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Fred Gortner
419 posts

Fred Gortner
@FredGortner
Co-Founder and Head of U.S. Strategy of Paladin Realty, an RIA and boutique real estate investment firm focused on workforce housing across the Americas.
Katılım Mayıs 2022
46 Takip Edilen101 Takipçiler

I’m looking forward to attending the @UrbanLandInst Housing Innovation Summit in Los Angeles. I’m very interested to see what practical solutions are discussed to help alleviate #California’s #housing #affordability crisis.
la.uli.org/events/detail/…

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The “national housing market” is a statistical fiction. Some metros are at record highs while others remain well below 2022 peaks. Multiple regional cycles are unfolding at once, & national averages often hide what’s happening locally. @EPBResearch
blog.epbresearch.com/p/half-of-us-h…

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Supply constrained coastal markets are boosting apartment REIT performance, @EquityRes citing #NYC & San Francisco as major #Q1 drivers. Strong renter demand, limited supply & slowing new deliveries are expected to strengthen pricing power in 2026.
commercialobserver.com/2026/04/equity…
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My wife, Cindi Gortner, represented the buyer of this amazing home by Pritzker Prize–winning architect Frank Gehry, in an off-market transaction. So incredibly proud.
nypost.com/2026/05/01/rea…
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Proud to share @PaladinRealty's 2025 Impact Report, reaffirming our commitment to global #ESG best practices. We’re delivering strong returns alongside meaningful social and environmental impact, with Randall Locker leading the charge.
paladinrealty.com/about-us/impac…

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@jayparsons highlights a flight-to-quality trend in over-supplied markets, where renters trade up due to concessions. In supply-constrained markets like #SoCal, the opposite occurs: renters pursue value, shifting to more #affordable Class B/C units.
multihousingnews.com/the-k-shaped-e…
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Housing costs in #California (43% of income) & #Hawaii (50%) are among the highest in the U.S., driving a large renter class & strong demand for workforce housing. In SoCal, #affordability is key as renters have limited cushion.
@GlobeStcom
globest.com/2026/04/23/own…
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@pkedrosky Chart of the Day reveals that #ChatGBT/ #AI language tools may reduce brain connectivity, engagement, memory recall, and sense of ownership during writing. In some comparisons, using LLMs resemble high alcohol-level brain suppression.
paulkedrosky.com/chart-of-the-d…
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California's population is slowly rebounding post-#COVID but remains mostly flat due to reduced immigration. High #housing costs/#affordability still drive many to leave, with movers seeking cheaper living & higher homeownership rates.
@latimes
link.latimes.com/view/6529c7d63…
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More supply is the solution to CA's housing crisis. Where supply rises, rents fall. LA has only permitted 18% of needed units & many projects are stalled. Across CA, mandates aren’t turning into construction,keeping housing scarce & expensive @CoStarGroup
costar.com/article/546744…
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The #CRE reset I expected in 2024 is happening, but ~2 years late. Higher rates didn’t trigger forced selling on schedule. Sellers held out, delaying repricing. What’s unfolding now is slower, uneven, & driven as much by psychology as fundamentals.
paladinrealty.com/resources/insi…
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#Apartment debt stress is emerging, narrowly concentrated in 2022–23 loans from the rate shock. Headline metrics look strong, but #DSCR is weaker in these vintages. Risk isn’t from high leverage-these loans had conservative LTVs & more equity.
@GlobeStcom
globest.com/2026/04/01/mul…
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Some #California cities are banning rent-pricing algorithms, arguing they drive high rents, despite zero evidence they have any meaningful impact. #Rent algorithms aren’t the issue; California just needs more #housing.
@latimes
latimes.com/opinion/story/…
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Bank capital rule changes may boost #CRE lending. Welcome news for our U.S. apartment business- stabilized loans have subsidized riskier debt. Repricing could lift #multifamily lending; riskier deals stay with non-banks.
@GlobeStcom
globest.com/2026/03/25/ban…
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A case study in Economics 101: #Austin shows more housing supply lowers rents even with population growth. After a 30% supply increase, rents fell 16.2%. Pro #housing reforms drove the change. Keep building to maintain #affordability.
@MHNonline
multihousingnews.com/austin-rent-re…
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For the first time ever, we’re building more space for machines than people. Data center construction (~$3.5B/month) has overtaken offices. #Office builds ↓35% since 2020, #datacenters ↑5x. This isn’t cyclical—it’s the physical rise of the #AI economy.
paulkedrosky.com/chart-of-the-d…
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Rent isn’t just expensive- it’s forcing tradeoffs. 47% of renters spend 40%+ of income on housing, and 79% are cutting essentials. This is why #AffordableHousing matters. The core issue remains supply not keeping pace with demand.
@GlobeStcom
globest.com/2026/03/16/ren…
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I’ve always looked for a “signal trade” in #CRE cycles. Roy March selling Eastdil again to @Savills for $1.2B certainly feels like one. Deals like this signal rising confidence in transaction volume and a more active market ahead. @GlobeStcom
globest.com/2026/03/12/sav…
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@HectorBarajas is 100% correct. The solution to our housing crisis is more supply. Period. #paladinrealty #housingcrisis
bit.ly/4bInQf3

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Right problem. Wrong solution.
This decision will only exacerbate the affordability crisis in the City of LA.
#paladinrealty #CREinvesting #affordablehousing #rentcontrol
bit.ly/3LYo8Ug

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