What I Got Wrong (and Right!) in 2024

What I Got Wrong (and Right!) in 2024

It's report card time! Grading how well my predictions played out for apartments and SFR

Apartment REITs Earnings Call Recaps, Part 2

Apartment REITs Earnings Call Recaps, Part 2

Highlights and market color from MAA, UDR, Essex, IRT, NexPoint and Veris.

10 Takeaways from Today's Confirmation Hearing for HUD Secretary Nominee Scott Turner

10 Takeaways from Today's Confirmation Hearing for HUD Secretary Nominee Scott Turner

Turner appears positioned for smooth confirmation vote after (mostly) cordial Senate committee hearing.

Apartment REITs Earnings Call Recaps, Part 1

Highlights and market color from AvalonBay, EQR, Camden, Elme, Centerspace, BSR, Clipper

SFR REITs Earnings Recaps: INVH and AMH

Ten highlights -- including some colorful exchanges with Wall Street -- from the SFR REITs' Q3'24 earnings calls

How Will Trump's Win Impact Rental Housing? Eight Issues to Watch.

And reviewing the results of rent control ballot measures across the country.

Archive

10 Takeaways from Today's Confirmation Hearing for HUD Secretary Nominee Scott Turner

10 Takeaways from Today's Confirmation Hearing for HUD Secretary Nominee Scott Turner

Turner appears positioned for smooth confirmation vote after (mostly) cordial Senate committee hearing.

Jay Parsons
Jay Parsons
What I Got Wrong (and Right!) in 2024

What I Got Wrong (and Right!) in 2024

It's report card time! Grading how well my predictions played out for apartments and SFR

Jay Parsons
Jay Parsons
Apartment REITs Earnings Call Recaps, Part 2

Apartment REITs Earnings Call Recaps, Part 2

Highlights and market color from MAA, UDR, Essex, IRT, NexPoint and Veris.

Jay Parsons
Jay Parsons
Apartment REITs Earnings Call Recaps, Part 1

Apartment REITs Earnings Call Recaps, Part 1

Highlights and market color from AvalonBay, EQR, Camden, Elme, Centerspace, BSR, Clipper

Jay Parsons
Jay Parsons
SFR REITs Earnings Recaps: INVH and AMH

SFR REITs Earnings Recaps: INVH and AMH

Ten highlights -- including some colorful exchanges with Wall Street -- from the SFR REITs' Q3'24 earnings calls

Jay Parsons
Jay Parsons
How Will Trump's Win Impact Rental Housing? Eight Issues to Watch.

How Will Trump's Win Impact Rental Housing? Eight Issues to Watch.

And reviewing the results of rent control ballot measures across the country.

Jay Parsons
Jay Parsons
8+ Ballot Measures on Rental Housing to Watch on Election Day

8+ Ballot Measures on Rental Housing to Watch on Election Day

Your Election Day guide to all things rental housing -- including ballot measures on rent control and on bond referendums to boost affordable housing supply.

Jay Parsons
Jay Parsons
10 Takeaways from Newly Released Q3'24 Apartment Data

10 Takeaways from Newly Released Q3'24 Apartment Data

Still more supply than demand, but the gap is narrowing faster than expected as wage growth outpaces rent growth.

Jay Parsons
Jay Parsons
Grading the Trump/Vance Housing Plan: Winners and Losers

Grading the Trump/Vance Housing Plan: Winners and Losers

The GOP candidates' positions and statements overlap more with the Harris/Walz campaign than you might think, but there are also plenty of big differences and less specificity.

Jay Parsons
Jay Parsons
Grading the Harris/Walz Housing Plan: Winners and Losers

Grading the Harris/Walz Housing Plan: Winners and Losers

The plan includes a much-needed boost for starter homes and low-income affordable housing, but not much for other types of housing -- or for mid-income renters.

Jay Parsons
Jay Parsons
Round 3 of REIT Earnings Calls: AMH + 3 More Apartment REITs

Round 3 of REIT Earnings Calls: AMH + 3 More Apartment REITs

Four more REITs: American Homes 4 Rent, BSR REIT, Elme Communities, Clipper Realty

Jay Parsons
Jay Parsons
Round 2 of REIT Earnings Calls: 5 Big Apartment REITs

Round 2 of REIT Earnings Calls: 5 Big Apartment REITs

Five multifamily REITs talking shop: MAA, AvalonBay, Essex, UDR, Camden, IRT

Jay Parsons
Jay Parsons
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