Tariffs: Five Observations on the Potential Impacts to Multifamily and BTR

Tariffs: Five Observations on the Potential Impacts to Multifamily and BTR

And why the headline narratives are likely wrong about tariffs leading to big rent increases (at least any time soon).

Apartment REITs Earnings Call Recaps, Part 2

Apartment REITs Earnings Call Recaps, Part 2

Highlights and market color from MAA, UDR, IRT, Centerspace, Elme and Clipper

Top 5 Takeaway from Apartment REITs' Q1'25 Earnings Calls

Top 5 Takeaway from Apartment REITs' Q1'25 Earnings Calls

Highlights include encouraging signs for the multifamily industry at large on demand fundamentals, affordability and turnover.

Apartment REITs Earnings Call Recaps, Part 1

Highlights and market color from AvalonBay, Camden, EQR and Essex

Takeaways from NMHC's Annual Meeting

Here are 21 things I took away from the multifamily investment industry's biggest event

8 Insights on Current Apartment Conditions

Rounding up the most interesting data points and color from the various data providers' recent releases.

Archive

Top 5 Takeaway from Apartment REITs' Q1'25 Earnings Calls

Top 5 Takeaway from Apartment REITs' Q1'25 Earnings Calls

Highlights include encouraging signs for the multifamily industry at large on demand fundamentals, affordability and turnover.

Jay Parsons
Jay Parsons
Tariffs: Five Observations on the Potential Impacts to Multifamily and BTR

Tariffs: Five Observations on the Potential Impacts to Multifamily and BTR

And why the headline narratives are likely wrong about tariffs leading to big rent increases (at least any time soon).

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, IRT, Centerspace, Elme and Clipper

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

Apartment REITs Earnings Call Recaps, Part 1

Highlights and market color from AvalonBay, Camden, EQR and Essex

Jay Parsons
Jay Parsons
Takeaways from NMHC's Annual Meeting

Takeaways from NMHC's Annual Meeting

Here are 21 things I took away from the multifamily investment industry's biggest event

Jay Parsons
Jay Parsons
8 Insights on Current Apartment Conditions

8 Insights on Current Apartment Conditions

Rounding up the most interesting data points and color from the various data providers' recent releases.

Jay Parsons
Jay Parsons
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
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