Operations
Vivmark a potential ‘blue chip’ stock for investors: JPM analyst
Following the official establishment of Vivmark Residential, JPMorgan analyst Anthony Paolone believes its scale and liquidity advantages position it to become a 'blue-chip' stock in the residential rental sector, but near-term earnings growth remains sluggish, and synergies may not be fully realized until 2028.
While HUD recently ‘de-authorized’ emotional support animals, housing providers should proceed cautiously
HUD issued new enforcement guidance on May 22, recognizing only trained service animals as reasonable accommodations and revoking the 2020 ESA guidance. However, experts note that this move brings more compliance uncertainty, and providers should continue to assess cases individually and pay attention to state and local laws.
Multifamily’s next phase will reward discipline over momentum
The multifamily market is entering a phase that demands greater discipline and refined operations. Although rental demand remains positive, factors such as supply pressure, sluggish rent growth, and financing cost volatility continue to challenge the market. Industry experts point out that operators who can protect economic occupancy, control costs, invest in capital projects, and leverage data technology will stand out.
It’s budget season for multifamily marketers: 5 tips to get ready
Autumn is a critical time for planning next year's marketing budget. This article integrates CoStar market forecasts and Apartments.com survey data to offer multifamily marketers 5 tips: understand market conditions (2027 supply is expected to decline by 24%, with vacancy rates projected between 8.8% and 8.4%), monitor competitors' advertising strategies (44% are increasing budgets), understand tenant expectations (85% use rental websites), plan for the future of search (41% trust AI recommendations), and rely on industry partner support.
Camden CEO talks Sun Belt optimism, EQR-AVB merger
Alex Jessett, who became Camden Property Trust's second CEO in March, shares his outlook on Sun Belt markets, plans to trim exposure in Washington, D.C., and Houston, and his view that the Vivmark merger has no impact on Camden's strategy.
Apartment REITs see Sun Belt momentum in latest earnings
In the latest round of earnings conference calls, management teams of several multifamily residential REITs have grown more confident in the Sun Belt outlook, as elevated supply levels in the region continue to moderate. Camden sold all its California assets to focus on the Sun Belt, MAA expects strong Q3 performance, and UDR's new lease growth provides momentum.
Camden solidifies Sun Belt expansion after selling California portfolio
Camden Property Trust posted a slight earnings increase in the second quarter of 2026 after selling its entire California portfolio, continuing its strategic focus on Sun Belt markets.
MAA expects Sun Belt recovery to boost late-summer rents
On its July 30 earnings call, MAA said the Sun Belt markets are experiencing a broad recovery, but at a slower pace than expected. The company lowered its full-year revenue, effective rent, and occupancy forecasts, but maintained its core FFO outlook through expense control. Management expects blended lease pricing in the third quarter to improve from the second quarter, breaking the seasonal pattern of the past four years.