The Beyond Insights Quarterly Market Update that most major U.S. housing markets are undersupplied due to population growth, affecting the balance between housing supply and demand. 

The single-family rental (SFR) market is experiencing significant growth, particularly in the Southeast, driven by demographic changes and favorable economic conditions. Institutional investors are heavily investing in key markets like Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte, where over 20% of single-family rental homes are owned by institutional investors.

Key Themes

• Undersupply in Major Markets: Many U.S. housing markets are facing undersupply issues due to rapid population growth, impacting housing availability and demand balance.
• SFR Market Growth: The single-family rental market is expanding dynamically in the Southeast and select U.S. markets, attracting institutional investment due to favorable conditions.
•  Institutional Investment: Key markets such as Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte have seen significant institutional investment, with over 20% of SFR homes owned by institutional investors, driven by strong demand and population growth.
• Debt Capital Markets: BTR projects have attractive debt options, with competitive spreads for construction and Lease-Up Bridge loans, offering high leverage and favorable exit yields.
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