Latest / The Rent Roll with Jay Parsons
EP#84 Jesse Lederman | 4 Takeaways From Q1'26 SFR REITS' Earnings Calls
Rental housing economist Jay Parsons shares his top four takeaways from the single-family rental REITs' Q1'26 earnings calls — including how they're navigating heightened regulatory risk surrounding the ROAD to Housing Act, why stock buybacks are now preferred over investing in new development, how leasing activity is picking up this spring after a slow fall and winter, and much more. Additionally, Jay shares the latest news on the federal legislation: Will build-to-rent get carved out? Additionally, Jay shares headlines about the emergence of an unlikely pro-development folk hero and the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.