In this issue, SPI Principal Michael Becker identifies the conditions favoring a Generational Buying Opportunity for Texas multifamily in his "State of the Market" article. Additionally, SPI announces an upcoming 506(c) offering available in mid-October. SPI Princial Jennifer Warder defines key steps you can take now to prepare to invest in this opportunity in "Investing Insights"

Read the Q3 2024 Issue

The Q2 2024 issue commemorates SPI Advisory’s tenth anniversary

In this special edition issue, SPI Principal Michael Becker’s "State of the Market" provides insights on current market conditions affecting the workforce housing space, SPI Princial Jennifer Warder’s "Investing Insights" discusses the importance of the SPI Investor Portal’s recent implementation of Two-Factor Authentication, and, finally, SPI Co-Founders & Principals, Michael Becker & Sean Mabarak reflect on SPI Advisory’s evolution over the past decade in "Company Spotlight."

Read the Q2 2024 Issue

The Q1 2024 issue includes SPI Principal Michael Becker’s analysis of current market conditions and its influence on SPI’s living investment thesis in "State of the Market: Beyond the Horizon." JP Conklin, President & Founder of Pensford Financial Group & LoanBoss, Inc. shares his takeaways from the recent Federal Reserve meeting and his predictions on how it will shape capital markets through 2025 in "Industry Spotlight."

Read the Q1 2024 Issue

To close out the year, the Q4 2023 issue includes another installment of the "Investing Insights" series, "Investing Insights: Reviewing & Provising K-1 Data," where SPI Principal Jennifer Warder details steps necessary to ensure K-1 Data accuracy in SPI's Investor Portal in preparation for the upcoming tax season. The "Team Spotlight" article (also written by Jennifer Warder) highlights each SPI team member, new & old. Finally, SPI recaps its 2nd annual #SPICares fundraiser for Vogel.

Read the Q4 2023 Issue

In this abbreviated Q3 2023 issue, SPI Co-Founder and Principal Michael Becker shares his insights into the current landscape of the multifamily market. In his article, "Q3'23 State of the Market: 'Mind the Gap,'" Michael discusses conditions such as the ongoing interest rate hikes, current cap rates, insurance premiums, upcoming property tax forecasts, and how these elements influence SPI Advisory's investment strategy for the remainder of the year and into 2024.

Read the Q3 2023 Issue

In the Q2 2023 issue, SPI Co-Founder & Principal Michael Becker discusses the current state of the Texas multifamily market & how conditions such as rising Treasury rates & the Fed's June 14th decision to pause interest rate hikes affect SPI's living investment thesis in "Q2'23 State of the Market." SPI Principal, Jennifer Warder outlines key functionality of SPI's [NEW] Investor Portal & provides 3 actions to take now to prepare for an upcoming SPI investment opportunity in "Offerings on the [NEW] Investor Portal."

Lastly, in this issue's "Industry Spotlight" article, Greg Willett, recognized industry leader and First VP & National Director of Research Services at Institutional Property Advisors ("IPA"), shares his outlook on the current & near-future state of the capital markets in Texas & the US.

Read the Q2 2023 Issue

In the 1st issue of 2023, SPI Co-Founder & Principal, Michael Becker delivers his overview of the current state of the multifamily market to prophesize its significance & influence on SPI’s living investment thesis towards the end of 2023 and moving into 2024. SPI Principal, Jennifer Warder details the launch success of SPI’s [NEW] Investor Portal this past January and expounds on some of its key functionality. Lastly, SPI Asset Manager, Josh Tucker reveals more about his industry proficiency & how his previous professional experiences have influenced his continued stewardship of SPI’s portfolio of current properties under management.

Read the Q1 2023 Newsletter

In the last newsletter of the year, SPI Co-Founders & Principals, Michael Becker & Sean Mabarak examine the current state of the multifamily market to determine implications for the Texas multifamily market & SPI's Investment Thesis as we head into 2023. SPI Principal, Jennifer Warder outlines steps to take now to prepare your K-1 in advance of the upcoming tax season. President & Founder of Pensford & LoanBoss, JP Conklin shares his predictions on the Fed's preceding, anticipated interest rate hikes & cuts & what they'll mean for capital debt markets from now into 2025. Lastly, SPI recaps their recent fundraiser for Vogel Alcove & sits down with CDO, Greg Brinkley, to learn more about the organization serving homeless Dallas children & families, its current priorities, & how other individuals or companies can get involved.

Read the Q4 2022 Newsletter

In this newsletter, SPI Principal & Co-Founder, Michael Becker delivers his curated briefings on the macro & micro trends impacting the current state of the multifamily market in his article "State of the Market: Multifamily Demand Drivers." Additionally, SPI Principal, Jennifer Warder, returns after a quarter hiatus with the 3rd installment of her “Investing Insights” series with tips on “Preparing to Invest” in 506(c) offerings with SPI.

Read the Q3 2022 Newsletter

In this issue, SPI presents their Q1 strategic undertakings & performance and discusses their plans for the rest of 2022. Additionally, SPI introduces and highlights team member Sean Callaway and his recent promotion to SPI's Director of Acquisitions. Click the articles below to explore curated briefings on the micro & macro trends currently impacting the multifamily market, delivered to you by SPI Co-founders & Principals, Michael Becker & Sean Mabarak.

Read the Q2 2022 Newsletter

In this issue, SPI Principals, Michael Becker, Sean Mabarak, & Jennifer Warder provide you with curated briefings on the current state of the multifamily market and industry and their predictions on how these trends might impact investment performance in the following quarters. Additionally, in this issue, SPI interviews Michael Cagle of Velo Reonation LLC and highlights his expertise in architectural design and multifamily renovation.

Read the Q1 2022 Newsletter

In the first official issue of SPI Advisory's Quarterly Newsletter, SPI Co-Founders & Principals, Michael Becker & Sean Mabarak provide you with curated briefings on the state of the multifamily market during 2021 and predictions on how current trends may impact performance in 2022.

Read the Q4 2021 Newsletter