The Rent Roll with Jay Parsons

Jay Parsons
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All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more.

  1. 4天前

    EP#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 concerns around renter financial health? Why are REITs buying back their own stock, and what does that mean for acquisitions and development capital? And how are they thinking about 2026? Additionally, Mizuho managing director and senior REIT Analyst Haendel St. Juste joins the conversation to share his thoughts on apartment REITs, their outlook for 2026 and whether he expects to see more REITs taken private due to significant discounts to net asset value.

    1 小时 16 分钟

  2. 10月30日

    EP#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 government shutdown. Rental housing economist Jay Parsons breaks down the latest data in the economy and in housing to find clues on the direction of the market. Jay shares his take on the various mixed signals, and offers up tips and strategies for preparing for the road ahead. Later in the program, Jay welcomes in Middleburg Communities founder and CEO Chris Finlay. Jay quizzes Chris on Middleburg's investment and development strategies for 2026 and beyond. Perhaps most impactfully, Chris and Jay talk about the non-profit organization Chris founded, Entryway, that helps people struggling with homelessness receive job training and employment opportunities within the apartment industry — and with impressive results. Furthermore, Jay tees up a particularly overlooked — but important — piece of history for Rental Housing Trivia. And, as usual, Jay breaks down the latest headlines touching on multifamily and SFR.

    1 小时

  3. 10月23日

    EP#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. We know supply will drop off, but will occupancy rates stabilize and concessions burn off? Will rents rebound? Will we continue to see high retention and steady renewal rent growth, or could some operators run into challenges with inverted rent rolls and gain-to-lease scenarios pushing down renewals? And what about operating expenses? Expense growth has (finally) cooled off materially of late, so will that continue into 2027? To further aid the discussion, Jay welcomes in Sue Ansel, the CEO of one of the nation's largest owner-manager-developers, Gables Residential. Sue shares her take on the year ahead for revenue and expenses, while offering up practical tips for thinking about operating budgets in 2026. Additionally, Jay brings back recurring features like "In the News" and "Rental Housing Trivia."

    1 小时

  4. 10月16日

    EP#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 still trending down? Are renters still renewing leases at record levels? Is there any sign of an impact from slowing job growth? Jay breaks down the Q3 and September data in hopes of providing some clarity amidst the Year of Uncertainty. For additional clarity, Jay welcomes onto the podcast Alyson Bode, the SVP for research and data strategy at Kettler. Jay and Alyson talk about how 2025 has played out versus expectations going into the year, and also discuss the outlook for 2026 and beyond. As usual, Jay also brings back recurring features like "In the News" and "Rental Housing Trivia."

    1 小时 13 分钟

  5. 10月9日

    EP#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 apartment developer JPI — CEO Payton Mayes, CFO/CIO Mollie Fadule and chief of construction and design Kyley Harvey. The group discusses the case for building apartments now, impediments to getting new projects started, expansion into new markets and the impact of tariffs and immigration policy on construction. Additionally, Jay lays out the latest data on apartment construction. When does supply finally taper off, and when could rent growth rebound? How does supply timing differ by market? Jay also tackles a handful of headlines in this week's "In the News" section, including recent articles on "accidental landlords," rental registries, the curious evaporation of investor interest in building in Los Angeles, and the potential impact of TOPA reform in Washington, D.C.

    1 小时 5 分钟

  6. 10月2日

    EP#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 partnered with Arnold Ventures on a first-of-its-kind, in-depth study on family-friendly apartments. Will people pay for luxury apartments suitable for kids? Why are so few apartments today built with families in mind? What makes a "family-friendly" apartment? Rental housing economist Jay Parsons walks through the findings with Bobby. Jay also tees up a Rental Housing Trivia question centered on the increased prevalence of smaller units targeted for single, child-less adults. Additionally, Jay breaks down a busy week of headlines touching on rental housing policy issues across the country.

    59 分钟

  7. 9月25日

    EP#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 ice-cold homebuyer market causing a big boom in SFR? Not exactly, but the SFR market is holding up fine — underscoring its lower-volatility nature. Additionally, Jay welcomes in this week's special guest, Scott Eisen. Scott is the chief investment officer and executive vice president at one of the nation's largest SFR owners, Invitation Homes. Jay and Scott talk about myths versus realities in the SFR market, and delve into Invitation Homes' growth strategy. How active is Invitation as a buyer on the MLS versus building and buying new build-to-rent homes? How eager are homebuilders to sell "excess inventory" to SFR owners at a time when many would-be homebuyers are sidelined? And as usual, Jay brings back recurring segments like "In the News" and "Rental Housing Trivia."

    1 小时 1 分钟

  8. 9月18日

    EP#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 cooldown in inflation, in addition to recent downward revisions in job growth. Additionally, Jay welcomes in the head of the Terwilliger Center for Housing Policy — named for the long-time CEO of Trammell Crow Residential — to talk pro-housing policy. Will the White House declare a "national housing emergency" as reported, and if so, what does that mean for apartment and SFR investors and developers? How do we solve for the growing shortage in affordable housing, including properties with expiring tax credits? Should the federal government do more to dictate terms for LIHTC in ways that make the program more efficient and productive? What other housing policies can help move the needle on housing affordability and housing availability? Also in the program, Jay reviews a slew of new headlines touching on rental housing issues, including a big report highlighting how SFR helps diversify neighborhoods, a survey on the impact of immigration agents visiting construction sites, and a review of Amazon's efforts to build affordable housing in their key employment markets.

    1 小时 2 分钟
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All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more.

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