At every turn, there is another story about shortages in affordable housing. Part of that is a story about inflation, but part of it is a story about bad policy. Like any rational investor, we have looked into affordable housing because we generally love exploiting mismatches in supply and demand. Read More
2022 ended with a giant thud for rent growth. As can be seen in the charts below, vacancy rates were up and rent growth was negative by more than it has been in a long time. As 2023 began, the picture appeared slightly rosier for the asset class. Vacancy rates continue to head higher, but...Read More
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