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Writer's pictureH Squared Capital, LLC

These Are Reasons Why You Should Definitely be Concerned About The Effect of Rising Interest Rates.

Updated: Oct 17, 2022




It's essential for investors who are concerned about the rise in interest rate effect on the multifamily syndication market to pay attention to the indicators in the market. Major analyzers of commercial multifamily space publish these indicators from time to time. Companies like the National Multifamily Housing Council (NMHC), Costar, and Real Page Analytics have a sizeable annual budget to perform research. These research are made public or can be acquired early with memberships. It's important to read multiple reports being that they track different indicators.

As the interest rates rise, it is causing concern among investors about how it will affect the multifamily syndication market. Although there has been a tightening of the market conditions, it has not stopped investment from happening. In fact, many investors are still looking to invest in the market because of its attractiveness compared to other alternatives. While there is always some risk involved when investing in any market, the multifamily syndication market seems attractive.


Companies like Blackstone still favor the multifamily sector. It is speculated that their most recent $24.1B fund will look for multifamily and industrial investment opportunities, according to GlobeSt.com.

As we all know, with rising interest rates, it is more expensive to buy a house, and this tends to push more renters into the multifamily market. So there is still good reason to believe that the multifamily real estate market will continue to do well even with rising interest rates. Furthermore, construction expenses will rise in an inflationary economy, which slows down the already struggling demand for housing. So, more renters will be looking for apartments, and developers will have fewer apartments to offer them. The conventional wisdom is that It's still a good idea to borrow and invest in income-producing assets if interest rates are rising by 2% and inflation is increasing by 7%.


Operator's sentiment on the effect of rising interest rates.


According to the National Multifamily Housing Council (NMHC), increased borrowing costs deter investors from obtaining loans, resulting in a decrease in sales volume. As we, H Squared Capital, network with other syndicators, we see that many owners are reluctant to lower prices as some syndicators ask to retrade prices. This is due to having strong rental history through 2021 and the first quarter of 2022 to demonstrate the value of their properties. Retrading can be a little bit challenging because the sale price is typically based on the historical performance of the property. As we know, the property price is calculated based on the net operating income divided by ago in Cap Rate. This calculation does not factor in the type of financing that a buyer would use. But on the buyer side, in communication with lenders, we get to project how an increase in interest rate will affect the margins.

So, what does all this mean for multifamily investors? Despite the current market conditions, there is still good reason to believe that the multifamily real estate market will continue to do well. Furthermore, construction expenses will rise in an inflationary economy, which slows down the already struggling demand for housing. So, more renters will be looking for apartments, and developers will have fewer apartments to offer them. The conventional wisdom is that It's still a good idea to borrow and invest in come-producing assets if interest rates are rising by 2% and inflation is increasing by 7%. In this kind of economy, you need to have high-yield cash flow that outpaces inflation. Investing in an apartment syndication is one of your solutions.


What we do?


Over at H Squared Capital, we build relationships with the best-in-class multifamily Operators to provide you with income-producing multifamily assets. Let H Squared Capital do the hard work and also accept most of the associated risk while you invest passively and continue doing what you love.


Download your Operations Manual Here. In the Operations Manual, you will learn how passive investors leverage Syndication to create Passive Income to grow their wealth for their future generation and create the ability to make an impact!


For more information on getting involved in a value-add multifamily syndication deal, please contact me at Hutch@HSquaredCapital.com or Dr. Heath Jones at Heath@HSquaredCapital.com. You can also visit our website at www.HSquaredCapital.com. We’d be happy to answer any of your questions and help get you started on the path to financial success through multifamily investing!

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