Episode 22 Q4 25 REIT Earnings Call Recap
Автор: Apartment Jedi
Загружено: 2026-02-24
Просмотров: 11
Описание:
In this quarterly LinkedIn Live session, Andrew Bowen and Greg Willett break down the Q4 2025 REIT earnings calls — and why they initially felt like the movie Groundhog Day.
Supply easing. Renewals driving growth. Expenses moderating. Sunbelt stabilization.
Same script… until one major move flipped the conversation.
Camden’s decision to exit Southern California reshaped the tone of every call that followed — shifting the focus to advocacy costs, capital allocation, and the future of development in heavily regulated markets.
🔍 In This Episode:
Why 2026 is shaping up as a “transition year”
Supply normalization vs. seasonal rent growth shifts
Renewal pricing vs. renewal capture (and the concession burn-off effect)
Expense trends: insurance down, utilities up
Why electricity costs are quietly becoming a major underwriting factor
Camden’s California exit and what it signals
The rise of stock buybacks over new development
Market breakdown:
Bay Area momentum (finally back to pre-COVID levels)
Atlanta & Dallas showing green shoots
Denver’s unexpected stall
Boston policy concerns
D.C. surprisingly quiet
📊 Big Picture:
2026 may not be a breakout year — but it may be the bridge to stronger performance in 2027–2028.
🌐 Learn more at: https://apartmentjedi.com
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