Haendel St. Juste

Haendel St. Juste, a seasoned REIT analyst from Mizuho Americas, dives into the intricate dynamics of the apartment REIT market. He discusses the cautious rental landscape, highlighting a gap between renewal and new-lease rents. The conversation also covers the impact of supply trends on 2026 forecasts and the ongoing NAV discounts prompting REIT buybacks. St. Juste evaluates the likelihood of more firms going private amidst these valuation challenges, revealing both short-term hesitancy and long-term investment potentials in the evolving market.