The Unlock: What It Takes to Get Deals Moving Again
After years of frozen transaction activity, the multifamily capital markets are showing the first real signs of thaw. Interest rate clarity, tightening cap rates, and a wave of dry powder sitting on the sidelines are converging. This session brings together top investors and capital allocators to have a real conversation about where deals are getting done, what underwriting looks like today, how lenders are behaving, and which markets are attracting conviction capital…and which ones aren’t. No boosterism. Just honest signal.
Key Objectives
- Analyze the current state of the multifamily capital markets and the factors contributing to renewed transaction activity.
- Discuss how interest rate stabilization and capital market conditions are influencing investment strategies and deal flow.
- Explore how underwriting standards and return expectations have evolved in today’s environment.
- Examine lender sentiment, financing availability, and the realities of debt execution across asset classes and markets.
- Identify which geographic markets and asset types are attracting institutional and conviction capital—and why.
- Provide candid insights into pricing expectations, cap rate movement, and the disconnects between buyers and sellers.
- Share real-world perspectives on where opportunities exist today, where investors remain cautious, and what may shape the next 12–18 months of multifamily investment activity.