Walker & Dunlop research.

A Walker & Dunlop perspective: Understanding the changes to Freddie Mac's Small Balance program

The growing need for neuro-inclusive affordable housing

Examines how neuro-inclusive design in affordable housing can address the shortage affecting millions of adults with intellectual and developmental disabilities.

Deutsche GRI takeaways: What’s shaping European real estate markets

Walker & Dunlop analysis of Deutsche GRI findings identifies disciplined capital deployment, residential dominance, bifurcated office markets, and tightening financing conditions as key themes reshaping European real estate.

Why DPI Matters in Today’s Real Estate Fund Market

Analysis of how distributions to paid-in capital (DPI) has emerged as a key liquidity metric for commercial real estate fund investors, with smaller funds outperforming larger peers in capital returns during the current constrained market environment.

Why HUD financing is gaining momentum in 2026

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.

Momentum Builds in Affordable Housing Fueled by Institutional Capital

Insight on accelerating affordable deal flow: stabilized capital markets, 44,600 LIHTC units exiting extended-use 2025-27, generational portfolio sales, and institutional maturation.

Housing at a crossroads: uneven demand and a delayed recovery

The piece describes a multifamily recovery defined by constrained supply and selective capital, taking longer than many anticipated, with rising resident retention.

Multifamily market transitions present attractive investment opportunities

Walker & Dunlop Investment Partners argues the transition phase in multifamily offers attractive entry points as fundamentals improve and new supply declines.

2026 Market Intelligence Report (NMHC)

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.

Government Shutdown - GSE & HUD Lending Update

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.

Navigating liquidity and lease-up opportunities in today's multifamily market

Examines how multifamily owners can use expanded financing options when facing maturing construction debt or lease-up properties, advocating parallel execution paths including agency takeouts, bridge financing, and sales. Draws on RealPage and Zelman data.

From repricing to opportunity: commercial real estate market outlook

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.

Ten critical considerations for exploring your small-balance multifamily financing options

A financing guide comparing ten factors borrowers should weigh when selecting small-balance multifamily debt sources, including loan structure, hold period, and lender type. Contrasts direct lenders versus intermediaries.

Student Housing Outlook 2025

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.

Key takeaways from MBA CREF 2025

Field report from the MBA Commercial/Multifamily Finance Convention covering capital availability, lending competition, and credit-spread compression across CRE sectors. Notes spreads as tight as 2021 and shifting lender risk tolerance.

Reimagining housing affordability, labor, and innovation in 2025

W&D 2025 outlook identifying manufactured housing among innovative construction methods to address cost and timeline challenges in the affordability crisis.

Manufactured housing communities: Trends and outlook for commercial real estate professionals

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.

Quick Guide to Freddie Mac Multifamily Financing for Investors

Educational guide to Freddie Mac Optigo multifamily loan products and programs, covering conventional, senior housing, and small-balance loans with detail on rates, terms, and non-recourse options.