The Multifamily Dispatch

J+G Companies
  • 5.0 (3)
  • Investing
  • Updated Weekly

The Multifamily Dispatch is a weekly podcast with the latest news and data on the multifamily investment market. Subscribe for updates on housing policy, apartment performance, interest rate trends, capital markets, and other economic trends, along with original commentary and insights from co-hosts Dan Gable, CEO of J+G Companies, and Matt Bastnagel, Director of Marketing and Research at J+G Companies.

  1. 5d ago

    Is Housing Demand a Hoax?

    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, "Reportedly"Subscribe to our weekly newsletter at TheMultifamilyDispatch.com.Sources discussed in this clip:Mortgage Bankers Association: “Implications of a Persistent Slowing in Housing Demand” - https://www.mba.org/docs/default-source/research-and-forecasts/research-white-papers/29244-research-housing-demand-2026-whitepaper-wb.pdf Yardi Matrix: “Summer 2026 Multifamily Outlook” - https://www.yardimatrix.com/publications/download/file/8819-MatrixMultifamilyNationalReport-Summer2026 RealPage: “Multifamily Starts Reportedly Plunge in May” - https://www.realpage.com/analytics/us-permits-may-2026/ NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    29 min

  2. Jun 20

    Hawks and Doves: Housing and the Federal Reserve

    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 ReportSubscribe to our weekly newsletter at TheMultifamilyDispatch.com.Sources discussed in this clip:Federal Reserve Open Market Committee: “Summary of Economic Projections" - https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20260617.pdf Harvard Joint Center for Housing Studies: “The State of the Nation’s Housing 2026” - https://www.jchs.harvard.edu/sites/default/files/reports/files/Harvard_JCHS_The_State_of_the_Nations_Housing_2026_0.pdf Yardi Matrix: “Affordable Housing National Report, June 2026” - https://www.yardimatrix.com/publications/download/File/8818-MatrixAffordableHousingNationalReport-June2026 National Low Income Housing Coalition - "The Gap: A Shortage of Affordable Homes"https://nlihc.org/gapNOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    37 min

  3. Jun 12

    Inflation is hot. Housing is not.

    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 - Multifamily Investor Sentiment 22:26 - Apartment REIT Cap Rates Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this clip: GlobeSt: “Fed Divisions And Strong Jobs Cloud Rate Outlook” - https://www.globest.com/2026/06/08/fed-divisions-and-strong-jobs-cloud-rate-outlook/ Bureau of Labor Statistics: “Consumer Price Index, May 2026” https://www.bls.gov/news.release/cpi.nr0.htm John Burns Research and Consulting: “CRE capital markets are tightening” - https://jbrec.com/insights/cre-multifamily-capital-tightens-2q26/# GlobeSt: “Public Investors Push Coastal Multifamily Cap Rates Into The Sixes” - https://www.globest.com/2026/06/05/public-investors-push-coastal-multifamily-cap-rates-into-the-sixes/ Bureau of Labor Statistics: "The Employment Situation - May 2026" - https://www.bls.gov/news.release/empsit.nr0.htm NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    32 min

  4. Jun 5

    Apartment Data and Apartment Distress

    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. Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. 0:00 - Introduction 0:58 - Distress and Loan Maturities 6:42 - Apartment Data Update 10:57 - Regional Home Price Trends 14:10 - Chicago Federal Reserve Paper on Consumer Sentiment Data 19:57 - Deloitte Reinvents the Apartment Market Sources discussed in this clip: Cushman & Wakefield: “Tipping the Balance Toward Sales Activity” - https://www.cushmanwakefield.com/en/united-states/insights/market-matters-exploring-real-estate-investment-conditions-and-trends Apartment List: “May 2026 National Rent Report” - https://www.apartmentlist.com/research/national-rent-data CoStar: “Apartments.com Releases Multifamily Rent Growth Report for May 2026” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-may-2026 Yardi Matrix: “National Multifamily Report, May 2026” - https://www.yardimatrix.com/publications/download/file/8816-MatrixMultifamilyNationalReport-May2026 RealPage: “U.S. Apartment Market Continues to Post Small but Consistent Gains” - https://www.realpage.com/analytics/may-2026-data-update/ National Association of Home Builders: “House Price Appreciation by State and Metro Area in the First Quarter of 2026” - https://eyeonhousing.org/2026/06/house-price-appreciation-by-state-and-metro-area-in-the-first-quarter-of-2026/ Cotality: “Home Price Insights, June 2026” - https://www.cotality.com/insights/articles/us-home-price-insights-june-2026 Federal Reserve Bank of Chicago: “Reassessing the Relationship Between Consumer Sentiment and Spending with a New Composite Index” - https://www.chicagofed.org/publications/chicago-fed-letter/2026/521 NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    28 min

