The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Broyer: Austin, Dallas, and Tampa have not led long-term rent growth
“If you step back and look at the data, you look at over the past 10 years, 20 years, it's not the Austins, the Dallases, the Tampas of the country that are performing the best Because we're solving for rent growth.”
James Breuer Dec 4, 2025 ▶ 22:57 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Assertion Partly supported
Broyer: Multifamily real estate values dropped about 30% from peak
“After about a year and a half, to Robert's point of getting to that six percent cash on cash, finally saw these values Drop about 30% from peak, and then we were able to start buying below replacement cost.”
James Breuer Dec 4, 2025 ▶ 16:39 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Assertion Partly supported
Broyer: Non-traded REITs bought $20B in multifamily in 2021
“So you had these non-traded REITs that were actually buying about twenty billion dollars worth of multifamily in 2021. About 10% of all transactions in the multifamily space were being traded to these non-traded REITs.”
James Breuer Dec 4, 2025 ▶ 16:04 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Assertion Partly supported
Broyer: Multifamily acquisition volume doubled between 2019 and early 2022
“When I met Robert in January of twenty-twenty-two, multi-family, the acquisition volume had doubled since twenty-nineteen.”
James Breuer Dec 4, 2025 ▶ 15:39 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
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