Highlights and market color from AvalonBay, EQR, Camden, Elme, Centerspace, BSR, Clipper
Ten highlights -- including some colorful exchanges with Wall Street -- from the SFR REITs' Q3'24 earnings calls
And reviewing the results of rent control ballot measures across the country.
Your Election Day guide to all things rental housing -- including ballot measures on rent control and on bond referendums to boost affordable housing supply.
Still more supply than demand, but the gap is narrowing faster than expected as wage growth outpaces rent growth.
The GOP candidates' positions and statements overlap more with the Harris/Walz campaign than you might think, but there are also plenty of big differences and less specificity.
The plan includes a much-needed boost for starter homes and low-income affordable housing, but not much for other types of housing -- or for mid-income renters.
Four more REITs: American Homes 4 Rent, BSR REIT, Elme Communities, Clipper Realty
Five multifamily REITs talking shop: MAA, AvalonBay, Essex, UDR, Camden, IRT
First five SFR and Multifamily REITs to report: Invitation Homes, Equity Residential, Centerspace, NexPoint Residential, Veris Residential
Supply & Demand UP / Starts & Shelter Inflation DOWN
There's a Huuuuuge Gap Between Narratives and Realities