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RESEARCH & INSIGHTS


Household Moves Hit a Post-Pandemic High
Notably, the number of moves is up 12.1% compared to the 2024 total, making it the largest annual increase since at least the turn of the century. Further, it is the first time that the number of moves increased in consecutive years since 2010.
Jonathan O'Kane
19 hours ago


Macro Signals for October 2025
The Administration considers a national housing emergency as residential markets send mixed signals.


Independent Landlord Rental Performance Report: September 2025
On-time rental payments in independently operated units improved in September 2025 — offering hope that the sector is moving off its performance floor. According to this month’s first estimate, 83.1% of units paid their full rent on time — an increase of 58 basis points (bps) from August.


Real Impact: What the September 2025 Fed Decision Means for Rental Housing
Interestingly, the Fed’s latest Summary of Economic Projections—released alongside today’s rate decision- lowers next year's interest rate forecast while raising its inflation forecast.


Multifamily Rent Growth Update: August 2025
Seventy percent (70.0%) of multifamily markets in the US saw rents rise between July and August—the high-water mark for the year.
Jonathan O'Kane
Sep 16


Macro Signals for September 2025
Tariffs face legal uncertainty, lumber and furniture tariffs may introduce fresh headwinds for housing, and the Fed prepares to cut rates.


August 2025 RECAP
A monthly summary of commercial real estate insights and analysis from Chandan Economics and our partners.


Where Multifamily Meets the School Bus: Share of Multifamily Households with School-Age Children by Metro
One in three US households (33.3%) has a school-age child. While the perception is that multifamily rentals mostly attract young, childless households, the reality is more nuanced. According to the 2023 American Community Survey, about 4.0 million multifamily households include a school-age child—roughly one in five of all multifamily households (18.3%).
Jonathan O'Kane
Sep 1


Late Payments Pile Up as Financial Strains Weigh on Renters
The growing share of apartment renters playing catch-up on their monthly bills may speak to a broader undercurrent of distress.
Jason M. Davis
Aug 21
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