JF 4166: Cash Flow vs Appreciation, Investor Shifts and 2026 Predictions ft. Amanda Cruise

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7 • 996 Ratings

🗓️ 30 January 2026

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Matt Faircloth interviews Amanda Cruise, as the two co-host a year-end conversation reflecting on lessons from 2025 and what they see ahead for real estate investing in 2026. They discuss how investor behavior has shifted away from high-risk appreciation plays toward stable, predictable cash flow, and how that change is reshaping capital raising and deal structures. The conversation covers decisiveness in acquisitions, why cash-flowing debt and yield-focused investments are resonating with investors, and how different asset classes are responding to market uncertainty. Amanda shares why mobile home parks remain resilient due to shrinking supply and rising demand for affordable housing, while Matt explains his plans to clean up underperforming multifamily assets and lean further into debt funds and cash-flowing hotel deals. This matters because many investors are being forced to rethink buy boxes, underwriting assumptions, and exit strategies. Understanding where transaction volume is likely to increase—and where structural demand still exists—helps investors position themselves for opportunity without relying on market appreciation alone. Amanda CruiseCurrent role: Mobile Home Park Owner and OperatorBased in: North CarolinaSay hi to them at: https://voyageinvesting.com/ https://www.linkedin.com/in/amandacruisemhpinvestor/ Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ 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 Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	If you're a lead sponsor or capital partner in today's private markets, raising capital is getting
0:04.8	more complex, more scrutinized, and harder to scale without the right structure.
0:10.0	That's why TribeVest is the industry leader in building the infrastructure behind private market
0:14.9	capital raising. They've solved the biggest problem sponsors face, how to work with capital partners,
0:22.4	aggregators, and networks professionally without creating chaos, compliance risk, or friction for investors.
0:28.3	TriVest has launched the Institute for Structured Capital, an education and operating system for modern
0:34.2	capital raisers.
0:35.5	There are two tracks, one for lead sponsors who want to build a
0:38.8	structured program around working with capital partners, and one for capital partners who want
0:44.1	to build a real capital aggregation business the right way. If you're serious about raising
0:48.8	capital at scale with credibility and structure, you can join the waitlist at TribeVestisC.com.
0:56.0	Structure is the strategy for the modern capital raiser, and this is where the industry is heading.
1:02.1	The world moves fast. Your workday? Even faster. Pitching products, drafting reports, analyzing data.
1:09.3	Microsoft 365 co-pilot is your AI assistant for work,
1:13.6	built into Word, Excel, PowerPoint, and other Microsoft 365 apps you use,
1:19.3	helping you quickly write, analyze, create, and summarize. So you can cut through clutter
1:24.4	and clear a path to your best work. Learn more at Microsoft.com slash M365 copilot.
1:30.9	What is happening in Best Ever listeners?
1:32.6	This is Matt Faircloth and welcome to the Best Ever CRE show.
1:35.9	And I'm your host Matt Faircloth, but I've got an awesome co-host here that I've done a lot of programs with here on Best Ever.
1:43.0	Folks, welcome the Amanda Cruz.
1:45.4	How are you today, Amanda?
	...

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