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Beyond the Binary: Rethinking Institutional Capital, Renting, and the Path to Homeownership
Public discourse around housing affordability has increasingly focused on the role of institutional investors in the single-family housing market. Recent research, including The Impact of Institutional Investors on Homeownership and Neighborhood Access , offers a timely and nuanced examination of this issue, highlighting both the real pressures facing first-time homebuyers and the structural forces shaping today’s housing landscape. What this research makes clear is that hous
Feb 94 min read
Single-Family Rentals as a Platform for Economic Mobility in the United States
Housing has long played a central role in economic mobility in the United States. Stable access to safe, well-located homes influences educational attainment, workforce participation, health outcomes, and long-term wealth accumulation. For decades, homeownership has been viewed as the primary vehicle through which families access these benefits. Yet structural changes in the housing market have made the transition from renting to owning increasingly difficult for a large segm
Jan 255 min read


Operational Discipline and the Maturation of the Single-Family Rental Industry
Over the past decade, the single-family rental (SFR) sector has undergone a significant transformation. What began as an opportunistic response to the Global Financial Crisis has evolved into an mainstream institutional asset class that has been included in the NCREIF Fund Index - Open-End Diversified Core Equity (NFI-ODCE) index, since early 2024. Large-scale ownership and management of single-family homes is no longer novel; it is now a material and enduring component of
Jan 254 min read
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