2023 Was an Earnings Story

Amidst a cloud of public negativity, we’ll combat the perma-bull narratives and go through a list of things you don’t see in a recession. We’ll then discuss why we might need to consider skipping our typical “rules of thumb” during this COVID period. Finally, with the new jobs report in hand, we’ll talk about what happens if the economy doesn’t slow down, what’s on the horizon for multifamily, and why market history shows that patience will be rewarded.

Key Takeaways

[00:17] - Things you don’t see in a recession [03:41] - When it comes to our normal “rules”, COVID is just a weird period [09:06] - The new jobs report just came out [10:58] - What happens/what does the Fed do if the economy doesn’t slow? [12:44] - Is multifamily the next real estate sector to feel pain? [16:00] - Looking back at the COVID era froth of stocks [18:22] - Why the market’s history should help you become/remain optimistic

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