The Light

The Light: Who Is Your Renter?

The national apartment market has fared better than many in the real estate industry expected. Suburban markets are outperforming urban. The pandemic convinced many to look for larger spaces in more value-oriented locations as they embraced working from home. In …

The Light: Real Estate’s Big Winner: Build-for-Rent

The purpose of the Light is to highlight bright spots in the real estate market in the wake of a historic pandemic. Perhaps no other real estate asset class performed as well or garnered as much interest since COVID hit …

The Light: Time to Think about a Career in Real Estate?

Categories: COVID-19 The Light

The pandemic continues to be a tale of two markets. While the US has now recovered about half of the jobs lost since February, the rate of improvement is starting to slow, and 25 million people in the US are …

The Light: The Great Regional Debates. Round 3: Texas

Everything is bigger in Texas. The state continues to benefit from in-migration, driven by its relative affordability (including no state income tax) and vast supply of suburban and exurban housing.   The Economy Austin continues to live up to its …

The Light: The Great American Move Accelerates

Categories: COVID-19 The Light

Never before have space and location been more important. The housing industry continues to benefit from The Great American Move. We continue to track the acceleration of movements to exurban communities—those in the affordable West and South. Many growing families …

The Light: The Great Regional Debates. Round 2: The West

Last week we launched the first Great Regional Debate, which showcased key opportunities for housing market success in Florida and the Southeast. This week we highlight some of the key markets in the West.   The Economy Phoenix is a …

The Light: The Great Regional Debates. Topic #1: Florida or the Southeast?

For the next two editions of the Light, we will highlight various regions of the US and showcase the opportunities (and some risks) for each as we continue to navigate the pandemic. We start with Florida vs. the Southeast. While both …

The Light: The Active Adult Buyer Is Back!

With the national housing market surging, active adults have decided it is time to participate again. As discretionary buyers, they’ve had time to “restart” their purchasing process, and many of our developer and builder clients report that with proper health …

The Light: Timing Is Everything

Timing is everything for apartment investment. Job losses and unemployment claims put many apartment renters out of work, but extended eviction moratoriums and government stimulus have helped them keep their homes. These factors have resulted in our revised 2020 forecast …

The Light: 10 Big Real Estate Ideas

This week marks our 25th consecutive issue of The Light. We looked back at all of our posts and picked the top ten housing market trends from the last six months. Which ones are most important to you?. 10. We …