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The Rent Roll with Jay Parsons
Jay Parsons
57 episodes
3 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#45 Sean Dobson | 5 Takeaways From SFR REIT Calls + Conversation with Amherst's Chairman & CEO
The Rent Roll with Jay Parsons
1 hour 14 minutes 39 seconds
2 months ago
EP#45 Sean Dobson | 5 Takeaways From SFR REIT Calls + Conversation with Amherst's Chairman & CEO

Rental housing economist Jay Parsons shares his top 5 takeaways from the single-family REITs' earnings calls last week — AMH and Invitation Homes. Are the SFR players still focused on building BTR? Are they buying off the MLS again? What impact are they seeing from the reduced number of first-time homebuyers? And is new lease rent growth — which has been soft — showing signs of rebounding? Additionally, Jay welcomes in Amherst Chairman and CEO Sean Dobson for an extended conversation on the state of the SFR industry. As one of the early players in the institutional SFR market, Sean shares his perspective on how and why narratives devolved into myths and conspiracy theories. What can and should operators do to push back against false narratives? Additionally, Jay and Sean talk about the current leasing environment, the role of build-to-rent supply is slowing rent growth, and the long-term need for quality single-family rentals to help address the housing crisis. Furthermore, Jay brings back recurring segments like "In the News" and "Rental Housing Trivia."

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