Dividend Capital Cycle Monitor Q2 2017

[Account Closed]

http://dividendcapital.com/uploaded-files/financia...

So, I was wondering what folks thoughts are on the dividend capital forecast report for Q2 is now that the quarter has started.  

One comment from the introduction that stands out for me and lines up with some of my thoughts about the current cycle:

"One conclusion is that the current cycle is a longer cycle than its two predecessor cycles and also a more moderate cycle."

My markets are not mentioned directly (pg. 5) as I do not invest in large cities but the general tone lines up with my experience in my areas and their closest listed metros- slowing to negative rent growth, lots of new inventory coming online that may be difficult to fill (and giddy inexperienced investors that don't appear to realize that the music may stop soon and they could be the one without a chair).  

Data prettified by zillow from the census bureau on vacancy rate changes yoy:

https://www.zillow.com/research/rental-vacancy-rat...