Real Estate Investment9 min read

Investing in Real Estate Through Rising Interest Rates: A Contrarian Playbook

By Caleb BakNovember 30, 2022

Investing in Real Estate Through Rising Interest Rates: A Contrarian Playbook

November 2022. Real estate investors are panicking. The Fed has raised rates from 0% to 4% in less than a year. The "easy money" era of 2020-2021 is over. Deal flow has dried up. Everyone is sitting on the sidelines.

This is exactly when I started deploying capital aggressively at Wisrem Trading.

Rising interest rates don't kill real estate opportunities—they create them. Here's the contrarian playbook that's worked for us.

The Panic of 2022: Why Everyone Was Wrong

Let me paint the picture of late 2022:

Market sentiment:

  • Transaction volume down 40% from peak
  • Home prices declining in most markets
  • Mortgage rates hitting 7% (from 3% a year earlier)
  • Headlines screaming "housing crash incoming"
  • Investors fleeing to cash
  • The consensus view: "Wait for prices to fall further before buying."

    What actually happened: The best opportunities came in Q4 2022 and Q1 2023, before most investors got comfortable again.

    Why Higher Rates Create Opportunity

    This goes against intuition, but higher interest rate environments create better deals for several reasons:

    1. Reduced Competition

    The reality:

  • Cash-only buyers: down 60%
  • Fix-and-flip investors: mostly gone
  • Institutional buyers: paused acquisitions
  • First-time homebuyers: priced out
  • What this means: Less competition = better negotiating position

    At Wisrem, we acquired 8 properties in Q4 2022 with an average 15% discount from Q2 2022 comps. The same properties would have had 20+ offers six months earlier. We faced 1-2 competing bids.

    2. Motivated Sellers

    Higher rates create motivated sellers:

    Overleveraged investors:

  • Bought in 2020-2021 with variable rate debt
  • Rates reset, cash flow turns negative
  • Forced to sell or risk foreclosure
  • Developers:

  • Construction loans getting expensive
  • Projects need to be sold quickly
  • Will take lower margins to de-risk
  • Corporate relocations:

  • Employees who must move, can't afford to carry two homes
  • Time pressure creates negotiating leverage
  • In a high-rate environment, seller motivation matters more than property quality. Find motivated sellers, negotiate aggressively.

    3. Recalibrated Expectations

    During low rates (2020-2021):

  • Sellers expected 10%+ annual appreciation
  • Nobody wanted to "leave money on the table"
  • Deals fell apart over $10K
  • During high rates (2022-2024):

  • Sellers realize the market has changed
  • Appreciation expectations reset to 2-4% annually
  • Deals get done
  • 4. Focus on Fundamentals

    Low-rate environments let poor investments work. High rates force discipline.

    What worked in 2020-2021:

  • Buy anything, appreciation covers mistakes
  • Cash flow doesn't matter, prices always go up
  • Location is secondary to getting a deal
  • What works in 2023-2024:

  • Strong cash flow required from day one
  • Real underwriting matters
  • Location and fundamentals are everything
  • This separates amateurs from professionals.

    The Contrarian Playbook

    Here's how we've approached real estate since rates started rising:

    Strategy 1: All-Cash Purchases for Maximum Leverage

    The conventional wisdom: "Never buy all cash, leverage is how you build wealth."

    The contrarian approach: All-cash purchases during high-rate environments create multiple advantages.

    Why it works:

    Advantage 1: Negotiating Power

  • Sellers take lower offers for certainty of closing
  • No financing contingency means faster close
  • Competing financed offers are riskier
  • Average discount: 8-12% below financed offer prices
  • Advantage 2: Option to Refinance Later

  • Buy all-cash now
  • Wait for rates to decline
  • Refinance at lower rates and pull cash out
  • Now you have appreciation + low-rate financing
  • Case Study: Phoenix Multi-Family (2022)

    Purchase: $2.1M all-cash, December 2022

  • Seller accepted $220K below highest financed offer
  • Closed in 11 days vs. 45 for financed buyers
  • No appraisal risk
  • Two years later (2024):

  • Property worth $2.5M (19% appreciation)
  • Refinanced at 5.5% (rates declined from 7%)
  • Pulled out $1.6M (75% LTV)
  • Cash-on-cash return: Infinite (no cash left in deal)
  • Monthly cash flow: $3,200
  • $1.6M
    Cash extracted from property bought all-cash, now producing infinite ROI

    Strategy 2: Buy Distressed from Overleveraged Investors

    Many investors bought in 2020-2021 with bridge loans, expecting to refinance. When rates spiked, they couldn't refinance at sustainable rates.

    Where to find them:

  • Direct mail to recent purchases with hard money liens
  • Networking at investor meetups
  • Wholesalers and real estate agents
  • Public records (notice of defaults)
  • What to look for:

  • Properties purchased in 2020-2021
  • Hard money or bridge financing due in 2023-2024
  • Negative cash flow at current rates
  • Owners with multiple properties (over-extended)
  • How to approach:

  • Offer to solve their problem (take the property off their hands)
  • All-cash, fast close
  • Aim for 15-25% below current market value
  • Win-win: They avoid foreclosure, you get a deal
  • Example: Dallas Rental Portfolio

    Backstory: Investor bought 4 rentals in 2021 with bridge loans, planning to refinance. Rates spiked, can't refinance at positive cash flow.

