Research | Chandan Economics

LATEST RESEARCH REPORTS & MARKET COMMENTARY

Research & Commentary
Economy
Housing
Urban Econ
Commercial Real Estate
Politics
Featured
Labor

2 days ago
5 min

COVID Relief 2.0: Analysis, Reaction, and the Path Ahead

After months of gridlock, Washington approved and passed a new $900B COVID-relief bill in law in December. Despite its delay, the new rel...

Nov 18, 2020
4 min

On the Sideline: Long-Term Unemployment During COVID Continues to Rise

As the U.S. enters a troubling new phase in the battle against COVID, the road to getting life and the economy back to normal feels just as

Oct 30, 2020
4 min

Forecasting the Election: Polling Models vs. Betting Markets

There is less than a week to go before election day, and the most unifying trait shared between the two parties is a mutual desire for outco

Oct 9, 2020
3 min

Wait to Stimulate? A Tough Bargain for Americans

Anxiety hit US markets this week as negotiations on a new stimulus package appeared to fizzle out. On Tuesday, the White House signaled that

Oct 9, 2020
1 min

2020 Large Multifamily Investment Report: Top Opportunities

Seattle tops the Arbor-Chandan Opportunity Matrix. Phoenix and Austin follow closely behind, benefiting from resilient labor markets. Tex...

Oct 1, 2020
1 min

Comparing 2020 Multifamily Prices to Prior Election Seasons

While returns near elections are lower on average, there is no observable causal relationship. When controlling for recessions, the impac...

Sep 23, 2020
1 min

Labor Markets Most and Least Impacted by COVID-19

Omaha registered labor force gains from a year ago, reinforcing renter demand. Unemployment in the country's least impacted labor market,...

Sep 17, 2020
1 min

Returns Fall and Volatility Rises Near U.S. Presidential Elections

Monthly stock market returns fall an average of 0.72% to 0.32%. Equity REIT monthly return volatility rises by approximately 77%. Monthly...

Sep 6, 2020
1 min

COVID-19 Urban Recovery: Walking, Driving and Taking Mass Transit

Personal mobility data serves as a measure of COVID-19 urban recovery. Madison, Wisconsin ranks as the most improved metro for walking an...

Aug 31, 2020
1 min

Navigating the Headwinds: Multifamily Amid COVID-19

Tenant performance measures have taken a marginal hit but have stabilized, beating early predictions. Headwinds are still forecasted and ...

Aug 31, 2020
1 min

Falling Risk-Free Rates, Rising Risk Premiums Lead to Small Multifamily Cap Rate Stability

Small multifamily cap rates barely budged in Q2 2020, narrowing by 5 bps. Risk premiums for small multifamily rose to a record-high as 10...

Aug 19, 2020
1 min

How Rent Collections Have Differed by Tenant Income Level

Lower-income renter confidence in paying rent dipped as the CARES Act expirations approached. The performance gap between higher- and low...

Aug 16, 2020
1 min

Increasing Strains on Small Apartment Landlords and Their Tenants

New research findings from Berkeley's Terner Cetner show increasing stress on community-based landlords.

Aug 16, 2020
1 min

Federal Protections Lapse For Vulnerable Renters, Imperiling Small Landlords

Small landlords face an uphill battle in fulfilling their mortgage and property tax commitments.

Aug 15, 2020
1 min

Q2 2020 Small Multifamily Investment Trends

Small multifamily properties weather the pandemic and economic storm.

Aug 15, 2020
1 min

Q2 2020 Single-Family Rental Invesment Trends

Shifting Household Preferences and Economic Disruptions Support Single-Family Rental Outlook.

Jul 25, 2020
1 min

America’s Next Housing Crisis: How The Pandemic Is Pushing Renters To The Brink

The historic increase in joblessness brought on by the pandemic has pushed us to the brink of a new rental crisis.

Jul 18, 2020
1 min

What's Next for Commercial Real Estate

Mitch Roschelle, Co-Publisher of ULI Emerging Trends, joins Sam Chandan to discuss the post-pandemic economic and real estate outlook.

Jun 15, 2020
1 min

How Federal Pandemic Relief Affects Small Multifamily Renters

The CARES Act's stimulus payments and enhanced unemployment benefits have been critical to the stability of the apartment market.

{"items":["600875bd5ef10c0017e91fe2","5fb569db2f78c8001723bca8","5f9c2eac42bd6d0017beff98","5f80accbd204e400178ebb7e","5f80aba691754d00173fcdf0","5f80aafdf5a4140017312d2c","5f80aa6d90fbba00175eff4e","5f80a9b283fa75001704840a","5f80a85b83fa750017048228","5f71f2d2b9f1180017827367","5f80a62c55801b00175aac2a","5f71eff2efb0ee001792dd22","5f39862c07a0020017f067ac","5f395b71e20c4b0017e8c880","5f3865bc68ad0d0017f3950f","5e62d4bc017a9100188260ae","5f386c2f6f913a0017b8092f","5f39a44fdecc7b0017c9cecb","5f46a4822eaf240017243f87"],"styles":{"galleryType":"Columns","groupSize":1,"showArrows":true,"cubeImages":true,"cubeType":"fill","cubeRatio":1.7777777777777777,"isVertical":true,"gallerySize":30,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":32,"galleryMargin":0,"scatter":0,"rotatingScatter":"","chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":true,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":0,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":50,"rotatingGroupTypes":"","rotatingCropRatios":"","columnWidths":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":3,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":0,"mobilePanorama":false,"placeGroupsLtr":false,"viewMode":"preview","thumbnailSpacings":4,"galleryThumbnailsAlignment":"bottom","isMasonry":false,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"bottomInfoHeight":0,"titlePlacement":"SHOW_BELOW","galleryTextAlign":"center","scrollSnap":false,"itemClick":"nothing","fullscreen":true,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","slideAnimation":"SCROLL","scrollDirection":0,"scrollDuration":400,"overlayAnimation":"FADE_IN","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"NEVER_SHOW","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","imagePlacementAnimation":"NO_EFFECT","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":350,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"loadMoreButtonText":"","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"ATTACHED_BACKGROUND","itemBorderWidth":1,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":"1","videoLoop":true,"jsonStyleParams":"","gallerySizeType":"px","gallerySizePx":300,"allowTitle":true,"allowContextMenu":true,"textsHorizontalPadding":-30,"itemBorderColor":{"themeName":"color_34","value":"rgba(158,197,219,0.5)"},"showVideoPlayButton":true,"galleryLayout":2,"calculateTextBoxHeightMode":"MANUAL","textsVerticalPadding":-15,"targetItemSize":300,"selectedLayout":"2|bottom|1|fill|true|0|true","layoutsVersion":2,"selectedLayoutV2":2,"isSlideshowFont":true,"externalInfoHeight":350,"externalInfoWidth":0},"container":{"width":940,"galleryWidth":972,"galleryHeight":0,"scrollBase":0,"height":null}}