#608 Contrarian Real Estate investing in 2026 with Jamison Manwaring

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 13 February 2026

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

We challenge the fear cycle around real estate and show why disciplined contrarian buying can work in 2026. We walk through real multifamily distress, market absorption, and why basis and debt terms now matter more than flashy rent growth. • rates rising and bridge debt resets driving distress in capital stacks • absorption trends in Phoenix versus oversupply in Austin and Dallas • why coastal markets improved due to scarce new supply • buying stabilized, well‑located multifamily at 30–40% d...

Transcript

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0:00.0	Welcome, everyone to the Main Street Business Podcast. This is Matt Sorensen, and I'm joined in studio by
0:05.1	Jameson Manoring. I'm going to introduce him here in a second, but we're going to be talking about
0:08.8	today is contrarian real estate investing in 2026. Now, if you've been a real estate investor in the
0:15.0	market in the last few years, you might not be doing so great. Real estate investors have
0:18.7	had a tough time. Is 2026 going to be a breakout year?
0:23.4	What are the opportunities there? I'm going to talk to Jameson. And he's kind of got some
0:27.0	contrarian point of views that you might be scratching your head thinking, why is this guy
0:32.6	investing so much in real estate right now? So we're going to unpack that. And, and I'm excited to have
0:38.1	Jameson here because he's really someone every day out in the real estate industry. He's CEO
0:42.9	of Neighborhood Ventures. I've invested in their deals. Many other investors, they've over
0:47.2	a thousand self-directed IRA investors that have invested in their deals, mostly here in the
0:51.6	Phoenix area, going other places. We're going to get into that.
0:54.7	But Jameson, why do you feel like a contrarian right now in real estate? Or what is some of the
1:00.4	contrarian real estate investing themes you think we're going to have in 2026? Well, yeah, man,
1:05.4	we're coming off of, you know, record increases and interest rates over the last three and four years due to the inflation
1:15.1	that we saw post-COVID with all the, you know, four trillion of cash that was put in the system.
1:23.3	Yeah.
1:23.6	We have some ZERP, some zero interest rate, you know, indigestion right now.
1:27.9	Yeah, and we love those zero interest rates in 2020 and 2021.
1:32.3	Rents went up 20% in the Arizona markets in those years.
1:37.9	Values were at all-time highs.
1:40.7	Really looking back at it now, the smart money sold assets during that time when rates were so low
	...

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