Shows / The Rent Roll with Jay Parsons

The Rent Roll with Jay Parsons
All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more. The Rent Roll covers multiple segments each week, from data (Here's a Chart!), headlines impacting rental housing (In the News), trivia, guest interviews, and more. All focused on multifamily, single-family rentals, build-to-rent and other rental housing.
Episodes
The Rent Roll with Jay ParsonsEP#108 Lonnie Hendry | How Will Rate Hikes Impact Rents and Multifamily Capital Markets?
The higher-for-longer narrative is now the higher-for-longer reality, as this week's guest, Trepp's Lonnie Hendry, puts it. How will recent rate hikes impact…
The Rent Roll with Jay ParsonsEP#107 Clay Grubb | Inside the World of Non-Traded REITs
Rental housing economist Jay Parsons dives into the world of non-traded REITs, looking at how they compare to their better-known peers in the publicly traded…
The Rent Roll with Jay ParsonsEP#106 Casey Petersen | Is Student Housing Doomed by an Enrollment Cliff? Not Exactly.
Is student housing in decline due to a massive enrollment cliff? Not exactly. While demographics are changing and the college-age population declining, the…
The Rent Roll with Jay ParsonsEP#105 Grant Montgomery | Q4'26 Multifamily Update: Improving Fundamentals, Cooling Capital
Apartment demand and rent fundamentals are heating up, just as capital markets are cooling down — setting up an unusual paradox we haven't seen in recent…
The Rent Roll with Jay ParsonsEP#104 Michael Novogradac | LIHTC Is Under Fire. Is It Still Needed?
The Low Income Housing Tax Credit (LIHTC) is turning 40 years old this month, and despite financing 4 million units of affordable housing — creating far more…
The Rent Roll with Jay ParsonsEP#103 Joanna Zabriskie | The Case for Multifamily & SFR
Rental housing economist Jay Parsons shares the data points and charts that investors should consider in evaluating the multifamily and single-family rental…
The Rent Roll with Jay ParsonsEP#102 Dallas Tanner | Fall 2026 SFR & BTR Update: Are Weak Home Sales Driving Up Rents?
Rental housing economist Jay Parsons breaks down the state of the single-family rental and build-to-rent markets. Is rent growth picking up as would-be…
The Rent Roll with Jay ParsonsEP#101 Lee Everett | 2027 Budgeting Hot Takes: Will Concessions Just "Burn Off"?
It's budget season, that dreaded time of year when owners and operators attempt to predict the future --forecasting revenue and expenses for 2027. Rental…
The Rent Roll with Jay ParsonsEP#100 James Ray | This Isn't 2008: Distress, NOI, & the Equity Swing
It's Episode 100 of The Rent Roll, and we're bringing back one of our most popular guests — James Ray of MetLife and CRE Analyst — to take on the big questions…
The Rent Roll with Jay ParsonsEP#99 Ryan Davis | Rent Affordability: Myth vs. Reality
Rent affordability is maybe the most misunderstood topic in housing — with bad takes commonly held among investors and policymakers and other stakeholders. In…
The Rent Roll with Jay ParsonsEP#98 John Hofmann & Karen Purcell | Inside JPMorgan's Big Bet on Rental Housing
Description: JPMorgan just announced one of the biggest-ever bets on housing, committing $750 billion over the next decade, and rental housing plays a big role…
The Rent Roll with Jay ParsonsEP#97 Stephen Scherr | Inside Pretium + 5 Takeaways From The SFR REITS' Earnings Calls
With new legislation transforming the single-family rental market into a more highly regulated industry, could institutional investors like Pretium (as well as…
The Rent Roll with Jay ParsonsEP#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…
The Rent Roll with Jay ParsonsEP#95 Frank Cassidy | Less Red Tape, More Supply
Rental housing economist Jay Parsons speaks with the outgoing head of the Federal Housing Administration (FHA) and Assistant Secretary for Housing at HUD…
The Rent Roll with Jay ParsonsEP#94 Chris Porter | Renter Demographics Update
Outside of the economy, no factor shapes rental housing demand more than demographics. What are the latest trends shaping demand for apartments and…
The Rent Roll with Jay ParsonsEP#93 ACCIDENTALLY INSTITUTIONAL: The ROAD Act's Impact on Mid-Sized SFR Investors
When the ROAD to Housing Act became law, hundreds of single-family rental operators were instantly branded for the first time as "institutional" — despite many…
The Rent Roll with Jay ParsonsEP#92 Quinn Eddins | Mid-Year Multifamily Update
Midway through 2026, how is the year playing out relative to expectations for the U.S. apartment market? Rental housing economist Jay Parsons lays out the…
The Rent Roll with Jay ParsonsEP#91 Matt DeGraw | When Will Rents Recover? "It Depends..."
