The biggest risk in multifamily right now isn’t oversupply, it’s misunderstanding the data. Jay Parsons joins CRE Exchange to discuss where public housing datasets fall short, why headline narratives around supply, rents, and defaults spread so quickly, and how investors should interpret conflicting signals as the market moves into its next phase.

Key moments

01:09 Jay Parsons' background and career

02:26 Evolving perspectives in rental housing

05:17 Supply and demand dynamics in multifamily housing

08:40 Demographic trends and housing preferences

11:36 Cost pressures and operational challenges

15:09 Interest rates and multifamily market impact

20:22 Affordability and nuances in rental housing

23:27 Historical context of housing affordability

25:00 Potential solutions to housing affordability

26:14 The role of GSEs in the housing market

28:51 Public vs. private data in housing

37:00 Misconceptions and myths in housing

40:50 Challenges in data collection and market segments

Resources mentioned

Jay Parsons: https://jayparsons.com/

The Rent Roll: https://podcasts.apple.com/us/podcast/the-rent-roll-with-jay-parsons/id1770512765

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