The Rent Roll with Jay Parsons

Jay Parsons
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22 snips
Aug 21, 2025 • 1h

EP#47 Dan Meader | What Are LP's Looking For Right Now?

Dan Meader, founder and managing partner at Trinity Investors, shares valuable insights on what Limited Partners (LPs) seek in today’s competitive rental housing market. The conversation dives into strategies General Partners (GPs) can use to engage LPs effectively. They also tackle the latest trends in multifamily housing starts, questioning the reliability of Census data and its impact on public policy. With a spotlight on the evolving dynamics of real estate investment, Meader emphasizes transparency and the critical characteristics of successful GPs.
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12 snips
Aug 14, 2025 • 1h 12min

EP#46 Rich Hightower | 5 Takeaways From Apartment REIT Calls

Rich Hightower, Managing Director of U.S. REIT Equity Research at Barclays, shares insights from years of tracking apartment REITs. He reveals how Wall Street views these investments, noting discrepancies between public and private market valuations. Rich discusses successful REIT strategies in an era of high supply and rent challenges, including renovation and technology adoption. Additionally, they examine market movements, recent sales like Elme Communities’ portfolio, and the nuances of navigating rent control dynamics, emphasizing the evolving landscape of multifamily housing.
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Aug 7, 2025 • 1h 15min

EP#45 Sean Dobson | 5 Takeaways From SFR REIT Calls + Conversation with Amherst's Chairman & CEO

Sean Dobson, Chairman and CEO of Amherst, dives into the evolving landscape of the single-family rental market. He discusses the impact of declining first-time homebuyers and examines the current leasing environment. The conversation unveils how SFR REITs are navigating market challenges and the myths clouding institutional investing. Dobson also highlights the integral need for quality single-family rentals amidst a housing crisis and addresses misconceptions surrounding the industry's role in revitalizing neighborhoods.
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Jul 31, 2025 • 1h 21min

EP#44 Matt Vance | Q3 '25 Apartment Market Update & Outlook

In this conversation, Matt Vance, the Americas Head of Multifamily Research at CBRE, shares his expertise on the U.S. apartment market. He discusses the recent slowdown in rent growth despite strong demand and improved affordability trends. Vance highlights the performance of various metro areas, suggesting potential recovery spots in high-supply markets like the Sun Belt. They also tackle the impact of new capital in multifamily markets and the trends in the single-family rental landscape, offering keen insights into the evolving rental dynamics.
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10 snips
Jul 24, 2025 • 1h 11min

EP#43 Zach Bowyer | Where Are Apartment & SFR Values?

Zach Bowyer, Executive Managing Director at Cushman & Wakefield, shares his expertise in real estate valuation, focusing on apartments and single-family rentals. He discusses how interest rates and rental trends have impacted asset values and common misconceptions about valuation. The conversation also highlights surprising statistics from recent Census data on multifamily housing starts and the importance of understanding shelter costs in inflation dynamics. Bowyer gives insights into evolving strategies in the multifamily market amidst significant economic shifts.
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Jul 10, 2025 • 1h 9min

EP#42 Hiten Samtani | The Media & Rental Housing

Hiten Samtani, a commercial real estate journalist and founder of 1031 Media, dives into the intricacies of media coverage surrounding rental housing. He discusses the decline of beat reporting and its effect on public perception of the industry. Together with Jay Parsons, Hiten emphasizes the need for housing owners to address negative stereotypes and provides strategies to counter misleading headlines. Their conversation highlights the delicate relationship between media narratives and rental realities, urging for more accurate journalism that reflects the complexities of the housing market.
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Jul 3, 2025 • 60min

EP#41 Bryan Smith | A Conversation With AMH's New CEO

Bryan Smith, the new CEO of American Homes 4 Rent, reflects on the company's journey from its IPO to becoming a leader in the single-family rental market. He discusses the shift from buying individual homes to building new rental properties and emphasizes the importance of technology in tenant selection. The conversation also touches on California's housing laws and the demographic trends within the rental market, revealing that many renters are dual-income families choosing to rent. Expansion strategies focused on population growth in emerging markets are also highlighted.
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12 snips
Jun 26, 2025 • 1h 7min

EP#40 David Schwartz | Contrarian Apartment Investing 101

David Schwartz, co-founder and CEO of Waterton, shares his insights from over 35 years in multifamily real estate. He discusses the evolution of apartment perceptions and how they transformed into attractive investments post-COVID. The conversation dives into contrarian investment strategies, the differences between coastal and Sun Belt markets, and the impact of housing legislation, particularly in New York City. Schwartz also highlights the importance of adapting to market changes and navigating regulatory risks in major urban centers.
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Jun 19, 2025 • 55min

EP#39 David Todd | Is The Rental Market Cooling Again?

David Todd, Managing Director at Brookfield Asset Management and CEO of Maymont Homes, shares insights on the rental market's current state. They discuss the puzzling moderation in rent growth despite steady occupancy and strong demand. Todd reveals Maymont's proprietary investment model and why single-family rental operators could gain from a stronger for-sale housing market. The conversation also covers the need for data-driven strategies and the importance of understanding regional dynamics in real estate investing.
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15 snips
Jun 12, 2025 • 1h 28min

EP#38 James Ray | Cap Rates Are B.S., and Other Hot Takes

James Ray, co-founder of CRE Analyst and managing director at MetLife, shares his insights on misconceptions surrounding cap rates and the complexities of the buy versus build debate. He draws from his personal journey from trailer parks to Wall Street, emphasizing the need for mentorship in the real estate industry. Ray discusses the latest trends in multifamily investments, renter demographics, and the gap in affordable housing construction costs. Meanwhile, Jay Parsons provides data on recent rent growth trends, making for a rich conversation full of valuable takeaways.

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