When will the apartment market rebound from the highest supply wave since the 1970s? When will rents recover and concessions burn off and occupancy rates…
The Rent Roll with Jay ParsonsEP#90 Congressman Josh Harder | Inside The Road To Housing Act
The ROAD to Housing Act finally got through Congress this week, only to then hit an unexpected roadblock with the White House, as the President cancelled a…
The Rent Roll with Jay ParsonsEP#89 David Bragg | Inside UDR Apartment REIT
Rental housing economist Jay Parsons dives deep with UDR, America's longest-running apartment REIT, sharing the story from UDR's founding as a small Virginia…
The Rent Roll with Jay ParsonsEP#88 Alan King | The "Other" Berkshire
It's one of the largest apartment owners in the U.S., yet still often suffers from a case of mistaken identity: Berkshire. As in Berkshire Residential…
The Rent Roll with Jay ParsonsEP#87 David Oelfke | Preferred Equity, Debt & Anything But Common Equity
Rental housing economist Jay Parsons breaks down the realities of today's multifamily market: Debt is readily available, but equity is not ... unless it's…
The Rent Roll with Jay ParsonsEP#86 Emily Watson | In-House vs. 3rd-Party Management
Is it better to manage properties in house, or to outsource to a third-party manager? It's an age-old question, and there's no one-size-fits-all answer. But…
The Rent Roll with Jay ParsonsEP#85 Rob Reid | What Still Pencils Out To Build? + The Art of Placemaking
It's a very tough environment for apartment developers to get new projects started these days, with starts cut in half from 2022's peak levels. So what are the…
The Rent Roll with Jay ParsonsEP#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…
The Rent Roll with Jay ParsonsEP#83 Alexander Goldfarb | 6 Takeaways From Q1'26 Multifamily REITS' Earnings Calls
Rental housing economist Jay Parsons recaps his six big takeaways from the apartment REITs' first quarter earnings calls that just wrapped up — starting with…
The Rent Roll with Jay ParsonsEP#82 Dom Beveridge | Spring Leasing + Proptech Update
Rental housing economist Jay Parsons breaks down the latest data on spring leasing trends, explains why supply is still a headwind even as completions decline…
The Rent Roll with Jay ParsonsEP#81 Dwight Dunton | Finding Under-Loved Markets
What markets don't get the attention they might deserve? There's no "right answer," but rental housing economist Jay Parsons attempts to make such a list —…
The Rent Roll with Jay ParsonsEP#80 Terry Considine Isn't Done: The Multifamily Legend's Next Act
Terry Considine has nothing to prove. He has launched multiple REITs, including one (Aimco) that was at one point the nation's largest apartment owner. He sold…
The Rent Roll with Jay ParsonsEP#79 Sam Tenenbaum | Q2'26 Multifamily Update: A Ho-Hum Start To The Leasing Season
Did the U.S. apartment sector see a March bounce for the start to leasing season? Rental housing economist Jay Parsons breaks down newly released data on…
The Rent Roll with Jay ParsonsEP#78 Richard Ross & Mike Kingsella | The Bizarre Push To Kill Build-To-Rent
Rental housing economist Jay Parsons dives into the bizarrely regressive legislation that would effectively block most build-to-rent single-family home…
The Rent Roll with Jay ParsonsEP#77 Moses Kagan & Rhett Bennett | Sub-Institutional Multifamily Update
