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MSCI shows Q2 2026 multifamily volume up ~1% YoY while CBRE shows it down 2.7% — a divergence that argues for portfolio diversification over reliance on one data source.
The five-step sequence — market, operator, asset, underwriting, portfolio construction — that every opportunity must clear before it enters the Longview fund.
Census, CBRE, and NAA data show national multifamily supply cooling and absorption improving, but regional rent growth ranges from a lagging Sun Belt to a strong Northeast and Midwest.
The September 2026 Fed hike is a reminder that Longview's fixed-rate, 65%-max-leverage debt structure helps manage rate risk — it does not eliminate valuation, refinancing, or market risk.
Cost segregation accelerates depreciation timing rather than creating new savings, and its investor-level benefit varies by property, tax position, and fund discretion.
OBBBA made 100% bonus depreciation permanent, but the timing benefit flows through funds unevenly and isn't guaranteed for every investor.
- 2 minutes read
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