowers. Sources discussed in this episode: Bureau of Labor Statistics: “Consumer Price Index, September 2026” - https://www.bls.gov/news.release/cpi.nr0.htm Bureau of Labor Statistics: “Producer Price Index, September 2026” - https://ww...

This week, hosts Dan Gable and Matt Bastnagel discuss the growing signs of recovery in apartment performance alongside effects of interest rate pressures for multifamily buyers, seller, and investors. Sources discussed in this episode: Realpage: “3Q 2026 U.S. Apartment Update” - https://www.realpage.com/analytics/3q-2026-us-data-update/ Yardi Matrix: “Multifamily National Report – September 2026”...

This week, hosts Dan Gable and Matt Bastnagel discuss the latest apartment data and signs of a growing recovery, regional and market-specific trends, the changing environment for apartment developers, and, of course, the continuing impact of high interest rates on the market. Sources discussed in this episode: Apartment List: “National Rent Report, September 2026” - https://www.apartmentlist.com/r...

This week, hosts Nick McCrackin and Matt Bastnagel discuss apartment construction trends, buying and selling multifamily in the current high interest rate environment, and the latest data on on consumer and investor sentiment. Sources discussed in this episode: University of Michigan: “Consumer Sentiment, September 2026” - https://www.sca.isr.umich.edu/ John Burns Research and Consulting: “Multifa...

This week on The Multifamily Dispatch, hosts Dan Gable and Matt Bastnagel are joined by Austin Katai and Sam Orman of Berkadia, who share their comprehensive knowledge of the multifamily mortgage industry, key trends in capital markets, and insights into the apartment lending process. Berkadia is a distinguished leader in the commercial real estate sector. Learn more at https://www.berkadia.com/ 0...

This week on The Multifamily Dispatch, hosts Dan Gable and Matt Bastnagel discuss the dizzyingly-high interest rate environment, the latest data on apartment performance, and where investors, homeowners, and renters are moving. Sources discussed in this episode: Marcus & Millichap: “Investors Increasingly Focus on Smaller Metros” - https://www.marcusmillichap.com/research/videos/investors-incr...

This week on The Multifamily Dispatch, hosts Dan Gable and Matt Bastnagel discuss the hard facts and soft data on the economy, the latest trends in multifamily capital markets, and the implications of recent moves in the US Treasury markets. Sources discussed in this episode: Business Insider (via Yahoo Finance): “What the big bond sell-off means for your wallet” - https://fance.yahoo.com/economy/...

This week on The Multifamily Dispatch, hosts Dan Gable and Matt Bastnagel speak with Trey Wheeler about the trends worth following in the multifamily investment market and tools for multifamily investors and syndicators. More from Trey Wheeler: treywheeler.co 0:00 - Introducing Trey Wheeler 2:04 - Hidden Risks and Opportunities in the Multifamily Market 4:45 - Outlining Multifamily Market Adjustme...

This week one Multifamily Dispatch, hosts Dan Gable and Matt Bastnagel discuss the hard facts and soft data on the economy, the latest trends in multifamily capital markets, and the implications of recent moves in the US Treasury markets. Sources discussed in this episode: Federal Reserve Bank of San Francisco: “Do Vibes Predict Recessions Evidence from a Big-Data Forecasting Framework” - https://...

This week, hosts Nick McCrackin and Matt Bastnagel discuss inflation numbers, the latest data on apartment performance, and recent reports on investor sentiment. Sources discussed in this episode: Bureau of Labor Statistics: "Consumer Price Index, July 2026" - https://www.bls.gov/news.release/cpi.nr0.htm RealPage: “U.S. Apartment Market Sees the Return of Annual Rent Growth” - https://ww...

This week, hosts Dan Gable and Matt Bastnagel discuss interest rate and job trends trends, homeownership measurements, and the implications for the multifamily market. Sources discussed in this episode: Trepp: “Where Multifamily Values Tracked or Diverged from Single-Family Home Prices” - https://www.trepp.com/trepptalk/multifamily-single-family-home-prices RentCafe: “Millennial housing report: Wh...

This week, hosts Dan Gable and Matt Bastnagel discuss apartment supply trends, homeownership measurements, and the implications for the multifamily market. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

This week, hosts Dan Gable and Matt Bastnagel discuss the latest data on multifamily performance and inflation, and they also respond to recent commentary on regional multifamily performance. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this episode: CoStar: “June Report: 0.8% Rent Growth Closes Out Slow Spring Leasing Season” - https://www.apartments.com/...

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,...