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The Rent Roll with Jay Parsons
United States
เข้าร่วมเมื่อ 17 ก.ย. 2024
The podcast on all things rental housing -- apartments, single-family rentals, build-to-rent. Host and rental housing economist Jay Parsons covers new research and data around new construction, investments, operations, housing policy and more. Regular segments also include "Good Question!" (taking Q&A) "Complaints Department" (addressing criticisms) and "Rental Housing Trivia" (all you need for your next social outing) ... and then welcomes in a special guest for a conversation in each episode.
Build-To-Rent Update With The BTR King
Rental housing economist Jay Parsons breaks down the latest data and trends on the build-to-rent sector -- the emerging hybrid of multifamily and SFR. Jay then welcomes in the first person to scale to BTR model in the U.S., Steve Kimmelman of Redwood Living, who today owns more than 3x more BTR units than the next largest player. Jay asks Steve what he saw before everyone else, and why he embraces the term "apartment neighborhoods" for his BTR communities. Additionally, Jay reviews that latest headlines on apartments and SFR, and offers up another edition of Rental Housing Trivia.
TIMESTAMPS:
0:00 - Intro
1:48 - Here’s A Chart
9:10 - Rental Housing Trivia
9:50 - In the News
14:35 - Rental Housing Trivia Answer
16:00 - The Interview
16:40 - When Did The Vision For Purpose Build Rental Homes Was Born
20:40 - Thoughts on SFR Model
23:48 - The Redwood Model and Why It Works
26:55 - Why The Apartment Focus
30:32 - Typical Renters
35:34 - What’s Next For Redwood
44:10 - Outro
TIMESTAMPS:
0:00 - Intro
1:48 - Here’s A Chart
9:10 - Rental Housing Trivia
9:50 - In the News
14:35 - Rental Housing Trivia Answer
16:00 - The Interview
16:40 - When Did The Vision For Purpose Build Rental Homes Was Born
20:40 - Thoughts on SFR Model
23:48 - The Redwood Model and Why It Works
26:55 - Why The Apartment Focus
30:32 - Typical Renters
35:34 - What’s Next For Redwood
44:10 - Outro
มุมมอง: 178
วีดีโอ
The (RE) Rise Of The Sunbelt
มุมมอง 402วันที่ผ่านมา
Rental housing economist Jay Parsons breaks down the case for re-rise of Sun Belt multifamily, sharing the latest charts and data. Today's Sun Belt market is unquestionable feeling the pain of a 50-year high in new apartment supply. Vacancy is elevated and rents are slightly negative in most Sun Belt markets. But it's not a demand issue, with absorption numbers coming in at some of the highest ...
Q1'25 U.S. Apartment Market Update
มุมมอง 19214 วันที่ผ่านมา
Rental housing economist Jay Parsons shares the latest on U.S. apartment market conditions - including a surprisingly massive volume of demand hitting the market in 2024. How did demand match up to the 50-year high in apartment supply delivered in 2024? Jay also unveils which markets saw the biggest gaps - positive and negative - for demand relative to supply, as well as the latest data on occu...
The 2025 Outlook For Multifamily & SFR
มุมมอง 40721 วันที่ผ่านมา
Rental housing economist Jay Parsons brings out the (fuzzy) crystal ball to lay out predictions for the multifamily and single-family rental markets in 2025. What will become of that wall of maturities? When will the massive wave of apartment supply lease up and trigger a rent rebound? How will the sluggish for-sale housing market impact single-family rentals? After opining on the key trends, J...
What I Got Wrong (And Right!) In 2024
มุมมอง 113หลายเดือนก่อน
It's end-of-year report card time! Rental housing economist Jay Parsons looks back at predictions he made a year ago on how the apartment and SFR markets would unfold in 2024. What did he get right and wrong? Jay explains two big misses - and what happened that disrupted those predictions. And Jay pats himself on the back for nailing a handful of other predictions - including demand-side expect...
The Merging Worlds of Multifamily & SFR
มุมมอง 421หลายเดือนก่อน
Rental housing economist Jay Parsons dives into the emerging synergies between multifamily and single-family rentals - two sectors that have historically operated quite separately. The two worlds are gradually merging into one, starting with the hybrid build-to-rent market but now starting to extend into broader operational management practices, as well. One leader in this early movement in Fre...
Texas OR SoCal? "Dr. Doom" Says BOTH
มุมมอง 216หลายเดือนก่อน
Would you rather bet on rental housing in Texas or in Southern California? Rental housing economist Jay Parsons breaks down the differences - and similarities - and shares why haters of both regions are mostly wrong. He then brings in "Dr. Doom," aka Waterford co-founder John Drachman, who shares his experiences building out a multifamily platform split between SoCal and Texas ... and why both ...
The Institutional Buy Box On Affordable Housing
มุมมอง 752 หลายเดือนก่อน
Rental housing economist Jay Parsons walks through today's institutional buy box for affordable and workforce housing with FCP's head of impact investing, Alecia Hill. Jay also shares data on the supply shortages impacting all types of rental housing, but especially at the more affordable price points. Jay also breaks down the looming challenges tied to expiring affordable housing tax credits p...
Apartment REITs' Q3 Earnings Call Recaps
มุมมอง 1152 หลายเดือนก่อน
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 rent...
SFR REITs' Q3 Earnings Recaps & Outlooks
มุมมอง 1382 หลายเดือนก่อน
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 build...
The Case For New Apartment Construction
มุมมอง 3782 หลายเดือนก่อน
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 futur...
Rental Housing 2024 Voters' Guides
มุมมอง 962 หลายเดือนก่อน
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 ...
The Politicalization of Rental Housing
มุมมอง 1113 หลายเดือนก่อน
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 ...
Win/Wins For Cities & Developers
มุมมอง 763 หลายเดือนก่อน
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 ...
Fresh Data & REITs' Earnings Preview
มุมมอง 1143 หลายเดือนก่อน
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. TIMESTAMPS: 0:00 - I...
Great episode! Really enjoyed the in-depth discussion on various aspects of rental housing.
Great Insight into the current market, Jay. Thanks
Thanks Ken!
Let's go Jay!
Great podcast!
Brilliant jay!
Great Podcast, Jay! Thanks for sharing it with us. Is there any research on the differences in the CRE long-term returns of the private and public markets?
Your video quality is excellent.
Great conversation Jay!
Fantastic content. Really glad you started a podcast.