COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

This week’s Rental Housing Weekly Briefing examines improving occupancy across high-supply multifamily markets, a return to positive new-lease growth at the major public SFR REITs, and new Chandan Economics analysis showing how the motivations behind rental moves differ between multifamily and single-family rental households.

How New Yorkers get to work is changing: bicycle commuting rose 59% from 2014 to 2024, transit remains below 2019 levels, and working from home has reshaped commuting across the five boroughs.

Family formation, housing conditions, and employment are the leading reasons renters moved into their current homes in 2026, with differences between multifamily and single-family rental households.