JF 3893: Market Trends, Fed Policy, and Cash Flow Plays ft. Neal Bawa

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 2 May 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Next Level CRE, Matt Faircloth interviews Neal Bawa, known as the “mad scientist of multifamily,” live from Best Ever Conference. They dive into Neal’s preparation for the BEC real estate debate on whether the Fed has stuck a soft landing, highlighting key data points like wage growth outpacing rent growth and the Fed’s dual tools for market intervention. Neal also shares his actual market outlook—separating his debate stance from his real views—stating he is bullish on rent growth but cautious on cap rates and interest rates due to fiscal pressures. He ends with a tactical nugget: target markets like Indianapolis with strong rent growth, low property taxes, and limited new supply. Neal Bawa -CEO - Based in: San Francisco, California - Say hi to them at multifamilyu.com/ Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What is going on, best ever listeners? This is Matt Fairclough. I'm coming to you guys from Best Ever Con for a quickie little episode for my episodes called Next Level, CRE, helping you take your real estate business to the next level. And just really grateful to be here with a very good friend of mine. Somebody look up to you and I've learned a lot from over the years. My man, Neil Bawa. How are you today, Neil? Fantastic, Matt. It's great to be back at Best Ever. My favorite conference. I know that.
0:25.2	I say that and it always gets me in trouble. Why? I just feel like the ecosystem, right? For me,
0:30.2	it's just very personal. All of my friends are here. Yeah. It's just as simple as that.
0:35.0	It's that. Yeah, you and I have broken bread at Best Ever Con just hang out, talk shop, talk family and
0:39.7	everything like that.
0:40.3	I agree with you that a lot of the people that I would say are peers or people that I want
0:44.6	to be when I grow up are here as well at Best EverCon.
0:47.6	The education's great.
0:48.9	Jay Parsons was just on stage and freaking blue my... I was trying to drag him into the debate, but he was like, no, no, no, no, I've already got my own thing going on.
0:56.1	I'm already doing the presentation.
0:57.6	I was great, you know, he was one of my choices for the debate.
1:00.1	But yeah, it's great to listen to him.
1:02.7	I actually just listened to a 90-minute podcast of his at 2X.
1:07.6	And then I had to slow it down because he was dropping so many truth bombs.
1:11.3	Oh yeah. I had to pick my brain up off the floor after that, after his presentation here
1:14.9	at Best Ever. I believe what we're going to do is we're actually to take that recording from
1:18.3	that presentation and put it in the best ever community. So if you guys listening and want to
1:21.7	check out, Jay Parsons really talked about where multifamily is going over the next couple of years. Really brilliant. It's worth the time to
1:28.8	watch it. It was worth my time standing in that room and watching him go out it for an hour.
1:32.4	So guys, go to best ever community, best ever.com for slash community to grab a copy of that.
1:37.1	We'll be posting that recording up there momentarily. So Neil, you know, you're the mad scientist,
1:43.0	all the things. I cannot wait to hear you at the debate because just the data Neil comes prepared with
	...

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