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EP#21 Ric Campo | Apartment REITs' Earnings Recap

The Rent Roll with Jay Parsons

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Trends in Apartment Rentals and REIT Strategies

This chapter analyzes the apartment rental market, highlighting a decline in new supply against strong demand, which is likely to drive rent growth. It discusses the strategic responses of Apartment REITs, especially in recovering markets like the Sunbelt, while addressing challenges in areas like Los Angeles due to regulatory issues. The chapter also explores the financial stability of renters in relation to occupancy rates and affordability, emphasizing the evolving landscape of rental markets.

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