As capital allocators navigate higher rates, tighter underwriting, and evolving renter demand, institutional owners are making sharper, more selective decisions. In this session, leading rental housing investors unpack how they are allocating capital across build, buy, and rescue strategies—what clears investment committees, where risk is being repriced, and why some deals move forward while others stall. Expect candid insight into returns, structure, and long-term conviction in SFR and BTR.