EP#4 David Auerbach | Fresh Data & REITs' Earnings Preview

10/10/2024 45 min

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Episode Synopsis

Rental housing economist Jay Parsons shares newly released data on Q3 2024 apartment market performance across the U.S. (Hint: Big supply AND big demand!), and offers up rental housing trivia and Q&A. He's joined later by REIT research analyst David Auerbach of Hoya Capital to preview REITs’ earnings season for both SFR and multifamily, and banter on Sun Belt versus Coasts.================= 0:00 - Intro 0:38 - Multifamily research 4:33 - Rental housing trivia 5:11 - In the news 11:31 - New digs 12:34 - Good question 14:07 - Complaints department  15:27 - Rental housing trivia answer 16:21 - David Auerbach introduction 17:06 - Tracking REITs  17:57 - REITs earning preview 21:51 - Construction landscape  25:02 - Apartments & rent growth 27:38 - Sunbelt vs Coastal market 35:39 - Private vs public NAVs 40:01 - REITs investment landscape 41:01 - Midwest market 45:15 - Outro

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