Current Challenges in Construction: Insights from REIT Earnings Calls

What do most GPs need right now but relatively few can find? LP equity! Special guest Dan Meader — founder and managing partner at Trinity Investors, a leading LP in the rental housing space with roughly 22,000 units — joins the podcast to talk LP equity. What are LP investors looking for in apartment and SFR deals? What are they looking for in a GP, and how can LPs best court them? Additionally in this episode, Jay breaks down the latest Census data on multifamily housing starts. The Census is showing a very strong rebound in starts in June and July. Jay shares some empirical evidence to challenge the Census data, and instead suggests starts remain soft — leveling off at best. Additionally, Jay brings back recurring segments like "In the News" and "Rental Housing Trivia."