{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Multifamily Thaw meet 2026 Supply Wave","description":"In this episode, we unpack why the narrative about a "Wall Street Ban" on homeownership is rooted in a myth, and why standard rent growth data is currently "lying" to the market. With renewal rates hitting a historic 57%, the gap between headline asking rents and actual portfolio performance has never been wider. We also debate the controversial Yardi forecast that challenges the "supply is cresting" consensus and break down the winners and losers in the Texas market divergence.   In this episode, we cover:   \u2022 The February Pivot: A breakdown of the "rare convergence" including H.R. 6644 (passed 390\u20139), the 2.4% CPI print, and the delayed reaction in the 10-Year Treasury.   \u2022 The "Wall Street Ban": We analyze Trump\u2019s Executive Order targeting institutional investors. Is it a game-changer or political theater? We look at the data showing large firms own just ~2% of single-family rentals and discuss the critical Build-to-Rent (BTR) carve-out.   \u2022 The 57% Surprise: Why widely reported "negative rent growth" in the Sun Belt is wrong. With renewal rates at 57% (up from 51% in 2015), we explain why blended performance is holding up even in "soft" markets.   \u2022 The Supply Debate: CoStar says the pipeline is down 47%, but Yardi just revised 2026 completions up by 6.4%. We discuss who is right and what it means for your underwriting.   \u2022 Texas Market Split: A tale of three cities\u2014Austin (rents down 4.8%), San Antonio (the quiet recovery), and Houston (the projected top performer).   \u2022 Capital Markets: Why "the bears have gone into hiding" despite persistent negative leverage, and why AI operations (EliseAI, Bilt) are suddenly attracting massive Series E capital. Key Data Points:   \u2022 CPI Shelter Inflation: +0.2% MoM (continuing deceleration). \u2022 Renewal Rate: 57% of all leasing activity (historic high). \u2022 Absorption: Q1 2025 hit a record 138k units; demand remains robust. \u2022 Supply: Multifamily starts are down 40%+ from peak. ","author_name":"Achieve Wealth Real Estate Investing Podcast","author_url":"http:\/\/achieveinvestmentgroup.com","html":"