Latest / PassivePockets: The Passive Real Estate Investing Show

Multifamily 2026 Pulse Check: Supply, Distress, and Where We’re Investing
Chris Lopez is back with Paul Shannon for this month’s PassivePockets Pulse Check, catching up on why Paul stepped back from co-hosting, what he’s focused on now, and what both of them are actually doing with their own portfolios. They get into the real-life tradeoffs that don’t show up in an OM: liquidity vs. deployment, concentration risk vs. investing where you have an edge, and why relationships with operators matter more than ever coming out of the last cycle.
From there, Paul drops a data-heavy market update across multifamily and beyond- where supply is still pressuring rents, which…
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