EP#4 David Auerbach | Fresh Data & REITs' Earnings Preview

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