Multifamily developers are getting crushed right now — and it's not what most investors think.
Ken Gee has spent almost 30 years investing through every real estate cycle — the financial crisis, Covid, and now this one. In this episode he breaks down exactly why valuations are collapsing in markets like Denver and Orlando, why "multifamily investing" is still the #1 searched commercial real estate term on YouTube even in a downturn, and the 4 rules he uses to vet every sponsor before wiring a dollar.
We cover the oversupply crisis crushing rents and valuations, why the entire market is locked up right now, the $400M fund that told investors not to expect anything back, and where Ken is buying (and what he's avoiding) over the next 5 years.
If you caught our short clip on Ken's 4 Rules for Vetting a Sponsor, this is the full conversation it came from.
0:00 The Multifamily Crash No One's Talking About
0:54 Setting the Scene: Where Rates & Debt Stand Today
3:16 How Seasoned Investors Survive the Gridlock
4:31 Why "Multifamily Investing" Is the #1 Searched CRE Term
7:22 Denver & Orlando: Inside the Oversupply Crisis
9:29 The "Giant Sucking Sound" — How Oversupply Crushes Every Class
11:35 Building Is Slowing: Light at the End of the Tunnel
14:14 FOMO Then, Fear Now: Investor Psychology at the Top
15:36 The $400M Fund That Told Investors Not to Expect Anything Back
17:31 Ken's 4 Rules for Vetting a Sponsor
22:46 The Next 5 Years: Where Ken Sees Opportunity
25:08 From Grinding Deals to Wealth Preservation
26:30 Ken's Commercial Real Estate Secret
29:24 Beyond the Deals: Family, Purpose & Giving Back
#CommercialRealEstate #MultifamilyInvesting #RealEstateInvesting
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