The Multifamily Dispatch

Oil Prices and Investor Confidence


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This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the latest data on investor expectations, consumer sentiment, and the multifamily investment market.Subscribe to our weekly newsletter at TheMultifamilyDispatch.com.

Sources discussed in this podcast:

CBRE: “2026 Global Investor Intentions Survey” - https://mktgdocs.cbre.com/2299/3f4e94f5-4e66-472b-be45-24f17831c504-1084832404/2026_Global_Investor_Intention.pdf

CBRE: “Potential Impact of Rising Oil Prices on Real Estate Values” - https://www.cbre.com/insights/briefs/potential-impact-of-rising-oil-prices-on-real-estate-values

The Conference Board: “US Consumer Confidence Inched Up Again in March” - https://www.conference-board.org/topics/consumer-confidence/

University of Michigan: “Consumer Sentiment, March 2026” - https://www.sca.isr.umich.edu/

Urban Land Institute: “Is Stagflation Returning? Experts Weigh the Impact on Commercial Real Estate” - https://urbanland.uli.org/capital-markets-and-finance/stagflation-risk-is-secondary-to-a-growing-commercial-real-estate-margin

Bisnow: “Data Center Transparency, Operating Concerns Raise Alarms In Ballooning CMBS Market” - https://www.bisnow.com/national/news/data-center-capital-markets/data-center-transparency-operating-concerns-raise-alarms-cmbs-market-133865

NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

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The Multifamily DispatchBy J+G Companies