About this episode
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 moments01:09 Jay Parsons' background and career02:26 Evolving perspectives in rental housing05:17 Supply and demand dynamics in multifamily housing08:40 Demographic trends and housing preferences11:36 Cost pressures and operational challenges15:09 Interest rates and multifamily market impact20:22 Affordability and nuances in rental housing23:27 Historical context of housing affordability25:00 Potential solutions to housing affordability26:14 The role of GSEs in the housing market28:51 Public vs. private data in housing37:00 Misconceptions and myths in housing40:50 Challenges in data collection and market segments Resources mentionedJay Parsons: https://jayparsons.com/The Rent Roll: https://podcasts.apple.com/us/podcast/the-rent-roll-with-jay-parsons/id1770512765??Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property??