Reap Capital

[Reap Capital @ReapCapital]

Our 37% LP IRR sale in 2023.

We bought Sierra Heights in May of 2021. Value-add was going just as planned, and mid 2022 we were hustling to improve numbers just a bit before hitting the market. We knew that more rate hikes were going to hurt our valuation and that 3x equity multiple was in sight. #retwit #multifamily #passiveincome

🧵

[Reap Capital @ReapCapital]

With dollar depreciation, lower oil prices, and the One Big Beautiful Bill set to take effect soon, there are meaningful upside risks to both growth and inflation. A truly data-dependent Fed would likely conclude that next week is not the time to cut rates.

#FedWatch #RateCuts

[Reap Capital @ReapCapital]

Incredible tailwinds for multifamily in 2026:
✅ 5–6% GDP growth
✅ $200B mortgage bond buys → lower rates
✅ Fraud crackdowns save billions
✅ Healthcare transparency
✅ Reshoring jobs
✅ Tariffs slow supply → existing assets win
#Multifamily #RealEstate #Investing #CRE

[Reap Capital @ReapCapital]

We've officially closed on The Sage at 1955!

Congratulations to our partners, investors, colleagues and the seller on a successful closing!

The Sage was a critical acquisition for the composition of Reap Fund I, and we are excited to announce that we have been awarded our next deal, the 6th and final acquisition for Reap Fund I, which we expect to close early next year.

We are looking forward to launching Fund II in 2026!!

[Reap Capital @ReapCapital]

The national data from CBRE's Q3 2025 Multifamily Underwriting Survey shows improving buyer sentiment, but some metro areas are experiencing stronger momentum than others. In Q3, going-in cap rates for core assets compressed in Sun Belt markets like Atlanta, Miami, and Nashville.

Here in Texas and the surrounding region, we’re seeing similar trends: rising investor interest, narrowing bid-ask spreads, and a more active debt environment. CBRE also noted that while many investors were still hesitant to sell, that hesitation could shift to opportunity heading into Q4 and beyond.

At Reap Capital, we’re leveraging this moment by sourcing value-add multifamily assets in the Texas Sun Belt corridor. Our vertically integrated platform positions us to act decisively as these market dynamics evolve.

If you’d like to explore what this means for capital deployment or partnership opportunities, let’s connect.

[Reap Capital @ReapCapital]

Apollo economist projects GDP to accelerate in 2026. The Congressional Budget Office estimates that the positive effects of the One Big Beautiful Bill will increase GDP almost a full percentage point- largely due to 100% bonus depreciation coming back.

Almost $10T of investments coming into the U.S. this year alone (mostly from overseas), lower tariff uncertainty, and lower rates.

#realestate #investing #multifamily #valueadd

[Reap Capital @ReapCapital]

To learn more about Reap Capital’s investment strategy and upcoming opportunities, visit https://t.co/fK4exDzWxM.

[Reap Capital @ReapCapital]

Texas continues to lead the nation in growth, and it’s not slowing down. Twelve of the fifteen fastest-growing U.S. cities are in Texas, with the heaviest concentration around DFW and Houston. Markets like Celina, Fulshear, and Princeton have seen population growth exceeding 100% in just four years, while Austin and San Antonio continue to attract both residents and employers seeking affordability and opportunity.

For investors, this isn’t just a population story, it’s a signal. Texas markets continue to pair rapid in-migration with job creation, infrastructure expansion, and strong multifamily absorption. Even in a volatile macro environment, these fundamentals create stability and long-term value for disciplined operators.

Our acquisition of The Sage at 1955 in San Antonio reflects that conviction. The city’s growth trajectory mirrors the early stages of what we’ve seen in DFW and Austin- diverse employment, strong demand, and room to run.

#multifamily #valueadd #investing #realestate

[Reap Capital @ReapCapital]

Dallas Ft. Worth maintains position as the top market for 2026 per newly released Emerging Trends in Real Estate Report.

This is why the Urban Land Institute and PwC have identified DFW as the top market for investment in 2026:

-biz friendly environment that has attracted more than 100 corporate HQs since 2018
-one of the most diverse economies in the nation
-emerging national hub for finance and tech
-robust job growth

We are looking forward to expanding our 1800-unit portfolio in 2026!

If you are a direct equity source, can write a check for $2m minimum, and would like to 3x your money in 3 years, shoot me a DM.

[Reap Capital @ReapCapital]

See why we think San Antonio is the best value-add market in the nation: https://t.co/LXK1ZoFlx0

[Reap Capital @ReapCapital]

Demand for apartments continues to outpace new supply nationwide, and we are now seeing the smallest volume of new construction starts in over a decade.

In the year-ending Q3 2025, 234,900 new market-rate units started construction while 637,100 units were rented, meaning nearly 3x more units were absorbed than started.

What does this mean for #multifamily investors?

As I have outlined in previous posts, investors need to be looking forward, not focusing on the past. I have had countless conversations with lenders and equity groups who are categorically out of a market because they have had issues or they see the market as soft.

You should have been out of that market two years ago, brother!

The writing is all over the wall! Supply has plummeted, and demand is extremely strong. The supply issues we have been navigating over the past two years was/is a short-term problem. The fundamentals of sunbelt markets are still extremely strong.

