I’m treating 2026 as a year for “surgical” investing—less macro speculation, more micro-market precision.
I’m currently analyzing North Florida workforce housing corridors, where: – Job growth remains steady – Renter demand is employment-driven – New supply is constrained
Curious how others here are defining their buy box for the next cycle. Are you narrowing your focus or staying broad?
But we changed from Multifamily to Co-living Strategy. We have over 60 doors and 4 building 14 units under construction. Our group did 212 degree change.
Appreciate that — and agreed on the surgical approach.
We’ve narrowed our buy box to workforce housing as well, with a shift toward co-living in specific South Florida submarkets where affordability pressure and employment density intersect. Less macro speculation, more execution at the submarket level.