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

Rental housing economist Jay Parsons shares his top 5 takeaways from the single-family REITs' earnings calls last week — AMH and Invitation Homes. Are the SFR players still focused on building BTR? Are they buying off the MLS again? What impact are they seeing from the reduced number of first-time homebuyers? And is new lease rent growth — which has been soft — showing signs of rebounding? Additionally, Jay welcomes in Amherst Chairman and CEO Sean Dobson for an extended conversation on the state of the SFR industry. As one of the early players in the institutional SFR market, Sean shares his perspective on how and why narratives devolved into myths and conspiracy theories. What can and should operators do to push back against false narratives? Additionally, Jay and Sean talk about the current leasing environment, the role of build-to-rent supply is slowing rent growth, and the long-term need for quality single-family rentals to help address the housing crisis. Furthermore, Jay brings back recurring segments like "In the News" and "Rental Housing Trivia."