Multifamily 2026 Pulse Check: Supply, Distress, and Where We’re Investing

About this episode

Chris Lopez and Paul Shannon discuss multifamily investing trends, market updates, and strategies for the upcoming years.

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 markets are already seeing rent growth again, and how the maturity wall is forcing distressed (and motivated) sellers into the market. Chris shares what he’s seeing in Denver and the Midwest, why he’s leaning toward cash flow and debt for diversification, and how both of them are thinking about positioning for the next 12–24 months without trying to “time” real estate. They wrap with a quick preview of the 2026 PassivePockets Summit in Denver (April 30–May 2), why the event is built for LPs, and what they’re most excited for- from the small, high-quality attendee base to hands-on learning…

People in this episode

Host: Chris Lopez

Guest: Paul Shannon

Topics covered

• multifamily investing
• market update
• real estate strategies
• liquidity
• cash flow
• distressed sellers
• 2026 PassivePockets Summit

Keywords

• multifamily
• real estate
• investment strategies
• market trends
• cash flow
• liquidity
• distress
• 2026 Summit

Mentioned in this episode

Organizations: PassivePockets, Left Field Investors

Places: Denver, Midwest

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