
Everything We Know (So Far) About Trump's Ban on Institutional Investors Buying Single-Family Homes
Here's why the number of homes at play is likely far smaller than proponents (and even some critics) might think.

What I Got Wrong (and Right!) in 2025
Rolling back the tape on my 10 predictions for apartments and single-family rentals going into 2025. How did I do?
December Multifamily Update: Searching for Green Shoots, and Finding a Few
Yes, the U.S. apartment market remains soft. But there are early signs of green shoots emerging, particularly in the supply-drenched Sun Belt.
November Multifamily Update: Stable Current Renters, Nervous Prospective Renters
While 2025 hasn't played out as apartment investors hoped, we do see green shoots of recovery amidst a bag of mixed signals.
5 Takeaways from Q3'25 SFR REIT Earnings Calls
SFR REITs remain priced out of homebuying, continuing to be net sellers of existing homes and recycling capital into new construction
