The single-family rental panel highlighted an accelerating rent growth trajectory against a backdrop of gradually easing supply headwinds and a still-healthy consumer, with relative affordability continuing to support demand. Retention has also remained a key focus, with renewal rent growth proving particularly favorable. On the legislative front, the panelists generally viewed the potential impact of the 21st Century ROAD to Housing Act on external growth as limited, though the ultimate effect will depend on the bill’s final language; meanwhile, state-level policy-related headwinds remain an area to monitor. Looking ahead, all three participants were optimistic that industry fundamentals will strengthen in 2027 relative to 2026.
