Residential Sector

CEO Ben Schall discusses AvalonBay’s development-led portfolio strategy, disciplined capital allocation, and how shifting supply and demand dynamics are shaping the company’s growth outlook.

CEO Sam Landy explains how factory-built communities, AI adoption, and opportunity zone investing are positioning UMH for long-term expansion.

Shifting RV demographics and a growing appetite for more upscale facilities are helping to fuel upgrades at RV parks.

CEO Ric Campo expects Camden to see roughly equal levels of dispositions and acquisitions.

CEO Brad Hill says population growth in core markets reinforces confidence in MAA’s long-term strategy.

Darren Richman says the market has become more comfortable with the stability and consistency of the Millrose business model.

Landy reflected on the enduring and evolving role of REITs at 65.

Analysts say the high cost of home ownership remains a strong tailwind for the sector.

CEO Mahbod Nia also says REIT plans to sell up to $500 million in non-core assets.

CEO Ben Schall says REIT has $3 billion in pre-funded construction projects underway.

Dan Oberste also discusses large increase in millionaire renters.