Ianna Gallen's questions to EQUITY RESIDENTIAL (EQR) leadership • Q2 2025
Question
Ianna Gallen from Bank of America asked about the company's use of concessions during the recent leasing season compared to last year and its potential impact on 2026 renewals. She also inquired about any performance differentiation between Washington D.C.'s district and Northern Virginia submarkets.
Answer
EVP & COO Michael Manelis explained that Q2 concession use was higher than expected, averaging seven days per move-in, to support occupancy in supply-heavy markets. He noted this could drive higher net effective rent growth on renewals next year. Regarding D.C., he described the recent softness as systemic, affecting both the district and parts of Northern Virginia, but noted demand recovered quickly when pricing was adjusted.