EP#73 Rich Hill | 7 Takeaways From SRF REIT Calls + Finding Opportunities in Rental Housing
About this episode
Jay Parsons discusses key takeaways from recent SFR REIT earnings calls and interviews Rich Hill on rental housing investment opportunities.
After avoiding public comment for weeks after the White House announced it proposed ban on institutional investors buying homes, the single-family rental REITs now enter the spotlight for earnings call season. How are they responding? Rental housing economist Jay Parsons shares the answer as part of his seven takeaways from the SFR REITs' recent earnings calls. One key: Increased emphasis on the pre-existing strategy of selling older homes and recycling capital into new build-to-rent construction. Additionally, Jay shares color from the REITs on slowed leasing and softening rents for the SFR sector broadly, and what that could mean for the 2026 outlook. Additionally, Jay discusses headlines from a busy news week for rental housing — including another multifamily REIT taken private, a potential apartment rent rebound in Austin, and more evidence of the positive impact of new "luxury" supply on rent affordability. Later in the program, Jay welcomes in Principal Asset Management's Rich Hill, senior managing director and global head of real estate research and strategy. Rich and Jay discuss public versus private valuations, where the industry is headed, and where investment…
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- EP#80 Terry Considine Isn't Done: The Multifamily Legend's Next Act
- EP#79 Sam Tenenbaum | Q2'26 Multifamily Update: A Ho-Hum Start To The Leasing Season
- EP#78 Richard Ross & Mike Kingsella | The Bizarre Push To Kill Build-To-Rent
- EP#77 Moses Kagan & Rhett Bennett | Sub-Institutional Multifamily Update
- EP#76 Nick Andersen | Affordable Housing Isn't What You Think
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