The Bottom is In: Why Apartment Supply is "Falling Like a Knife"

The Bottom is In: Why Apartment Supply is "Falling Like a Knife"

Author: James Kandasamy February 22, 2026 Duration: 29:48

After a grueling stretch for multifamily operators, January 2026 finally delivered the headline the industry has been waiting for: the market has bottomed. But the recovery is incredibly fragile. With new apartment deliveries projected to plummet by 35% to 60% from their peak, the much-anticipated "supply cliff" has arrived. We break down the early signs of positive rent growth, the sudden resurgence of Gateway markets, and the strategic tension operators face as they navigate the critical spring leasing season.

 

Connect with James Kandasamy

Linkedin https://www.linkedin.com/in/jameskandasamy/

 X.com  https://x.com/jameskandasamy

 


James Kandasamy hosts Achieve Wealth Through Value Add Real Estate Investing Podcast, a resource dedicated to the nuanced world of commercial property investment. The focus here is squarely on the "value-add" strategy-a hands-on approach to identifying underperforming assets, implementing physical or operational improvements, and unlocking their true financial potential. Whether you're an active investor looking to manage projects directly or someone seeking passive opportunities through syndications and funds, this podcast breaks down the process into actionable insights. Episodes delve into market analysis, deal structuring, asset management, and risk mitigation, all through conversations with experienced operators and deep dives into real-world case studies. It’s a straightforward guide for building tangible wealth, moving beyond theory to discuss the practical steps and critical decisions that define success in this asset class. Tune in for a clear-eyed perspective on transforming properties and portfolios alike.
Author: Language: English Episodes: 100

Achieve Wealth Real Estate Investing Podcast
Podcast Episodes
Ep# 74 :Syndicating Apartments in California with Mark HENTEMANN [not-audio_url] [/not-audio_url]

Duration: 46:45
Welcome to Achieve Wealth Through Value Add Real Estate Investing Podcast with James Kandasamy. From "Family Guy" to $90 Million Multifamily Portfolio This week we have Mark Hentermann.as a guest. Mark Hentemann began hi…
Ep# 73 : Games Rich People Play with Andrew Cordle [not-audio_url] [/not-audio_url]

Duration: 59:43
Welcome to Achieve Wealth Through Value Add Real Estate Investing Podcast with James Kandasamy. Want to learn the steps to achieve Financial Freedom then you must listen to this episode, we have an expert guest with us A…
Ep#70 Tips for Active Investors with Mauricio Rauld [not-audio_url] [/not-audio_url]

Duration: 39:52
Mauricio is one of the premier syndication attorneys in the country helping real estate syndicators raise hundreds of millions of dollars to pursue their dreams of financial independence. Hi Audience Mauricio is the foun…
Ep#69 Tips for Passive Investors with Mauricio Rauld [not-audio_url] [/not-audio_url]

Duration: 19:30
Mauricio is one of the premier syndication attorneys in the country helping real estate syndicators raise hundreds of millions of dollars to pursue their dreams of financial independence. Hi Audience Mauricio is the foun…
Ep#68 Insider Secrets Passive Investors Need to Know [not-audio_url] [/not-audio_url]

Duration: 41:57
Passive investing in commercial real estate has increased in popularity, especially over the last decade. At the same time, the knowledge surrounding the space has not grown as quickly as the popularity for the investmen…