Insights
Mo's Memos
Liya Mo on build-to-rent, single-family rental and housing capital markets.
Rents Are Turning. Cash Flow Might Not Be.
The market now agrees rents have been weak and is debating when the recovery starts. The more important question for 2027 is whether owners’ cash flow recovers with them.
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Rents Are Turning. Cash Flow Might Not Be.
The market now agrees rents have been weak and is debating when the recovery starts. The more important question for 2027 is whether owners’ cash flow recovers with them.
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Read →
The Policy Signal Investors Are Actually Reacting To
A noticeable shift has emerged in investor appetite across build-to-rent, driven less by fundamentals than by policy signaling. The 21st Century ROAD to Housing Act has added a new layer of uncertainty for institutional capital.
Topics
- Build-to-rent
- Single-family rental
- Capital markets
- Housing policy