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[@jayparsons](/creator/twitter/jayparsons)
"The "institutional investors buy a lot of houses" people tend to ignore the part where institutions sell a lot of houses"  
[X Link](https://x.com/jayparsons/status/1980766298855579978) [@jayparsons](/creator/x/jayparsons) 2025-10-21T22:41Z 29.1K followers, 12.2K engagements


"Weird. Check out these lists showing where Class C apartment rents are falling most. (Class C = cheapest market-rate units.) In XX of the XX MSAs where Class C rents FALLING X% new apartment SUPPLY exceeds the U.S. average. And . guess where Class C rents growing MOST"  
[X Link](https://x.com/jayparsons/status/1977774395012616432) [@jayparsons](/creator/x/jayparsons) 2025-10-13T16:32Z 29.1K followers, 49.3K engagements


"D.C. sues affordable housing operator for setting rents at levels approved by the city. 😂 Gotta have a strong appetite for risk to invest in housing development in D.C"  
[X Link](https://x.com/jayparsons/status/1979278146018120117) [@jayparsons](/creator/x/jayparsons) 2025-10-17T20:07Z 29.1K followers, 4535 engagements


"Invitation Homes like some other institutional owners of single-family rentals hasn't been a big buyer of homes off the MLS for many years. Why "When we look at where homes are trading on the MLS from a yield on cost basis. it doesn't meet the hurdle rates we have." Instead Invitation (like many of its peers) continues to be a net seller of existing homes -- recycling that capital to build/buy new build-for-rent homes. Most Americans are still largely unaware that many (not all) of the biggest SFR players aren't competing for homes on the MLS -- and haven't been for a long time even"  
[X Link](https://x.com/jayparsons/status/1971305347152273749) [@jayparsons](/creator/x/jayparsons) 2025-09-25T20:06Z 29.1K followers, 10.7K engagements


"Just as this app rages over the huge drop in apartment construction in Los Angeles this article comes out in The American Prospect and leads with renters in . Los Angeles"  
[X Link](https://x.com/jayparsons/status/1975254039769370769) [@jayparsons](/creator/x/jayparsons) 2025-10-06T17:37Z 29.1K followers, 3399 engagements


"Bear in mind Equity Residential's resident base is skewed toward very upper end of incomes among renters. High end Class A+ apartments"  
[X Link](https://x.com/jayparsons/status/1975254524861554847) [@jayparsons](/creator/x/jayparsons) 2025-10-06T17:39Z 29.1K followers, 1841 engagements


"A house is a home first and that can be worth more than an investment to a homebuyer. But there are better ways to build wealth"  
[X Link](https://x.com/jayparsons/status/1978862893408887098) [@jayparsons](/creator/x/jayparsons) 2025-10-16T16:37Z 29.1K followers, 15.5K engagements


"While I sympathize with the plight of small property owners in New York the reality is very few "large developers" or institutional investors want to buy their rent stabilized apartment buildings -- regardless of price. Why 1) High risk illiquid. 2) Most are too small"  
[X Link](https://x.com/jayparsons/status/1980261080652804149) [@jayparsons](/creator/x/jayparsons) 2025-10-20T13:13Z 29.1K followers, 5101 engagements


"Nice reporting by Les Shaver @multifamilydive putting some clues together to suggest a merger between two of the biggest apartment property managers -- Asset Living and FPI. Among clues: 1) Job postings on FPI website link to Asset Living. 2) Layoff notice at FPI posted by Asset Living's head of HR. 3) Florida state website lists Asset Living's CEO as the CEO of FPI"  
[X Link](https://x.com/jayparsons/status/1980330828069515401) [@jayparsons](/creator/x/jayparsons) 2025-10-20T17:50Z 29.1K followers, 2956 engagements


"Link to article:"  
[X Link](https://x.com/jayparsons/status/1980330880259486020) [@jayparsons](/creator/x/jayparsons) 2025-10-20T17:50Z 29.1K followers, 1491 engagements


"@Scooter0732 there are always exceptions but also remember that "private equity" is a throwaway umbrella term for anything that isn't owned by a publicly traded company a family business or the gov't"  
[X Link](https://x.com/jayparsons/status/1980470923389202776) [@jayparsons](/creator/x/jayparsons) 2025-10-21T03:07Z 29.1K followers, XX engagements


"@MGJohnson24 it's often more the opposite. for example Invitation Homes is selling in SoCal and building/buying across Sun Belt. Very little institutional presence in the most supply constrained markets for various reasons i.e. efficiencies of scale and return on capital"  
[X Link](https://x.com/jayparsons/status/1980788296272756809) [@jayparsons](/creator/x/jayparsons) 2025-10-22T00:08Z 29.1K followers, XX engagements


