In short: Jeremy's worst performer, but "we would be holding it … we hold it" — one of the highest-quality Sun Belt apartment portfolios, investment-grade balance sheet; Q2 blended lease growth improved while NOI stayed slightly negative as supply is absorbed. "The worst is behind us" — tailwinds into late 2026/2027. Watch Sun Belt, new-lease pricing, opex.
MAA owns high-quality apartment complexes across the Sun Belt. Builders flooded those cities with new apartments, which forced landlords to discount rents — that is why it has been Jeremy's worst performer. Auerbach says the extra supply is being absorbed, rent growth is improving, and managements say "the worst is behind us," so late 2026 into 2027 should bring tailwinds. Hoya holds it.
22:00They're working through it. It is part of those core apartment names. We would be holding it. They run one of the highest quality Sunbell portfolios that's out there. an investment grade rated balance sheet, deep management team, strong dividend record. Their Q2 blended re lease growth improved sequentially first Q to 2Q NOI remained a little bit negative because again they're getting all that supply absorbed.
In short: Harrington's REIT example where AI is "revolutionizing" a previously burdensome documentation/operations workload. Cited to illustrate the thesis, not as a specific pick.
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