The industry's own research.
7 items
Analysis of multifamily market performance and resilience amid broader economic uncertainty and sector headwinds.
Greystone analysis of current multifamily market conditions examining demand trends and supply dynamics affecting the sector.
Analysis of senior housing market conditions in Q1 2026 showing strong occupancy rates approaching 90%, constrained supply at historic lows, and accelerating investment activity.
The CRE market is no longer waiting for lower rates or policy clarity; it is learning to operate without either.
The outlook projects commercial real estate lending rising to 805 billion dollars in 2026, a 38 percent increase over the 583 billion seen in 2025. Peak maturity volumes of 875 billion are forecast for 2026, keeping refinancing risk elevated even as multifamily fundamentals improve.
The analysis finds national multifamily vacancy holding near 6.5 percent in the first half of 2025 as steady demand paused further deterioration, with asking rents above 1,900 dollars. Affordability constraints are creating opportunities for borrowers focused on workforce and affordable housing.
The commentary argues that after near-term disruption the multifamily sector faces a constructive outlook, supported by steady rental demand and a moderating supply pipeline. Mid-market and affordable units continue to see steady absorption.