- BTR exit vs refi panel?
- LP wants to be in BFR/BTR. If you don’t have to sell right now, expected better market in 2025 and 2026 when less deliveries and hopefully improved Capital markets?
- Scale is your friend
- Lease up velocities have slowed down significantly?
- Rents are flat at best?
- Fight to achieve occupancy?
- Operationally softer than expected?
- Above $2750 rent interest drops off significantly in Georgia or Carolinas?
- BFR: Asset class very resilient?
- Multifamily much more binary
- Retail sales exit is a slog and painful but can be lucrative
- Flexibility very important positive attribute of BFR
- Multifamily property managers struggling to manage BFR correctly?
- Capital Square one of the largest DST allocators?
- Any deals we can get in ground now, we are excited to work through problems to deliver products with less competition 2 years from now
- You get the big guys off the sideline with scale?
- Institutional players in BFR 2-4% vs. 50-70% in office vs multifamily?
- Buyer of a BFR deal in Atlanta said we want data so bad we are willing to pay 2-3 million dollars extra for 600 home deal
- Premium of BFRs being eroded by multifamily concessions?
- Deficit of 3-4 million homes in country believed to be largely single family homes
Operations Conductor | Strategic Investment Advisor | Management |
2 个月When SFR took off in 2009-2010 Multi PMs tried to come in and failed tremendously. Multi PMs do not understand the logistics of SFR/B2R as they are two different models needing two different mindsets .