Salient to Investors:

Thomas Barrack Jr. at Colony Capital said:

  • Institutional landlords building home-rental businesses in the US have yet to figure out the best way to sell their investments as they focus on expansion, while nobody is worried about an exit.
  • 5 companies, including Colony, own 200,000 units, or less than 1.5 percent of the 14 million US single-family houses for rent.
  • The single-family landlords that have gone public are trading at book value versus 2.5 times book for apartment REITs.
  • Over the next 2 or 3 years the income off these houses will be proven to be exactly analogous to multifamily investments.

Read the full article at http://www.bloomberg.com/news/2013-12-17/barrack-says-home-investors-have-yet-to-figure-out-exit.html

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