On the Spot with Kris Oxtal – August 2025

August 13, 2025

Are SFR Investors Being Mislead?

Kris Oxtal Weighs In.

In this eye-opening episode, Capright’s Kris Oxtal reveals alarming insights from his deep research into the SFR sector. Are investors being misled by inflated asset values based on outdated and unrealistic assumptions? Kris exposes how the reliance on black-box AVMs and BPOs masks a dangerous disconnect between reported asset values and real-world cash flow fundamentals.

Key highlights from the episode:

• Why traditional valuation methods in SFR securitizations are outdated and flawed
• How $4+ billion in valuations hide a $250 million valuation gap on a single deal
• The risk of a looming leverage crisis threatening multi-billion-dollar SFR portfolios
• What investors and regulators need to understand about cap rates vs. retail values
• The urgent need to fix SFR asset valuation before the market forces a painful correction

Join host Steve Williams and expert Kris Oxtal as they discuss the future of the SFR sector and what this means for investors navigating this evolving real estate market.

For a full breakdown of the latest trends and insights, check out our Single-Family Rental REIT Update:

📬 Let’s Talk

At Capright, we are uniquely positioned to support institutional investors, operators, and developers navigating this evolving environment. As an independent valuation and advisory firm, we provide clarity, accuracy, and confidence, especially where the stakes are highest.

If you’d like to discuss the findings or need support with your Single-Family Rental valuation or strategy, reach out to: