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

    Boiling Frogs in the Apartment Investment Market

    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” - https://www.yardimatrix.com/multifamily-national/matrix-multifamily-national-report-september-2026/ CoStar: “Multifamily Rent Growth Report for September 2026” - https://investors.costargroup.com/news-releases/news-release-details/apartmentscom-releases-multifamily-rent-growth-report-0 Apartment List: “National Rent Report [September] 2026” https://www.apartmentlist.com/research/national-rent-data Bisnow: “Lenders Warn Commercial Real Estate's 'Day Of Reckoning' Is Close At Hand” - https://www.bisnow.com/news/national/capital-markets/real-estate-dealmaking-slowing-10-year-treasury 0:00 - Intro: A Cautious Recovery1:05 - National Apartment Performance Numbers6:36 - Regional Differences in Multifamily Performance8:51 - The Cautiousness in Cautious Optimism12:39 - Fundamentals Improving, What about Sales?14:06 - The Jumping, Boiling Frogs of MultifamilySubscribe to our weekly newsletter at https://www.themultifamilydispatch.com/.NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  2. Oct 3

    Interest Rate Disgust and the Hidden Apartment Market Recovery

    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/research/national-rent-data CoStar: “September 2026 Rent Report” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-september-2026 NMHC: “Quarterly Survey Of Apartment Construction & Development Activity (September 2026)” - https://www.nmhc.org/research-insight/nmhc-construction-survey/2026/quarterly-survey-of-apartment-construction--development-activity-september-2026/ Jay Parsons: "Get familiar with the term 'base effects'" - https://lnkd.in/p/gmCtbnMD0:00 - Intro: Do Not Ask "For Whom the Bell Tolls"1:58 - Apartment Data and the Growing Recovery 5:32 - Declining supply drives apartment performance8:03 - Shifting narratives of multifamily recovery9:50 - Regional performance trends and market outliers18:33 - "Death be not proud," the El Nino apartment season19:33 - Harsher Conditions for Apartment ConstructionSubscribe to our weekly newsletter at https://www.themultifamilydispatch.com/.NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  3. Sep 25

    Consumer Panic or Investment Opportunity?

    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: “Multifamily investor sentiment slips” - https://jbrec.com/insights/3q26-cre-multifamily-investor-sentiment/ Realpage: “Multifamily Development Momentum Stalls” - https://www.realpage.com/analytics/us-permits-august-2026/ U.S. Census Bureau: "New Residential Construction, August 2026" - https://www.census.gov/construction/nrc/pdf/newresconst.pdf0:00 - Intro 0:48 - Consumer Vibe Check: Sentiment Is Down 5:26 - Underwriting in a High Rate Environment9:19 - Homebuying and Household Sentiment12:30 - Interest Rate Expectations and CRE Sales17:15 - Multifamily Investor Sentiment35:00 - Apartment Construction TrendsSubscribe to our weekly newsletter at TheMultifamilyDispatch.com.NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  4. Sep 22

    Berkadia Experts on the Mortgages That Fuel the Multifamily Market

    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/ 0:00 - Introducing Berkadia's Sam Orman and Austin Katai2:32 - The Multifamily Mortgage Market in a High Rate Environment6:03 - Bridge Lending and Loan Extensions9:38 - Debt Yields and Multifamily Lending10:34 - Multifamily Lending in the late 2010s vs Today13:45 - Private Credit Proliferation14:58 - Loan Assumptions and Price Discovery17:08 - Where Are Lenders Tightening?18:04 - Positive Signs in Multifamily Fundamentals18:53 - Multifamily Pricing Trends22:10 - Multifamily Mortgage Process: What Lenders Want28:39 - Tales of Memorable Deals36:08 - Best Practices for a Multifamily Borrower38:50 - What the Future Holds for MultifamilySubscribe to our weekly newsletter at https://www.jandgcompanies.com/the-multifamily-dispatch/NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  5. Sep 12

    Interest Rates Are Surging. Where Are Investors Looking Next?

