What Are Developers Thinking In 2025 – E1022 – CFC

When the interest rates rose faster than they’ve risen in the last 40 years…

Most developers rushed to pause their projects, waiting for markets to stabilize.

But as we’re now into 2025…

The smartest operators are quietly repositioning those same deals to take advantage of unique opportunities.

Today I interviewed Victor Menasce, who has been in the real estate business for more than 25 years…

He explained how he paused multiple projects in 2022, then completely reconceived them for today’s market.

Tune in to this episode to learn what developers are planning for the next 24 months…

Victor has been full-time in real estate since 2009 and hosts the Real Estate Espresso podcast, approaching its 2,500th episode.

In today’s video, he breaks down:

  • Why oversupplied markets like Austin, Nashville, Houston and Dallas will need 24 months to recover

  • How to reconceive projects when the original numbers no longer work

  • The critical importance of buying land with little to no debt

  • Why hyper-local perspectives matter more than broad market trends

  • The surprising lessons he brought from his tech career into real estate

Plus, he reveals why many value add projects are underwater right now…

If you want to understand what’s really happening in development right now…

Listen to the episode now.

Take Control,

Hunter Thompson

Resources mentioned in the episode:

  1. Victor Menasce

Podcast

Download MP3 

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

Learn more here: https://raisingcapital.com/cre

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