Quarterly Industry Updates
What the leaders of America's largest apartment owners are saying about the months ahead.
What this page is
Every quarter, the public companies that own the most apartments and rental homes in the United States report their results and hold a conference call with investors. Their chief executives describe what they see in rents, occupancy, new supply, demand and the cost of capital, and what they expect for the coming months and the next year.
This page will gather the most useful of those remarks in one place each quarter: each CEO's outlook, and the questions and answers that speak to Los Angeles and to the US apartment market as a whole.
The companies we follow
- Equity Residential (EQR)
- AvalonBay Communities (AVB)
- Essex Property Trust (ESS)
- Mid-America Apartment Communities (MAA)
- UDR (UDR)
- Camden Property Trust (CPT)
- Invitation Homes (INVH)
- American Homes 4 Rent (AMH)
- Independence Realty Trust (IRT)
- Equity LifeStyle Properties (ELS)
- NexPoint Residential (NXRT)
- Veris Residential (VRE)
- Aimco (AIV)
They are the largest US-listed apartment and rental-home REITs, several with major Los Angeles holdings.
Where the quotes come from
Each quote is taken word for word from a public source: the company's quarterly earnings release filed with the SEC, or the transcript of its earnings call. Every quote shows its date, time and source, with a link to the original document.
An example of how a quote will appear.Company · CEO · date and time · source
The first edition is in preparation.