How is AI impacting the rental housing business? Rental housing economist Jay Parsons cuts through the noise and the hype to look at the current state of AI in the multifamily and BTR industries, as well as the impact of AI on demand drivers like employment. Additionally, Jay welcomes Tyler Christiansen, the CEO of one of the nation's leading prop tech firms using AI, Funnel. Jay and Tyler discuss what's real and what's not, how to measure the impact of AI on NOI, and what the next advancements in AI could look like for property owners and managers. Additionally, in this week's "In the News" segment, Jay shares some big headlines impacting apartment and SFR operators — including an article challenging the perception of Gen Z'ers being more financially stretched compared to prior generations.

Rental housing economist Jay Parsons highlights smaller markets outpunching their weight class in fundamentals and in capital flow. It's easy to dismiss tertiary markets as volatile and less liquid, but that's not true across the board. Some markets are more attractive than others. To help inform the discussion, Jay welcomes in the CEO of Centerspace, Anne Olson, who runs the one public REIT that maintains a heavy presence in tertiary markets — while also expanding into larger MSAs. What are the pros and cons of investing in smaller markets? And why do investors (especially Wall Street) tend to undervalue even the tertiary markets where revenue growth has consistently outperformed? How do you balance the strength of low-supply, vibrant small markets with the appeal of more liquid large markets? Additionally, Jay brings back recurring features like "Rental Housing Trivia" and "In the News."

Rental housing economist Jay Parsons shares his top 5 takeaways from the single-family rental REITs' earnings calls — highlights from AMH and Invitation Homes. Jay shares the SFR REITs' take on the current state of the market, and whether they are seeing any signs of a slowdown in leasing. Another big topic: REIT stock prices versus net asset values, and what that widening gap means for the REITs. Jay also discusses the latest data combatting a major myth: The REITs aren't buying much off the MLS; in fact, they're selling a lot more than they're buying, while they continue to invest in new construction of build-to-rent single-family homes. Additionally, for this week's interview, Jay welcomes in the CEO of the nation's largest SFR owner, Dave Feldman of Progress Residential. Dave and Jay discuss myth-busting of SFR myths, the current state of the SFR market, and potential growth channels for Progress Residential. Also in this week's podcast, Jay shares his take on a topic he's asked about a lot — New York City's mayoral election and what it means for apartments — during the "In the News" segment, while also touching on other headlines.

Rental housing economist Jay Parsons shares his Top 5 highlights from the apartment REITs' Q3 earnings calls. Are the REITs seeing a slow down? Are they seeing concerns around renter financial health? Why are REITs buying back their own stock, and what does that mean for acquisitions and development capital? And how are they thinking about 2026? Additionally, Mizuho managing director and senior REIT Analyst Haendel St. Juste joins the conversation to share his thoughts on apartment REITs, their outlook for 2026 and whether he expects to see more REITs taken private due to significant discounts to net asset value.

Is it time to worry about apartments and single-family rentals? We're hearing more talk about a possible recession — fueled by a softening labor market and a government shutdown. Rental housing economist Jay Parsons breaks down the latest data in the economy and in housing to find clues on the direction of the market. Jay shares his take on the various mixed signals, and offers up tips and strategies for preparing for the road ahead. Later in the program, Jay welcomes in Middleburg Communities founder and CEO Chris Finlay. Jay quizzes Chris on Middleburg's investment and development strategies for 2026 and beyond. Perhaps most impactfully, Chris and Jay talk about the non-profit organization Chris founded, Entryway, that helps people struggling with homelessness receive job training and employment opportunities within the apartment industry — and with impressive results. Furthermore, Jay tees up a particularly overlooked — but important — piece of history for Rental Housing Trivia. And, as usual, Jay breaks down the latest headlines touching on multifamily and SFR.

It's that time of year: Budget season. Rental housing economist Jay Parsons offers up data, tips and ideas for how to think about revenue and expenses in 2026. We know supply will drop off, but will occupancy rates stabilize and concessions burn off? Will rents rebound? Will we continue to see high retention and steady renewal rent growth, or could some operators run into challenges with inverted rent rolls and gain-to-lease scenarios pushing down renewals? And what about operating expenses? Expense growth has (finally) cooled off materially of late, so will that continue into 2027? To further aid the discussion, Jay welcomes in Sue Ansel, the CEO of one of the nation's largest owner-manager-developers, Gables Residential. Sue shares her take on the year ahead for revenue and expenses, while offering up practical tips for thinking about operating budgets in 2026. Additionally, Jay brings back recurring features like "In the News" and "Rental Housing Trivia."

Rental housing economist Jay Parsons shares his take on the latest data on multifamily fundamentals. Is demand holding strong? Why are rents falling? Is supply still trending down? Are renters still renewing leases at record levels? Is there any sign of an impact from slowing job growth? Jay breaks down the Q3 and September data in hopes of providing some clarity amidst the Year of Uncertainty. For additional clarity, Jay welcomes onto the podcast Alyson Bode, the SVP for research and data strategy at Kettler. Jay and Alyson talk about how 2025 has played out versus expectations going into the year, and also discuss the outlook for 2026 and beyond. As usual, Jay also brings back recurring features like "In the News" and "Rental Housing Trivia."

The Rent Roll hits the road for its first episode in front of a live audience! Rental housing economist Jay Parsons interviews the executive leadership of apartment developer JPI — CEO Payton Mayes, CFO/CIO Mollie Fadule and chief of construction and design Kyley Harvey. The group discusses the case for building apartments now, impediments to getting new projects started, expansion into new markets and the impact of tariffs and immigration policy on construction. Additionally, Jay lays out the latest data on apartment construction. When does supply finally taper off, and when could rent growth rebound? How does supply timing differ by market? Jay also tackles a handful of headlines in this week's "In the News" section, including recent articles on "accidental landlords," rental registries, the curious evaporation of investor interest in building in Los Angeles, and the potential impact of TOPA reform in Washington, D.C.

Is there demand for family-friendly, Class A apartments? Bobby Fijan — aka the "Bill James of apartment floorplans" — joins the podcast to make the case. Bobby partnered with Arnold Ventures on a first-of-its-kind, in-depth study on family-friendly apartments. Will people pay for luxury apartments suitable for kids? Why are so few apartments today built with families in mind? What makes a "family-friendly" apartment? Rental housing economist Jay Parsons walks through the findings with Bobby. Jay also tees up a Rental Housing Trivia question centered on the increased prevalence of smaller units targeted for single, child-less adults. Additionally, Jay breaks down a busy week of headlines touching on rental housing policy issues across the country.

Rental housing economist Jay Parsons reviews the current state of affairs in the single-family rental market, sharing the latest data and trends. Is the ice-cold homebuyer market causing a big boom in SFR? Not exactly, but the SFR market is holding up fine — underscoring its lower-volatility nature. Additionally, Jay welcomes in this week's special guest, Scott Eisen. Scott is the chief investment officer and executive vice president at one of the nation's largest SFR owners, Invitation Homes. Jay and Scott talk about myths versus realities in the SFR market, and delve into Invitation Homes' growth strategy. How active is Invitation as a buyer on the MLS versus building and buying new build-to-rent homes? How eager are homebuilders to sell "excess inventory" to SFR owners at a time when many would-be homebuyers are sidelined? And as usual, Jay brings back recurring segments like "In the News" and "Rental Housing Trivia."