Round 3 of REIT Earnings Calls: AMH + 3 More Apartment REITs
Sponsored by: Madera Residential This is Part 3 (and grand finale) of highlights from REIT earnings call season. Today, we’ll round up four REITs, starting with on the SFR side with American Homes 4 Rent, followed by three apartment REITs: BSR REIT, Elme Communities, Clipper Realty. If you missed the first two editions of REIT […]
Grading the Harris/Walz Housing Plan: Winners and Losers
Sponsored by: Madera Residential Vice President Kamala Harris revealed her housing plan this week, and as you’d expect, the reactions are all over the map. Some are gushing over it, and even a CRE industry publication fawningly declared “Kamala is going full YIMBY” in the subject line of its newsletter. Others are panning it as […]
Grading the Trump/Vance Housing Plan: Winners and Losers
Sponsored by: Madera Residential We broke down the list of potential winners and losers from the Harris/Walz housing plan in our last newsletter, so now we’ll look at the Trump/Vance campaign’s ideas on housing. First, let me say this: I’m not trying to tell you who to vote for. Housing is just one of numerous […]
10 Takeaways from Newly Released Q3’24 Apartment Data
Sponsored by: Madera Residential Fresh data! Always a good thing for data nerds like me. Here are 10 takeaways from mining Q3’24 data on the U.S. apartment market. #1: Apartment demand is seriously big – and don’t give the stalled-out homebuyer market all the credit. We’re on track for 2024 to be the second-best year […]
8+ Ballot Measures on Rental Housing to Watch on Election Day
Sponsored by: Madera Residential One question I’m asked a lot right now: How will the presidential election impact the rental housing outlook? My answer: Probably not much – at least immediately*. BUT Election Day could significantly impact rental housing investors and renters in a handful of states and cities where voters will decide housing-specific ballot […]
How Will Trump’s Win Impact Rental Housing? Eight Issues to Watch.
Sponsored by: Madera Residential Housing became a central issue on the campaign trail this year. Now that former President Trump has become President-Elect Trump, what could be the impact to rental housing providers and renters? Here are eight issues to watch below. Plus: We’ll review the results of rent control ballot measures across the country […]
SFR REITs Earnings Recaps: INVH and AMH
Sponsored by: Madera Residential This is Part 1 of what will be a 3-part series recapping highlights from Q3’24 earnings calls among the rental housing REITs. Today’s edition is all about single-family rentals, and specifically the two big SFR REITs: Invitation Homes (INVH) and American Homes 4 Rent (AMH). Upcoming editions will dive into the […]
Apartment REITs Earnings Call Recaps, Part 1
Sponsored by: Madera Residential This is the second in a series recapping highlights from Q3’24 earnings calls among the rental housing REITs. Today’s edition covers the first seven (alphabetically) apartment REITs: AvalonBay, BSR, Camden, Centerspace, Clipper, Elme Communities and Equity Residential. Yesterday’s edition (which you can find here) covers the two big single-family rental REITs. […]
Apartment REITs Earnings Call Recaps, Part 2
Sponsored by: Madera Residential This is the third (and final) in a series recapping highlights from Q3’24 earnings calls among the rental housing REITs. Today’s edition covers the remaining six (alphabetically) apartment REITs: Essex, IRT, MAA, NexPoint, UDR and Veris. Last week, we covered the first seven apartment REITs: AvalonBay, BSR, Camden, Centerspace, Clipper, Elme […]
What I Got Wrong (and Right!) in 2024
Sponsored by: Madera Residential It’s the end of the year, so let’s get out our red pens and grade our expectations for how 2024 would play out. What did we get wrong? What did we get right? For a full breakdown: Check out this week’s episode of The Rent Roll podcast on YouTube, Spotify, Apple and […]
