How do we change the growing narrative that rental housing is broken?

In this episode, Jay Parsons and Andrew Bowen take a deep dive into the growing misperceptions around renting, the impact of institutional investment, and the policy risks that could reshape the industry.

The conversation kicks off with a bold question: Why is rental housing being villainized? Jay breaks down how the public and policymakers often mischaracterize multifamily operators, creating an environment where renters themselves become unintended victims of the debate.

From there, the discussion shifts to institutional investment—a hot-button issue with major implications for affordability. Jay challenges the idea that Wall Street is taking over Main Street, explaining who actually benefits from large-scale ownership and why professional property management plays a key role in keeping the industry stable.

Then, they tackle policy vs. supply risks—and why one is far more dangerous than the other. While supply ebbs and flows with market cycles, a single city council vote can permanently disrupt investment, slow development, and create long-term affordability issues.

Finally, the episode explores what’s next for the rental market. With a slowdown in deliveries expected in the next two years, will we see relief from rent stagnation, or will demand continue to outpace supply?

This is a must-listen for investors, owners, and operators looking to understand the forces shaping multifamily in 2025 and beyond.

🎧 Tune in for a data-driven conversation that challenges industry myths and highlights what’s next for multifamily investors, owners, and operators.