As we look to 2026, CF Capital is positioning for a year grounded in discipline, clear execution, and investor alignment. The market continues to shift, and we believe success will come less from chasing growth and more from controlling outcomes.

Markets over momentum.
We’re doubling down on core geographies in the Midwest and Southeast—markets where affordability and population trends continue to support demand. Our focus remains on proven locations where we can add real value.

Selectivity over scale.
We’re not chasing deal volume. We’re focused on high-conviction acquisitions that offer clear, controllable upside. Conservative underwriting and strong fundamentals will drive our decisions—not pressure to deploy.

Smart capital structure.
Debt and equity alignment matter more than ever. We're staying disciplined on leverage, using fixed or hedged debt, and building in multiple exit paths. That structure reduces risk and protects returns.

Leasing drives results.
Our leasing strategy is faster, more targeted, and tenant focused. We’re refining lease-up timelines, improving renewals, and capturing rent premiums based on detailed unit-level data.

NOI-focused management.
We prioritize net operating income over speculative rent growth. This means smart renovations, tight expense control, and operational discipline. Every dollar spent must return value.

Transparent reporting.
We’ve always prioritized clear communication with our partners. In 2026, we’re further refining our reporting systems with enhanced monthly dashboards, performance metrics, and real-time renovation tracking.

Looking Ahead

We’re preparing for refinance windows with proactive planning, stress-tested scenarios, and capital stack flexibility. Every deal we evaluate includes multiple exit strategies, giving us room to adapt as conditions shift.

Above all, we believe that portfolios built on execution—not speculation—will lead in this next cycle. At CF Capital, that’s exactly what we’re building.

Final Word

2026 won’t reward hype. It will reward clarity, discipline, and follow-through. We’re ready. If you share our commitment to fundamentals and transparency, we look forward to growing with you in the year ahead.

If this type of diligent investing resonates with you, we invite you to explore investing alongside our team — sign up for our exclusive investor list here to learn about upcoming opportunities.

– The CF Capital Team