Episode 11: The Long Game - Investing Through Market Cycles

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 investment timelines, and highlight resilient markets like Denver and Boise. The episode closes with a look at the national housing shortage, emphasizing continued rental demand as homeownership remains out of reach for many.