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

In this episode:

• Institutional ownership of rental housing: separating fact from rhetoric
• Why affordability — not ownership structure — is the real issue
• How multifamily development requires large-scale institutional capital
• The role of pensions, sovereign funds, insurance companies, and endowments
• Understanding PREA and NCREIF
• Why fiduciary responsibility shapes long-term real estate investing
• The intersection of retirement security and rental housing

💡 Core Idea:
The question shouldn’t be “Are institutional investors bad?”
It should be: What outcomes does institutional capital produce?

📎 Resources:

• OECD Retirement Asset Report
• PREA (Pension Real Estate Association)
• NCREIF (National Council of Real Estate Investment Fiduciaries)
• Preqin Research
• John Burns Research

🌐 Learn more at: https://apartmentjedi.com

Episode 20: Bridging the Gap – Multifamily & the Future of Tenant Screening
Guest: Eric J. Ellman, President, National Consumer Reporting Association (NCRA)
Contact: eellman@ncrainc.org

In this episode:
- The role of NCRA and why housing providers should care
- What’s changing in tenant screening laws—and why
- How Seattle’s “Fair Chance Housing Ordinance” sparked a legal response
- Overview of the GRE Downtowner v. Seattle case
- Balancing second chances with safety and operational clarity
- Why operators, vendors, and advocates need to talk more—not less
- How local awareness and engagement is critical as policy evolves

�� Mentioned in the episode:
News article on Seattle lawsuit:
�� Contact Eric: eellman@ncrainc.org
�� Learn more at Apartment Jedi

Episode 19: Purpose, Property & People – The Faith-Based Multifamily Model

Guest: Jeremy Edmiston, EVP, Community Growth Foundation

In this episode:

• Jeremy’s journey from ministry to multifamily
• How Community Growth Foundation approaches investment with an impact-first lens
• “People amenities” vs. physical amenities
• Using KPIs to track emotional, spiritual, and financial impact
• The challenge (and opportunity) of transforming the on-site team into community stewards
• Building long-term resident retention through human connection
• Why business as mission may be multifamily’s most powerful frontier

📎 Resources:

• https://apartmentjedi.com
  
  
• Community Growth Foundation
  
  
• Jeremy Edmiston on LinkedIn
  
  

**Episode 18: Bishop Ridge – Opportunity Zone Done Right**
**Guest:** Jeremy Thomason, SVP Investor Relations & Asset Management, Savoy Capital

In this episode, we discuss:
- What makes Opportunity Zones (OZs) so powerful—and misunderstood
- Why Savoy took a long-term bet on Bishop Ridge
- The strategy of layering OZ, PFC, and centralized operations
- Managing 22 properties as a neighborhood, not just assets
- Why Dallas loves this model—and how it supports economic development
- Savoy’s plans to replicate the model across Texas

📎 Resources:
- https://apartmentjedi.com
- https://savoytx.com
- https://www.linkedin.com/in/barrett-lindbergh/
- https://twitter.com/wizardofozreal

Episode 17: How AI Will Reshape Multifamily – From Leasing to Labor to Construction
Guest: Chris Moreno, Founder, Infinite Niches

In this episode:

• AI as a training tool, not just a chatbot
• Real-world use cases: fraud detection, leasing empathy, maintenance support
• How Chris thinks about tech-vendor lock-in and long-term risk
• Swarms of robots, modular construction, and faster lease-ups
• Lessons from Palmer Luckey: why the future is already written, and we just need to build it
• Housing as the central platform connecting people, capital, and community

📎 Resources Mentioned:

• https://apartmentjedi.com
  
  
• Chris Moreno on LinkedIn