CF CAPITAL | ELEVATING COMMUNITIES TOGETHER
| Friends and Investors, Happy New Year! January has a way of creating space—to pause, take inventory, and rethink how you’re thinking about the year ahead. For many business owners & leaders we speak with, the last few years have been productive—but not simple. You’ve kept companies growing, teams together, and capital working through an uneven economy where outcomes haven’t been evenly distributed. What we hear most often isn’t fear or hesitation... It’s discernment. A desire to work with fewer people you trust more. To simplify where capital is deployed. And to make sure the next phase of wealth creation is built on sound fundamentals—not noise. For those who’ve invested alongside us, we don’t take that trust lightly. At CF Capital, investment discipline has guided us through the current real estate cycle and demonstrated that operational excellence matters more than financial engineering. Incentives matter more than intentions. And that real alignment can’t be outsourced. These experiences strengthen how we operate, how we build teams, and how we steward capital. As a result, we enter 2026 with a level of focus and confidence we couldn’t have had a few years ago—not because the market is easy, but because our approach is sharper. |
| We’re excited to formally welcome Alex Terauds to CF Capital as our Acquisitions Principal. Alex brings deep experience sourcing, underwriting, and executing multifamily investments with an operator’s mindset and a long-term orientation. More importantly, he shares our conviction around discipline, alignment, and doing things the right way—especially in complex or uncertain environments. As opportunities begin to open up in this next phase of the cycle, Alex strengthens our ability to move thoughtfully, decisively, and in alignment with our investors. Join us in welcoming Alex to the team! |
| 2025 Review / 2026 Outlook 2025 was not a year for shortcuts—and that’s precisely why it was formative. The past 12 months reinforced a simple truth we’re carrying into 2026: the next wave of value creation in multifamily won’t come from clever structures or aggressive assumptions. It will come from execution, patience, and alignment. We recently published a short Blog reflecting on the lessons of 2025 and how we’re positioning CF Capital for the year ahead. Read 2025 Review & 2026 Outlook → |
| White Paper: Lessons Shaping the Multifamily Market in 2026 |
| We also released a new White Paper outlining the key lessons we believe will shape multifamily investing in 2026 and beyond—from operational alignment and capital structure discipline to where we see real opportunity emerging as the cycle turns. This is written for investors who want perspective, not predictions. Download the White Paper → |
| NMHC | Las Vegas – January 27, 2026 Bryan and Tyler will be attending NMHC later this month in Las Vegas. These conversations—on the ground, with operators, lenders, and capital partners—continue to reinforce our conviction that disciplined operators with staying power are going to be well-positioned in the years ahead. If you’ll be there and would like to connect, let us know → |
| From Multifamily Broker to Impact-Driven Investor and Mentor |
| Tyler Chesser is co-founder and Managing Partner of CF Capital, a private-equity real estate firm...Read Article |
| Midwest Affordability Draws Buyers |
| Midwest affordability attracts buyers with low home prices, strong wage growth, and new housing supply amid rising demand....Read Article |
| The Psychology of Money |
| by Morgan HouselDoing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. |
| “The ability to do well for long periods of time depends less on what you do than on what you can survive.” — Morgan Housel |
| Many of our investors are successful business owners who’ve already done the heavy lifting—building companies, creating income, and taking meaningful risk. Now, the focus is on having capital work harder for you: producing predictable cash flow, long-term appreciation, and meaningful tax efficiency while you reclaim time and flexibility. That’s who we build for. As always, we appreciate the opportunity to build alongside you, and we’re looking forward to what 2026 brings. And if you know another business owner who’s thinking more intentionally about how they allocate capital in this environment, feel free to forward this along. Here’s to a joyful, focused, disciplined, and exciting start to the year for your families and finances. In Partnership, Tyler & Bryan PS. If this perspective resonates, feel free to share it with another business owner who’s thinking more intentionally about where and with whom they deploy capital this year. |
