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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
What the August 2026 CPI Report Means for Rental Housing
LATEST RESEARCH
Independent Landlord Rental Performance Report: September 2026
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.
The Chandan Economics Research Team
1 hour ago
Rental Housing Weekly Briefing: September 21-25, 2026
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.
The Chandan Economics Research Team
2 days ago
Rental Housing Weekly Briefing: September 14-18, 2026
This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest multifamily report, where national rent growth improved modestly and heavy lease-up inventories continued to weigh on several high-supply markets, alongside the August CPI report, which showed renewed headline inflation pressure and pushed markets toward an even more hawkish view of the September Fed decision.
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