The Rent Roll with Jay Parsons

Rental housing economist Jay Parsons caps off earnings call season by sharing five big takeaways on the apartment REITs' Q3 2024 earnings calls, and then welcoming in the former CEO of Centerspace REIT, Mark Decker, for a conversation on multifamily REITs and the industry at large. Additionally, Jay brings back recurring segments like "In the News" (reviewing headlines of the new impacting rental housing), "Good Question" (responding to questions on the rental housing market), "New Digs" (highlighting a recent build-to-rent project in this week's episode) and teeing up "Rental Housing Trivia." Mark Decker joins for the second half of the episode, where Jay and Mark talk about the joys and tribulations of being public versus private, address common myths and hurdles around apartment REITs and tackle questions around apartment valuations and opportunities.

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Rental housing economist Jay Parsons breaks down the five key takeaways from the single-family rental REITs' third quarter earnings calls, and then welcomes in Invitation Homes CEO Dallas Tanner for a conversation on the evolution of SFR. Jay talks about what impact recent hurricanes had on the SFR companies, and how they're continuing to pivot away from buying individual homes and toward building new build-for-rent homes. He'll also talk about how new supply competition isn't just a multifamily phenomenon. Jay reviews recent headlines on rental housing -- including more on the potential impact of reduced apartment starts. Jay also brings back recurring segments like "Complaints Department" — dealing with a common myth around homeownership — and "Rental Housing Trivia." Later in the program, Jay asks Dallas about what he saw that others did not in the early days of SFR. Jay and Dallas talk about the evolution of institutional SFR, with public perception of the business shifting from rescuers to boogeymen. And Jay asks Dallas about the future of institutional SFR, and whether this shift toward build-to-rent is a point-in-time strategy or a permanent shift.

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Election results are in, and rental housing economist Jay Parsons talks about how President Trump's win could impact rental housing — as well as reviewing California voters' decisive takedown of a ballot measure that would have expanded rent control across the state. Additionally, Jay provides five key indicators showing why new apartment supply will remain constrained for the foreseeable future — and what that could mean for the market. Later in the program, Jay continues the supply conversation with Paul Thrift, CEO of Thompson Thrift, the nation's 13th-largest apartment developer. Paul shares how Thompson Thrift is navigating the challenging headwinds to continue an aggressive push to start new apartment projects across the country.

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Rental housing economist Jay Parsons provides an Election Day look at the rental housing platforms of Vice President Kamala Harris and former President Donald Trump, commentating on the potential impacts for rental housing investors and renters should either be elected. Later in the program, former Freddie Mac CEO David Brickman joins the show to preview his upcoming paper on the success story of multifamily — and looking at what other countries could learn from the U.S. model that has resulted in more housing availability for renters. David and Jay also talk about upcoming challenges facing the U.S. rental market, including the aging stock of tax credit and naturally occurring affordable housing, and what solutions might address that issue. David also opines on whether Fannie Mae and Freddie Mac should be allowed to provide construction financing to further spur new supply. Additionally, Jay breaks down headlines on California's Prop 33 and the potential impact of SROs (so-called "adult dorms.") And Jay also tees up a special Election Day edition of Rental Housing Trivia.

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Rental housing economist Jay Parsons welcomes in the former CEO of both Fannie Mae and Berkadia, Hugh Frater, to talk about the politicalization of rental housing. Hugh provides a history lesson on how key policy decisions of the past contributed to the housing affordability challenges of today. Jay and Hugh also talk about why supply is the only lasting solution. Additionally, Jay addresses a common misconception about the impact of new supply in the "Complaints Department" segment, while offering up another edition of Rental Housing Trivia.

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Rental housing economist Jay Parsons dives into the data to talk about what cities can do to facilitate more new housing supply -- and what barriers get in the way -- while also addressing Q&A and offering up a special LIHTC Birthday Edition of Rental Housing Trivia. He's joined later by Mayor of Bellevue, Dr. Lynne Robinson, to discuss Bellevue's successful partnerships with Amazon and Microsoft to build workforce housing, and also what the federal government can do to help cities build more housing.

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Rental housing economist Jay Parsons shares newly released data on Q3 2024 apartment market performance across the U.S. (Hint: Big supply AND big demand!), and offers up rental housing trivia and Q&A. He's joined later by REIT research analyst David Auerbach of Hoya Capital to preview REITs’ earnings season for both SFR and multifamily, and banter on Sun Belt versus Coasts.

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Rental housing economist Jay Parsons shares on the roller-coaster path multifamily supply, covers recent headlines on apartments and single-family rentals, and offers up rental housing trivia and Q&A. He's joined later by Payton Mayes, CEO at apartment developer JPI, to dive into the headwinds facing developers today, how JPI is working around those headwinds, and what policymakers can do to boost housing supply.

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Rental housing economist Jay Parsons discusses myth-busting research around rental affordability, covers recent headlines on apartments and single-family rentals, and offers up rental housing trivia and Q&A. He's joined later by Dan Oberste, CEO at BSR REIT, to dive discuss myths versus realities of being public traded, operating in the Sun Belt, serving market-rate renters and forecasting the multifamily outlook.

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Rental housing economist Jay Parsons discusses the case for middle-income housing investments, covers recent headlines on apartments and single-family rentals, and offers up rental housing trivia and Q&A. He's joined later by Bob Simpson, head of the Multifamily Impact Council, to dive into the investment and policy case for affordable and attainable housing ... as well as a creative potential solution to boost construction.

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