    Our offer: $940K for all four (20% below market)

  • All-cash, 15-day close
  • Seller saved credit score, avoided foreclosures
  • Current status:

  • Rented at market rates, positive cash flow
  • Equity: $235K immediately
  • Waiting to refinance when rates normalize
  • Strategy 3: House Hack with Low Down Payment

    For those without all-cash capital, owner-occupied financing still offers good rates (even in high-rate environment).

    The approach:

  • Buy 2-4 unit property
  • Live in one unit
  • Rent out others
  • FHA loan: 3.5% down
  • Owner-occupied rates: 1-1.5% lower than investment property
  • Example: Denver Duplex (2023)

    Purchase: $450K duplex

  • 5% down ($22,500)
  • Owner-occupied rate: 6.5%
  • Live in one side, rent other side
  • Rental income: $2,000/month
  • Mortgage payment: $2,850/month
  • Out-of-pocket: $850/month (less than apartment rent)
  • Two years later:

  • Property worth $490K
  • Move out, rent both sides
  • Total rental income: $4,200/month
  • Mortgage: $2,850/month
  • Cash flow: $1,350/month
  • ROI on $22,500 down: 72% annually
  • Strategy 4: Seller Financing for Win-Win Deals

    When rates are high, seller financing becomes attractive for both parties.

    The pitch to sellers:

  • "I'll pay your full asking price if you'll finance at 5%"
  • They get better return than CDs or bonds
  • Steady income stream
  • Still secured by the property
  • The benefit to you:

  • Lower rate than bank financing
  • Flexible terms
  • Often no appraisal required
  • Lower closing costs
  • When this works:

  • Property owned free and clear
  • Seller doesn't need lump sum immediately
  • Older sellers wanting income stream
  • Family transfers
  • Example: Colorado Mountain Property (2023)

    Deal structure:

  • Purchase price: $375K (full ask)
  • Down payment: $75K (20%)
  • Seller financed $300K at 5% for 15 years
  • Bank would have been 7.5%
  • Impact:

  • Monthly payment: $2,372 vs. $2,783 (bank)
  • Saves $411/month = $74K over life of loan
  • Property cash flows from day one
  • Strategy 5: BRRRR in High-Rate Environment

    Buy, Rehab, Rent, Refinance, Repeat—but modified for high rates.

    The adjustment:

  • Buy with all-cash or hard money
  • Renovate quickly (3-4 months max)
  • Rent at market rates
  • **Wait to refinance** (key difference)
  • Keep property, cash flowing, until rates decline
  • Why waiting works:

  • Property cash flows well without debt
  • Build equity through appreciation
  • Refinance when rates drop (2025-2026?)
  • Pull out cash at better terms
  • Example: Atlanta Value-Add (2023)

    Purchase: $180K all-cash (distressed property)

    Renovation: $45K (4 months)

    All-in: $225K

    ARV (After Repair Value): $295K

    Current status:

  • Renting for $2,400/month
  • No mortgage = 100% cash flow
  • $70K in equity
  • Plan:

  • Hold until rates drop to 5-5.5%
  • Refinance at 75% LTV ($221K)
  • Pull out all capital invested
  • Keep property with positive cash flow
  • The Math: Making High Rates Work

    Let's compare the same property at different rate environments:

    Scenario: $300K rental property, $60K down (20%)

    Low Rate (3.5%, 2021):

  • Mortgage: $240K
  • Monthly payment: $1,078
  • Rent: $2,000
  • Cash flow: $922/month (assumes $500 expenses)
  • Cash-on-cash return: 18.4%
  • High Rate (7%, 2023):

  • Mortgage: $240K
  • Monthly payment: $1,596
  • Rent: $2,000
  • Cash flow: $404/month (assumes $500 expenses)
  • Cash-on-cash return: 8.1%
  • The conventional conclusion: "Returns are terrible, don't buy."

    The contrarian insight: But you're buying at a 15-20% discount because of reduced competition.

    Adjusted high-rate scenario ($255K purchase, 15% discount):

  • Mortgage: $204K (20% down on $255K)
  • Monthly payment: $1,356
  • Rent: $2,000
  • Cash flow: $644/month
  • Cash-on-cash return: 15.2%
  • Plus you have $45K in instant equity from the discount.

    Purchase price matters more than interest rate. A 15% discount makes a 7% loan better than a 3% loan at full price.

    Where to Invest in a High-Rate Environment

    Not all markets perform equally when rates rise.

