As Current Interest Rates Normalize What Kind Of SFR Performance Is Expected With/Without Rate Cuts?
• How has BTR/SFR performed during these post-covid, high interest rate times?
• How/When will cap rates adjust in this environment? Where will cap rates be in 27-28 when today’s deals will be refinanced?
• What kind of changes do you expect for land and new construction?
• What do you expect in different lending product rates and structures?
• At what level will the consumer come back?
• BTR performance measurement: Is it susceptible to market volatility due to small sample size?
• Comparing SFR/BTR performance vs. multifamily
• CMBS performance of SFR/BTR backed loans
• Rental growth and collections
• Will there be HPA this year?