11 Takeaways from Apartment REITs' Q4'25 Earnings Calls
Green shoots for a rent rebound yet muted growth expectations for 2026, strong renter financials combined with macroeconomic uncertainty, big discounts in REIT stock prices versus NAVs, and more.
Takeaways from NMHC Annual Meeting: Who wants a loan?
Abundance of debt capital is providing a soft landing for owners with maturing loans, and depriving buyers hunting for high-quality assets at big discounts.
January Multifamily Update: Have Rents Bottomed?
You never want to assume too much based on winter leasing trends, but if we did, they'd be encouraging indicators for 2026.
BREAKING: Highlights & Implications from Trump's Executive Order on Institutional SFR
New details from White House tonight: Build-to-rent communities excluded from the order, while scattered-site SFR faces suddenly murky regulatory outlook
Top 11 Myths on Institutional Investors of Single-Family Homes
What does the data and academic research show about the realities of institutional single-family rental investors? It's more nuanced than meets the eye.
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