“Capital Flooding Built-For-Rent (BFR)”

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“Capital Flooding Built-For-Rent (BFR)”

Anyone who has been paying attention to the commercial real estate investment world recently has likely taken notice of the tremendous popularity of the built-for-rent (BFR) sector. As an early investor in the space, we receive many calls and messages from individuals who are trying to better understand what’s going on...

The past 6 months alone has seen a dizzying sequence of announcements from major home builders, investment managers, and publicly traded companies announcing ambitious plans to invest heavily into the single-family rental (SFR) industry.

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“Behind the Numbers of America's Largest Landlords”

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“Behind the Numbers of America's Largest Landlords”

Wall Street's wager on high earning suburban renters is in full view as major industry players are choosing to double down on their SFR investments despite the pandemic.  One publicly traded REIT, American Homes 4 Rent (AMH), recently announced that a $225 million deal that it made with J.P. Morgan Asset Management in February to build rental houses was increasing to $650 million!  How did this happen while nearly every major real estate company in the country had a moratorium on new deals?

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