Real Estate Investor Podcast
The Real Estate Investor Podcast, powered by Break of Day Capital, brings you in-depth conversations with the top minds in real estate investing. Each episode uncovers proven strategies and lessons learned across multifamily, commercial, and other alternative asset classes. Whether you’re a seasoned investor or just starting out, you’ll gain practical tools and real-world wisdom to help you invest smarter, avoid pitfalls, and build long-term wealth through passive income.
Real Estate Investor Podcast
Episode #269 - The Data Behind Multifamily with Jeff Adler
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What does the latest multifamily data reveal about where the next real estate opportunities lie? In this episode of the Real Estate Investor Podcast, host Gary Lipsky welcomes Jeff Adler, Lead Executive at Yardi Matrix, for a data-driven conversation on the forces shaping multifamily real estate. Jeff shares his perspective on today's market, breaking down the impact of new supply, shifting apartment demand, and why rent growth is entering a new phase. He also explores the broader economic backdrop, including what some are calling a "silent recession,” and discusses how institutional capital is positioning itself as investors wait for greater market clarity. The conversation concludes with Jeff's outlook on the markets best positioned for growth over the next three to five years and the biggest risk he believes multifamily investors should be monitoring over the next 24 months. Tune in for valuable market insights to help you navigate today's evolving investment landscape with greater confidence.
Key Points From This Episode:
- An introduction to today’s guest, Jeff Adler.
- More about Yardi Matrix.
- Jeff’s thoughts on where multifamily stands today.
- The trickle-down effect and how it’s affecting the demand for apartments.
- Jeff dives into some predictions regarding rent growth.
- Explaining the broader economic backdrop and the silent recession.
- His take on “the big capital” sitting on the sidelines, waiting for the bottom.
- Emerging markets: those best positioned for the next 3-5 years.
- The single biggest risk Jeff is keeping an eye on over the next 24 months.
- Where to learn more about Jeff and Yardi Matrix.
Links Mentioned in Today’s Episode:
Asset Management Mastery Facebook Group
Invest Smart
Break of Day Capital
Break of Day Capital Instagram
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