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
10 Themes & Highlights from Q3'25 Apartment REIT Earnings Calls
An early end to the leasing season, myth-busting on renter financial health, stock buybacks, "green shoots" in the Sun Belt, a boom in the Bay Area, and much more.
Bullish? Bearish? Mixed Signals in the October Multifamily Update
It's not all bad news, but the "Survive 'til 2025" rallying cry hasn't played out as many had hoped. Will it "Fix in '26?"
September Multifamily Update: Farewell to the Softest Summer in 15+ Years
Will the apartment market improve in the fall? How is the softening economy impacting apartment demand?
August Multifamily Update: The Summer Rent Slump Continues
And yet demand-side indicators remain strong. What to make of a market of mixed signals?
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