Seneca Webinar Series
Market & Structural Insights: Capital Allocation in This Cycle
February 20th, 2026
8:30AM
What to ExpectA practical walk-through of where we are in the market cycle, how capital is moving today, the supply-and-demand forces driving returns, and how risk stacks up across opportunities using real price and value comparisons.
❋ Current Cycle DynamicsWhere we believe we are in the market cycle, how we timed key decisions and acquisitions, and how that positioning aligns with supply timing and project delivery.
❋ Capital BehaviorHow equity and debt capital are behaving today, where each is becoming constrained or opportunistic, and what that means for pricing, leverage, and returns.
❋ Supply & Demand MechanicsA clear look at current and upcoming supply, why new inventory is expected to fall off, and how occupancy and rent growth are projected to respond.
❋ Basis & Risk ComparisonsHow our project basis compares to recent transactions within the same buyer pool, the differences between institutional and sub-institutional capital, and how we identify, quantify, and price development risk.