Real Wealth Show: Real Estate Investing Podcast Is Commercial Real Estate Entering a New Cycle? With Xander Snyder
11 snips
Jan 22, 2026 
Join Xander Snyder, a Senior Commercial Real Estate Economist at First American, as he analyzes the current state of the commercial real estate market. He discusses the stabilization of prices and an influx of cautious capital, signaling the dawn of a new cycle. Xander highlights the multifamily oversupply in Sunbelt cities and the differing recovery speeds across asset classes. He emphasizes the importance of disciplined underwriting and mentions the rising challenges of refinancing and insurance costs. This insightful conversation is a must-listen for investors!
AI Snips
Chapters
Transcript
Episode notes
Multifamily Varies By Metro
- Multifamily performance differs widely by city and depends on recent local supply waves.
- Pandemic-driven construction created oversupply in some Sunbelt metros that will take time to absorb.
Underwrite Micro Locations Carefully
- Deploy capital based on micro-location knowledge and strong operational fundamentals rather than headline markets.
- Prioritize familiarity with metros and street-level details when making acquisitions.
Buy Sunbelt With Patience And Ops Skill
- Consider patient capital and operational experience when buying in oversupplied Sunbelt markets.
- Wait for the new pipeline to stay low so demand can eventually absorb existing excess units.