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

S1E45 - EP#45 Sean Dobson | 5 Takeaways From SFR REIT Calls + Conversation with Amherst's Chairman & CEO

Published: August 7, 2025

Duration: 1:14:39

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...