COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

US multifamily rent growth reached 2.2% year-over-year in August as monthly momentum remained strong and rent gains broadened across more metro areas.

The September 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows further improvement across independently operated rental properties. On-time payments rose to 83.2%, year-over-year collections strengthened by 91 basis points, and multifamily continued to narrow the performance gap with smaller rental formats.

This week’s Rental Housing Weekly Briefing examines the Federal Reserve’s September rate hike and a materially higher projected path for interest rates, alongside the latest Arbor–Chandan Single-Family Rental Investment Trends Report, which shows improving SFR operating fundamentals and stabilizing capital-market conditions even as borrowing costs remain elevated.