EP#100 James Ray | This Isn't 2008: Distress, NOI, & the Equity Swing

<p>It&#39;s Episode 100 of The Rent Roll, and we&#39;re bringing back one of our most popular guests — James Ray of MetLife and CRE Analyst — to take on the big questions about the cycle ahead. How does distress compare to 2008? Why will NOI matter more than appreciation in the next cycle, and how do investors plan accordingly? How does increased regulatory risk impact allocations toward multifamily, single-family rentals and build-to-rent? When will institutions rebalance toward equity strategies after several years focused on private credit? What impact is AI having? And much more. Additionally, in this week&#39;s version of &quot;The Complaints Department&quot; segment, Jay addresses the most common complaint he hears. Jay also brings back other recurring segments like Rental Housing Trivia, In the News, Here&#39;s a Chart and Good Question.</p>