Magnolia/Principal will seek to acquire 1,000+ SFR homes per year; Beacon to recapitalize its portfolio.

New software tags people with a dollar value to better allocate staff.

However, crime and weak job growth could limit the upside, according to BTIG.

"A small contractor like this relies on the contract to know that he'll receive money for the next year and a half on a big project that would take millions of dollars," said Brown of Morgan & Morgan in West Palm Beach.

Dynamics of inflation, community needs, and finance lead to complex trade-offs.

But bad news on that end may be good news for SFR, BTR, and multifamily investors.

CoreLogic's Market Risk Indicator points to Worcester, Mass.; Kalamazoo, Mich., among others.

A record 97.5 million square feet were leased by e-commerce occupiers in 2020, while another 77.1 msf was leased last year.