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Commercial property pricing has improved modestly in recent months but remains approximately 14% below the 2022 peak, with performance continuing to vary widely across sectors. Greater capital markets liquidity and increased transaction activity have supported values, though the recovery remains uneven and…
Multifamily fundamentals are stabilizing, but rent recovery is limited by elevated concessions. After two years of heavy deliveries, landlords are relying on incentives to maintain occupancy, particularly across high supply Sun Belt markets. Face rents have held up, but effective rents continue to lag as operators…
While set to decline in 2026, affordable completions still double any pre-pandemic year Highlights: The downward affordable delivery trend is expected to go beyond 2026 Current market conditions pose headwinds for affordable housing development with fewer completions forecasted, even amid increased funding and…
Economic pressures offset reduced supply; transaction activity remains muted SANTA BARBARA, Calif., June 18, 2026 – With almost 1.3 million units in the lease-up phase and consumer sentiment wavering, U.S. multifamily rent growth is likely to remain modest for the remainder of 2026, according to a new market…
Development plateaus amid challenges similar to those facing the market rate sector SANTA BARBARA, Calif., June 17, 2026 – Decelerating U.S. affordable housing starts will result in a decline in deliveries over the next two years as a host of challenges confront the market, according to a new national report from…
Lease pricing is turning more tenant-friendly in several major markets even as development pipelines stay elevated, the latest Yardi Matrix industrial report shows. Report Highlights Rent growth leaders stay in front as vacancy holds steady Industrial rent growth remained strongest in a familiar group of markets in…
Tepid as it may be, 2026’s seasonal activity still dragged advertised rent growth above zero in May. Highlights: Although on par with the past four years, 2026’s seasonal bump remains below pre-pandemic values The national multifamily average advertised asking rent climbed $6 to $1,767 in May, marking a barely…
Preleasing reached 71.6% in April, according to the latest Yardi Matrix national student housing report. Report highlights Preleasing remains ahead of last year despite increased competition Student housing preleasing for the 2026-2027 academic year reached an estimated 71.6% in April, up from 69.6% in March.…
Market gains seasonal lift in May but pricing power trails historical norms SANTA BARBARA, Calif., June 4, 2026 – While U.S. multifamily advertised rents rose in May 2026, key indicators suggest that rent growth will remain weak throughout the year, according to new data released by Yardi® Matrix. The market…
Two-year deceleration trend continued in April; operators cite a challenging environment SANTA BARBARA, Calif., June 3, 2026 – Preleasing activity at the Yardi® 200 schools is following the deceleration pattern of the past two years, with the 7.6% month-over-month growth recorded in April 2026 trailing the 8.6%…
Asking Rents Excel, Occupancy Still Stable Twin Cities fundamentals remained healthy, with rent growth outpacing the U.S. and occupancy holding steady, as per the latest Twin Cities multifamily market report. Advertised asking rents rose 2.5% year-over-year, to $1,621 in March, well above the 0.1% U.S. increase to…
Occupancy stabilization helps offset ongoing demand weakness SANTA BARBARA, Calif., May 28, 2026 – The U.S. self storage market’s 1% month-over-month advertised rate growth in April 2026 starts the busy spring leasing season on a positive note. Although April’s year-over-year national advertised rate growth rate…
Fannie Mae Duty to Serve MH hub linking public research (Innovations in Manufactured Housing, Multifamily Market Commentary) and the 2025-27 MH plan section.
Insight on accelerating affordable deal flow: stabilized capital markets, 44,600 LIHTC units exiting extended-use 2025-27, generational portfolio sales, and institutional maturation.
Three years of BTR data: rent growth flatlined from 5.5% in early 2023 to -0.1% by Q1 2026 as the sector hit an affordability ceiling, while occupancy held near 92%.
CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.
Biennial rental report: cost burdens at record high (22.7M renters, 49%), cooling rents, and a 9.3M decline in sub-$1,400 units from 2014-2024.
JLL Living outlook: single-family investment overtook multifamily in 2025 with £2.6bn invested, over half of all UK build-to-rent investment, amid improving 2026 conditions.
Examines how rising insurance premiums, shrinking coverage and climate risk threaten preservation of multifamily affordable housing, with policy and practitioner strategies.
Yardi Matrix BTR data: BTR rents fell to $2,180 in December (-1% YoY, steepest drop in over a decade); occupancy stable at 94.9% as owners concede price to hold occupancy.
C&W UK BTR MarketBeat: record £5.2bn invested in 2025 with nearly half into single-family housing; 146,700 completed BTR units; pipeline under construction down 15%.
