Berkadia research.

The Missing Dot

Half the committee is now willing to discuss another rate hike this year.

Multifamily Lending Mid-Year Market Landscape

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.

The Graying Gold Rush: Seniors Housing Outshines Amid Uncertainty

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.

Berkadia 2026 Multifamily Forecast Market Report - Salt Lake City

Berkadia Q1 2026 Multifamily Market Report - Baltimore

New Orleans Multifamily Market Report — Q1 2026

Private Credit in CRE: Liquidity, Competition, and Evolving Opportunities in 2026

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.

MBA CREF 2026: Five Takeaways Shaping CRE Lending & Investment

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.

Berkadia 2026 Multifamily Investor Sentiment Survey

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.

2026 Multifamily Forecast Market Report - Houston

Affordable HOMES Act Reshapes Manufactured Housing

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.

Berkadia Q1 2026 National Multifamily Report

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.

Q4 2025 Multifamily Market Report - Denver

New Orleans Multifamily Forecast Market Report — 2026

Manufactured Housing Insights — December 2025: RV Industry Key Market Indicators Improving

Berkadia Research monthly insight on improving RV-industry key market indicators within the manufactured housing sector heading into 2026.

2025 U.S. Student Housing Pipeline Report

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.

Manufactured Housing Insights — November 2025: Manufactured Housing Financing Activity Rising in 2025

Berkadia Research monthly MH insight documenting rising manufactured housing financing/lending activity through 2025.

Fall 2025 U.S. Medical & Life Sciences Report

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.

Q3 2025 Multifamily Market Report - Washington, D.C.

Q3 2025 Multifamily Market Report - Houston

Q3 2025 Multifamily Market Report - Boston

Q3 2025 Multifamily Market Report - Chicago

Q3 2025 Multifamily Market Report - Philadelphia MSA

New Orleans Multifamily Market Report — Q3 2025

Q3 2025 Multifamily Market Report - South Florida

Manufactured Housing Monthly Insight - September 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).

2025 Mid-Year National Affordable Housing Report

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.

Beyond Insights Quarterly Market Update — The Rise of the Single-Family Rental & Build-to-Rent Asset Class (August 2025)

Berkadia quarterly research on the SFR/BTR asset class: single-family starts ramp-up, institutional under-allocation, and rent-vs-own affordability driving demand.

Texas Affordable Housing Report Q2 2025

Regional affordable housing report covering Dallas, Houston-The Woodlands-Sugar Land, Austin, San Antonio, and El Paso markets.

Berkadia Mid-Year 2025 Multifamily Market Report - National

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.

Manufactured Housing Monthly Insight - July 2025

Berkadia monthly manufactured-housing insight: updated sector fundamentals, shipment trends and MHC investment-sales activity in the affordable land-lease community space.

Mid-Year 2025 Multifamily Market Report - National (PDF)

New Orleans Multifamily Market Report — Mid-Year 2025

Berkadia Mid-Year 2025 Multifamily Market Report - Pittsburgh

Mid-Year 2025 Multifamily Market Report - Houston (PDF)

Manufactured Housing Monthly Insight - June 2025

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.