EP#66 Josh Hartmann | Q1'26 SFR/BTR Update & Outlook

What's the latest in the single-family rental and build-to-rent market? The sectors are drawing a lot of attention right now, driven by widening discount to rent versus buy. But that isn't translating into improved leasing velocity or rent growth for SFR operators. Why not? Rental housing economist Jay Parsons explains, and outlines what might play out this year. Additionally, Jay shares his take on President Trump's announcement that he will pursue a ban on institutional investors buying single-family homes. Later in the program, Jay welcomes in one of the nation's early pioneers in BTR development — Josh Hartmann, the CEO of NexMetro. Josh shares the great story of how Phoenix became the epicenter of the BTR boom, and gives his take on the sector's future direction. As always, Jay brings back recurring segments like "In the News" (where Jay breaks down a recent article on the sluggish condo market, among other headlines) and "Rental Housing Trivia."