We’re officially in 2026 — so what does this year actually look like for real estate investors?

In Episode 151, we break down:

• How 2025 wrapped up and what Q4 told us about the market

• Why buyer demand is strong heading into 2026

• Whether prices and rents have stabilized

• If we’ve truly hit the bottom

• How cap rates and interest rates are finally aligned again

• What to expect across multifamily, retail, industrial, office, and development

We also discuss why deals are starting to make sense again, why off-market opportunities are picking up, and which asset classes we’re most excited about heading into 2026.

This conversation is grounded in real underwriting, real deal flow, and what we’re seeing on the ground with active investors — not hype.

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EPISODE 151
Cap Rates Are Back: What 2026 Means for Investors
00:00 – Welcome to 2026
00:28 – Wrapping up 2025 & Q4 market trends
01:48 – Why buyer demand is strong right now
03:56 – Have prices and rents hit the bottom?
06:02 – Cap rates vs interest rates explained
07:30 – Interest rate outlook for 2026
10:12 – High-level 2026 market predictions
12:45 – Development outlook (condos vs rentals)
14:26 – Industrial market trends
15:12 – Why retail remains strong
16:31 – Mixed-use opportunities
17:37 – Office market outlook
18:13 – What excites us most about 2026
20:45 – What we want to cover next + closing thoughts

DISCLAIMER: THIS EPISODE, AS WITH EVERY EPISODE OF THIS SHOW, SHOULD NOT BE CONSIDERED AS ADVICE. INVESTMENT ADVICE IS NEVER GIVEN ON THIS SHOW. ALWAYS CONSULT A COMPETENT INVESTMENT ADVISOR BEFORE MAKING AN INVESTMENT DECISION.