Ean Rottler

INVH is showing similar improvement. Curious whether the uptick is just seasonal or will carry into Q3 and Q4 🤔

AMH is showing some sequential improvement in same-home occupancy and new-lease rent growth through the spring leasing season. Nothing drastic, but it's a turnaround from -1% in Q1! #singlefamilyrentals #rentgrowth

The 2026 US Consumer Economy in 4 Charts: - CPI Inflation: +3.8% YOY - 30-year mortgage rates back above 6.5% - Gasoline prices: +46% YOY - Consumer Sentiment at an all-time low #jbrec #economy

According to this morning’s JOLTS report, US job openings unexpectedly rose in October. However... - Hiring activity continued to stall. - Layoffs ticked up. - Voluntary quits fell to a 5-year low. Do you think this data will affect the Fed's decision to cut rates tomorrow?

New homes are now cheaper than existing homes for the first time since 1971. Builders have pivoted to offering more homes at lower prices in farther locations where homes are cheaper, reducing the new home premium. Note: Census does not factor incentives in to new home prices.