Real Estate Addicts

#138 - The Multifamily Minute

24 min · 16. kesä 2026
jakson #138 - The Multifamily Minute kansikuva

Kuvaus

The guys open on the frozen capital markets for multifamily development. Banks are eager to deploy senior debt at reasonable terms, but equity, mezzanine, and pref capital have gone into hiding, leaving big approved projects unbuilt while smaller deals still pencil. From there, Ray launches a new "Multifamily Minute" news segment covering three timely items: the Darby Development v. United States case, in which the federal government may owe roughly $1 billion to settle landlord claims over the CDC's COVID eviction moratorium; a stealth 3% rent-increase cap on Massachusetts MRVP voucher holders that functions as backdoor rent control despite no legislative process; and the first real softening of Boston-area rents in years, down an estimated 4–7%.

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jakson #138 - The Multifamily Minute kansikuva

#138 - The Multifamily Minute

The guys open on the frozen capital markets for multifamily development. Banks are eager to deploy senior debt at reasonable terms, but equity, mezzanine, and pref capital have gone into hiding, leaving big approved projects unbuilt while smaller deals still pencil. From there, Ray launches a new "Multifamily Minute" news segment covering three timely items: the Darby Development v. United States case, in which the federal government may owe roughly $1 billion to settle landlord claims over the CDC's COVID eviction moratorium; a stealth 3% rent-increase cap on Massachusetts MRVP voucher holders that functions as backdoor rent control despite no legislative process; and the first real softening of Boston-area rents in years, down an estimated 4–7%.

16. kesä 202624 min
jakson #136 - Operational Excellence and How to Keep Jobs Moving Forward kansikuva

#136 - Operational Excellence and How to Keep Jobs Moving Forward

The guys break down what operational excellence actually looks like on a construction site — from how to build a 13,000 sq ft, five-townhouse project in just 9.5 months to the hidden advantages of self-performing as the GC. They get into the mechanics that actually move jobs forward: pre-construction meetings, three-week look-aheads, cash as "the lubricant," and why trust with subs matters more than any schedule on paper. Along the way they tackle the death-by-a-thousand-cuts problem of buyer changes, share a controversial take on why full-time superintendents are overrated on smaller projects, and kick things off with a wild story about San Francisco landlords intentionally leaving units vacant under rent control.

26. touko 202627 min
jakson #135 - The 'All-Electric Trap' That's Quietly Wrecking Multifamily Deals w/ Charles de Jager kansikuva

#135 - The 'All-Electric Trap' That's Quietly Wrecking Multifamily Deals w/ Charles de Jager

Charles de Jager — aka "The Hunter," founder of Energy Credit Consulting joined the guys to break down what's actually saving developers money now that federal incentives like 179D and 45L have been gutted by the One Big Beautiful Bill. He walks through how his team finds millions per project by running hundreds of energy models and challenging "default" specs like triple-pane windows, continuous exterior insulation, and the rush to go all-electric (including the "All-Electric Trap" where heat pump water heaters score worse than a simple Navien tankless).  They also play a round of Marc's favorite game - Overrated/Underrated/Appropriately rated covering solar panels, ducted heat pumps, battery storage, and the political risk hanging over MassSave incentives.

20. touko 202652 min