Willy was once again joined by economist, strategist, and industry expert Jay Parsons – and you won’t want to miss his sharp, data-driven perspective on the rental housing landscape.
He and Willy covered everything from the macroeconomic outlook and Fed policy to construction trends, core markets, immigration impacts, and Jay’s latest take on rates, spreads, and overall market sentiment.
Key Points In The Webcast:
00:00 Introduction
01:51 How U.S. deals with China will affect real estate
03:14 Jay’s take on CPI
04:12 Would U.S.-China trade deals allow a Fed cut?
05:33 The rising cost of eggs
07:34 Does more people moving in mean more jobs?
10:25 Washington, D.C.: Bullish or bearish?
11:52 Jay’s outlook on D.C. vs. Virginia vs. Maryland
14:48 Oversupplied markets to watch out for
16:53 Rising demand for the Sunbelt mountain region
18:47 Markets with the most absorption
19:58 Low development in Chicago
21:00 The slowdown of Sunbelt migration
22:53 Cities dependent on migration vs. immigration
24:34 Factors for U.S. citizen migration
26:08 Coastal markets’ dependence on immigration
27:05 New York: Location for college grads
29:10 Costly single-family housing means more renters
33:10 Why location matters
34:14 The fragmentation of real estate sectors
38:02 Predictions on GDP growth under Trump
40:08 Is now the perfect time to sell?
43:40 Multifamily rent growth and cap rates
47:34 What’s the next thing to look into?
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