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great talk.....curious to hear the thoughts with new Trump admin coming in Jan. Typically he wants lower rates and he may bring back 100% bonus depreciation and expansion of OZ? Also less regulation on banks?

Thank you, James. Terrific info for us during these unsure times.

Thank you James. This is another super informative webinar as usual. It was particularly helpful to hear about how the great majority of deals trading right now are the A class larger deals. As someone who is shopping around for a B or C smaller deal (25 to 40 units), I’ve been struggling with the bid-ask spread. Sellers have really high expectations on the price for one reason or another, including trying to cover their floating rate loan balance.

Appreciate it James

Great content as always, James!

New follower from DFW and MF investor. This is very insightful. Thank you James

You’re excellent

These are great info. Thanks Clay and James!

James, thank you for sharing such valuable information. How would you underwrite a portfolio of scattered multifamily sites? All located within one mile radius.

Exactly what I was looking for thank you❤

Pls i want to intern with you sir how do contact you?

Thank you for taking the time to share this!

Great analysis job. Enjoyed the video.

Good talk guys

Good content just think that the recent increase in insurance premiums is being overlooked.

always appreciate the update

Well done 👌🏽

Thanks James, appreciate the update. Awesome insight!

Great update, appreciate the thought in the theme each month and your data, sources and commentary are on point!

Appreciate the full report, James!

Your content is great!

First!!

As a newbie, this is super helpful!

Heyaa, the video was impressive🙌! I'm not really sure if it is the best time to ask but, I was wondering if I could help you create a better distribution by working on post-production like better storytelling through Edits, Keywords, think catchy intros and outros, or even some engaging short clips! Would love to chat if you're interested and keep creating good content:)

clear and thoughtful presentation, loaded with great information. thank you james

Hey guys, thank you. But if you need to get better at underwriting, you shouldn’t be buying 200 units. Maybe a more easily achievable property?

James, thanks for the video. Good info. KC and Indy many B/C deals deals purchased 2021/2022 are getting BOVs at less than current debt. No pref returns were ever paid out to LPs and now all the LP equity has vanished. I think the syndication community, brokers etc..are underestimating the amount of pain and suffering that is coming in the multi space.

Great video, thanks for the insight James

Great info! I reached out to you back in 2021. I sent you a potential deal in San Antonio; 6 doors. It was my first deal. I’m not sure what you saw or didn’t see with the T12, rent-rolls, etc., maybe the deal was too small for you but when I asked if you can get me in touch with someone if you were unable to help me, you ghosted me. Not even mad. Went another direction and closed on 22 doors in New Mexico in 2023… Still appreciate the content🫡

Great coverage!

Finally a new video. As a limited partner, passive investor I don't listen to anything except your videos. I reverse engineer your videos and learned to start looking at the charts that you taught us to look at. Great education. Thank you James.

I look forward to your webinars every month James. Thanks for all the great content

Hey James, thanks for the information. I’ve been following you since 2020. Bought a deal in San Antonio Tx and sold it 16 months later for a 40% return on equity. Times surely got crazy. Where can i look to find foreclosed deals, sold by lenders? Thanks !

Looking forward to another amazing Old Capital Conference.

James Eng is a brilliant analysis and mortgage broker. He is a superstar!

I always appreciate the detail you put into your presentations. Thank you James.

Interesting. Blackstone says this is the right time to buy. Avalon Bay thinks they are getting a scarcity premium selling now. IMHO Blackstone is talking their book, trying to prevent further redemptions, and maybe even attempting to move the market with the sheer size of their investments. In the long run, however, Avalon Bay is probably correct that buyers are overpaying now for the opportunity to deploy capital now. I think the better, less speculative, course of action is to invest only where there is positive leverage which isnt available in most deals now. Thanks for the update James

James brings the receipts! Great information 👍🏻

Thanks James! Always informative.

Great content - thank you for sharing

remember when Blackstone announced that they were buying all the residential homes; thus, turning people to permanent renters??

Thanks for the video! Was listening to the Starwood call today for SREIT and similar points were mentioned. They have lost nearly 20% of value just from exit cap assumptions since Jan 2022. They feel we are at or near a bottom as well.

Thanks for the great information! very insightful

Need to have a full student turn cycle...I have a solution on this for this market that works.

There is big developments continuing in that same area. Too much for the infrastructure out that way...NE side of town.

Love it James!

Another great update!

Solid presentation James! I appreciate your monthly update!

Great job, James!

Thanks for the update - very helpful presentation.