At the start of 2025, the multifamily sector encountered significant market volatility due to the transition to a new presidential administration. While the broad tariffs implemented in early April have intensified economic uncertainty, Berkadia sees several promising signs on the horizon. In this episode of GlobeSt.com's Thought Leadership podcast series, we delve into the evolving multifamily financing landscape with Josh Bodin, Senior Vice President of Securities Trading at Berkadia.
Bodin sits down with contributor Ilana Polyak to talk about Berkadia’s bullish multi-year outlook and details of what’s behind his optimism. The conversation explores:
● How tariffs are shifting inflation forecasts and the Fed’s rate-cutting strategy
● Why declining construction starts, improving fundamentals, and the single-family housing affordability crisis are creating a compelling multi-year bull case for multifamily
● The strong debt financing environment with GSEs, private debt funds, banks, and life insurance companies all participating
● How market stability—rather than specific interest rate levels—drives transaction volume in commercial real estate
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*The podcast was recorded on April 4, 2025.
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