EP#84 Jesse Lederman | 4 Takeaways From Q1'26 SFR REITS' Earnings Calls
From The Rent Roll with Jay Parsons by Jay Parsons
May 14, 2026 · 1h 8m
About this episode
Jay Parsons discusses key takeaways from the Q1'26 earnings calls of single-family rental REITs and interviews Jesse Lederman on regulatory risks and market outlook.
Rental housing economist Jay Parsons shares his top four takeaways from the single-family rental REITs' Q1'26 earnings calls — including how they're navigating heightened regulatory risk surrounding the ROAD to Housing Act, why stock buybacks are now preferred over investing in new development, how leasing activity is picking up this spring after a slow fall and winter, and much more. Additionally, Jay shares the latest news on the federal legislation: Will build-to-rent get carved out? Additionally, Jay shares headlines about the emergence of an unlikely pro-development folk hero and the bizarre rent inflation numbers released this week. And in this week's "Good News" segment, Jay tells the story of how one apartment manager helped a resident get through college — and how that resident is now paying it forward. Later in the program, Jay welcomes in Zelman's SFR REIT analyst, Jesse Lederman, for a conversation on AMH and Invitation Homes. Jesse shares his view on regulatory risk, the recent improvement in the REITs' stock prices, the leasing season, and the SFR outlook.
People in this episode
Host: Jay Parsons
Guest: Jesse Lederman
Topics covered
- single-family rental REITs
- regulatory risk
- leasing activity
- stock buybacks
- federal legislation
- rent inflation
- community support
Keywords
- single-family rental
- REIT earnings
- regulatory risk
- leasing season
- stock buybacks
- rent inflation
- community support
Mentioned in this episode
Organizations: AMH, Invitation Homes, SFR REITs, ROAD to Housing Act
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