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The Rent Roll with Jay Parsons
Jay Parsons
57 episodes
2 days ago
All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more.
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Investing
Business
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All content for The Rent Roll with Jay Parsons is the property of Jay Parsons and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more.
Show more...
Investing
Business
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EP#38 James Ray | Cap Rates Are B.S., and Other Hot Takes
The Rent Roll with Jay Parsons
1 hour 27 minutes 50 seconds
4 months ago
EP#38 James Ray | Cap Rates Are B.S., and Other Hot Takes

The man's alter ego is the famed CRE Analyst account with more than 90,000 followers — James Ray, the co-founder of CRE Analyst and a managing director at MetLife. James joins rental housing economist Jay Parsons to make his case for why "cap rates are B.S.," why the wall of maturities is overblown, explains why the "buy versus build" debate isn't as simply as often portrayed, and shares how institutional investors are thinking about multifamily, single-family rentals and build-to-rent homes right now.  Additionally, James shares the remarkable story of what drives his passion for training up the next generation through CRE Analyst and through teaching in higher education — sharing how his childhood bouncing around between trailer parks shaped him for roles on Wall Street managing commercial real estate portfolios and on Zoom calls training up the next generation of CRE leaders. Additionally, Jay breaks down the latest data on apartment rents — and offers up a theory on why rent growth has slowed back down despite continued strong demand, stable occupancy and improving affordability. Jay also brings back recurring segments like "Rental Housing Trivia" and "In the News."

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