Jesse Lederman

Jesse Lederman, Chief Financial Analyst at Zelman & Associates, shares insights on the evolving rental market landscape. He discusses how renewal rent growth is outpacing new move-in pricing due to renter stickiness and 'friction.' They explore rising days on market and maintenance costs, revealing surprising declines. The podcast highlights divergent behaviors in investor demand, with institutions pulling back while individual buyers seize opportunities. Jesse also forecasts potential stabilization and a rebound in new move-in rents as the spring leasing season approaches.

Jesse Lederman, Chief Financial Analyst at Zelman, shares insightful predictions about the 2026 rental market. They discuss the rise of accidental landlords who choose to rent rather than sell, driven by low mortgage rates. Jesse explains why new move-in rent growth has turned negative and the geographical variations affecting the market. He highlights the importance of aligning rents with wage growth and prepares property managers to confidently communicate these trends to homeowners entering a shifting landscape.

In a deep dive into the single-family rental market, Jesse Lederman, a senior analyst from Zelman & Associates, shares crucial insights on current trends affecting property management. He discusses rising maintenance costs, fluctuating occupancy rates, and the shifting dynamics between renewal and new lease rates. With an eye on economic uncertainty, Jesse highlights how these factors influence affordability for renters and the strategies landlords must adopt to navigate this evolving landscape. Expect valuable data to help inform smart investment strategies!