    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-increasingly-focus-on-smaller-metros Harvard Joint Center for Housing Studies: "Pandemic-Era Residential Mobility: Examining Temporary Shifts and Enduring Trends" - https://www.jchs.harvard.edu/research-areas/working-papers/pandemic-era-residential-mobility-examining-temporary-shifts-andHarvard Joint Center for Housing Studies: "Household Mobility Fell to Record Low in 2024" - https://www.jchs.harvard.edu/blog/household-mobility-fell-record-low-2024GlobeSt: “Apartment Debt Capital Expands Its Search Beyond the Sun Belt” - https://www.globest.com/2026/09/04/apartment-debt-capital-expands-its-search-beyond-the-sun-belt/ RealPage: “Annual Rent Growth Strengthens as Apartment Market Recovery Continues” - https://www.realpage.com/analytics/august-2026-us-data-update/ Yardi Matrix: “Multifamily National Report – August 2026” - https://www.yardimatrix.com/multifamily-national/matrix-multifamily-national-report-august-2026/ Federal Reserve Bank of the United States: "The Treasury Tantrum of 2023” - https://www.federalreserve.gov/econres/notes/feds-notes/the-treasury-tantrum-of-2023-20240903.htmlTrepp: “CMBS Delinquency Rate Decreased One Basis Point in August 2026” - https://www.trepp.com/trepptalk/overall-cmbs-delinquency-rate-decreased-in-august-2026 CRED iQ: “CRE CLO Distress Accelerates in August” - https://cred-iq.com/blog/2026/09/04/cre-clo-distress-accelerates-in-august/ 0:00 - Introduction, High Interest Rates1:35 - Investors Target Smaller Markets3:22 - Housing Mobility6:43 - Smaller Markets and Higher Yields13:05 - Apartment Data Points to Recovery16:34 - Interest Rates and Distress in the Multifamily MarketSubscribe to our weekly newsletter at https://www.jandgcompanies.com/the-multifamily-dispatch/NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  6. Sep 4

    The Bonds Must Be Crazy (but Multifamily Is Not)

    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/policy/articles/big-bond-sell-off-means-184527658.htmlReuters (via Yahoo Finance): “What's behind the selloff in world bond markets?” - https://finance.yahoo.com/economy/policy/articles/explainer-whats-behind-selloff-world-141230628.htmlBerkadia: “The State of Borrowing Costs: Higher Rates, Tighter Spreads” - https://www.berkadia.com/blog/the-state-of-borrowing-costs-higher-rates-tighter-spreads/Multifamily Dive: “Apartment cap rates inched up to 5.6% in July: MSCI” - https://www.multifamilydive.com/news/apartment-cap-rates-multifamily-sales/829320/Realpage: “Apartment Cap Rates Hit an 11-Year High as 2Q Deal Volume Steadies” - https://www.realpage.com/analytics/apartment-transactions-2nd-quarter-2026/Apartments.com: “Rent Report for August 2026” - https://www.apartments.com/blog/apartments.com-national-rent-trends-reportApartment List: “National Rent Report, August 2026” - https://www.apartmentlist.com/research/national-rent-dataFederal Reserve Bank of San Francisco: Quality, Inequality and Understanding Housing Markets” - https://www.frbsf.org/research-and-insights/publications/working-papers/2026/08/quality-inequality-understanding-housing-markets/0:00 - Introduction1:35 - The Bonds Must Be Crazy15:37 - Multifamily Cap Rates16:04 - A Case for Midwest Multifamily Growth17:41 - Multifamily Fundamentals Point to GrowthSubscribe to our weekly newsletter at TheMultifamilyDispatch.com.NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  7. Aug 29

    Trey Wheeler on Trends and Technology for Multifamily Investors

    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.co0:00 - Introducing Trey Wheeler2:04 - Hidden Risks and Opportunities in the Multifamily Market4:45 - Outlining Multifamily Market Adjustment 10:51 - Multifamily Demand Pressures13:14 - Inflation and Interest Rates16:16 - AI Hype in the Multifamily Market and CRE Echo Chamber21:26 - Multifamily Regional Narratives: Is the Sunbelt Back Yet?29:20 - Investing in a High Supply Apartment Market31:23 - Building Multiscreen, a multifamily acquisitions technology platform34:41 - Technology aimed at improving the acquisitions processSubscribe to our weekly newsletter at TheMultifamilyDispatch.com.NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

  8. Aug 22

    Housing Facts Don't Care about Your Economic Feelings

    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://www.frbsf.org/wp-content/uploads/wp2026-14.pdf Colliers: “Q2 2026 Multifamily Capital Markets Report” - https://www.colliers.com/-/media/files/unitedstates/national/2026/colliers-capital-markets-us-multifamily-report-q2-2026.ashxNewmark: “2Q26 U.S. Multifamily Capital Markets Conditions & Trends” - https://www.nmrk.com/insights/market-report/2q26-u-s-multifamily-capital-markets-conditions-trendsRealPage: “Low Volatility, Limited Upside: What’s Next for Midwest Apartment Markets?” - https://www.realpage.com/analytics/midwest-apartment-market-2nd-quarter-2026/Trepp: “Why Multifamily Property Values Reset Even as Cash Flow Grew” - https://www.trepp.com/trepptalk/multifamily-property-values-reset0:00 - Introduction0:57 - Hard Facts and Soft Feelings on the Economy9:45 - Multifamily Capital Markets 16:04 - A Case for Midwest Multifamily Growth22:01 - Multifamily Market Differences Are Back23:47 - Bessent Bond Buyback ImplicationsSubscribe to our weekly newsletter at TheMultifamilyDispatch.com.NOTE: 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
    30
  • Rating
    Clean
  • Copyright
    © J+G Companies
  • Show Website
    The Multifamily Dispatch

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