""Accidental landlords" (homeowners unable to sell at desired price so they list it for rent instead) are an interesting group and Parcl showing their numbers are growing. I'm always curious: What is the profile/story of someone who'd do this Where are they moving How long are they planning to hold onto the home as a rental How much higher would prices have to be for them to have sold"  
[X Link](https://x.com/jayparsons/status/1971577716907643349) [@jayparsons](/creator/x/jayparsons) 2025-09-26T14:08Z 29.1K followers, 18.8K engagements


"Updated look of the absolute dominance of institutional investors on the U.S. single-family housing market"  
[X Link](https://x.com/jayparsons/status/1981026185174757671) [@jayparsons](/creator/x/jayparsons) 2025-10-22T15:53Z 29.1K followers, 13.3K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@jayparsons "The "institutional investors buy a lot of houses" people tend to ignore the part where institutions sell a lot of houses"
X Link @jayparsons 2025-10-21T22:41Z 29.1K followers, 12.2K engagements

"Weird. Check out these lists showing where Class C apartment rents are falling most. (Class C = cheapest market-rate units.) In XX of the XX MSAs where Class C rents FALLING X% new apartment SUPPLY exceeds the U.S. average. And . guess where Class C rents growing MOST"
X Link @jayparsons 2025-10-13T16:32Z 29.1K followers, 49.3K engagements

"D.C. sues affordable housing operator for setting rents at levels approved by the city. 😂 Gotta have a strong appetite for risk to invest in housing development in D.C"
X Link @jayparsons 2025-10-17T20:07Z 29.1K followers, 4535 engagements

"Invitation Homes like some other institutional owners of single-family rentals hasn't been a big buyer of homes off the MLS for many years. Why "When we look at where homes are trading on the MLS from a yield on cost basis. it doesn't meet the hurdle rates we have." Instead Invitation (like many of its peers) continues to be a net seller of existing homes -- recycling that capital to build/buy new build-for-rent homes. Most Americans are still largely unaware that many (not all) of the biggest SFR players aren't competing for homes on the MLS -- and haven't been for a long time even"
X Link @jayparsons 2025-09-25T20:06Z 29.1K followers, 10.7K engagements

"Just as this app rages over the huge drop in apartment construction in Los Angeles this article comes out in The American Prospect and leads with renters in . Los Angeles"
X Link @jayparsons 2025-10-06T17:37Z 29.1K followers, 3399 engagements

"Bear in mind Equity Residential's resident base is skewed toward very upper end of incomes among renters. High end Class A+ apartments"
X Link @jayparsons 2025-10-06T17:39Z 29.1K followers, 1841 engagements

"A house is a home first and that can be worth more than an investment to a homebuyer. But there are better ways to build wealth"
X Link @jayparsons 2025-10-16T16:37Z 29.1K followers, 15.5K engagements

"While I sympathize with the plight of small property owners in New York the reality is very few "large developers" or institutional investors want to buy their rent stabilized apartment buildings -- regardless of price. Why 1) High risk illiquid. 2) Most are too small"
X Link @jayparsons 2025-10-20T13:13Z 29.1K followers, 5101 engagements

"Nice reporting by Les Shaver @multifamilydive putting some clues together to suggest a merger between two of the biggest apartment property managers -- Asset Living and FPI. Among clues: 1) Job postings on FPI website link to Asset Living. 2) Layoff notice at FPI posted by Asset Living's head of HR. 3) Florida state website lists Asset Living's CEO as the CEO of FPI"
X Link @jayparsons 2025-10-20T17:50Z 29.1K followers, 2956 engagements

"Link to article:"
X Link @jayparsons 2025-10-20T17:50Z 29.1K followers, 1491 engagements

"@Scooter0732 there are always exceptions but also remember that "private equity" is a throwaway umbrella term for anything that isn't owned by a publicly traded company a family business or the gov't"
X Link @jayparsons 2025-10-21T03:07Z 29.1K followers, XX engagements

"@MGJohnson24 it's often more the opposite. for example Invitation Homes is selling in SoCal and building/buying across Sun Belt. Very little institutional presence in the most supply constrained markets for various reasons i.e. efficiencies of scale and return on capital"
X Link @jayparsons 2025-10-22T00:08Z 29.1K followers, XX engagements

""Accidental landlords" (homeowners unable to sell at desired price so they list it for rent instead) are an interesting group and Parcl showing their numbers are growing. I'm always curious: What is the profile/story of someone who'd do this Where are they moving How long are they planning to hold onto the home as a rental How much higher would prices have to be for them to have sold"
X Link @jayparsons 2025-09-26T14:08Z 29.1K followers, 18.8K engagements

"Updated look of the absolute dominance of institutional investors on the U.S. single-family housing market"
X Link @jayparsons 2025-10-22T15:53Z 29.1K followers, 13.3K engagements

creator/twitter::16193228/posts
/creator/twitter::16193228/posts