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EP#96 Alex Jessett | 5 Takeaways From Apartment REITS' Earnings Calls
It's that time of quarter: Earnings call season. Rental housing economist digs through Q2 2026 earnings call from the apartment REITs and shares his top five takeaways and what they mean for the multifamily industry. Jay shares a previously undisclosed story of how the Equity Residential and AvalonBay merger came together, which — plot twist — included a third wheel. Jay also shares color from the REITs on the Sun Belt recovery and on continued strength in the San Francisco Bay Area. Other highlights include some perhaps counterintuitive trends in operating expenses and in renter financial…
The skinny
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