CF Capital

05/28/2026

In today’s environment, the conversation around alternatives is no longer about whether to allocate, but where and with whom. A new article linked here from CF Capital dives into how to separate shrewd operators from medial allocators, soliciting metrics for disciplined processes and red flags to watch for in a competitive investor environment.

We would welcome the opportunity to share our approach and perspective on the evolving market and opportunities ahead.

https://hubs.la/Q04jf2cJ0

In today’s environment, the conversation around alternatives is no longer about whether to allocate, but where and with whom. Multifamily rent growth is projected to reaccelerate to roughly 2–4% in 2026 as new supply declines sharply from its 2024 peak. Four years of market distress have wiped o...

05/19/2026

Our Co-Founder Tyler Chesser’s final segment on the Tenero Official Podcast is now live. The topic? “Location, location, location,” a common real estate phrase that Tyler notes can steer investors wrong.

The "best" market on a spreadsheet often isn't the best market for the strategy you're actually running. Population growth headlines and migration maps move a lot of capital, but they don't underwrite the deal in front of you.

Watch the full interview here:

Garrett Sutton and Katrina Loftin sit down with Tyler Chesser to break down one of the most critical factors in real estate success: location. In this conver...

05/14/2026

The CF Capital Investor Report has transitioned to a new brand this month: The Signal.

The change is intentional. What we send you has grown over the last six-and-a-half years into more than a monthly report - it's our point of view on the markets we operate in, the cycles we invest through and the discipline we believe separates durable sponsors from the rest. The new name reflects that. The voice, the discipline and the investor-first posture won't change. The bar will.

Going forward, every issue will be built around four standing sections: Market Perspective, Regional Read, From the Desk and Inside CF Capital. Some months one will run heavier than another, by design. We'd rather give you depth where it matters than force balance where it doesn't.

Read the inaugural Signal and more analysis from the team here: https://hubs.la/Q04gyZ5s0

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For six and a half years, we've sent you the CF Capital Investor Report. Beginning with this issue, you'll receive it under a new brand: The Signal.

05/12/2026

With REITs increasingly turning to alternative capital sources and reduced M&A activity subduing public fundraising, where will institutional investors shift their capital spend on real estate debt?

We’re seeing growing interest in multifamily markets with strong affordability and employment fundamentals, and in operators with proven experience and discipline.

If you’re evaluating multifamily opportunities in today’s environment, we’d welcome the conversation

Learn more at https://hubs.la/Q04gktsJ0 .

05/06/2026

When you look behind the curtain of cooler national data on multifamily rent growth, you’ll find an interesting and uneven metro by metro story, as Jonthan O’Kane from Chandan Economics does a great job contextualizing in the analysis here.

We have been following and calling attention to the strength of upper Southeast and non-gateway Midwest markets compared to the Sun Belt, as is evident here, as well as the importance of sponsor quality.

To outperform the mean this cycle, investors will not only need to understand which markets offer the strongest fundamentals, but who can operate, reposition and capitalize assets to find additional value.

05/01/2026

Our Co-Founder and Managing Partner Tyler Chesser shared his analysis with on the Federal Reserve announcement this week that current interest rates would hold steady.

Tyler's take: with sticky inflation, elevated energy prices from the Iran conflict and a Fed chair on his way out the door, there was never cover to cut. The market knew it, and the 10-year Treasury, not the funds rate, is what’s actually moving multifamily capital costs.

For those underwriting Midwest multifamily right now, the message is the same as it’s been: don’t wait for a rate cut to do your job for you. Underwrite conservatively, mind your basis, and let the fundamentals carry the deal.

Read the full article here.

In his last press conference as Federal Reserve chair, Jerome Powell announced that he plans to stay on as a governor for the central bank.

04/23/2026

The multifamily sector is at a clear inflection point, rewarding fundamentals and durability over speculation, write our founders Tyler Chesser, CCIM and Bryan Flaherty, CCIM, MBA for Multi-Housing News.

In this piece Tyler and Bryan outline what discipline looks like in today’s multifamily landscape and where investors can find opportunities. This includes generating stable income performance by shifting away from assumption-driven returns, focusing on transparency over financial engineering, and prioritizing operational ex*****on.

Take a read and let us know your thoughts.

https://hubs.la/Q04dcpPx0

04/21/2026

Four years of market distress has functioned as a filter, wiping out undercapitalized, overleveraged and inexperienced operators. With agency lending moving again, deal flow is beginning to unlock. Midwest and Upper Southeast markets are continuing to outperform positive national trends. This shows up in https://hubs.la/Q04cVvPw0 Rent Report for March 2026, as outlined in the takeaways here.

04/17/2026

Our April Investor Report analyzed the effect of the prolonged U.S. conflict with Iran on the multifamily market with consideration of our overall investment strategy, among other updates. Here are some key takeaways and a link to the report.

- 10-year Treasury yield reached an 8-month high in March of 4.44% with the prolonged U.S. conflict with Iran. For multifamily investors, higher treasuries translate to higher borrowing costs.

- Our honest read: we believe this disruption is likely temporary.

- Fed Chair Powell has signaled that the central bank is inclined to not respond with policy tightening. The yield curve remains positively sloped - the 10-year to 2-year spread sits at roughly 50 basis points.

- We can’t predict geopolitics but what we can control is activity, discipline, and readiness. The firms that win over full cycles are the ones that stay in the market through all of it and trust fundamentals.

It's an idea that captures where we are right now. The multifamily market hasn't suddenly become easy. Geopolitical tensions, rate volatility, and lingering bid-ask gaps continue to define the landscape. But underneath the noise, real work is happening - and that work is positioning CF Capital for t...

04/15/2026

We strive to offer investors disciplined capital stewardship and durable income performance, which has driven our focus to the Midwest in recent years. In the chart here recently shared by rental housing economist Jay Parsons and Apartment List, we see the positive, stable performance of Midwest multifamily rents compared to other more volatile markets.

Other fundamentals contributing to Midwest performance include occupancy in many submarkets remaining in the mid-90% range, even as national figures have softened; rent-to-income ratios remaining more sustainable than coastal and Sunbelt markets, supporting tenant retention and reducing turnover risk; and more measured new supply pipelines in cities like Indianapolis and Cincinnati, helping limit downward pressure on rents.