EP#4 David Auerbach | Fresh Data & REITs' Earnings Preview
About this episode
Rental housing economist Jay Parsons shares newly released data on Q3 2024 apartment market performance across the U.S. (Hint: Big supply AND big demand!), and offers up rental housing trivia and Q&A. He's joined later by REIT research analyst David Auerbach of Hoya Capital to preview REITs’ earnings season for both SFR and multifamily, and banter on Sun Belt versus Coasts.
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- 0:00 - Intro
- 0:38 - Multifamily research
- 4:33 - Rental housing trivia
- 5:11 - In the news
- 11:31 - New digs
- 12:34 - Good question
- 14:07 - Complaints department
- 15:27 - Rental housing trivia answer
- 16:21 - David Auerbach introduction
- 17:06 - Tracking REITs
- 17:57 - REITs earning preview
- 21:51 - Construction landscape
- 25:02 - Apartments & rent growth
- 27:38 - Sunbelt vs Coastal market
- 35:39 - Private vs public NAVs
- 40:01 - REITs investment landscape
- 41:01 - Midwest market
- 45:15 - Outro
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