JF 4234: CRE Recession, Inflation Trends and Investment Strategy ft. Anna Kelley
From The Best Ever CRE Show by Joe Fairless
May 8, 2026 · 1h 6m · Episode 4234
About this episode
Anna Kelley discusses the multifamily downturn and investment strategies amidst rising interest rates and inflation.
J Scott interviews Anna Kelley in this Next Level CRE Takeover, who breaks down why multifamily has been hit by one of its worst downturns in history, driven by rising interest rates, higher treasury yields, and surging operating costs. She explains that cap rate expansion alone has pushed property values down by 30–40%, while inflation has simultaneously increased expenses such as insurance and taxes, creating a “double squeeze” on investors. They also dive into the broader economic picture, covering inflation risks, tariffs, global conflict, and the growing impact of liquidity constraints on real estate. Anna highlights why debt structure has become the biggest risk factor for investors and warns that a prolonged period of stagflation or recession could reshape the market. Despite the challenges, she emphasizes that disciplined underwriting, long-term debt, and strategic positioning in hard assets can create major opportunities for investors who are prepared. Anna Kelly Current role: President - Greater Purpose Capital LLC Based in: Palmyra, Pennsylvania Where to find them: https://www.linkedin.com/in/anna-kelley-reimom/ https://www.facebook.com/annakelleyreimom/ J Scott…
People in this episode
Host: J Scott
Guest: Anna Kelley
Topics covered
- CRE recession
- inflation trends
- investment strategy
- multifamily downturn
- economic risks
- debt structure
Keywords
- CRE
- recession
- inflation
- investment strategy
- multifamily
- debt structure
- economic risks
Sponsors
Bill.com
Mentioned in this episode
Organizations: Greater Purpose Capital LLC, Bar Down Investments LLC, ScottBuilt
Places: Palmyra, Pennsylvania, Sarasota, Florida
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