COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

Using ACS microdata for the 50 largest rental markets, we find that cost burdens for lower-income renters rose most where high-income renter growth was fastest.

The week ahead in rental housing: October jobs, plus ULI–PwC’s 2027 outlook, Apartment List’s latest rent trends and Chandan Economics’ NYC Rent Growth Monitor.

All five NYC boroughs outpaced national annual rent growth through September. The Bronx led both annual gains and recent momentum, while Queens was the only borough below the US momentum reading.

The week ahead in rental housing: the Fed decision and Q3 GDP, plus new findings on apartment financing, concessions, rent growth, and landlord collections.

Three takeaways from NMHC’s October 2026 survey: financing conditions deteriorated, apartment sales slowed, and rental conditions softened more modestly.

October 2026 rent collection trends show modest, uneven improvement: on-time payments reached 83.2%, up 68 basis points year over year for a third consecutive annual gain. Chandan Economics and RentRedi examine payment performance across rental housing property types and states.

US multifamily rent growth accelerated to 2.4% year-over-year in September 2026. Monthly gains remained above a 4% annualized pace, but easing momentum and narrowing market participation point to a more measured recovery.

This week’s Rental Housing Weekly Briefing examines persistent operating-cost pressure across rental housing, a growing affordable share of the apartment development pipeline, and how the September inflation report shifted interest-rate expectations and the capital-market outlook.