Inside the Deal, a CRE Podcast by Berkadia®
Every deal has a story — and a lesson. On Inside the Deal, a CRE Podcast by Berkadia®, Ernie Katai explores the bold thinking, smart execution, and collaborative wins that define success in today's commercial real estate capital markets.Visit berkadia.com to learn more.
- Indexed episodes, last 90 days
- 2
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- Jul 28, 2026
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- Jul 21, 2026
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What's Really Happening in Multifamily Right Now: Part 2 (opens the original)
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Ernie Katai continues his conversation with rental housing economist Jay Parsons for a deeper look at the forces shaping today's multifamily market. He discusses the impact of historic new supply, resilient renter demand, shifting capital market conditions and the key metrics operators should watch as 2026 unfolds. Parsons also shares why improving fundamentals could set the stage for a stronger, more optimistic 2027. Part 2 of a 2-Part conversation.
What's Really Happening in Multifamily Right Now: Part 1 (opens the original)
Read excerpt
In this episode, Ernie Katai sits down with rental housing economist Jay Parsons to examine the multifamily market at the midpoint of 2026. Their conversation explores how the industry is navigating a period of transition—still dealing with supply pressure, renter-friendly conditions, and cautious sentiment—while also showing surprising resilience beneath the surface. Jay shares why strong demand and absorption suggest the worst may be behind the sector, why headlines often miss the nuance of wh
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