JF3814: Market Cycle Navigation, Value-Add Evolution, & Capital Preparation Strategies ft. JP Newman

The Best Ever CRE Show

Best Ever CRE

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

4.8 • 983 Ratings

🗓️ 12 February 2025

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of the Best Ever CRE Show, JP Newman, CEO and founder of ThriveFP, discusses navigating the current market cycle in multifamily real estate. With over 20 years of experience and 20,000 units under his belt, Newman shares why his firm strategically reduced their portfolio from 10,000 to 1,500 units to position for upcoming opportunities. He predicts 24 months of market distress ahead, projecting another 10-20% price decline unless interest rates decrease significantly, while emphasizing the importance of having dry powder and maintaining strong investor relationships to capitalize on deals. Newman also provides insights on how institutional capital has changed the multifamily landscape, making it harder to find significantly dislocated opportunities compared to five years ago, though he remains optimistic about multifamily's long-term fundamentals due to the continuing supply-demand imbalance. Sponsors: Crystal View Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:20.4	Crystal View Capital focuses on acquiring
0:22.3	manufactured housing communities with value-add opportunities in key markets across the United
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1:34.2	Quick disclaimer, the views and opinions expressed in this podcast are provided for
1:38.6	informational purposes only and should not be construed as an offer to buy or sell any
	...

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