Latest / The Rent Roll with Jay Parsons
EP#24 Matthew Putterman | Single-Family Rental REITs Earnings Recaps
Rental housing economist Jay Parsons breaks down the five key takeaways from the single-family rental housing REITs' recent earnings calls. The big one: Why did SFR revenue growth slow down given few home sales plus a large discount to rent versus buy? Punchline: The mainstream narrative has been wrong — and always was wrong. Jay breaks down why that's happening. Jay also shares the latest on how and why the SFR REITs continue to recycle capital — selling older, scattered-site homes and investing in new home construction. Jay also brings back recurring segments like "In the News" and "Rental…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.