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Benzinga
Benzinga
Business
Akanksha Bakshi

Residential REITs Face Harsh 2025–'26 Setup As Goldman Sachs Cuts Ratings On Camden, American Homes 4 Rent

Goldman Sachs American Homes 4 Rent REIT Sunbelt CPT United States
Large,Residential,Homes,In,Southwest,Florida,Gated,Community.,American,Houses

Goldman Sachs analyst Julien Blouin has become cautious on the residential REIT sector, flagging a challenging setup for the second half of 2025 and into 2026. He pointed to weaker job growth, slowing migration trends in Sunbelt (south and southwest U.S.) markets, and rising supply forecasts as key headwinds that continue to cap pricing power despite steady absorption levels.

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