That said, this mentality only creates more opportunity us, and I am good with that!

#investing #realestate

[Reap Capital @ReapCapital]

Thank you to all who came out to our first event at the new HQ! We are very fortunate to have the honor of doing business with so many amazing people. You are the reason we strive to be the best at what we do!

[Reap Capital @ReapCapital]

The latest RealPage data on affordable-segment apartments reinforces what we’re focused on at Reap Capital: affordability is increasingly becoming a differentiator in the multifamily world.

As we move into San Antonio and evaluate additional Texas markets, here’s where our thinking aligns:
• The workforce housing segment is holding up even as supply peaks stress some markets.
• Texas mid-markets offer compelling affordability, strong fundamentals, and opportunity to execute where others may be distracted.
• Smart timing and thoughtful market entry matter- we’re not just expanding; we’re positioning for long-term strength.

For our investors and partners: entering San Antonio is part of a broader thesis across Texas- seeking markets where affordability, growth, and operational upside converge.

[Reap Capital @ReapCapital]

Squad ghouls only 🖤🎃

[Reap Capital @ReapCapital]

View our latest deal here: https://t.co/LXK1ZoFlx0

Catch more of this conversation on the latest podcast episode here: https://t.co/RHBvbBhRsa

[Reap Capital @ReapCapital]

At the start of 2024, we made the decision to focus solely on forced Sellers. Even now, most deals hitting the market are not priced accurately, so bidding on these properties means you invest a ton of time going through that price discovery only to learn the Seller is not willing to meet the market.

By focusing on the deals that HAD to transact, we were able to focus our acquisition efforts on more of a sure thing.

We have continued to invest throughout this down cycle, and mitigating your downside is extremely important with this approach which means basis is incredibly important. It is hard to beat picking off deals at the loan basis, or recently, 35% BELOW the loan basis.

If you want to learn more about how we are finding deals in this market, let's connect!

#realestate #investing #valueadd #multifamily

[Reap Capital @ReapCapital]

Reap Capital is proud to announce our strategic expansion into the San Antonio market, in alignment with insights from the https://t.co/0AcbVGVAff 2026 Multifamily Trends Report:

• Slowing supply is opening new avenues for disciplined, value-driven operators.
• Mid-priced and value-add multifamily assets are projected to outperform luxury offerings.
• Texas mid-markets, including San Antonio, continue to benefit from affordability and robust population growth.

As we establish our presence in San Antonio, we remain committed to identifying and investing in additional high-potential Texas markets, driven by strong fundamentals and a focus on long-term value creation.

[Reap Capital @ReapCapital]

San Antonio is the nation's 4th fastest growing city!

We are extremely excited to be entering this market at decade low prices while experiencing record high absorption!

Absorption of 15,083 units in the past 12 months: This is a record high for San Antonio, with net absorption reaching 15,083 units in the year ending Q2 2025, outpacing completions of 11,464 units and representing about 6.25% of the metro's total inventory (estimated at ~241,000 units). This demonstrates exceptional demand resilience amid elevated supply.

70% reduction in new supply, setting the stage for robust rent growth: New supply is projected to decline sharply, with units under construction down roughly 70% from the peak (~6,000 units currently), positioning the market for stronger rent growth by 2026-2029 as excess inventory is absorbed.

Additionally, new starts have fallen dramatically as well, a 76% decline in starts from peak: Construction starts have fallen dramatically, down about 74-80% from the 2021-2023 peaks (e.g., only 1,874 units started in 2024 vs. 9,526 in 2023), signaling a tightening pipeline that will limit future supply and support occupancy and rents.

AND we have several more San Antonio acquisitions in the pipeline!

Reach out to us via the link in comments if you want to get involved!

#multifamily #valueadd #investing #realestate

[Reap Capital @ReapCapital]

On this solemn day, as we mark the 24th anniversary of September 11, 2001, let us pause to remember the lives lost and the profound impact that tragedy had on our world.

In the face of unimaginable horror, we witnessed extraordinary acts of heroism—from firefighters, police officers, and everyday citizens who rushed into danger to save others, to the countless service members who answered the call in the wars that followed, sacrificing everything for our freedom and security.

Out of the ashes rose a powerful sense of unity, reminding us that in our darkest moments, we come together as one nation, bound by resilience, compassion, and shared purpose. Today, we honor their memory by committing to that same spirit of solidarity in our communities and beyond.

🇺🇸

#NeverForget #September11 #Unity #Heroes

[Reap Capital @ReapCapital]

https://t.co/QvCo2TEczV

[Reap Capital @ReapCapital]

San Antonio’s multifamily market is in a fascinating position- while we’ve seen healthy absorption and a bump in occupancy, the real story is ahead: new supply will slow dramatically in 2026, creating the foundation for strong rent growth from 2027 onward.

The numbers tell a clear story:
• Absorption of 15,083 units in the past 12 months (6.25% of supply)
• Occupancy up 2.0% year-over-year
• 70% reduction in new supply, setting the stage for robust rent growth

Cycles like this highlight why strategic patience and smart acquisitions today can pay off tomorrow. The trajectory is hard to ignore; San Antonio is set for strong growth.

Position your investments with these trends by partnering with us on our latest investment opportunity in San Antonio, The Sage at 1955. Get the deal via the link in comments.