The industry's own research.
241 reports
showing 181–240 of 241
Build to Rent has long been positioned as a key part of Australia’s housing solution – but in the ACT, the sector has yet to reach its full potential. Despite strong fundamentals and growing demand for professionally managed, long-term rental housing, the policy and regulatory environment continues to present real…
23 April 2026 There is real merit in making changes to the Capital Gains Tax (CGT) discount and Negative Gearing in Australia. Given we have a national housing crisis, this debate needs to include the State and Territory Governments, and it is essential to also bring Stamp Duty, Land Tax and the various Foreign…
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%.
SFR sector resilient in early 2026 as home-price appreciation cooled; stable occupancy near historical averages, normalized rent growth, and active capital markets supporting investment expansion.
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 BTR as purpose-built single-family communities; renters-by-choice rose from 27% to 36% YoY; covers proptech, Sun Belt expansion, Blackstone's $3.5B Tricon deal and rate risks.
Arbor analysis: households renting single-family homes rose 1.7% in 2025 to a seven-year high, driven by build-to-rent communities and homeownership affordability pressures.
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.
Arbor/Chandan Economics snapshot: SFR sector showed strength in 2025 with durable demand and a maturing institutional ecosystem; elevated mortgage rates keep homeownership out of reach, sustaining rental demand.
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%.
Arbor/Chandan quarterly: SFR's investment return profile grown more attractive over the year; year-end rent gains averaged 2.9% with 98 of 100 largest markets positive.
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.
Arbor/Chandan snapshot showing SFR occupancy across property types averaging 94.5% in Q2 2025, highlighting the sector's operational strength.
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.
Examines the US affordability crisis: home prices at record highs vs income, the shortage of starter homes, zoning barriers, and a ~2 million-home supply gap with policy solutions.
Yardi Matrix BTR data: national BTR advertised rent $2,205 in July (+0.4% YoY); top markets Chicago (5.9%) and Harrisburg (4.9%); occupancy 95.0% in June.
Berkadia quarterly research on the SFR/BTR asset class: single-family starts ramp-up, institutional under-allocation, and rent-vs-own affordability driving demand.
Q2 2025 SFR performance: build-to-rent construction robust as demand for purpose-built communities climbed; rent growth moderated below pre-pandemic averages but still outpaced inflation.
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.
Arbor/Chandan quarterly: rent growth outpacing inflation as operators prioritize retention; robust SFR/BTR construction and $7.8B 2024 CMBS issuance.
JBREC Q1 2025 BTR survey: blended rents +1.3% YoY; most move-outs are renters buying homes, not rent hikes; Midwest leads, Southwest lags.
Knight Frank UK SFH report: record 31 SFH deals (up 24% YoY), SFH share of BTR volume surging from 2% (2020) to 43% (2024); £1.8bn invested, potential for 1M+ homes at maturity.
SFR enters 2025 well-positioned: structured capital markets rebounded in 2024, rent growth settled to pre-pandemic trends, and loan distress negligible.
Yardi Matrix data note: single-family build-to-rent advertised asking rents inched up 0.2% year-over-year through February 2025 to $2,165.
Arbor/Chandan quarterly report: rent growth resuming pre-pandemic patterns, robust SFR/BTR construction starts, and rising CMBS activity.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Arbor/Chandan snapshot: SFR sector well positioned to capture housing demand as ~7% mortgage rates and near-record prices push households toward rental alternatives.
JBREC: buying a starter home costs $1,091/month more than renting (vs $233 historical average), driving demand toward single-family rentals; market-by-market premiums analyzed.
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 overview of the U.S. build-to-rent sector: BTR helping ease the single-family housing shortage, strong institutional interest, exit optionality, and accelerating domestic/global capital.
Berkadia SFR/BTR overview report: institutional ownership concentrations in Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte; affordability-driven rental demand.
JBREC analysis using the Burns Single-Family Rent Index (+3.9% YoY as of May 2024); affordability challenges support SFR demand; compares proprietary data with SFR REIT earnings.
CBRE analysis of single-family rental performance, with tightening vacancy and decelerating but multifamily-beating rent growth across the SFR sector.
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.
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.
Knight Frank's review of US residential market dynamics, covering pricing, demand and prime-market trends across major American cities.
Home prices fell from prior peaks in 28 of 33 major expensive U.S. cities tracked in May 2026, with the largest declines in Austin (-27%), Oakland (-26%), and New Orleans (-19%), while prices rose year-over-year in only eight cities, notably Chicago and New York City which reached new all-time highs, and San Francisco where AI-driven compensation packages created a "mansion shortage" effect that boosted mid-tier prices 7.8% year-over-year. The analysis attributes prior price spikes from mid-2020 to mid-2022—led by Austin (+62%), Phoenix (+60%), and Fort Worth (+50%)—to Federal Reserve monetary policies including near-zero mortgage rates through quantitative easing, which created the current affordability crisis.
