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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
What the August 2026 CPI Report Means for Rental Housing
LATEST RESEARCH
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
39 minutes 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.
Real Impact: What the August 2026 CPI Report Means for Rental Housing
CPI is the last major data release before the FOMC convenes on September 15–16, amid increasingly hawkish projections for its upcoming interest rate decision.
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