We've been hearing about the so-called wall of maturities and looming distress in multifamily for a couple years now. So, where is it? When will it show it up? What could it look like, and what implications could it have (or not have) on the broader multifamily market? Rental housing economist Jay Parsons shares the latest on apartment distress, and how we could be seeing a mismatch between capital chasing distressed deals versus actual distressed opportunities in the market. Jay then welcomes in the head of a major apartment lender, Michael Comparato of Benefit Street Partners, to dive deeper into emerging distress. Mike shares his thoughts on how much longer lenders can stay patient, what could push more distressed deals into the market, how the emergence of debt funds have changed the game, and how distressed deals could impact the broader sector. Additionally, Jay brings back recurring segments like "In the News" — highlighting new articles on the proposed ban on institutional SFR investors as well as the increased opportunities for BTR development.
