The Rent Roll with Jay Parsons

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.

  1. 14 NOV

    EP#9 Dallas Tanner | SFR REITs' Q3 Earnings Recaps & Outlooks

    Rental housing economist Jay Parsons breaks down the five key takeaways from the single-family rental REITs' third quarter earnings calls, and then welcomes in Invitation Homes CEO Dallas Tanner for a conversation on the evolution of SFR. Jay talks about what impact recent hurricanes had on the SFR companies, and how they're continuing to pivot away from buying individual homes and toward building new build-for-rent homes. He'll also talk about how new supply competition isn't just a multifamily phenomenon. Jay reviews recent headlines on rental housing -- including more on the potential impact of reduced apartment starts. Jay also brings back recurring segments like "Complaints Department" — dealing with a common myth around homeownership — and "Rental Housing Trivia." Later in the program, Jay asks Dallas about what he saw that others did not in the early days of SFR. Jay and Dallas talk about the evolution of institutional SFR, with public perception of the business shifting from rescuers to boogeymen. And Jay asks Dallas about the future of institutional SFR, and whether this shift toward build-to-rent is a point-in-time strategy or a permanent shift. ====================== 0:00 - Intro 1:26 - Market data 10:10 - Rental housing trivia  10:46 - In the news 19:36 - New digs 20:54 - Good question 23:17 - Complaints department 24:58 - Rental housing trivia answer  25:27 - Dallas Tanner intro 26:35 - What did Dallas see in SFR? 29:45 - Scaling  31:26 - Regulation and finding solutions 36:51 - Who are SRF renters?  40:00 - Customer trends and strategy  44:32 - Home ownership 53:40 - Outro

    55 min
  2. 31 OCT

    EP#7 David Brickman | Rental Housing 2024 Voters' Guides

    Rental housing economist Jay Parsons provides an Election Day look at the rental housing platforms of Vice President Kamala Harris and former President Donald Trump, commentating on the potential impacts for rental housing investors and renters should either be elected. Later in the program, former Freddie Mac CEO David Brickman joins the show to preview his upcoming paper on the success story of multifamily — and looking at what other countries could learn from the U.S. model that has resulted in more housing availability for renters. David and Jay also talk about upcoming challenges facing the U.S. rental market, including the aging stock of tax credit and naturally occurring affordable housing, and what solutions might address that issue. David also opines on whether Fannie Mae and Freddie Mac should be allowed to provide construction financing to further spur new supply. Additionally, Jay breaks down headlines on California's Prop 33 and the potential impact of SROs (so-called "adult dorms.") And Jay also tees up a special Election Day edition of Rental Housing Trivia. ====================== 0:00 - Introduction 1:47 - Presidential candidates on housing 11:31 - Rental housing trivia 12:25 - In the news 19:49 - Good question 21:06 - Companies department 23:59 - Rental housing trivia 25:05 - David Brickman intro 25:47 - Paper on the success story of multifamily 31:08 - Historical analysis 34:10 - Construction financing 37:50 - Fannie Mae and Freddie Mac 41:35 - Rental market concerns 46:07 - Solutions 50:45 - Outro

    51 min
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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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