Adam Williams
speaker
952 appearances
2 recordings
1 series
first heard Jan 2026
last heard 24 Apr
Adam Williams’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.
Appearances
In the markets that we invest in, like Phoenix, like Dallas, like these markets that have a ton of population growth and a ton of job growth and all this stuff.
What happened is, is during covid, you saw all these builders come in and build a ton of multifamily.
Right.
So what happens is and I'm gonna try to keep this short, but basically what happened is there was way more supply or excuse me.
Yeah, there was way more supply than demand.
Right.
And that's not normal.
So the supply demand metrics are way off.
Just now, in the beginning of 2025, we saw that start to balance out where supply and demand.
And then if you look at the reports, the costar reports in 2026, where we're at now moving forward, the demand starts to outpace supply again in at least the markets we invest in.
Right.
So that's number one.
With that comes rent growth.
While that supply was way higher than the demand, we couldn't increase rents like we normally do.
But now that the supply is beginning to outpace demand, we're able to start increasing rents as we normally do.
So that organic rent growth begins to kick back in.
The third thing and the biggest catalyst to this whole thing is in 2021 and 2022, operators that were buying multifamily deals at the height of values of the market, at top, top, top dollar growth,
before the interest rates started to climb, they put a lot of three-year debt and bridge loans on these deals that are coming due right now in 2025, 2026, 2027, et cetera.
And what we're seeing in all the deals, we've now bought nine deals.
We're working on closing our 10th deal in the last 12, 13 months.
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