Episode Description

Welcome to Today in Multifamily Housing, where we break down the news and trends shaping the apartment industry. In this episode, hosts Alex and market analyst Ben dive deep into the major developments making waves across the multifamily sector.

Today's Headlines:

• Major Transactions: Slate Asset Management's massive $226.5 million acquisition of 1,600 units across Tampa, Atlanta, and Phoenix signals a new phase of "defensive" investment strategy
• Record-Breaking Demand: The U.S. market absorbed an unprecedented 800,000 multifamily units over the past year, with 227,000 units absorbed in Q2 2025 alone
• Supply Constraints: New multifamily starts are down nearly 50% from pre-pandemic levels, creating a perfect storm for existing property owners
• Capital Markets Recovery: Banks have officially shifted from defensive postures to actively seeking new lending opportunities

Key Market Insights:

• Why multifamily properties are dramatically outperforming single-family homes as investments
• Regional market dynamics: Sun Belt growth vs. supply-constrained markets
• Construction cost challenges keeping gypsum and cement prices elevated despite lumber declines
• Dr. Peter Linneman's bullish prediction of a 100-basis-point Fed rate cut by year-end

Featured Deals:

• Marcus & Millichap arranges $7.5M Bronx multifamily sale
• Slatt Capital reports $636M in H1 2025 closings
• The strategic rationale behind institutional "defensive" investment approaches

Join us as we explore what these developments mean for investors, developers, and the broader multifamily housing market. From record absorption rates to the return of bank lending, we'll help you understand the forces shaping today's apartment industry.

Sponsor Message: This episode is sponsored by Sunrise Signs — where multifamily signage isn't an afterthought. Developers trust Sunrise Signs to collaborate early with their branding, design, and architecture teams to carry the vision through — without delays. They handle all takeoffs, sign schedules, ADA compliance, and upload everything into a cloud portal for full transparency and GC coordination. From concept to CO — get signage right the first time. Visit sunrisesigns.com to plan your signage strategy.

Episode Length: 7 minutes 28 seconds
Release Date: July 10, 2025
Hosts: Alex (Host) & Ben (Market Analyst)

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