Why the Market Sentiment is Wrong with Michael Blank, Ep. 722

Written by John Casmon

June 17, 2025

Michael Blank is a real estate investor, author, speaker, and CEO of Nighthawk Equity. He’s one of the leading authorities on apartment investing and financial freedom through multifamily real estate. With over $300 million in assets under management and author of Financial Freedom with Real Estate Investing, Michael helps investors and aspiring entrepreneurs escape the W-2 grind by acquiring multifamily properties and building sustainable income streams.


Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.

Key Takeaways

  • Michael transitioned from tech to restaurants to real estate after early business setbacks during the 2000 and 2008 market crashes.
  • Multifamily real estate offers superior risk-adjusted returns due to forced appreciation and operational control compared to single-family homes.
  • Market sentiment is often wrong—investors must look past fear-based headlines and focus on long-term fundamentals.
  • Today’s market offers lower leverage, better pricing, and a strong long-term demand outlook for multifamily housing.
  • Education and building sophistication as an investor is critical to identifying real opportunities, especially in volatile markets.


Topics

Michael’s Journey into Multifamily

  • Started in corporate software; was part of a major IPO just before the 2000 tech bubble crash.
  • Lost significant capital in restaurant franchises during the 2008 recession.
  • Began flipping houses before discovering multifamily through a 12-unit deal in DC that eventually sparked his passion for apartments.
  • Built Nighthawk Equity and an education platform to help others achieve financial freedom through apartment investing.

Understanding Risk-Adjusted Returns

  • Multifamily offers superior downside protection compared to many other asset classes.
  • Operational risk (property management) can be mitigated by using professional managers.
  • Market risk can be managed by focusing on NOI-driven valuation rather than relying on market appreciation like single-family.
  • Investors must evaluate underwriting assumptions—rent growth, vacancy, CapEx reserves, and debt terms—to fully assess risk.

Why Multifamily is Attractively Priced Today

  • Current deals are 30% below 2021 peak prices.
  • Leverage is lower and more conservative, reducing financial risk.
  • Interest rates are flat or declining, improving the outlook for new acquisitions.
  • Long-term demand remains strong due to the lack of new affordable housing supply.

Investor Sentiment and Sophistication

  • Market sentiment swings often don’t reflect true investment fundamentals.
  • Sophisticated investors like institutions are returning to the market now while many retail investors remain fearful.
  • Successful investing requires becoming a student of the market and evaluating data beyond media headlines.

Raising Capital in Today’s Market

  • Focuses heavily on education to help investors understand why now may be a great buying window.
  • Transparency, data-driven insights, and regular communication are key to re-engaging cautious investors.
  • Building long-term relationships and trust remains critical to capital raising success.


📢 Announcement: Learn about our Apartment Investing Mastermind here.

Round of Insights

Failure that set Michael up for success: An early deal in West Virginia that lost money eventually led to a partnership with Garrett Lynch, who is now a key part of Nighthawk Equity.

Digital or mobile resource: Boomerang for Gmail — an email tool that helps manage follow-ups automatically when responses don’t come in.

Book recommendation: The Miracle Equation by Hal Elrod — teaches focusing on consistent activity rather than fixed timelines to achieve long-term goals.

Daily habit: Morning routine combined with time blocking for deep work; weekly reviews of top 3 priorities for focused execution.

#1 insight for identifying risk-adjusted returns: Look carefully at underwriting assumptions — especially rent growth, reserves, and occupancy. Conservative, realistic assumptions lead to better long-term risk management.


Next Steps

  • Check out Michael’s previous episode here
  • Check out TheFreedomPodcast.com/john and download Michael’s free Apartments 101 mini-course for both active and passive investors
  • Study risk, underwriting, and market outlook to build long-term investing confidence


Closing Call to Action

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.