COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

Thursday's GDP arrives just one day after the FOMC's July meeting, where policymakers voted 9-3 to hold rates steady, marking the most dissents at a single meeting in nearly a decade. Today's data sharpens the debate without resolving it.

This week’s Rental Housing Weekly Briefing examines NMHC’s July 2026 Quarterly Survey of Apartment Conditions, which shows apartment markets tightening even as sales activity and financing conditions softened, alongside the latest Chandan Economics–RentRedi data showing that mom-and-pop rent collections remain broadly stable despite modest summer weakening, and a Chandan Economics–Arbor Realty Trust analysis of US Census Bureau data showing that new multifamily supply is incr

The July 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows modest summer softening in rent collections, though the broader stabilization trend remains intact. On-time payments edged lower again in July, while full-payment resolution remained broadly stable and late-payment activity, though improved from its early-2026 peak, remained historically elevated.