The Rent Roll with Jay Parsons EP#63 Andrew Kadish | Green Shoots In Multifamily? Maybe.
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Dec 11, 2025 Andrew Kadish, CEO of CapREIT, shares his insights from his extensive experience in affordable and market-rate multifamily housing. He discusses the emerging 'green shoots' in the multifamily market, highlighting signs of recovery, particularly in Atlanta. Andrew also explores the challenges and potential solutions for increasing affordable housing availability. Additionally, he reflects on CapREIT’s origins and the amusing confusion caused by its name being shared with a Canadian counterpart.
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Atlanta Leading Momentum Shift
- Atlanta shows the strongest momentum improvement among top 50 metros despite still-negative rents.
- Momentum improvement (170 bps) links to a rapid drop in new supply and faster leasing velocity.
Momentum Shifting Toward Sunbelt
- Sunbelt and mountain markets are gaining momentum as supply falls, even though rents remain mostly negative.
- Recovery will be uneven and bumpy with two steps forward, one step back patterns across submarkets.
Adopt All-In Pricing Now
- Review your advertising and display all-in pricing including mandatory fees to comply with FTC guidance.
- Coordinate with third-party vendors to ensure consistent fee disclosure across platforms.