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BerkadiaNews
The Missing Dot
Half the committee is now willing to discuss another rate hike this year.
EconomyCapital MarketsUnited States
Updated 1 month ago
Read The industry's own research.
46 items
Half the committee is now willing to discuss another rate hike this year.
This is a multifamily housing market report for New Orleans published by Berkadia in the first quarter of 2026. The report covers the multifamily sector in the New Orleans, Louisiana area.
This is a 2026 market forecast report published by Berkadia covering the multifamily sector in New Orleans, Louisiana.
This is a multifamily market report for New Orleans published by Berkadia in the third quarter of 2025. The report covers the multifamily sector in the New Orleans area.
This is a market report published by Berkadia on June 30, 2025, covering the multifamily sector in Pittsburgh, Pennsylvania, with national context. The report provides mid-year 2025 analysis of the multifamily real estate market.
This is a multifamily market report published by Berkadia in June 2025 covering the New Orleans market at mid-year. The report addresses the multifamily sector in New Orleans, Louisiana with reference to national markets.
This is a multifamily market report published by Berkadia in Q1 2026 covering the Baltimore area within a national context.
This is a multifamily market forecast report published by Berkadia in March 2026 covering Salt Lake City, with national context included. The report provides an outlook on the multifamily sector for 2026 in the Salt Lake City area.
This is a multifamily market forecast report published by Berkadia in January 2026 covering the Houston market. The report includes outlook analysis for the multifamily sector and references national geographic scope in addition to the Houston-specific focus.
This is a market report published by Berkadia on December 31, 2025, covering the multifamily sector in Denver, Colorado with national context.
This is a multifamily housing market report published by Berkadia on September 30, 2025, covering the Washington, D.C. market for the third quarter of 2025.
This is a market report published by Berkadia in September 2025 covering the multifamily sector in the Philadelphia metropolitan statistical area. The report presents Q3 2025 data and analysis for the residential rental property market in that region.
This is a third-quarter 2025 market report published by Berkadia covering the multifamily sector in South Florida, with geographic focus on Miami and Florida markets.
This is a market report published by Berkadia in September 2025 covering the multifamily sector in Houston, Texas.
This is a multifamily market report for Chicago published by Berkadia in the third quarter of 2025. The report covers the Chicago multifamily sector and includes national comparisons.
This is a market report published by Berkadia in September 2025 covering the multifamily sector in the Boston market.
The National Multifamily Market Report for mid-year 2025, published by Berkadia, examines employment trends and apartment market dynamics across the United States. The report notes that 1,551,000 jobs were added over the last 12 months with unemployment at 4.1% as of June 2025, driven primarily by growth in private education and healthcare sectors responding to aging population demographics and technological advances, while apartment supply peaked in 2024 with year-to-date 2025 deliveries of 224,979 units against absorption of 378,749 units, reflecting contracted construction pipelines offset by surging demand from urbanization trends and homeownership affordability constraints.
Metro Houston's multifamily market added 39,800 jobs over the past 12 months with a 4.4% unemployment rate as of June 2025, driven by population growth including 149,560 net migrants in the prior year and anticipated investments from Apple, Foxconn, and Nvidia in AI manufacturing facilities. In the first half of 2025, the market delivered 7,071 multifamily units and achieved 10,850 net move-ins, with the pipeline comprising 21,054 units in lease-up and 8,415 units under construction, with strong absorption concentrated in Greater Heights/Washington Avenue, Conroe/Montgomery County, and Cypress/Waller submarkets.
This is a first-quarter 2025 market report published by Berkadia covering the multifamily sector in Atlanta, Georgia.
This is a multifamily market report for the Dallas-Fort Worth area published by Berkadia on March 31, 2025, covering the first quarter of 2025. The report is classified as a market report with geographic focus on Dallas-Fort Worth and Texas, and includes national scope.
This Berkadia national report documents the current state of affordable housing in the United States as of Q1 2025, presenting data on cost burden among renters, expiring affordability restrictions, and development pipelines across regions. Key findings include 22.6 million cost-burdened U.S. renters spending over 30 percent of income on housing, 374,497 multifamily units with affordability restrictions set to expire within five years, affordable housing deliveries projected to peak at roughly 80,000 units in 2025 before declining to 51,000 units by 2027, and national rental inventory of 2,551,946 units with 1.5 percent year-over-year growth as of Q1 2025.
Berkadia Research monthly insight on improving RV-industry key market indicators within the manufactured housing sector heading into 2026.
Berkadia Research monthly MH insight documenting rising manufactured housing financing/lending activity through 2025.
September 2025 issue of Berkadia's monthly MHC research, including state-level trends (e.g. North/South Carolina). Verified first-party PDF (HTTP 200, 1.3MB).
June 2025 issue; reports MH loan originations near $860.7M in Q1 2025 (up 19.6% YoY) and ~$8.2B in MH loans maturing by year-end 2026. Verified first-party PDF.
Berkadia analysis of the Affordable HOMES Act consolidating federal MH standards under HUD, streamlining oversight to create more predictable conditions for manufacturers, lenders and investors.
US off-campus deliveries slowed in 2025 while on-campus deliveries surged to 23,143 beds; new development concentrated within 0.25 miles of campus, supporting rent growth.
Analysis of medical outpatient and life sciences transaction activity in H1 2025; MOB transaction volume reached $2.8B in Q3 2025 amid awaited rate cuts.
Berkadia's national affordable housing mid-year report on sector resilience, deliveries peaking near 80,000 units in 2025, the 7.3M-unit supply gap, and institutional investment trends.
Regional affordable housing report covering Dallas, Houston-The Woodlands-Sugar Land, Austin, San Antonio, and El Paso markets.
Berkadia quarterly research on the SFR/BTR asset class: single-family starts ramp-up, institutional under-allocation, and rent-vs-own affordability driving demand.
Berkadia monthly manufactured-housing insight: updated sector fundamentals, shipment trends and MHC investment-sales activity in the affordable land-lease community space.
Berkadia 'State of the Manufactured Housing Industry' monthly insight: sector data on rents, occupancy, shipments and MHC transaction activity, with affordability-driven demand commentary.
Berkadia's monthly manufactured-housing data brief covering sector fundamentals, shipments, transaction volume and affordability dynamics in the manufactured home community market.
Berkadia SFR/BTR overview report: institutional ownership concentrations in Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte; affordability-driven rental demand.
Mid-year review of multifamily lending: agency lending volumes rising, third-party capital remains accessible, and transaction activity concentrating in higher-quality assets amid disciplined underwriting.
Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.
Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.
Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.
Survey of 200+ clients on 2025 multifamily expectations: 65% plan moderate portfolio expansion, Fannie Mae and Freddie Mac expected as most active lenders, and stable cap rates with exit rates 25-50 bps higher than entry.
Examination of seniors housing financing options across traditional lenders, debt funds, and GSEs (Freddie Mac, Fannie Mae, HUD), noting a 23% rise in acquisition activity and tighter refinancing terms.
Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.
The Q1 2026 Apartment Update reported monthly effective rent advancing 1.7 percent over the trailing four quarters, accelerating from 1.2 percent growth in the prior year.
The mid-year national Apartment Update reviewed supply, demand, rent and occupancy trends, noting absorption gains as elevated deliveries continued to be absorbed across major markets.
Berkadia surveyed its investment sales advisors and mortgage bankers on the 2025 outlook, finding 83 percent of multifamily investors planned acquisitions during the year and only 2 percent intended to shrink portfolios.
Berkadia's national forecast projected unit absorption to outpace deliveries in 2025, with vacancy rates having decreased in Q3 2024 for the first time in three years.