10 Themes & Highlights from Q2'25 REIT Earnings Calls
It's another mixed bag: Improvement in expense pressures, rental affordability, retention and renovation ROI ... but continued challenges in new lease rents and in deploying capital
July Apartment Market Update: Lots of Demand, Little Rent Growth
Apartment demand remains robust. But after previously showing signs of rebounding, rent growth has decelerated in three straight months.
June Apartment Market Update: Why is Rent Growth Backtracking Again?
Rent growth backtracked in the past two months despite strong absorption, steady vacancy, declining supply and improving rental affordability?
My Favorite Charts from REITweek
Real data showing renters are in strong financial shape -- at least among those living in institutional-grade apartments and single-family rentals.
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.
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