The Multifamily Download
Every issue in one place, searchable by topic. Institutional research, operator-level commentary, published every Saturday.
My 2026 Predictions: An Honest Mid-Year Grade
release edition [076] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Fed's Big Dilemma & Market Selection
release edition [075] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
My Interest Rate Call vs. 4.2% CPI
Plus: My Fed meeting preview & green shoots emerging
172K Jobs & Why Rates Might Still Fall
release edition [073] read time [9 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Quiet Operational Reset
release edition [072] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
11 Lessons From The Last Multifamily Cycle
release edition [071] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
The Widening 16.2% Gap in Multifamily
release edition [070] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The AI Operator: Part 1 | The Game Has Changed
release edition [069] read time [9 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Q2 Economic Update & Strategic Patience
release edition [068] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Missing Middle & The Future of Multifamily Debt
release edition [067] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Glass Half Full: The $2 Trillion Bet Against Consensus
release edition [066] read time [15 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
721 Exchanges, A Data Trifecta, & NMHC Top 50
release edition [065] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Messy Math: Jobs, Wages, & Spring Leasing
release edition [064] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
My 5 Underwriting Changes & The Renewal Cliff
release edition [063] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Fed, My Q1 Scorecard, & A Supply Surprise
release edition [062] read time [9 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
New Housing Policy & Demand Trends Worth Watching
release edition [061] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
92,000 Jobs Lost. My 2026 Predictions Are Coming True.
release edition [060] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
16.6% Concessions, 8 Takeover Lessons, & Deploying A.I.
release edition [059] read time [9 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The 3 Trends I'm Watching Carefully
release edition [058] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Economic Volatility, Defensive Investing, & More
release edition [057] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Mid-Q1 Updates: Distress, Supply, & More
release edition [056] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
NMHC Recap & The New Fed Chair
release edition [055] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Multifamily's Missing Ingredient, 5 Must-Know Metrics, & More
release edition [054] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
2026 Economic Update & Improving Leasing
release edition [053] read time [12 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
10 Multifamily Predictions for 2026
release edition [052] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
The CRE Research Vault & My 2026 Vision
release edition [051] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
2025 Reflection & 6 Themes For 2026
release edition [050] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
10 Multifamily Risks to Avoid in 2026
release edition [049] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
2025 Rent Growth & Preparing For 2026
release edition [048] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
10 Lessons From My $60M Acquisition
release edition [047] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Demand Update & Annual Budget Reviews
release edition [046] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Q3 Multifamily Update & Contrarian Debt Advice
release edition [045] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
2026 Emerging Trends in Multifamily
release edition [044] read time [12 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
The Art of Retrading & 60 Days to 2026
release edition [043] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Q3 Economic Update & Recasting Debt
release edition [042] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
A.I. Adoption & The September Surplus
release edition [041] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Math of Value-Add, GTL, & More
release edition [040] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Gift of Slow Growth & Contrarian Investing
release edition [039] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Farewell Summer & How I Spot Trends
release edition [038] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Future of Housing & Reducing Bad Debt
release edition [037] read time [12 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
Special Edition: The Turning Point
release edition [036] read time [3 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Stagflation Concerns, Creating Content, & More
release edition [035] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Deal Sourcing, Raising Equity, & More
release edition [034] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Return of the Dove, Hidden Demand Risks, & More
release edition [033] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
A Sanguine Outlook, Negotiating, & Distress Update
release edition [032] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
New Supply Update, Cap vs Interest Rates, & More
release edition [031] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Q2 Economic Update, Deed-In-Lieu, & More
release edition [030] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Renter Demand, America's Fiscal Future, & More
release edition [029] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Resident Fees, Broker Opinion of Value, & More
release edition [028] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Mid-Year Reflection, The Big Beautiful Bill, & More
release edition [027] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
TMD Pro, Crypto Update, & Resident Retention
release edition [026] read time [4 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The (Myopic) Fed, Career Selection, & More
release edition [025] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
100th Newsletter: A Moment to Reflect
release edition [024] read time [4 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Buying in 2025, The Fed's Dilemma, & More
release edition [023] read time [15 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
April PCE, REIT Updates, & Approving New Leases
release edition [022] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
GDP Growth & Capital Markets Update
release edition [021] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Property Tours, Moody's Rating, & More
release edition [020] read time [4 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Market Update, Concessions, & Distress
release edition [019] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Lease Renewals, Consumer Sentiment, & More
release edition [018] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
How to Lease Apartment Units Faster
release edition [017] read time [5 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Rent Growth, CapEx Selection, & More
release edition [016] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
Inflation, Operating Budgets, & More
release edition [015] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Tariffs: America's Surgery Moment
release edition [014] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
Q1 2025 Recap, Career Advice, & More
release edition [013] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multif…
How to Avoid Burnout in Real Estate
release edition [012] read time [3 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
The Truth About IRR, Leverage, & More
release edition [011] read time [7 minutes] read & share online [ click here ] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights t…
Why Timing Matters, DOGE, & More
release edition [010] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional Multifa…
Raising Equity, Thinking Critically, & More
release edition [009] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional career…
Cap Rates, Due Diligence, & More
release edition [008] read time [6 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional career…
Higher for Longer, Market Selection, & More
release edition [007] read time [10 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional career…
Tariffs, Multifamily Absorption, & More
release edition [006] read time [7 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional career…
NMHC Recap, SFR Gridlock, & More
release edition [005] read time [8 minutes] Welcome to The Multifamily Download, a weekly newsletter where I provide institutional insights to help you build an exceptional career…
Multifamily Demand, The K-Economy, & More
(the truth about the economy in 2025)
The Fed's Mistake, New Supply, & More
(why the Fed is stuck & top markets in 2025)
Interest Rates, My 2025 Predictions & More
(why interest rates are up & prices could fall)
2025 Outlook, Consumer Credit, & Delinquencies
(Welcome to The Multifamily Download!)