JBREC 2026 outlook: renter population to grow sharply; Sunbelt rental supply absorption, Midwest/Northeast rent growth, and build-to-rent moving from prep to production.
Yardi Matrix BTR data: SFR-BTR rents slid to $2,185 in November (-0.5% YoY); Midwest metros (Twin Cities, Chicago) up while Sun Belt (Austin -3.9%) declined.
Matthews reviews 2025 cap-rate performance across retail, net lease, multifamily and industrial, showing stabilization as rate volatility eased and investors recalibrated.
JBREC Q3 2025 housing recap covering the rental rebound and the interplay of build-to-rent and apartments as rental supply tapers from its peak and the sector firms.
47th-edition outlook from 1,700+ industry leaders; housing affordability is the sector's top issue, driving migration, zoning reform and multifamily trends.
Three-part case for US REITs: high domestic revenue, defensive sector mix (healthcare, residential, needs-based retail) and attractive valuations versus broad equities.
Calculates the national Housing Wage of $33.63/hr for a modest two-bedroom rental, documenting the gap between wages and rents across every state and metro.
Quarterly CIO video update covering global REIT sector developments, residential housing dynamics, AI's impact on commercial real estate, and the 2025 outlook.
JCHS annual flagship: record 22.6M cost-burdened renters, 50% of renters paying over half their income on rent, and a deepening affordability and supply crisis.
Forecasts modest 2.2% rent growth and 6.2% vacancy; covers mission-driven affordable lending and long-term multifamily demand drivers.
NMHC note showing new supply puts downward pressure on rents and lifts renter mobility from multi-decade lows, with implications for affordability.
Moody's CRE analysis positioning affordable and mid-market units as the true stabilizer of multifamily performance amid Class A oversupply and record LIHTC deliveries.
Newmark Valuation & Advisory survey of North American multifamily markets including affordable/LIHTC product, cap rates, and investor sentiment.
NMHC research note reconciling record apartment completions with the persistent multi-million-unit shortage constraining affordability for lower-income renters.
C&W UK quarterly residential insight on build-to-rent: rental growth patterns, tenant affordability, and supply/demand dynamics as new-home construction fell ~20%.
CBRE analysis of single-family rental performance, with tightening vacancy and decelerating but multifamily-beating rent growth across the SFR sector.
Colliers 2025 outlook with proptech/technology adoption themes; industrial and multifamily recovery noted, office grappling with elevated vacancy.
CRETI's 2024 proptech funding report analyzing the sector's shift toward financial discipline and profitability across construction, residential, multifamily and office, by tech category and geography.
MBA's quarterly Commercial/Multifamily Mortgage Debt Outstanding report finds total debt rose $26.3 billion (0.5%) to $5.02 trillion in Q1 2026, with multifamily debt up $23.0 billion to $2.32 trillion.
Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.
AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.
MBA's complimentary Commercial Mortgage Delinquency Rates report analyzes delinquency trends across the five largest investor groups—banks/thrifts, CMBS, life companies, Fannie Mae and Freddie Mac.
Lower rate volatility is supporting further housing recovery as Canada's average single-family home price finds a floor after nearly a year of decline.
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.
European residential market review, with investment reaching €12.0bn in Q1 2026, prices up 5.1% annually and rental growth accelerating to 3.9% year-on-year.
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.
MBA's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations shows Q1 2026 originations up 52% year-over-year, led by an 80% rise in depository lending.
JLL's quarterly perspective analyzes global real estate trends across investment, office, logistics, retail, living, and hospitality sectors amid economic uncertainty and geopolitical risk.
MBA's 2025 Commercial Real Estate/Multifamily Finance Annual Origination Volume Summation estimates total CRE borrowing and lending reached $706 billion in 2025, a 40% increase over 2024.
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
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.
JLL finds the EMEA residential investment market facing declining new supply and affordability pressures, while larger deals and cross-border capital activity drive growth into 2026.
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.
MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
Avison Young's annual Canadian CRE outlook, with 97% of surveyed experts expecting activity to increase or hold steady and the strongest sales quarter since 2022 in Q3 2025.
Avison Young's annual US CRE outlook, drawing on a survey of 270+ market experts showing confidence rising to nearly 70% heading into 2026, with sector-by-sector guidance.
A Barings and Artemis roundtable across the U.S., Europe, and Asia Pacific arguing 2026 is a stock picker's market requiring active selection and granular analysis as performance disperses by quality and location.