Is a Softening Market a Buying Opportunity?

Multifamily Confidence Amid Economic Uncertainty

CRE Investor Sentiment Data: “Expect more distressed transactions in 2026, especially in multifamily.” (John Burns Research and Consulting)

Multifamily Investment Perspective: “Some sellers are accelerating timelines to take advantage of current market conditions.” (CBRE)

The 2026 Economic Outlook: Muted Growth, Cautious Activity—But Likely No Recession (Connect CRE)

Lagging Rent Growth Data Means CPI Inflation Numbers Have More Room to Fall (Calculated Risk)

Dec. 2025 Jobs Report: “While macro labor conditions remain stagnant, notable movements are happening beneath the surface.” (Indeed)

Institutional Investment and the Apartment Market

Institutional Investors See Value In Multifamily (Marcus & Millichap)

Spotlight on the Growth of Institutional Investment in CRE: Room to Grow for Multifamily (Cushman & Wakefield)

Mapping Corporate Ownership of Residential Land (Lincoln Institute)

Lower Rates Unlock Deals, But 2026 Outlook Remains Murky (GlobeSt)

2025 rental market in review: Lots of supply in the South. Midwest affordability is a major draw (RentCafe)

Housing Demand Drivers and Home Sales Data

Unpacking the Relationship Between Jobs and Apartment Demand (NMHC)

Household Growth Projections Dip Lower Based on Lower Than Expected Immigration Levels (Harvard Joint Center for Housing Studies)

Housing Market Softens Further, Setting Up a Challenging Start to 2026 (Realtor.com)

Existing Home Sales Edge Higher in November (NAHB)

Realtor Confidence Ticks Up Month-over-Month, Down Year-over-Year (NAR)

Commercial Real Estate Markets

CRE Pricing Up 1.6% Year-over-Year, Led by Industrial Market Growth (MSCI)

Nov. 2025 CRE Markets: Retail and Industrial Soften, Office and Multifamily Steady (NAR)

Data Center Report: Power Constraints, Market Forces, and Emerging Technologies (Colliers)

Dec. 2025 Office Market Report: “For the first time since 2022, the national average price per square foot increased and the bottom finally appeared” (Yardi Matrix)

U.S. Senior Housing & Care Investor Survey H2 2025: “On average, senior housing cap rates fell by 17 basis points (bps) over the past six months.” (CBRE)

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This newsletter is for informational purposes only and do not constitute an offer to sell nor a solicitation to purchase interests in J and G Capital, LLC (the “Company”) or any affiliate or assign nor any other securities. This newsletter is not financial advice, and the and newsletter does not purport to contain all information that is or could be material to an investor in deciding whether to make an investment in the Company. An investment in the Company is subject to a variety of significant risks and considerations that are detailed in the Company’s Subscription Agreement, Disclosure of Investment Risks, Operating Agreement, and related documents (the “Offering Documents”). Prospective investors are advised to review the Offering Documents and consult their own legal, financial, and tax advisors regarding any potential investment in the Company. Subscriptions for an investment in the Company will not be accepted from any prospective investor unless and until such prospective investor has received and fully reviewed a copy of the Offering Documents and has executed and delivered all documents required in connection with such investment. Past performance may not be indicative of future results.