The Multifamily Real Estate Experiment Podcast

MFREE 117 Trailer # 5 with Kevin Bupp: Why is consistent cash flow more important than a rising market?

Shelon Hutchinson Season 3 Episode 117

Aloha, It’s Shelon "Hutch" Hutchinson here! If you’re enjoying 'The Multifamily Real Estate Experiment' podcast, please like, comment, and share our episodes to help us reach and inspire more people. Thank you for your support!

In this episode, Kevin Bupp shares the hard truth about what went wrong early in his investing journey. His portfolio in Florida was built mostly on appreciation, not durable cash flow. And when the market turned, it turned fast.

Rents dropped. Jobs disappeared. Occupancy slipped. Even with low leverage and built-in equity, many properties lost 50 to 60 percent of their value in one year. It wasn’t sustainable.

Kevin explains how that experience reshaped his entire approach. Today, it’s all about conservative underwriting, real stress tests, and making sure properties can stand up to worst case scenarios.

This one is a wake-up call for anyone still playing the appreciation game without a backstop.

 #RealEstateTruth #CashFlowOverHype #RiskManagement

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hutch@hsquaredcapital.com

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Speaker 2:

Florida's a very cyclical market. It goes to really high peaks and it goes to lows. and that's typical of a lot of the coastal markets. while I made some cash flow, it wasn't durable enough to withstand, negative impacts that occurred, during that period of time. A lot of folks say rents never go down. That was not the case. there were, periods of time where we had, oversupply of homes here in Florida, and so that, that impacted our rental portfolio. In addition to that, when they stopped building new homes, a lot of the jobs went away. There weren't as many, the population, slightly decreased in Florida. Folks had to move other places to find work. And so we had challenges, maintaining occupancy. And so once you start stacking all the challenges, maintaining occupancy, lowering our rents, offering concessions, we had challenges being our debt service. And in addition to that, the, values of these properties, even though we had low leverage points, we had, built in equity, a lot of them within a period of a year. We're upside down in value, even if our leverage point was in the 60% range, so we were pretty conservative generally speaking. But, you know, we lost nearly 50 or 60% of the value in a period of a year. that value has since come back, but we didn't have the durability to weather that storm,