Rental housing economist Jay Parsons covers a busy week of headlines related to apartments and single-family rentals — including another major apartment…
The Rent Roll with Jay ParsonsEP#76 Nick Andersen | Affordable Housing Isn't What You Think
There are no shortages of false narratives about affordable housing. From the buildings to the renters who live in them, they rarely match the public…
The Rent Roll with Jay ParsonsEP#75 Mark Parrell | The Evolution of Equity Residential
Rental housing economist Jay Parsons dives into the remarkable story of Equity Residential, starting with two fraternity brothers at the University of Michigan…
The Rent Roll with Jay ParsonsEP#74 Jason Morgan | Inside Multifamily's Biggest Family Business
Rental housing economist Jay Parsons dives into the multifamily industry's biggest family business, Morgan Properties. Started in the mid-1980s when Mitchell…
The Rent Roll with Jay ParsonsEP#73 Rich Hill | 7 Takeaways From SRF REIT Calls + Finding Opportunities in Rental Housing
After avoiding public comment for weeks after the White House announced it proposed ban on institutional investors buying homes, the single-family rental REITs…
The Rent Roll with Jay ParsonsEP#72 Kenny Burgos | Debacle: NYC Rent Stabilized Apartments
As New York City's new mayor pushes a rent freeze on the city's beleaguered rent stabilized apartments, a new voice is emerging from the landlord side — and it…
The Rent Roll with Jay ParsonsEP#71 Jana Galan | 7 Takeaways From Apartment REIT Calls
The big six apartment REITs just wrapped up their Q4 2025 earnings calls. Rental housing economist Jay Parsons shares the seven key themes and takeaways from…
The Rent Roll with Jay ParsonsEP#70 Jeff Weidell | 5 Takeaways From NMHC Annual Meeting
What was the sentiment at the apartment industry's biggest annual get-together, the National Multifamily Housing Council's Annual Meeting? Rental housing…
The Rent Roll with Jay ParsonsEP#69 Michael Comparato | Where's All The Distress?
We've been hearing about the so-called wall of maturities and looming distress in multifamily for a couple years now. So, where is it? When will it show it up?…
The Rent Roll with Jay ParsonsEP#68 Carl Whitaker | Q1 '26 Multifamily Update & Outlook
What's the latest on the U.S. apartment market? Rental housing economist Jay Parsons shares fresh data and commentary on multifamily fundamentals across the…
The Rent Roll with Jay ParsonsEP#67 Joshua Coven | Top 10 Myths About Institutional Investors In Housing
Institutional investors in single-family rentals are suddenly front-page news thanks to President Trump's proposed ban on institutions buying houses. But what…
The Rent Roll with Jay ParsonsEP#66 Josh Hartmann | Q1'26 SFR/BTR Update & Outlook
What's the latest in the single-family rental and build-to-rent market? The sectors are drawing a lot of attention right now, driven by widening discount to…
The Rent Roll with Jay ParsonsEP#65 John Burns | 15 Predictions for Apartments & SFR 2026
It's predictions time! Rental housing economist Jay Parsons shares 15 predictions for apartments and single-family rentals in 2026 — including his take that…
The Rent Roll with Jay ParsonsEP#64 Mike Wolfson | What I Got Wrong (And Right!) In 2025
Rental housing economist Jay Parsons rolls back the tape on his 10 predictions for the apartment and single-family rental market in 2025. What played out as…
The Rent Roll with Jay ParsonsEP#63 Andrew Kadish | Green Shoots In Multifamily? Maybe.
