Our rental session covered the full gamut of factors affecting multifamily and single-family rental including fundamentals, policy, supply, demand, operating expenses and market-level analysis. Our CEO panelists offered a positive outlook while acknowledging the challenges that the market could face this year. Regardless of current sluggishness, they both agree that now is a great time to invest in multifamily and SFR.
Key Points In The Session:
05:52 — Macro Market Check-In
08:47 — Near-Term Operating Fundamentals
21:38 — Policy and Politics
31:13 — Affordability And Rent-Vs-Buy Dynamics
40:25 — Supply, Development, And Forward Outlook
45:50 — Expenses And Technology/AI
53:15 — Consumer Balance Sheet And Spending Behavior
59:25 — Strategy And Demographics