COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

August’s stronger-than-expected job gains, on top of the June and July revisions, give hawks additional fodder for the September meeting.

This week’s Rental Housing Weekly Briefing examines the latest Chandan Economics–RentRedi data showing continued stabilization in mom-and-pop rent collections, with on-time payments improving in August and year-over-year performance strengthening, alongside new Trepp analysis showing that multifamily expense growth cooled in 2025 even as revenue and NOI growth also slowed.

The August 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows further signs of stabilization across independently operated rental properties. On-time payments improved to 83.2%, year-over-year performance strengthened materially, and multifamily properties drove much of the monthly rebound.