Atlas Real Estate

Atlas Real Estate

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04/16/2026

What's really happening in the single-family rental market?

It's not a demand problem, it's a math problem. With rates up more than 300 basis points, institutional capital has pulled back. Yet institutional investors still own less than 3% of U.S. single-family rentals, leaving a vast, fragmented market waiting for professional, long-term capital.
Atlas Real Estate CEO Tony Julianelle unpacks exactly this in his latest feature on Multifamily Executive, and why the investors who understand the structure today will lead the market tomorrow.

🔗 Full article in the comments.

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