Are we seeing green shoots in the supply-drenched multifamily market? Rental housing economist Jay Parsons breaks down why the answer is "yes," while…
The Rent Roll with Jay ParsonsEP#62 Toni Eubanks | How Greystar Sees Property Management
Greystar's incoming head of U.S. property management, Toni Eubanks, joins The Rent Roll with Jay Parsons to share her journey from leasing units on site to…
The Rent Roll with Jay ParsonsEP#61 Tyler Christiansen | A.I. And Rental Housing
How is AI impacting the rental housing business? Rental housing economist Jay Parsons cuts through the noise and the hype to look at the current state of AI in…
The Rent Roll with Jay ParsonsEP#60 Anne Olson | Overlooked Tertiary Markets
Rental housing economist Jay Parsons highlights smaller markets outpunching their weight class in fundamentals and in capital flow. It's easy to dismiss…
The Rent Roll with Jay ParsonsEP#59 Dave Feldman | 5 Takeaways From Q3 '25 SFR REIT Calls + A Conversation With Progress Residential's CEO
Rental housing economist Jay Parsons shares his top 5 takeaways from the single-family rental REITs' earnings calls — highlights from AMH and Invitation Homes…
The Rent Roll with Jay ParsonsEP#58 Haendel St. Juste | 5 Takeaways From Q3 '25 Apartment REIT Calls
Rental housing economist Jay Parsons shares his Top 5 highlights from the apartment REITs' Q3 earnings calls. Are the REITs seeing a slow down? Are they seeing…
The Rent Roll with Jay ParsonsEP#57 Chris Finlay | Is It Time To Worry? Plus: A Conversation With Middleburg's CEO
Is it time to worry about apartments and single-family rentals? We're hearing more talk about a possible recession — fueled by a softening labor market and a…
The Rent Roll with Jay ParsonsEP#56 Sue Ansel | Budgeting Season: Tips For 2026
It's that time of year: Budget season. Rental housing economist Jay Parsons offers up data, tips and ideas for how to think about revenue and expenses in 2026…
The Rent Roll with Jay ParsonsEP#55 Alyson Bode | Q4 '25 Apartment Market Update & Outlook
Rental housing economist Jay Parsons shares his take on the latest data on multifamily fundamentals. Is demand holding strong? Why are rents falling? Is supply…
The Rent Roll with Jay ParsonsEP#54 JPI Executive Leadership Team | Is Now The Time To Build Again?
The Rent Roll hits the road for its first episode in front of a live audience! Rental housing economist Jay Parsons interviews the executive leadership of…
The Rent Roll with Jay ParsonsEP#53 Bobby Fijan | The Case For Family-Friendly Class A Apartments
Is there demand for family-friendly, Class A apartments? Bobby Fijan — aka the "Bill James of apartment floorplans" — joins the podcast to make the case. Bobby…
The Rent Roll with Jay ParsonsEP#52 Scott Eisen | Q23 '25 SFR Market Update & Outlook
Rental housing economist Jay Parsons reviews the current state of affairs in the single-family rental market, sharing the latest data and trends. Is the…
The Rent Roll with Jay ParsonsEP#51 Dennis Shea | Rate Cuts & Pro-Housing Policy
Rental housing economist Jay Parsons makes the case for why rate cuts make sense — and how the government's inflation measure may have masked the earlier…
The Rent Roll with Jay ParsonsEP#50 Jim Costello | Multifamily Capital Markets Update
What's the latest on multifamily capital markets? Rental housing economist Jay Parsons shares the latest data on apartment sales, cap rates and debt trends…
The Rent Roll with Jay ParsonsEP#49 Matt Ferrari | The Dealmaker Who Scaled Everest
Rental housing economist Jay Parsons welcomes in TruAmerica's Matt Ferrari to talk about his recent trek to the summit of Earth's highest mountain top (Mount…