Episode #183: Peter Linneman – Interest Rates, the Economy and Multifamily

Real Estate Investor Podcast

Today we are joined, once again, by esteemed guest and friend of the show, Peter Linneman, to discuss his take on interest rates, the economy, and multifamily. In addition to being the Founding Principal of Linneman Associates, Peter is also a former Wharton professor, distinguished author, and co-creator of the highly regarded Real Estate Finance and Investment Certification Course by REFAI. We last had Peter on the show at the start of 2023 when he shared his predictions for multifamily real estate for the coming year. In today’s conversation, we take a look back at his predictions and see how they played out, before discussing the current state of the economy, interest rates, multifamily real estate, and his predictions for 2024 and beyond. Tune in to hear Peter’s eye-opening insights on The Federal Reserve’s biggest weaknesses, the data supporting an ongoing demand for multifamily real estate, why he doesn’t expect a recession any time soon, and much more!

Key Points From This Episode:

• A warm welcome back to return guest, Peter Linnemanm.
• Looking back at Peter’s predictions at the start of 2023.
• A breakdown of what he got right and what he got wrong.
• How the Federal Reserve behaved counter to what he had hoped throughout 2023.
• Peter’s thoughts on inflation and where it’s headed in 2024.
• A quick recap of multifamily performance before and during the COVID-19 pandemic.
• Peter’s predictions for multifamily in 2024 and beyond.
• The impact of NIMBYism on multifamily over the past decade.
• Taking life expectancy into consideration with multifamily predictions.
• How the decline of office real estate occupancy rates will impact banks and lenders.
• Peter’s insights on why he doesn’t predict a recession any time soon.
• A closer look at the correlation, or lack thereof, between interest rates and inflation.
• Find out where you can contact Peter and learn more about what he does.

Links Mentioned in Today’s Episode:

Linneman Associates

Peter Linneman on LinkedIn

Peter Linneman on Twitter

The Linneman Letter

Email Linneman Associates

Real Estate Finance and Investments Certification | REFAI®

SAM Elimu Charity

Episode #136: Peter Linneman – 2023 Multifamily Outlook

The Walker Webcast

The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow

Asset Management Mastery Facebook Group

Break of Day Capital
Break of Day Capital Instagram

Break of Day Capital YouTube

Gary Lipsky on LinkedIn

Joseph Fang on LinkedIn