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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
January 2026
Independent Landlord Rental Performance Report
LATEST RESEARCH
Census Data Show Individual Investors Still Dominate Single-Family Rental Ownership
A closer look at the US Census Bureau’s Rental Housing Finance Survey shows that individual investors still account for the majority of single-family rental ownership, even as legal structures continue to evolve.
Jonathan O'Kane
21 minutes ago
Rental Housing Weekly Briefing: February 16-20, 2026
This week’s Rental Housing Weekly Briefing examines trends in small multifamily investment activity, emerging signals from the New York Fed’s Household Debt and Credit Report, what shifting consumer credit conditions may imply for rental housing performance, and the key data releases to watch in the week ahead.
The Chandan Economics Research Team
4 days ago
Real Impact: What the January 2026 Jobs Report Means for Rental Housing
A Stronger-than-expected January jobs report leads futures markets to anticipate a more hawkish Fed policy stance.
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