The Best Ever CRE Show Best of 2025 Replay: Housing Starts, Rising Wages & AI: Three Major Market Forces That Will Shape Multifamily in 2025 ft. J Scott
Dec 29, 2025
J Scott, Partner at Bar Down Investments and host of the Drunk Real Estate Podcast, shares his wealth of knowledge on the multifamily housing market. He dives into the current housing start crisis, driven by high costs and slim margins. Scott discusses the impact of rising wages on rent and the importance of tenant affordability. He also explores innovative construction methods like modular housing. Plus, he predicts how AI will reshape operations and potentially lower costs in the industry.
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Insurance Strain From Big Storms
- Florida insurance shifted from large carriers to undercapitalized small firms, swelling public-option exposure.
- Citizens and reinsurance funds risk depletion after major storms, pressuring taxpayers or premiums.
Policy Choice Will Shape Coastal Values
- Government faces a choice: subsidize insurance or let premiums force population and value declines.
- If public funds don't scale, expect property values and taxes to fall or premiums to spike multiple-fold.
Adjust Holdings For Hurricane Risk
- Consider exiting or reducing exposure to single-family coastal assets if you expect insurance-driven value declines.
- Align holdings with your view on state/federal intervention and hurricane risk.