New Federal Law Curbs Big Investors As Rental Vacancy Holds At 7.3%
A fresh cap on large-scale investor buying arrives just as vacancy and financing data show a rental market in a holding pattern, not a breakout, for small landlords.
Peter AlmeidaAnalysis
Longer reads on where rents and prices are heading, built on permit volumes, migration data, completions and the credit conditions under both.
Cap Rate Spreads Over Treasuries: Reading Compression Across 2026 Markets
The cap rate spread over the 10-year Treasury frames how rental real estate is priced for risk — and 2026's slow appreciation widened the margins that matter.
Peter Almeida
Sun Belt Versus Midwest Rental Yields: A Price-to-Rent Comparison
Midwest price-to-rent ratios buy cash flow while Sun Belt markets sold growth — and the 2024-2025 supply wave tested the Sun Belt side of the trade.
Karim Al-Rashid
Institutional Share of Single-Family Rentals: Sizing the Footprint Honestly
Owners of more than 350 homes hold roughly 5 percent of US single-family rentals, per John Burns estimates — far from the 40 percent 2030 projection.
Peter Almeida
Construction Employment and Completions: Reading the Jobs-to-Rents Link
BLS construction employment and hours track the housing pipeline that becomes rental supply, with a two-to-four-year chain every reader should understand.
Peter Almeida