EP#58 Haendel St. Juste | 5 Takeaways From Q3 '25 Apartment REIT Calls

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The Rent Roll with Jay Parsons

Jay Parsons

65 episodes

1 week ago

All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more.

Investing

Business

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All things rental housing -- headlines, commentaries and interviews on apartments, SFR, BTR, operations, investments, development, policy and more.

Investing

Business

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EP#58 Haendel St. Juste | 5 Takeaways From Q3 '25 Apartment REIT Calls

The Rent Roll with Jay Parsons

1 hour 16 minutes 6 seconds

2 months ago

EP#58 Haendel St. Juste | 5 Takeaways From Q3 '25 Apartment REIT Calls

Rental housing economist Jay Parsons shares his Top 5 highlights from the apartment REITs' Q3 earnings calls. Are the REITs seeing a slow down? Are they seeing concerns around renter financial health? Why are REITs buying back their own stock, and what does that mean for acquisitions and development capital? And how are they thinking about 2026? Additionally, Mizuho managing director and senior REIT Analyst Haendel St. Juste joins the conversation to share his thoughts on apartment REITs, their outlook for 2026 and whether he expects to see more REITs taken private due to significant discounts to net asset value.