JF 4168: Bridge Loan Maturities, Lender Sales and Distressed Multifamily Deals ft. Josh Jacobs

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7 • 996 Ratings

🗓️ 1 February 2026

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Chang interviews Josh Jacobs about why the long-anticipated wave of multifamily distress is finally showing up across select Sun Belt markets. Josh explains how aggressive bridge financing, rising interest rates, slower rent growth, and new supply have converged to force lender-driven sales, receiverships, and recapitalizations—particularly in Gulf Coast states. He breaks down how debt funds, banks, LPs, and preferred equity are navigating defaults, why many sponsors are being wiped out, and what actually happens when lenders step in. The conversation closes with a clear-eyed look at where disciplined investors may find opportunity as pricing resets heading into 2026. Josh JacobsCurrent role: Senior Managing Director, Marcus & MillichapBased in: Birmingham, AlabamaSay hi to them at: josh.jacobs@marcusmillichap.com | https://www.linkedin.com/in/josh-jacobs-b142461b2/?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app 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

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0:57.1	for the modern capital raiser, and this is where the industry is heading. This episode is brought to you
1:03.3	by Vanta. Security and compliance done wrong is a headache. Done right, you build trust and grow faster.
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1:28.8	vanta.com. Welcome back best ever listeners to the Horizon podcast. I'm John Chang and as most of you know,
1:39.1	I've been investing in commercial real estate most of my life. Now this week I am at the NMHC conference, which is the largest multifamily conference in the
1:50.0	country.
	...

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