Achieve Wealth Real Estate Investing Podcast

James Kandasamy
  • 4.9 (68)
  • INVESTING
  • UPDATED BIWEEKLY

Commercial Value Add Real Estate Investing for Active and Passive Investors

  1. 4D AGO

    The Bottom is In: Why Apartment Supply is "Falling Like a Knife"

    After a grueling stretch for multifamily operators, January 2026 finally delivered the headline the industry has been waiting for: the market has bottomed. But the recovery is incredibly fragile. With new apartment deliveries projected to plummet by 35% to 60% from their peak, the much-anticipated "supply cliff" has arrived. We break down the early signs of positive rent growth, the sudden resurgence of Gateway markets, and the strategic tension operators face as they navigate the critical spring leasing season.   Connect with James Kandasamy Linkedin https://www.linkedin.com/in/jameskandasamy/  X.com  https://x.com/jameskandasamy

    30 min

  2. FEB 14

    Multifamily Thaw meet 2026 Supply Wave

    In this episode, we unpack why the narrative about a "Wall Street Ban" on homeownership is rooted in a myth, and why standard rent growth data is currently "lying" to the market. With renewal rates hitting a historic 57%, the gap between headline asking rents and actual portfolio performance has never been wider. We also debate the controversial Yardi forecast that challenges the "supply is cresting" consensus and break down the winners and losers in the Texas market divergence.   In this episode, we cover:   • The February Pivot: A breakdown of the "rare convergence" including H.R. 6644 (passed 390–9), the 2.4% CPI print, and the delayed reaction in the 10-Year Treasury.   • The "Wall Street Ban": We analyze Trump's Executive Order targeting institutional investors. Is it a game-changer or political theater? We look at the data showing large firms own just ~2% of single-family rentals and discuss the critical Build-to-Rent (BTR) carve-out.   • The 57% Surprise: Why widely reported "negative rent growth" in the Sun Belt is wrong. With renewal rates at 57% (up from 51% in 2015), we explain why blended performance is holding up even in "soft" markets.   • The Supply Debate: CoStar says the pipeline is down 47%, but Yardi just revised 2026 completions up by 6.4%. We discuss who is right and what it means for your underwriting.   • Texas Market Split: A tale of three cities—Austin (rents down 4.8%), San Antonio (the quiet recovery), and Houston (the projected top performer).   • Capital Markets: Why "the bears have gone into hiding" despite persistent negative leverage, and why AI operations (EliseAI, Bilt) are suddenly attracting massive Series E capital. Key Data Points:   • CPI Shelter Inflation: +0.2% MoM (continuing deceleration). • Renewal Rate: 57% of all leasing activity (historic high). • Absorption: Q1 2025 hit a record 138k units; demand remains robust. • Supply: Multifamily starts are down 40%+ from peak.

    14 min

  3. FEB 2

    2026 NMHC Key Takeaways

    The 2026 market is shaping up to be a year of recapitalization for the rich (high-quality assets) and uncertainty for the rest (older vintage/weak markets). Buyers must adjust their expectations—accepting lower yields for quality or taking on heavy value-add risks—or remain sidelined

    35 min
  4. Rates Reducing ? Trump's 200B Bond Injection !

    JAN 9

    Rates Reducing ? Trump's 200B Bond Injection !

    Achieve Wealth Real Estate Investing Podcast

    14 min

  5. 12/08/2025

    Buy Now or Wait : CRE Market

    Achieve Wealth Real Estate Investing Podcast

    13 min

  6. 12/04/2025

    Q3 2025 Apartment Report by Dr Glen Mueller

    🚨 APARTMENT MARKET ALERT: National Cycle Position Shift in Q3 2025 The Third Quarter 2025 Real Estate Market Cycle Monitor reveals a major movement for the Apartment sector nationwide: The national average for apartments has been moved from the Hypersupply Phase (Phase 3) to the Recovery Phase (Phase 1) of the market cycle. This change represents a significant shift of eight positions (+8) for the national average. Key Performance and Dynamics (3Q 2025): Occupancy: National apartment occupancy was flat in 3Q 2025. Year-over-year, occupancy was down slightly by -0.1%. Rent Growth: National average apartment rents grew 0.4% in the quarter and were up 1.6% year-over-year. Demand vs. Supply: Although strong supply growth from the past four years has continued, preventing occupancy from rising, positive demand growth was recorded. This demand was supported by 1% year-over-year job growth. Absorption: The market saw 114,000 units absorbed during the third quarter. Market Leaders: Demand growth was led by markets in the southwest and New York. Sub-Sector Pressure: New properties are actively "stealing" tenants from older buildings using lower asking rents, which has led to occupancy declines in existing B and C properties. Analysts currently believe that a turning point for the sector should happen within the next three quarters. This analysis is based on the interaction of supply and demand across 59 multifamily markets, with the 12 largest apartment markets representing 50% of the total square footage monitored. #ApartmentMarket #RealEstateCycle #CRE #Multifamily #Investment #3Q2025 #RecoveryPhase

    12 min

  7. 12/02/2025

    Q4 CRE Snapshot: Market has Turned !

    🚨 CRE MARKET SHIFT: The Recovery Is Real — Are You Ready for 2026? 🚨 The latest Q4 2025 Market Pulse confirms what many have been waiting for: commercial real estate has officially turned the corner. After years of hesitation, Q3 delivered the strongest momentum since 2019, and capital is rushing back in. Key Highlights 📈 Transaction Velocity Is Surging • Q3 saw a 12.6% jump in deal activity • 45,893 properties traded hands • Transaction volume hit $150.6B — up 23.7% QoQ 🏢 Pricing Momentum Is Back • Post-COVID price highs across all major sectors • Industrial leads with an 81.6% increase since 2019 🏦 Capital Has Returned • Banks now account for 31% of all originations • Refinance windows are reopening for quality assets What's Coming in 2026? Analysts expect ~60 bps of cap rate compression, especially in Multifamily. Translation: The opportunity to buy at today's rates is disappearing fast. Where Investors Are Winning 🔥 Top Sectors: Multifamily, Industrial, Retail 🚀 Fastest-Growing Subsectors: Storage, Full-Service Hotels, Medical Office 🌎 Market Standouts: Miami (+32.7% Office), San Jose (9.3% annualized) 📉 Markets to Watch Carefully: Los Angeles — declines across all sectors Strategic Moves to Consider Now 1️⃣ Refinance while lenders are active and terms improve 2️⃣ Acquire quality assets before cap rates compress 3️⃣ Prioritize winning markets like Miami & San Jose The window is narrowing. The market is moving. The real question: Are you moving with it? #CRE #CommercialRealEstate #MarketUpdate #RealEstateInvesting #Q42025 #CapRates

    36 min

  8. 12/01/2025

    Real Estate Tips and Tricks: Asset Protection and Tax Exclusion

    Achieve Wealth Real Estate Investing Podcast

    12 min
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