  5. May 29

    Economic Vibe Check

    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.Subscribe to our weekly newsletter at TheMultifamilyDispatch.com.Sources discussed in this clip:The Conference Board: “US Consumer Confidence Edged Downward in May” - https://www.conference-board.org/topics/consumer-confidence/ University of Michigan: “Consumer Sentiment, May 2026” - https://www.sca.isr.umich.edu/ Newmark: “1Q26 U.S. Multifamily Capital Markets Conditions & Trends” - https://www.nmrk.com/insights/market-report/1q26-u-s-multifamily-capital-markets-conditions-trends Colliers: “Q1 Capital Markets Report: U.S. Multifamily Enters a Rebalancing Phase” - https://www.colliers.com/en/research/dmc-nrep-uscm-usmf-colliers-capital-markets-multifamily-report-2026-q1 Federal Reserve Board: “Pretend or Amend? On Evergreening in CRE” - https://www.federalreserve.gov/econres/feds/files/2026025pap.pdf NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    32 min

  6. May 28

    Bonds Got Worse. What Happens Next?

    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/what-brings-rates-back-down RealPage: “Interest Rates Reset the Rules for Multifamily Capital Markets” - https://www.realpage.com/analytics/webcast-capital-markets-may-2026/ Newmark: “1Q26 U.S. Multifamily Capital Markets Conditions & Trends” - https://www.nmrk.com/insights/market-report/1q26-u-s-multifamily-capital-markets-conditions-trends CRE Daily: CRE Lenders Move From Extensions to Foreclosures - https://www.credaily.com/briefs/cre-lenders-finally-cut-losses-on-distressed-debt/ NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    26 min

  7. May 15

    High Inflation and a Bumpy Economy

    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://www.bls.gov/news.release/cpi.nr0.htm Bureau of Labor Statistics: “Producer Price Index, April 2026” - https://www.bls.gov/news.release/ppi.nr0.htmZillow: "CPI Shelter Forecast, April 2026" - https://www.zillow.com/research/cpi-forecast-2026-apr-36302/Marcus & Millichap: Multifamily Outlook - https://www.marcusmillichap.com/research/research-brief/2026/05/research-brief-multifamily-outlook CoStar: “Multifamily Construction Activity Update for Q1 2026” - https://www.businesswire.com/news/home/20260512667993/en/Apartments.com-and-CoStar-Release-a-Multifamily-Construction-Activity-Update-for-Q1-2026 NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    45 min

  8. May 8

    Fascinated by Apartment Data, Passionate about Insurance

    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 to our weekly newsletter at TheMultifamilyDispatch.com.Sources discussed in this clip:Bisnow: “Equity Residential, AvalonBay In Early Talks To Combine” - https://www.bisnow.com/national/news/multifamily/equity-residential-avalonbay-combine-134360 CoStar: “National rent growth remains positive in April, but spring season momentum remains restrained” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-april-2026 RealPage: “Small but Steady Gains Define the U.S. Apartment Market in 2026” - https://www.realpage.com/analytics/april-2026-data-update/ Yardi Matrix: “April 2026 Multifamily National Report” - https://www.yardimatrix.com/publications/download/file/8676-MatrixMultifamilyNationalReport-April2026 Apartment List: “National Rent Report” - https://www.apartmentlist.com/research/national-rent-data RealPage: “Multifamily Starts Increase in March [Note: not in the Midwest]” - https://www.realpage.com/analytics/us-permits-march-2026/ RealPage: “Elevated Concession Activity Persists Across U.S. Apartment Market [Note: not in the Midwest]” - https://www.realpage.com/analytics/us-concessions-march-2026/ Northmarq: “From premiums to policies: Understanding commercial property insurance trends in 2026” - https://www.northmarq.com/insights/research/premiums-policies-understanding-commercial-property-insurance-trends-2026 US Government Accountability Office: "Rental Housing: Institutional Investor Ownership of Single-Family Rental Homes" - https://www.gao.gov/assets/gao-26-108675.pdfNOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

    42 min
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5
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The Multifamily Dispatch is a weekly podcast with the latest news and data on the multifamily investment market. Subscribe for updates on housing policy, apartment performance, interest rate trends, capital markets, and other economic trends, along with original commentary and insights from co-hosts Dan Gable, CEO of J+G Companies, and Matt Bastnagel, Director of Marketing and Research at J+G Companies.

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