    Markets to Target:

    1. Strong Job Growth Markets:

  • People must live somewhere
  • Job growth = rental demand
  • Examples: Austin, Nashville, Raleigh, Boise (2023-2024)
  • 2. Markets with Housing Shortages:

  • Supply constraints = sustained demand
  • Low new construction
  • Difficult permitting
  • Examples: California coastal cities, Denver, Seattle
  • 3. Markets with Diversified Economies:

  • Not dependent on single industry
  • Recession-resistant
  • Examples: Dallas, Phoenix, Atlanta
  • 4. Lower-Price Markets:

  • More affordable = larger renter pool
  • First-time buyers priced out become renters
  • Better cash flow potential
  • Markets to Avoid:

    1. Markets That Surged 2020-2021:

  • Already priced for continued appreciation
  • When rates rise, prices correct harder
  • Examples: Boise (peak pricing), Austin (overbuilt), Phoenix suburbs
  • 2. Single-Industry Towns:

  • If industry struggles, market crashes
  • Too much risk in high-rate environment
  • 3. High-Cost, Low-Rent Markets:

  • Cash flow already thin
  • Higher rates make them unsustainable
  • ##The Mistakes to Avoid

    Mistake 1: Waiting for Perfect Timing

    The trap: "I'll wait until rates come down."

    The reality: By the time rates drop, prices have already risen and competition has returned.

    The better approach: Buy good deals now, refinance later.

    Mistake 2: Ignoring Cash Flow

    The trap: "It'll appreciate, I can handle negative cash flow."

    The reality: Negative cash flow in a high-rate environment is much more dangerous. You're bleeding capital with no safety net.

    The better approach: Only buy deals that cash flow from day one.

    Mistake 3: Over-Leveraging

    The trap: "I'll use 90% financing to maximize my leverage."

    The reality: High leverage + high rates = danger zone. One tenant missed payment and you're in trouble.

    The better approach: Use 70-75% max leverage, or buy all-cash and refinance later.

    Mistake 4: Chasing Appreciation

    The trap: "This market will appreciate 10% annually."

    The reality: In high-rate environments, appreciation slows. Buy for cash flow, consider appreciation a bonus.

    Mistake 5: Skipping Due Diligence

    The trap: "It's discounted, so I should jump on it."

    The reality: Properties are discounted for a reason. Some are good deals, some are money pits.

    The better approach: Inspect everything. Walk properties. Run conservative numbers.

    The 2024-2025 Outlook

    Where do I think we're headed?

    Interest Rates:

  • Fed likely to cut rates in late 2024 or 2025
  • Mortgage rates will decline but slowly
  • Don't expect 3% rates again for many years
  • Realistic range: 5-6% by end of 2025
  • Property Prices:

  • Most markets have bottomed or are near bottom
  • Modest appreciation (3-5% annually) likely 2024-2025
  • No crash coming (supply too constrained)
  • Best buying opportunity: Q4 2023 - Q2 2024
  • Rental Demand:

  • Remains strong (buyers priced out)
  • Rent growth slowing but still positive
  • Vacancy rates low in most markets
  • Strong cash flow opportunities
  • Recommendation: Be aggressive in 2024. This window won't last forever.

    Your Action Plan

    If you have capital:

    Step 1: Identify 3-5 target markets

  • Strong job growth
  • Housing shortage
  • Diversified economy
  • Step 2: Build local relationships

  • Real estate agents specializing in investors
  • Property managers
  • Lenders who do investment loans
  • Contractors for renovations
  • Step 3: Underwrite conservatively

  • Assume rates stay elevated
  • Require positive cash flow day one
  • Factor in worst-case expenses
  • Don't count on appreciation
  • Step 4: Act decisively

  • Good deals move fast even in slow markets
  • Have financing pre-arranged
  • Make strong offers on the right properties
  • Step 5: Plan for refinance

  • Track rate movements
  • Be ready to refi when rates drop
  • Pull capital out and redeploy
  • If you don't have capital:

    Option 1: House hack with low down payment

  • 3.5-5% down FHA or conventional
  • Live in one unit, rent others
  • Lower rates for owner-occupied
  • Option 2: Partner with capital

  • Find deals, bring to capital partners
  • Negotiate fee or equity share
  • Build track record
  • Option 3: Seller financing

  • Find motivated sellers
  • Offer full price for favorable terms
  • Lower rates, flexible structures
  • The Bottom Line

    Rising interest rates didn't kill real estate investing—they just separated the amateurs from the professionals.

    The easy money era (2020-2021) made everyone look like a genius. Rising rates (2022-2024) revealed who actually knew what they were doing.

    At Wisrem Trading, we've deployed more capital in 2023-2024 than in the previous five years combined. Why? Because:

    1. Less competition = Better prices

    2. Motivated sellers = Better deals

    3. Forced discipline = Better properties

    4. Future refinancing = Better longterm returns

    The next 12-18 months represent the best real estate buying opportunity since 2010-2012.

    The question isn't whether to invest. It's whether you'll have the courage to act when everyone else is afraid.


    *The best time to buy real estate is when everyone thinks it's the worst time to buy real estate.*

    Tags

    Real EstateInterest RatesInvestment StrategyMarket Cycles
    CB

    About Caleb Bak

    Serial entrepreneur, founder & CEO of InfiniDataLabs and HireGecko, COO of UMaxLife, and managing partner at Wisrem LLC. Building intelligent solutions that transform businesses across AI, recruitment, healthcare, and investment markets.

    Learn more about Caleb →

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