Скачать или смотреть 5 Takeaways From Q3 '25 Apartment REIT Calls

Rental housing economist Jay Parsons shares his Top 5 highlights from the apartment REITs' Q3 earnings calls. Are the REITs seeing a slow down? Are they seeing concerns around renter financial health? Why are REITs buying back their own stock, and what does that mean for acquisitions and development capital? And how are they thinking about 2026? Additionally, Mizuho managing director and senior REIT Analyst Haendel St. Juste joins the conversation to share his thoughts on apartment REITs, their outlook for 2026 and whether he expects to see more REITs taken private due to significant discounts to net asset value.

TIMESTAMPS:
0:00 - Intro
2:45 - Here’s A Chart
30:15 - Rental Housing Trivia
31:24 - In The News
35:00 - Interview Introduction
35:18 – Intro & Haendel’s background
38:17 – How REIT earnings calls are scheduled and coordinated
40:52 – Biggest themes from Q3 earnings calls
45:09 – Renewal rent growth vs. new lease weakness
48:47 – Operational strategies & tech adoption in REITs
52:10 – 2026 outlook and market guidance
55:06 – Coastal vs. Sunbelt performance trends
58:01 – Short-term vs. long-term investor perspectives
1:02:08 – How apartments compare to other sectors in downturns
1:06:22 – Public vs. private valuations and NAV gap
1:12:12 – Could we see more REIT take-privates?
1:15:01 – Closing thoughts & wrap-up