by Brandon Dobell, Brown Gibbons Lang & Co.
While higher interest rates, tighter capital markets and inflation have created notable challenges in the residential real estate sector, these dynamics have also created opportunities in the distressed and off-market properties market. Investor interest is accelerating across the housing value chain, especially in single-family rental (SFR) and build-to-rent (BTR) models, as market participants adapt to new forms of value creation.
Today’s real estate market is shaped by a complex mix of macroeconomic pressures, including elevated interest rates, job market uncertainty and geopolitical factors such as tariffs and shifting policy under a new presidential administration. Layered on top of that is a constrained housing inventory of existing homes and insufficient new construction del