JF 4166: Cash Flow vs Appreciation, Investor Shifts and 2026 Predictions ft. Amanda Cruise

Matt Faircloth interviews Amanda Cruise, as the two co-host a year-end conversation reflecting on lessons from 2025 and what they see ahead for real estate investing in 2026. They discuss how investor behavior has shifted away from high-risk appreciation plays toward stable, predictable cash flow, and how that change is reshaping capital raising and deal structures. The conversation covers decisiveness in acquisitions, why cash-flowing debt and yield-focused investments are resonating with investors, and how different asset classes are responding to market uncertainty. Amanda shares why mobile home parks remain resilient due to shrinking supply and rising demand for affordable housing, while Matt explains his plans to clean up underperforming multifamily assets and lean further into debt funds and cash-flowing hotel deals. This matters because many investors are being forced to rethink buy boxes, underwriting assumptions, and exit strategies. Understanding where transaction volume is likely to increase—and where structural demand still exists—helps investors position themselves for opportunity without relying on market appreciation alone. Amanda CruiseCurrent role: Mobile Home Park Owner and OperatorBased in: North CarolinaSay hi to them at: https://voyageinvesting.com/ https://www.linkedin.com/in/amandacruisemhpinvestor/ Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices