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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
RESEARCH & INSIGHTS
Independent Landlord Rental Performance Report: November 2025
While on-time collections remain well below post-pandemic highs, the recent positive inflection suggests a rebound is already underway. Objectively, current collection levels represent underperformance, though the upward trajectory is justifiably fueling optimism.
The Chandan Economics Research Team
6 days ago
Inflation at the Thanksgiving Table
If Thanksgiving 2020 feels like a long time ago, your grocery bill agrees. Across the core staples of a traditional holiday spread, prices are meaningfully higher than they were five years ago — though not always in the ways people expect.
Jonathan O'Kane
Nov 25
Multifamily Rent Growth Update: October 2025
Nationally, rents grew an average of 0.11% month over month. If sustained for a full year, that would translate to annual rent growth of about 1.4% — modest, but still positive. However, rent growth continues to come in below CPI inflation, which is currently holding near 3%, meaning inflation‑adjusted rents are falling
Jonathan O'Kane
Nov 21
Real Impact: What the September 2025 Jobs Report Means for Rental Housing
US employers added more than double the number of jobs expected in September, but the debate over a December rate cut remains unsettled.
Shutdown Squeezes Key Housing Programs as Affordability Dominates Recent Elections
As voters seek solutions to affordability, the ongoing shutdown increases the risk of a cascading impact on housing development and security.
Jason M. Davis
Nov 5
Macro Signals for November 2025
The protracted government shutdown squeezes housing programs, 'data fog' creates a conundrum for the Fed, and a US-China trade truce offers cautious optimism to developers.
Renters Caught in the Health Insurance Coverage Gap as ACA Premiums Take Center Stage
Health insurance coverage patterns reveal a clear divide between renters and homeowners. Renters are nearly three times as likely to be uninsured as homeowners (11.7% versus 4.4%) and are far more reliant on public coverage.Just under half of renters (48.8%) have private insurance, compared with a majority of homeowners (54.5%). Meanwhile, nearly one in three renters (29%) rely exclusively on public insurance, underscoring the income and employment disparities that shape acce
Jonathan O'Kane
Oct 28
Which US Regions Have the Most Severe Housing Underbuilding?
A post-pandemic surge in Multifamily completions has lifted apartment vacancies off their 2021 floor, but long-term structural underbuilding remains.
Jason M. Davis
Oct 27
Independent Landlord Rental Performance Report: October 2025
Recent national data paint a picture of improvement and cautious optimism. While on-time collections remain well below post-pandemic highs, the recent positive inflection suggests the sector has likely already found its bottom.
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