COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

This week’s Rental Housing Weekly Briefing examines renewed pressure on apartment valuations alongside continued improvement in mom-and-pop rent collections, even as late-payment pressure remains elevated.

The May 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows continued improvement in on-time rent payments across independently operated rental properties. But while full-payment outcomes remain resilient, late-payment pressure is still elevated, pointing to an uneven recovery beneath the surface.

As homeownership becomes increasingly inaccessible for many young households, a growing share of family formation is occurring in the rental market.