In this episode of The Apartment Jedi Podcast, Andrew Bowen sits down with Dom Beveridge, founder of the influential 20for20 report, to explore the key insights emerging from this year's research.

The 20for20 project gathers insights from twenty senior multifamily executives responsible for operations or technology. These structured interviews provide one of the clearest snapshots of how operators are evaluating and deploying technology across their portfolios.

Andrew and Dom discuss how artificial intelligence has moved from experimentation to strategic investment and where multifamily leaders are seeing real operational impact from technology.

Topics Covered

• The methodology behind the 20for20 report
• Key technology trends emerging from the research
• The rapid rise of AI in multifamily operations
• Why operators are becoming skeptical of superficial AI claims
• Maintenance operations as a major opportunity for innovation
• Where technology is delivering measurable efficiency gains

Guest

Dom Beveridge
Founder, 20for20

Links

20for20 Report
https://20for20.com

Apartment Jedi
https://apartmentjedi.com

EV Charging in Multifamily: Infrastructure, Incentives & Retention Strategy

Guest: Jeremy Cohen, Director of Real Estate Partnerships, SWTCH

EV charging is no longer a “nice-to-have” in multifamily housing — it’s rapidly becoming core infrastructure.

In Episode 23, Andrew Bowen sits down with Jeremy Cohen of SWTCH Energy to unpack what EV adoption really means for owners, operators, and asset managers.

This conversation moves beyond surface-level amenity talk and into operational strategy, load management, monetization, incentives, and long-term retention impact.

In this episode, we discuss:

• Why EV charging should be treated as infrastructure — not just an amenity
• How load management technology prevents costly transformer upgrades
• The difference between Level 2 and Level 3 charging (and why fast chargers don’t belong at most communities)
• Smart pricing strategies (and why flat-rate billing can backfire)
• CapEx vs OpEx models for deployment
• How EV charging may influence renewal retention
• The retrofit challenge for older multifamily stock
• Why operators should leverage incentives while they still exist

Key Takeaway:

If EV charging isn’t part of your long-term asset plan, you’re already behind.

Episode 22: Q4 2025 REIT Earnings Recap — Groundhog Day… Until It Wasn’t
Guest: Greg Willett, Chief Economist, LeaseLock
Format: Quarterly LinkedIn Live

In this episode:

🔁 The Groundhog Day Themes

• Supply pressures easing in 2026
• Back-half rent growth expectations (counter-seasonal strength)
• Renewals driving blended rent growth
• Expense moderation — especially insurance
• Renter financial health stabilizing
• Bad debt largely back to pre-COVID norms

🔄 The Shift: Camden’s California Exit

• 92% of advocacy spend concentrated in California
• ~$2M annual advocacy costs
• $1.5–$2B capital redeployment
• 60% reinvestment into Sunbelt
• 40% potentially toward stock buybacks
• Analysts pressing on regulatory cost underwriting

💰 Capital Allocation Shift

• Stock buybacks increasingly favored over new development
• REITs more cautious on 2026 starts
• NAV discounts influencing strategy
• Development pipeline still active — but less aggressive

🌎 Market Breakdown

Bay Area / San Francisco

• No new supply
• Return-to-office momentum finally visible
• Rent growth leading nationally
• Still recovering from deep COVID-era losses

Los Angeles

• Core LA under pressure
• Southern California still investable — but more complex
• Institutional capital reassessing regulatory exposure

Atlanta & Dallas

• Green shoots emerging
• Class A leading recovery in Dallas
• Atlanta showing renewed momentum

Denver

• Supply + stalled job growth
• 20-year outperformance history — but currently lagging
• Demand underperforming expectations

Boston

• Policy risk emerging
• Analysts probing regulatory exposure

Washington D.C.

• Surprisingly muted discussion
• Little analyst follow-up despite activity

📈 2026 Outlook (Greg’s View)

• Not a breakout year
• Not a recession year
• A transition year
• Moving toward normalization
• Positioned for stronger 2027–2028 performance