Falling Knife or Up And To The Right? – E978 – CFC

One year ago, savvy investors warned us about catching a falling knife in Phoenix…

Today, I sat down with Tyler Lyons, our Chief Investment Officer at Asym Capital, to reveal why the data proves those warnings couldn’t have been more wrong.

With supply dropping 70% by 2027 and rents already starting to tick up, Phoenix is showing all the signs we’ve been waiting for…

Listen in as we break down the exact data that shows why everything is pointing up and to the right from here…

Tyler oversees our underwriting, due diligence, and operations in the Phoenix market.

In today’s episode, we break down:

  • Why new supply is dropping from 22,000 to just 7,000 units by 2027

  • How Phoenix is absorbing 18,000 units annually (highest since the 80s)

  • What the Fed’s next moves mean for multifamily investors

  • Why now is the time to lock in conservative underwriting assumptions

Plus, Tyler reveals why some Phoenix submarkets have zero new supply coming…

If you want to position yourself ahead of the next wave of institutional capital…

Take Control,

Hunter Thompson

Resources mentioned in the episode:

  1. Tyler Lyons

Website

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Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.

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