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.DowngradesCamden Property Trust CPT was downgraded to Sell with a $106 price forecast, cut from $118, based on a 15.2x forward FFO mul ...