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#287 - Scott Everett - Founder & CEO of S2 Capital - On MF Outlook, FED, Banking Crisis, Capital Markets

The Fort

CHAPTER

The Impact of Supply on the Class B Market

The killer of growth markets that we operate in is supply. If you build a gazillion Class A units, it impacts the Class B market pretty significantly. As all this inventory delivers, I have to fill up and you have different incentives at the top end. It's really hard to pencil development now because there's nothing in the back end on rent. That's going to put a big ceiling on rents for a while until developers get active again.

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