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: Last year (2025) might have seen the lowest number of existing home sales since 1995.…
The household real estate asset market value reached $48.7 trillion in the first quarter of 2026, representing a 1.7% increase from the fourth quarter and a 2.6% increase year-over-year, while owners' equity in real estate totaled $34.9 trillion with a 71.6% equity share. Among generational cohorts as of the fourth quarter of 2025, Baby Boomers held the largest real estate assets at $19.4 trillion, followed by Gen X at $14.3 trillion and Millennials at $10.2 trillion, with Millennials experiencing the highest percentage gain of 80.4% since the fourth quarter of 2020.
Single-family construction declined across all geographies in Q1 2026, with large metro core counties experiencing the sharpest pullback of 16.0% year-over-year, driven by elevated interest rates, rising material costs, and labor shortages, while multifamily construction expanded in most markets with large metro core counties leading at 20.8% growth. The data reflects a decade-long structural shift away from dense population centers toward smaller and outlying markets in single-family construction, while multifamily construction has recently begun regaining share in large metro core counties after a period of migration to smaller markets.
John Burns Research and Consulting reviews homebuilder incentive strategies designed to boost sales without reducing base prices amid muted new home demand.
John Burns Research and Consulting analyzes tightening commercial real estate capital markets, covering inflation, Sunbelt rental growth and shifting build-to-rent policy across the apartment sector.
Cotality reported U.S. home price growth of 0.3 percent year-over-year and 0.4 percent month-over-month in April 2026, with prices up 0.8 percent since the start of 2026. The firm expects home prices to rise 5.3 percent between April 2026 and April 2027.
Developed with Chandan Economics, the report tracks single-family rental performance, documenting sector resiliency, build-to-rent supply additions and property-level yields amid a softening for-sale home market.
Redfin reported there are 46.9 percent more home sellers than buyers in the U.S. housing market, signaling buyers hold the power. In May 2026, 35 of the 50 most populous U.S. metros were buyer's markets, led by Sun Belt locations.
Redfin's early 2026 housing market update found buyers cautious and sellers returning, with agents anticipating a busier spring. The report tracks inventory, listing activity and buyer-seller dynamics nationally.
J.P. Morgan Global Research projects US house prices will stall near 0% growth in 2026, with home sales gradually improving as mortgage rates ease and builders use rate buydowns to clear inventory.
U.S. housing inventory expanded in December 2025, marking the 26th consecutive month of year-over-year gains, with active listings up 12.1 percent versus December 2024. National inventory levels remain 12.5 percent below typical 2017 to 2019 norms.
New home sales among the 50 top-selling master-planned communities declined just 3 percent versus the pace set in 2024. The Villages led with 3,611 sales, up 13 percent, while Florida accounted for roughly 42 percent of top-50 sales and Texas around 32 percent.
The first quarter 2026 U.S. outlook sets out BGO's house views on the economy and commercial real estate sectors. The report assesses fundamentals across industrial, housing, retail and office as the cycle turns.
The November report finds affordability reshaping where Americans can buy, with buyers increasingly finding opportunities in smaller traditionally affordable refuge markets that have seen notable growth in price per square foot.
Zillow forecasts U.S. home values rising 1.2 percent in 2026 and existing home sales increasing 4.3 percent to 4.26 million, with multifamily rents projected to rise just 0.3 percent and single-family rents up 2.3 percent as affordability improves.
Redfin's 2026 housing market predictions frame the year as a reset, with buyers gaining leverage amid rising inventory and persistent affordability constraints. The report forecasts price, sales and mortgage rate trends for the year ahead.
Morgan Stanley examines how rising home prices, high mortgage rates and limited supply are reshaping US housing over the next decade and where investors may find growth.
Charter Keck Cramer's national report found the Build to Rent sector recorded a 378 percent increase in supply, adding 8,590 apartments across capital cities during FY2021 to FY2025, and identified 2024 as the cyclical trough.
The report documents the single-family rental sector transitioning to stable growth after a long expansion, with national rent gains moderating toward pre-pandemic levels.
Cotality reported U.S. home prices increased 3.4 percent year-over-year in December 2024 and forecast a 4.1 percent year-over-year gain from December 2024 to December 2025. A slight month-over-month dip was anticipated for January 2025.
Hines examines global living sector trends across rental residential, student housing and other beds-focused strategies. The report frames demographic and supply dynamics supporting the living sectors in 2025.