The Brinkman Report

In this episode of The Brinkman Report, host Kevin Brinkman and guest Chris Nebenzahl discuss the multifamily rental market’s current trends, including a supply-demand imbalance, rising interest rates, and cautious investor sentiment. While supply has outpaced typical absorption levels, strong demand and a pullback in new construction suggest stabilization ahead. They also explore challenges in cap rate compression, extended invest...

In this episode of the Brinkman Report, host Kevin Brinkman, along with COO Dan Metzger and CFO Peter Yoo, explores the state of the multifamily market, particularly in the Mountain West. They discuss the sharp decline in new apartment starts following a peak in 2023, its impact on supply and demand, and regional rent growth trends—highlighting Boise and Missoula’s positive outlook versus Salt Lake City’s oversupply challenges. The...

In this episode, Kevin Brinkman hosts an insightful discussion with legal expert Russell Hedman and entrepreneur Sasha Stern. They dive into their predictions for the economy in 2025, covering key topics such as interest rates, inflation, GDP growth, and the impact of AI on the labor market.

Discover their thoughts on the future of real estate, the potential for a soft landing in the economy, and the implications of deregulation in...

In this episode of The Brinkman Report, Kevin Brinkman interviews John Chang, National Director of Research and Advisory Services at Marcus & Millichap, about the multifamily real estate market. They explore how interest rates and economic conditions are shaping supply, demand, and transaction dynamics. Chang notes a slowdown in new construction, particularly in secondary and tertiary markets, due to rising costs and high inter...

This month, Kevin welcomes Ian Silverii, host of the Get More Smarter podcast and a prominent figure in Colorado politics. Together, they discuss political shifts in key states, what a supermajority means for business and real estate, and Ian’s thoughts on prediction markets, poll reporting, and the future of US debt. Ian also shares why real estate investors should engage more with government to influence policy outcomes.

They div...

In this episode, we sit down with Marcel Arsenault, a real estate entrepreneur and philanthropist, to hear his incredible journey from making ice cream in his dorm room to becoming one of the largest private owners of commercial real estate in the western United States, with investments totaling $5.1 billion in acquisition value. Marcel shares the key strategies that have helped him navigate the ups and downs of the real estate ind...

In this insightful episode, we sit down with the chair of an exclusive private group for Ultra-High-Net-Worth Individuals (UHNWI) to explore how the wealthiest among us strategically allocate their investment assets. From real estate to private equity and alternative investments, our guest shares firsthand knowledge of the trends and strategies employed by UHNWIs to grow and safeguard their wealth.

We’re joined by Doug Johnso...

This month’s episode is all about the economy and peaking under the hood to see where professionals with the most skin in the game are placing their bets. We welcome Joe Hegener, Chief Investment Officer and founder of Asterozoa Capital Management, an alternatives investment manager and advisor. Joe and Kevin talk about recent developments in the economy, the many moving parts of the U.S. election, growing geopolitical tensions, fi...

The million-dollar question: how do you forecast interest rates in this unprecedented market? The Wall Street Journal’s go-to expert on interest rate hedging, Carol Ng with Derivative Logic, shares how she forecasts interest rates for her clients and digs into the details of:

• how headlines move the market;
• why employment rates don’t tell the whole story;
• how political instability impacts the yield;
• how hedging is used in ...

In this month's episode of The Brinkman Report, Kevin welcomes two industry experts from CBRE to talk about what we can expect in the near and long term from the economy, capital markets, supply, rent growth, cap rates, and more. They share their predictions for the impact to multifamily investments throughout the mountain states, grounded in their first-hand experiences and the most up-to-date market data and trends. Learn mor...