The Multifamily Dispatch

J+G Companies
  • 5.0 (3)
  • Investing
  • 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. 2d ago

    The Midterm Elections and the Multifamily Market

    This week, hosts Nick McCrackin and Matt Bastnagel discuss the impacts of the midterm elections on commercial real estate, along with an update on apartment performance, long-term housing trends, and multifamily capital markets.Sources discussed in this episode:Apartment List: “October 2026 Rent Report” - https://www.apartmentlist.com/research/national-rent-data CoStar: “October 2026 Multifamily Rent Growth Report” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-october-2026 J.P. Morgan: “Haunted Housing: The Outlook for Residential Real Estate” - https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/notes-on-the-week-ahead/haunted-housing-the-outlook-for-residential-real-estate/ ULI / PwC: “Emerging Trends in Real Estate, 2027” - https://knowledge.uli.org/-/media/files/emerging-trends/2027/emerging-trends-in-real-estate-us-canada-2027.pdf?rev=8af1c6b74616439db877769f7d73c37f&hash=BF3E4F9E9D6B539EC2D40FF7F36047C9Harvard Joint Center for Housing Studies: “Immigration Slowdown Poised to Sharply Reduce Renter Household Growth” - https://www.jchs.harvard.edu/blog/immigration-slowdown-poised-sharply-reduce-renter-household-growth Newmark: “U.S. Multifamily Borrowers Face 41% Higher Interest Costs as Loans Mature” - https://www.nmrk.com/insights/thought-leadership/us-multifamily-borrowers-face-41-higher-interest-costs-as-loans-mature CBRE: “Higher-for-Longer Rates: Implications for Commercial Real Estate” - https://www.cbre.com/insights/briefs/higher-for-longer-rates-implications-for-commercial-real-estate Subscribe 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. Nov 2

    Investing through a Self-Directed IRA

    This week on The Multifamily Dispatch, hosts Dan Gable and Matt Bastnagel are joined by Matt Moore of Camaplan, who guides us through investing in a Self-Directed Individual Retirement Account (SDIRA).Learn more about CamaPlan: https://www.camaplan.com/Subscribe to J+G's weekly newsletter at https://www.jandgcompanies.com/the-multifamily-dispatch/For more information about J+G Companies's latest investment oppoprtunity, visit https://www.jandgcompanies.com/case-studies/investment-opportunity-the-pointe-on-mass/ or contact Kevin Burns at KBurns@JandGCompanies.com. DISCLAIMER: This podcast is for informational/educational purposes only. This is not an offer to invest. The opportunity discussed in this video is open to accredited investors only. This video does not constitute an offer to sell or a solicitation to purchase interests in The Pointe on Mass.

  3. Oct 24

    A True Reckoning for the Apartment Market

    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://www.bls.gov/news.release/ppi.nr0.htm CRED iQ: “1/3 of Maturing Apartment Debt Needs a Cash Infusion to Refinance” - https://cred-iq.com/blog/2026/10/15/maturing-apartment-debt-refinance-gap/ Colliers: “Q3 Capital Markets Snapshot: Fundamentals Take the Lead as Capital Stays Selective” - https://www.colliers.com/-/media/files/unitedstates/national/2026/colliers-capital-markets-us-market-snapshot-q3-2026.ashx?sc_lang=en NMHC: “Quarterly Survey of Apartment Conditions (October 2026)” https://www.nmhc.org/research-insight/quarterly-survey/2026/nmhc-quarterly-survey-of-apartment-conditions-october-2026/ Apartment List: “Introducing Our Newest Data Product: Concession Rates” - https://www.apartmentlist.com/research/concession-rate-methodology Zillow: “Sep. 2026 Rent Report” - https://www.zillow.com/research/september-2026-rent-report/ Subscribe 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.

  4. Oct 9

    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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

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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
    33
  • Rating
    Clean
  • Copyright
    © J+G Companies
  • Show Website
    The Multifamily Dispatch