EP#59 Dave Feldman | 5 Takeaways From Q3 '25 SFR REIT Calls + A Conversation With Progress Residential's CEO

Rental housing economist Jay Parsons shares his top 5 takeaways from the single-family rental REITs' earnings calls — highlights from AMH and Invitation Homes. Jay shares the SFR REITs' take on the current state of the market, and whether they are seeing any signs of a slowdown in leasing. Another big topic: REIT stock prices versus net asset values, and what that widening gap means for the REITs. Jay also discusses the latest data combatting a major myth: The REITs aren't buying much off the MLS; in fact, they're selling a lot more than they're buying, while they continue to invest in...