The industry's own research.
14 reports
Walker & Dunlop examines the divergence between stabilizing cap rates and continued price movement in the student housing sector.
Walker & Dunlop's forward-looking analysis of the seniors housing market for 2025, examining trends, challenges, and investment drivers across the sector.
Market selection analysis for student housing investment and development opportunities in 2026.
Analysis of which student housing markets are outperforming as the sector stabilizes.
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Analysis of Indianapolis multifamily market trends and investment drivers highlighting steady growth fundamentals.
Insight on accelerating affordable deal flow: stabilized capital markets, 44,600 LIHTC units exiting extended-use 2025-27, generational portfolio sales, and institutional maturation.
W&D 2025 outlook identifying manufactured housing among innovative construction methods to address cost and timeline challenges in the affordability crisis.
Walker & Dunlop insight on the MHC sector: lower entry cost vs multifamily ($77k/site vs $221k/unit), 94.7% occupancy and 7.3% rent growth at end-2023, institutionalization, GSE financing, and rent-control/insurance headwinds.
Examines why HUD-insured financing is becoming more attractive for long-term capital, citing improved processing timelines, competitive economics, and streamlined environmental requirements. References the firm's 2026 HUD Outlook.
Analysis of how a federal shutdown affects GSE (Fannie/Freddie) and HUD-insured multifamily lending, concluding GSE markets remain fully operational while HUD processing may slow. Includes the $73B-per-GSE 2025 cap context.
The piece describes a multifamily recovery defined by constrained supply and selective capital, taking longer than many anticipated, with rising resident retention.
Walker & Dunlop's annual intelligence report examines where the multifamily market stands and how the next phase of the cycle is taking shape, with 62.7% of surveyed owners expecting acquisitions to increase in 2026.
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The outlook frames the repricing of commercial real estate as creating disciplined deployment opportunities through bridge lending and value-add equity strategies. It positions multifamily as transitioning from a supply-heavy correction toward improving fundamentals.
The annual student housing outlook reviews preleasing, rent growth and investment trends across university markets. It complements the firm's core multifamily research with a dedicated view of the purpose-built student housing sector.