The Great "Reset"

This is not lip service, nor is it a play to generate more legal work on acquisitions. This is fact.

We are currently representing well funded, experienced clients who are taking full advantage of what I call the Great Reset of multifamily (MF) values.

📉 What does "reset" mean in practice? It means acquiring off market multifamily assets in strong MSAs and submarkets across DFW, Houston, Orlando, Tampa Bay and beyond, at $45,000 to $90,000 per door.

🏢 We are talking B, C+ and C class assets. Some were former client properties that were foreclosed on, now trading at 38 to 60 percent of their 2020 to 2022 purchase price.

📊 The fundamentals are strong. Most of these properties sit at 80 percent plus occupancy. Lenders are financing experienced, well capitalized sponsors without hesitation, and in many instances the original lender is providing financing at 80 percent of the reset value.

💰 These deals are trading at 7-8% cap rates, arguably well below current market value.

⏳ Here is the part that matters most. As I have shared at several seminars, we expect a supply shortage to emerge in Q2 to Q3 of 2027 across most of these markets. Construction starts have been well below average for three years, and only now are approved entitlements and permits starting to pick back up.

That means the window is short: roughly 9 to 15 months to find and close on these incredible deals before rents climb, cap rates compress and values rise.

🎯 For experienced owner operators ready to make accretive, opportunistic decisions, this is a rare moment.