The real estate industry just got a new label for 2026: “The Great Reset.”

That phrase alone is enough to make investors uneasy.
But here’s the real question: Does reset mean retreat?

This week on Not Your Average Investor Show, Gregg Cohen and Pablo Gonzalez unpack the 2026 Emerging Trends in Real Estate Report from ULI and PwC and explain how this permanent recalibration changes the game for long-term investors.

You’ll learn:
✅ The Great Reset vs. Crisis: Why this moment is a strategic recalibration rather than a repeat of 2008.
✅ The Affordability Megatrend: Why providing workforce housing is the smartest market play for 2026.
✅ Suppressed Demand: How higher rates kept buyers on the sidelines and why that pent-up demand is coming back as rates adjust.
✅ Asset Adaptability: Why single-family rentals perform in both good times and bad and why that's your unfair advantage in 2026.

Smart, patient, fundamentals-first investors may have more leverage today than they realize.

Listen NOW!

Chapters:

00:00 ULI Report Preview
01:14 Show Welcome and Hosts
01:32 Q2 2026 Outlook Promo
03:10 Why ULI Matters
05:03 Trend One Great Reset
07:59 Back to Basics Operations
12:50 Bonus Why Next Decade
13:17 Return of Yield
19:33 Supply Shortage Worsens
23:51 Institutions Flood Housing
29:21 Distressed CRE Deals
30:12 Debt Maturity Opportunities
31:58 Demographics Drive Demand
35:02 Buy and Hold Wins
35:51 Smart Money Era
36:29 Interest Rate Fog
40:33 Affordability and Policy Risk
45:41 Resilient Asset Classes
49:24 Operations Beat Engineering
54:32 Wrap Up and Next Episodes

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