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

    Inflation is stable. Multifamily is waking up.

    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://www.realpage.com/analytics/july-2026-us-data-update/ Apartment List: “National Rent Report, July 2026” - https://www.apartmentlist.com/research/national-rent-data Yardi Matrix: “Multifamily National Report, July 2026” - https://www.yardimatrix.com/multifamily-national/matrix-multifamily-national-report-july-2026/ CoStar: “Apartments.com Rent Report for July 2026: Rent Growth Heats Up” - https://www.apartments.com/blog/apartments.com-national-rent-trends-report CoStar: https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-july-2026 MMG: "Q1 Investor Pulse Survey" - https://mmgrea.com/2026-multifamily-investor-pulse-survey/ MMG: "Mid-Year Multifamily Investor Pulse" - https://mmgrea.com/2026-mid-year-multifamily-investor-pulse-survey/ Berkadia: “Q1 Powerhouse Poll” - https://www.berkadia.com/lp/powerhouse-poll-2026/ Berkadia: “Mid-Year Investor Pulse Survey” - https://www.berkadia.com/lp/multifamily-pulse-survey-2026/ 0:00 - Intro 0:48 - Inflation data from the Consumer Price Index 6:18 - Apartment Performance Data 25:27 - Investor Sentiment Update Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  2. Aug 8

    Jobs are down. We still need more housing.

    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: Where they’re buying homes and where they’re still renting” - https://www.rentcafe.com/blog/rental-market/market-snapshots/top-metro-areas-for-millennial-homeowners-and-renters/ Wall Street Journal: "Warsh’s Silence Manufactures Market Noise" - https://www.wsj.com/opinion/warshs-silence-manufactures-market-noise-9132a01f 0:00 - Intro 0:29 - Kevin Warsh and the Federal Reserve 14:08 - Single Family Homes and Apartment Rentals 27:47 - Low Jobs Numbers, Interest Rates, and Economic Impacts Subscribe to our weekly newsletter at TheMultifamilyDispatch.com. NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  3. Jul 25

    The Multifamily Rollercoaster

    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.

  4. Jul 17

    Have Apartments Already Peaked for the Year?

    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/grow/learning-center/rent-growth-update-june-2026 RealPage: “U.S. Apartment Market Gains Momentum as Occupancy and Demand Improve” - https://www.realpage.com/analytics/2q-2026-data-update/Yardi Matrix: “Multifamily National Report, June 2026” - https://www.yardimatrix.com/publications/download/file/8958-MatrixMultifamilyNationalReport-June2026Apartment List: “National Rent Report, June 2026” - https://www.apartmentlist.com/research/national-rent-dataRealPage: "Despite Uptick, 2nd Quarter Apartment Supply Hits Below Recent Peaks" - https://www.realpage.com/analytics/2nd-quarter-2026-supply-update/Trepp: “The Midwest Multifamily Investment Mirage: Why the “Safe Haven” Trade Is More Complicated Than the Headlines Suggest” - https://www.trepp.com/trepptalk/midwest-multifamily-investment-mirage Harvard Joint Center for Housing Studies: “Managing Property Insurance Costs in Multifamily Affordable Housing Organizations” - https://www.jchs.harvard.edu/blog/managing-property-insurance-costs-multifamily-affordable-housing-organizationsBureau of Labor Statistics: “Consumer Price Index, June 2026” - https://www.bls.gov/news.release/cpi.nr0.htmCityMonitor: "Moving Day remembered,How a million New Yorkers used to move house on the same day every year." - https://www.citymonitor.ai/analysis/moving-day-how-1-million-new-yorkers-used-move-house-same-day-every-year-1320/NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  5. Jul 11

    Affordable Housing and the Multifamily Market, with Paul Fiorilla from Yardi Matrix

    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/publicationsSubscribe to our weekly newsletter at TheMultifamilyDispatch.com.NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  6. Jul 3

    How I Learned to Stop Worrying and Love High Interest Rates

    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 ProgressSubscribe to our weekly newsletter at TheMultifamilyDispatch.com. Sources discussed in this clip: Apartment List: “National Rent Report, [June] 2026” - https://www.apartmentlist.com/research/national-rent-data Marcus & Millichap: “Multifamily National Report, Fundamentals Hold Firm Despite Headwinds, Keeping Investors Engaged but Selective” - https://www.marcusmillichap.com/research/special-report/2026/06/2026-national-report-2q-multifamily Newmark: “CRE Returns in a New Rate Regime, Cheering for Rate Cuts Is Cheering for Lower Returns” - https://www.nmrk.com/insights/thought-leadership/cre-returns-in-a-new-rate-regime-a-playbook-for-near-zero-job-growth The Conference Board: “US Consumer Confidence Inched Up in June” - https://www.conference-board.org/topics/consumer-confidence/ The University of Michigan: “Index of Consumer Sentiment” - https://www.sca.isr.umich.edu/ NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  7. Jun 26

    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.

  8. 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.

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About

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.

Information

  • Creator
    J+G Companies
  • Years Active
    2026
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © J+G Companies
  • Show Website
    The Multifamily Dispatch