Multifamily myth busting, data, and what actually matters
18 Dec 2025
The biggest risk in multifamily right now isn’t oversupply, it’s misunderstanding the data. Jay Parsons joins CRE Exchange to unpack 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.
Resources mentioned:
Key moments
01:09 Jay Parsons' background and career
02:26 Evolving perspectives in rental housing
05:17 Supply and demand dynamics in multifamily housing
08:40 Demographic trends and housing preferences
11:36 Cost pressures and operational challenges
15:09 Interest rates and multifamily market impact
20:22 Affordability and nuances in rental housing
23:27 Historical context of housing affordability
25:00 Potential solutions to housing affordability
26:14 The role of GSEs in the housing market
28:51 Public vs. private data in housing
37:00 Misconceptions and myths in housing
40:50 Challenges in data collection and market segments
Resources
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