The 2025 Outlook For Multifamily & SFR

Rental housing economist Jay Parsons brings out the (fuzzy) crystal ball to lay out predictions for the multifamily and single-family rental markets in 2025. What will become of that wall of maturities? When will the massive wave of apartment supply lease up and trigger a rent rebound? How will the sluggish for-sale housing market impact single-family rentals? After opining on the key trends, Jay then welcomes in Justin Wheeler, the CEO of Berkadia -- one of the biggest players in U.S. multifamily capital markets. Justin shares his predictions on deal flow, cap rates, distress, debt and fundamentals from his front-row seat in the market. And as always, Jay offers up his take on recent headlines related to apartments and SFR, as well as Rental Housing Trivia.

TIMESTAMPS:
0:00 - Intro
1:10 - Here’s a Chart
19:10 - Rental Housing Trivia
19:55 - In The News
23:19 - Real Housing Trivia Answer
24:20 - The Interview
25:10 - Uptake In Dealflow
27:02 - Sellers Not Pushing In The Market
28:30 - 2025 Transaction Predictions
30:32 - Cap Rates Activity
31:30 - Less Desirable Markets Cap Rates
36:20 - Trends and DataPoints
38:10 - 2025 Expectations
43:05 - Strongest Conviction for Multi Family in 2025
43:38 - Priorities in 2025
46:02 - Outro