The New Reality: Improving Fundamentals, Cooling Capital

The New Reality: Improving Fundamentals, Cooling Capital

Apartment occupancy and rents are improving as supply drops off, and yet capital markets are cooling off due to higher interest rates.

How to Respond to LIHTC’s Haters as the Affordable Housing Program Turns 40

How to Respond to LIHTC’s Haters as the Affordable Housing Program Turns 40

The Low Income Housing Tax Credit has created nearly 4 million affordable apartments, yet the program is taking heat from both sides of the aisle

Could Higher Rates Re-Accelerate Rent Inflation? Maybe.

Could Higher Rates Re-Accelerate Rent Inflation? Maybe.

That scenario isn't a slam dunk, but it's also not as far-fetched as it may sound if you are tracking the U.S. rental housing market and understand its outsized role in the CPI.

There is No Such Thing as "Class B/C" Apartments

The "B/C" label is uselessly broad, while the gap between Class B and Class C may be widening -- especially in the Sun Belt.

Will Higher Mortgage Rates Lead to Higher Rent Growth?

Headlines have warned this would happen since 2023, yet apartment and SFR rent growth remains soft. Will 2027 be different?

It’s the Most “As Expected” Year Since 2019 for Multifamily

Apartments are finally performing to script, though that doesn't mean it's a significantly stronger market yet.

Archive

Could Higher Rates Re-Accelerate Rent Inflation? Maybe.

Could Higher Rates Re-Accelerate Rent Inflation? Maybe.

That scenario isn't a slam dunk, but it's also not as far-fetched as it may sound if you are tracking the U.S. rental housing market and understand its outsized role in the CPI.

Jay Parsons
Jay Parsons
The New Reality: Improving Fundamentals, Cooling Capital

The New Reality: Improving Fundamentals, Cooling Capital

Apartment occupancy and rents are improving as supply drops off, and yet capital markets are cooling off due to higher interest rates.

Jay Parsons
Jay Parsons
How to Respond to LIHTC’s Haters as the Affordable Housing Program Turns 40

How to Respond to LIHTC’s Haters as the Affordable Housing Program Turns 40

The Low Income Housing Tax Credit has created nearly 4 million affordable apartments, yet the program is taking heat from both sides of the aisle

Jay Parsons
Jay Parsons
There is No Such Thing as "Class B/C" Apartments

There is No Such Thing as "Class B/C" Apartments

The "B/C" label is uselessly broad, while the gap between Class B and Class C may be widening -- especially in the Sun Belt.

Jay Parsons
Jay Parsons
Will Higher Mortgage Rates Lead to Higher Rent Growth?

Will Higher Mortgage Rates Lead to Higher Rent Growth?

Headlines have warned this would happen since 2023, yet apartment and SFR rent growth remains soft. Will 2027 be different?

Jay Parsons
Jay Parsons
It’s the Most “As Expected” Year Since 2019 for Multifamily

It’s the Most “As Expected” Year Since 2019 for Multifamily

Apartments are finally performing to script, though that doesn't mean it's a significantly stronger market yet.

Jay Parsons
Jay Parsons
The Truth About Rent Affordability

The Truth About Rent Affordability

Averages can be misleading, and affordability may be emerging as a tailwind for the market-rate apartment and SFR markets

Jay Parsons
Jay Parsons
The Flight to Quality in Apartments and SFR

The Flight to Quality in Apartments and SFR

Demand fundamentals and capital trends are increasingly K-shaped, and that new reality might define the next cycle

Jay Parsons
Jay Parsons
5 Signs U.S. Apartments Are Gaining Momentum for First Time in 4+ Years

5 Signs U.S. Apartments Are Gaining Momentum for First Time in 4+ Years

Don't call it a comeback (yet), but there's no denying that multifamily fundamentals have turned the corner, including in the Sun Belt

Jay Parsons
Jay Parsons
10 Takeaways From REIT Earnings Calls

10 Takeaways From REIT Earnings Calls

As Q2'26 earnings calls wrap up for the apartment and SFR REITs, here are the highlights and themes that stand out.

Jay Parsons
Jay Parsons
Is the Multifamily Distress Wave Finally Here?

Is the Multifamily Distress Wave Finally Here?

We're seeing more reports of distressed apartment deals, but a deep dive into the data suggests it may not be as systemic as some think.

Jay Parsons
Jay Parsons
Nine Looming Questions for BTR and SFR as ROAD Becomes Official

Nine Looming Questions for BTR and SFR as ROAD Becomes Official

For the Single-Family Rental and Build-to-Rent markets, uncertainty is now behind us ... or is it?

Jay Parsons
Jay Parsons
FirstBack
123456
Next Last