Episode 74: Institutional Capital Rotating to Class B — Here's Why

Episode 74: Institutional Capital Rotating to Class B — Here's Why

Author: Alan Pavlosky April 2, 2026 Duration: 3:37
Class B workforce housing is the strongest multifamily play in 2026. Institutional capital rotating in at 15-20% discounts. Class A vacancy at 8.1% with flat rent growth. Only 323K new units coming — slowest supply in a decade. The data is clear.

Ever feel like commercial real estate moves at a dizzying speed, with trends shifting beneath your feet? What's Hot What's Not CRE cuts through the noise, offering a grounded, conversational take on the market's constant ebb and flow. This isn't about dry reports or jargon-filled predictions. Instead, each episode feels like a candid discussion with insiders who aren't afraid to name names and call out the fleeting fads. You'll hear straightforward analysis on which asset classes are gaining serious traction and which are cooling off, digging into the 'why' behind the numbers. The focus stays on practical intelligence for professionals and investors who need to make informed decisions, covering everything from shifting office demand to the logistics of industrial space. Tune into this podcast for a regular dose of clarity, where complex market dynamics are broken down into digestible insights you can actually use. It’s a direct line to understanding the forces shaping neighborhoods, cities, and portfolios right now.
Author: Language: English Episodes: 80

What's Hot What's Not CRE
Podcast Episodes
Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts [not-audio_url] [/not-audio_url]

Duration: 4:18
Wednesday Treasury update: 10-year at 4.28% — stability is the story. Fed held at 3.5%-3.75%, market now pricing just ONE cut for 2026. Cap rate spreads attractive at 2.29%. Industrial insulated at 41bps sensitivity vs r…
Episode 31: Supply Wave Cresting — 422K Units vs 536K Last Year [not-audio_url] [/not-audio_url]

Duration: 4:31
Monday multifamily update: Apartment completions dropping 21% to 422K units in 2026. Bay Area leads rent growth at 5.9%. Dallas net absorption beats supply for first time since 2021. Sun Belt still digesting oversupply.