The Real Estate Market Watch - current events through a real estate lens. Podcast Por Dr. Adam Gower arte de portada

The Real Estate Market Watch - current events through a real estate lens.

The Real Estate Market Watch - current events through a real estate lens.

De: Dr. Adam Gower
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A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn't a show about deal hype or trend-chasing. It's about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside protection. Each episode features candid conversations with economists, multi-cycle real estate professionals, and respected market thinkers. The aim: to make sense of fast-moving events without partisan noise or clickbait headlines - only the real implications for real estate. There's no fixed release schedule. Episodes are published in response to market conditions, not calendars. If you're trying to navigate uncertainty with a clear-eyed, capital-first approach, this podcast is for you. Newsletter: GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000Unless otherwise indicated, all images, content, designs, and recordings © 2025 GowerCrowd. All rights reserved. Economía Finanzas Personales
Episodios
  • Building Multifamily When Others Pause

    Building Multifamily When Others Pause
    Nov 12 2025
    Michael Procopio runs a fourth-generation, vertically integrated ground up multifamily development company, Procopio Companies, that's active across the Northeast, Carolinas, Texas, and Florida, 10–12 ground-up projects at a time, from entitlement through construction and hospitality-style management. In other words: he's shipping when many sponsors can't. In my conversation with Michael, we talked about how to get deals done in a market where institutions say they're "active" but still hesitate, why capital structure, not just cap rates, decides feasibility, and where the next leg of multifamily growth may come from (hint: the Northeast, but not how you think). Here are five questions Michael answers that matter if you're deploying real dollars in 2025–26: How should sponsors weigh institutional equity vs. family offices vs. syndicated HNW? Why are institutions "skittish" on development even in top markets and what can sponsors do about it? What's the real cost impact of tariffs and immigration enforcement on ground up construction? Where is Procopio putting shovels in the ground now? What's the case for build-to-rent in the Northeast? We also cover why OZs remain underused by family offices despite flexible timing and the ability to refi out capital mid-hold while keeping cash flow. If you're serious about building, and owning, the levers that create feasibility, you'll find this one useful. Tune in to hear how Michael is aligning capital, costs, and city hall to move 10–12 projects while the herd watches the headlines. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.Real implications of macro trends for investors and sponsors with actionable guidance.Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
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    1 h y 1 m
  • Cautious Optimism for Multifamily

    Cautious Optimism for Multifamily
    Nov 4 2025
    Sean Burton runs one of the most integrated multifamily platforms on the West Coast. As CEO of Cityview, he oversees development, construction management, and property management across ~40 assets in supply-constrained markets. That full-stack view matters right now because capital is moving—and underwriting discipline will separate winners from passengers. Theme: Debt is back, development capital is selectively returning, and OZ 2.0 arrives in 2027. But the only rate that really matters for valuations is the 10-year, not the headline cut. If you build your thesis on structure, not dirt, regime changes will find you out. Five questions Sean answers: What's actually happening in debt? Why are private-credit spreads at cycle lows and banks re-entering, and how should sponsors lock terms without over-betting on near-term policy cuts? Where is equity leaning now? Why are insurance companies and bulge-bracket managers warming to development in true supply-constraints—and why are coastal markets back in the conversation? Do tariffs and immigration enforcement change cost and schedule? What did a 17-sub deep-dive reveal about hard costs (+2.7%) vs. headline noise—and how should you interrogate your supply chain? How should investors think about policy-driven liquidity (Basel relief, rate cuts) vs. the cap-rate anchor at the long end? Where's the line between stimulus and a "sugar-rush" that lifts the 10-year? What can cities do—practically—to attract capital? Why San Diego's timeline certainty (with real affordability requirements) is winning 1,000-unit pipelines while LA's political risk still prices deals wider. If you're underwriting 2025–27, this episode is a field guide: fundamentals over financial engineering, explicit policy-risk pricing, a 2027 OZ relaunch plan, and a daily read on the 10-year. Capital is available; discipline is scarce. Tune in for the full conversation with Sean Burton, CEO of Cityview—and pressure-test your next IC memo against his playbook. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.Real implications of macro trends for investors and sponsors with actionable guidance.Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
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    43 m
  • Capital Freeze Meets Market Thaw

    Capital Freeze Meets Market Thaw
    Oct 29 2025
    My podcast guest this week is Chris Garner, CEO, Avanti Residential, an owner-operator with thousands of units across seven states, who has four decades in the trenches. Garner explains how the multifamily market is bottoming – with local nuance. The past two years weren't a demand recession, he says, so much as a supply shock in growth metros. Concessions did the absorbing. Now we're approaching the peak of deliveries in places like Nashville, Denver, and Phoenix but investment committees are still anchored to five-year IRR math and negative-leverage scar tissue. His take on timing is blunt – "We're at the bottom of the multifamily cycle, if not the beginning of the recovery," but the irony is that capital is still sidelined. Investment committees remain cautious, waiting for "clear evidence" that fundamentals have turned, even though the best returns are made before that clarity arrives. As Garner put it, everyone talks about not following the herd, "but everybody's part of the herd." When deals finally reprice and capital moves, the easy money is gone. "That's when the best deals get missed because you couldn't raise capital when it was actually the right time to buy." Five questions Chris and I discuss: Where are we in the cycle? What does an efficient operating model look like now? How should value-add evolve? What's the realistic path to transacting again? What hold period wins from here? Tune in for the full conversation with Chris Garner, CEO, Avanti Residential - a masterclass in operating discipline, market selection, and underwriting in the real world. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff.Real implications of macro trends for investors and sponsors with actionable guidance.Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
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    49 m
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Good insights to terms for investors. Found out about south and tax free states. I’ll listen again!
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