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RESEARCH & INSIGHTS


Real Impact: What The June 2025 CPI Report Means for Rental Housing
The rate outlook has increasing implications for the US housing market, which has shown signs of stagnating homebuying demand and builder sentiment.

The Chandan Economics Research Team
2 hours ago


How Geopolitics is Impacting US Commercial Real Estate
Geopolitical risks are primarily tied to U.S. commercial real estate through market volatility, energy prices, and the rising cost of U.S. debt.

Jason M. Davis
19 hours ago


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


Macro Signals for July 2025
June 2025 was marked by an acute rise in geopolitical tensions and Congress's efforts to advance President Trump's tax and spending bill. Nonetheless, critical signals from the US housing market and renewed concerns around risks to commercial property debt drew heightened scrutiny from CRE investors.


Which Markets Will See the Strongest Rent Growth Over the Next 12 Months?
In this deep dive, we identify which US metro areas are best positioned for robust rent growth over the next year.

Jonathan O'Kane
Jun 23


Which Markets are Most Exposed to Federal Job Cuts?
The advent of the Department of Government Efficiency (DOGE) and looming budget cuts cast a cloud of uncertainty over local real estate markets that rely heavily on demand from federal employees.

Jason M. Davis
Jun 18


Independent Landlord Rental Performance Report: June 2025
On-time rental payments in independently operated units dropped meaningfully in June 2025 — offering a stark warning about the financial health of renter households in a high-uncertainty economic environment.


Independent Landlord Rental Performance Report: May 2025
The on-time rental payment rate in units operated by independent landlords fell to 85.5% in May 2025.


Independent Landlord Rental Performance Report: April 2025
On-time rental payments in units operated by independent landlords continued their recent trend line of improvement in April.
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