In this episode, real estate data expert and multifamily investor Neal Bawa returns for the annual 2026 housing market forecast. Neal breaks down the performance of single-family and multifamily asset classes over the past several years, explaining why rents were essentially flat in 2025 and how the ICE workforce crackdown pushed a wave of unfinished inventory into 2026. He outlines why multifamily prices have hit a bottom — down 20–30% from their 2022 peak — and why that represents a buying opportunity, while single-family prices have remained surprisingly resilient due to the mortgage lock-in effect.
Neal also shares his prediction of a rental supply shortage in 2027–2028 that should drive rent growth and occupancy higher, offers frank advice to syndication investors on holding through the downturn, and explains why small interest rate cuts can have an outsized impact on equity. He also introduces AI as a major wildcard that could reshape housing demand beyond 2030. Tune in for data-driven insights and practical takeaways for investors at every level.
Multifamily University Investor Club — Free webinars (8/year), no upsell, no subscriptionhttps://multifamilyu.com/lp/multifamily-university-investor-club-lp/
Grocapitus — Neal Bawa's investment companyhttps://www.grocapitus.com
Location Magic eBook — Neal Bawa's data-driven market selection resourcehttps://multifamilyu.com/lp/location-magic-ebook/
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