February 2026
Dear Goodegg Community,
This year, Lunar New Year (February 17th), marks the beginning of the Year of the Horse.
As we transition into the vibrant energy of the Year of the Fire Horse, there is a palpable sense of momentum in the air. If you feel a sudden urge to pick up the pace, you aren’t alone.
In the Chinese zodiac, the Fire Horse is a rare and powerful combination – occurring only once every 60 years – symbolizing high energy, independence, and a “gallop-forward” mentality.
In many ways, the Fire Horse is the perfect mascot for the 2026 real estate market. After a few years of “wait and see,” the market is finally finding its stride. We are seeing investors move with a new sense of decisiveness, shedding the cautious trot of the past for a more confident, spirited pace.
At Goodegg Investments, we believe that while the Horse represents speed, the “Fire” element represents the spark of opportunity. It’s about having the passion to pursue your goals, but also the stamina to stay the course.
The Fire Horse doesn’t just run; it runs with a destination in mind.
In this edition of our newsletter, we’re looking at how to harness this horse energy without letting it run wild. We’ll discuss fundamentals of how to maintain a disciplined investment strategy even when the market starts to heat up, and why the most successful investors in 2026 will be those who balance bold moves with a conservative approach.
Whether you are looking to expand your portfolio or are just starting to explore the world of syndications, this year promises to be a ride like no other.
Wishing you prosperity, health, and the courage of the Fire Horse in the year ahead!
Sending sunny-side-up best wishes…
The "Missing Middle": Why Workforce Housing Is The Ultimate Stability Play
– New Blog Article –
If you’ve been following the headlines in early 2026, you’ve likely seen a bit of a “tale of two cities” playing out in the multifamily real estate world. On one hand, you have the shiny, brand-new Class A luxury towers in downtown hubs offering three months of free rent just to get people in the door.
On the other hand, you have the “Missing Middle”—the Class B and C workforce housing communities—where occupancy is soaring, waitlists are back, and the fundamentals have never looked stronger.
Let’s dig further into workforce housing – what it is, whom it’s for, and whether it might be the right investment for you.
2026 US Real Estate Market Outlook
– CBRE Report –
In this comprehensive report on what to expect in the US real estate market in 2026, CBRE covers many trends to watch, including these for multifamily:
- Barriers to homeownership will continue to support multifamily demand:
Challenges for would-be homeowners in 2026 include a 105% monthly premium to buy vs. rent, an estimated shortage of 3.4 million single-family homes, high mortgage interest rates and elevated home prices. With more than half ($7 trillion) of the outstanding $13 trillion of mortgages financed at interest rates of less than 4%, fewer existing homeowners will be willing to sell, which in turn will drive multifamily lease renewals.
- Demand will remain soft:
Softening renter demand due to tepid job growth is expected to continue in the first half of 2026. A slow-to-hire, slow-to-fire job market with low turnover is expected to reduce domestic migration and household formation and limit momentum in high-growth markets in the near term.
- Operators will prioritize occupancy over rent growth, supported by strong renewals:
Effective asking rent growth is expected to remain low for much of 2026. Multifamily operators are strategically choosing to maintain occupancy rates rather than aggressively pursuing rent increases on newly signed leases. The near-term focus on offering significant concessions to new tenants is supported by historically strong renewal rates (57% of all leasing activity, up from 51% in 2015 and 48% in 2005) among existing residents, which is expected to increase further this year.
- Sun Belt and Mountain markets face a twin dilemma:
Both macroeconomic headwinds and the lingering effects of a 50-year-high wave of new supply are weighing negatively on occupancies and forcing operators to compete on pricing for new tenants. As a result, the expected timeline to achieve positive asking rent growth has been pushed to late 2026 for many high-supply markets.
- Investors could be put off by rent controls in certain markets:
Rent control initiatives have been key components of recent elections in markets such as Boston, Denver, New York and Seattle. If implemented, these initiatives will likely lead to lower investment activity and potentially constrain market-level liquidity in 2026 and beyond. Less new development as a result will limit opportunities for new renters.
Applying The Japanese Concept Of Ikigai To Real Estate
– Video –
Have you heard of ikigai (ee-key-guy)? It’s the Japanese concept that translates roughly to “a reason for being.” The four pillars of ikigai include:
What you love: Your passions and the things that bring you genuine joy.
What you are good at: Your unique skills, talents, and strengths.
What the world needs: Your contribution to society or the problems you can help solve.
What you can be paid for: The market value of your work or how you can sustain yourself financially.
What happens when you apply these concepts to real estate investing?
Grow Your Money In Two Places At Once
– Whole Life x Real Estate Investments –
Here at Goodegg Investments, we love hidden gem strategies that can help you grow your wealth through putting your money to work in the smartest and most efficient ways possible.
Through the little-known strategy of using high-cash-value whole life insurance to optimize your investments, we are essentially able to double-dip – meaning we can our money in not just one, but TWO places at the same time. Want to learn how to do it to?
Thanks for reading this edition of the Goodegg Scramble! If you know someone who might be interested in investing, please send ’em to goodegginvestments.com/invest