Multifamily Markets
U.S. multifamily supply: where absorption is catching up
New deliveries are slowing. We look at the submarkets where rents may stabilise first.
Oct 2026 · 6 min
Insights
Research & commentary.
Institutional research from the SOEL Equity investment team.
Debt Markets
The 2026–2027 maturity wall
Floating-rate bridge loans originated in 2021–2022 are coming due at higher rates.
Sep 2026 · 8 min
Distressed Opportunities
Buying from lenders: notes on REO
How bank-owned multifamily is marketed, priced and underwritten.
Sep 2026 · 7 min
Investment Education
Why the entry price matters most
How acquisition discounts compound across a hold period.
Aug 2026 · 5 min
Investment Education
Reading an appraisal
What investors should look for in third-party valuations.
Aug 2026 · 6 min
SOEL Research
Expense ratios as a sourcing signal
What our screening shows about operationally under-managed properties.
Jul 2026 · 9 min
Portfolio Updates
Quarterly update: portfolio occupancy
A summary of leasing, collections and capital projects across active investments.
Jul 2026 · 4 min
Sample articles shown. Full research coming soon.