private portfolio deck
This investor slide deck argues that mid-2020s is an opportune time to invest in multifamily real estate. Core claims: the market has corrected and smart capital is moving now; Q4 2024 net absorption reached 183,600 units (strong demand, led by millennials); supply growth is concentrated in the Sun Belt/Mountain but new starts are projected to slow ~30% by mid-2025, limiting future supply; annual rent growth is projected at 2.6% and multifamily vacancy is expected to decline to 4.9% in 2025. The deck highlights distressed-sale opportunities from maturing loans, institutional re-entry, inflation-hedging and tax benefits, and a 2025 strategy focused on Phoenix, the Midwest, and high-demand markets where supply/demand gaps will widen.
Questions this document answers
183,600 units
2.6% (annual)
4.9% (2025)
30% decline (projected)
Up to 20% (over next three years)