Shows
The Real Estate Market Watch - current events through a real estate lens.Cautious Optimism for Multifamily Sean Burton runs one of the most integrated multifamily platforms on the West Coast. As CEO of Cityview, he oversees development, construction management, and property management across ~40 assets in supply-constrained markets. That full-stack view matters right now because capital is moving—and underwriting discipline will separate winners from passengers. Theme: Debt is back, development capital is selectively returning, and OZ 2.0 arrives in 2027. But the only rate that really matters for valuations is the 10-year, not the headline cut. If you build your thesis on structure, not dirt, regime changes will find you out. Five questions Sean answers: What's actually happening in d...
2025-11-0443 min