Front & Center

← Front & Center16 Sept · 21 min

Episode #84: Rental Housing Reality Check

Episode #84: Rental Housing Reality Check16 Sept21 min

<p>The multifamily sector has spent the last few years ridingout a supply glut, softening demand, and rising regulatory scrutiny — yet pricing hasn&#39;t fully caught up with reality. This episode of the Front &amp; Center podcast takes a closer look at what&#39;s really happening in rental housing.</p><p>Senior Investment Strategist and Global Head of Sustainability Uma Moriarity is joined by Rob Holuba, Co-Chief Investment Officer at CenterSquare, to unpack why transaction volume is down, why regulatory risk is becoming a bigger factor than many investors are pricing in, and where the best risk-adjusted opportunities still exist. Uma and Rob discuss why they believe it&#39;s a &quot;grind to &#39;29&quot; for the sector, how CenterSquare is finding value through preferred equity structures, and what would need to change before it&#39;s time to take on equity risk in multifamily again.</p>