About this episode

Stephen Scherr discusses the impact of new legislation on the single-family rental market and shares insights from recent earnings calls.

With new legislation transforming the single-family rental market into a more highly regulated industry, could institutional investors like Pretium (as well as REITs like AMH and Invitation Homes) stand to benefit? It won't be cheap or easy or painless, but larger players may have the scale and the stomach for a new, landmine-filled environment of SFR — and that could lead to acquisition opportunities with smaller companies suddenly branded as "institutional" by the new ROAD to Housing Act. Pretium, the nation's second-largest SFR owner through its Progress Residential brand, sees such opportunities, as co-president Stephen Scherr tells us on this episode of The Rent Roll. Additionally, rental housing economist Jay Parsons shares his top 5 takeaways from the SFR REITs' earnings calls that just wrapped up — touching on similar themes related to ROAD, as well as slowly improving fundamentals and improving cost pressures and stock buybacks. Additionally, in this week's In the News segment, Jay shares three recent headlines that challenge mainstream thinking on the role of large investors in pushing market rents.

People in this episode

Host: Jay Parsons

Guest: Stephen Scherr

Topics covered

• single-family rental market
• institutional investors
• SFR REITs earnings calls
• acquisition opportunities
• housing legislation
• market rents

Keywords

• single-family rental
• institutional investors
• REITs
• earnings calls
• acquisition opportunities
• housing legislation
• market rents

Mentioned in this episode

Organizations: Pretium, AMH, Invitation Homes, Progress Residential, SFR, ROAD to Housing Act

More episodes of The Rent Roll with Jay Parsons

• EP#101 Lee Everett | 2027 Budgeting Hot Takes: Will Concessions Just "Burn Off"? · September 10, 2026 · 1h 3m
• EP#100 James Ray | This Isn't 2008: Distress, NOI, & the Equity Swing · September 3, 2026 · 1h 25m
• EP#99 Ryan Davis | Rent Affordability: Myth vs. Reality · August 27, 2026 · 1h 5m
• EP#98 John Hofmann & Karen Purcell | Inside JPMorgan's Big Bet on Rental Housing · August 20, 2026 · 59 min
• EP#96 Alex Jessett | 5 Takeaways From Apartment REITS' Earnings Calls · August 6, 2026 · 1h 16m
• EP#95 Frank Cassidy | Less Red Tape, More Supply · July 30, 2026 · 57 min

Explore listener stats, chart rankings, contacts and more on the The Rent Roll with Jay Parsons podcast page.