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The Best Ever CRE Show

JF 4234: CRE Recession, Inflation Trends and Investment Strategy ft. Anna Kelley

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7996 Ratings

🗓️ 8 May 2026

⏱️ 68 minutes

🧾️ Download transcript

Summary

J Scott interviews Anna Kelley in this Next Level CRE Takeover, who breaks down why multifamily has been hit by one of its worst downturns in history, driven by rising interest rates, higher treasury yields, and surging operating costs. She explains that cap rate expansion alone has pushed property values down by 30–40%, while inflation has simultaneously increased expenses such as insurance and taxes, creating a “double squeeze” on investors. They also dive into the broader economic picture, covering inflation risks, tariffs, global conflict, and the growing impact of liquidity constraints on real estate. Anna highlights why debt structure has become the biggest risk factor for investors and warns that a prolonged period of stagflation or recession could reshape the market. Despite the challenges, she emphasizes that disciplined underwriting, long-term debt, and strategic positioning in hard assets can create major opportunities for investors who are prepared. Anna Kelly Current role: President - Greater Purpose Capital LLC Based in: Palmyra, Pennsylvania Where to find them: https://www.linkedin.com/in/anna-kelley-reimom/ https://www.facebook.com/annakelleyreimom/ J Scott Current role: General Partner of Bar Down Investments LLC, Partner / Co-Founder of ScottBuilt Based in: Sarasota, Florida Where to find them: https://linktr.ee/jscottinvestor https://www.linkedin.com/in/jscottinvestor/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info.  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 raising capital and still chasing investors, you don't have a deal problem.

0:05.0

You have an investor acquisition problem. Most operators are stuck following up, pitching and hearing,

0:11.0

I'm interested. That's not a lead issue. It's a system issue.

0:16.0

When you're positioning and demand are right, investors don't need to be convinced.

0:21.1

They come in already sold.

0:23.3

M1 Real Capital helps operators build that kind of pipeline, led by Marcin Draz, who's raised

0:29.4

multiple nine figures and helped over a thousand operators improve how they attract capital.

0:35.3

He's giving best ever listeners a free copy of his book, Unlimited

0:38.9

Investor Leads, which breaks this down. Click the link in the show notes or go to M1 realcapital.com

0:46.2

to download it. That's M1.1. Real Capital.com. All right, best ever listeners, if you're looking

0:52.1

to simplify how you invest in real estate, especially new construction, then you're looking to simplify how you invest in real estate,

0:54.5

especially new construction, then you've got to check out Lanar Investor Marketplace.

0:59.8

This is a platform designed to make investing in rental ready homes a whole lot easier.

1:04.1

You can browse new construction properties across more than 90 markets nationwide.

1:08.9

And what I really like is that every listing comes with built-in data, things like rental

1:14.3

comps, neighborhood insights, school scores, and even projected expenses and appreciation.

1:21.6

They've also got a fully loaded underwriting dashboard so you're not guessing.

1:25.9

You can see estimated NOI, expected returns, and even

1:30.0

rent projections tailor specifically for new homes. And when you're ready to move forward, the process

1:35.9

is streamlined. You can submit an offer directly through the marketplace and a Lanar Associate

1:41.2

will guide you through the next steps. Plus, there are some strong advantages, like access to pre-negotiated mortgage rates through

1:48.8

Lenar's affiliate lender, connections to property managers with below market rates, and warranty

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