COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

This week’s Rental Housing Weekly Briefing examines the latest S&P Cotality Case-Shiller home price data, highlighting continued moderation in national price growth, alongside February’s Independent Landlord Rental Performance Report, which shows ongoing stabilization in rent collections among independently operated properties, and the key data releases to watch in the week ahead.

Released annually, the report is a snapshot of the intersection of racial disparities in US housing and inequities in other socioeconomic dimensions, such as education, geography, income, and evolving economic conditions.

February 2026 data from the Independent Landlord Rental Performance Report show on-time rent payments rebounding to 83.7%, with late-payment pressure easing and full-payment rates reaching their strongest level since late summer 2025. While year-over-year collections remain below prior levels, the trend continues to point toward stabilization in the mom-and-pop rental market.