<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Chandan Economics]]></title><description><![CDATA[Chandan Economics is a leading provider of economic advisory services to commercial real estate investors, lenders, service firms, and regulators.]]></description><link>https://www.chandan.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Wed, 07 Oct 2026 17:06:23 GMT</lastBuildDate><atom:link href="https://www.chandan.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[What Drives Moves Into Rental Housing?]]></title><description><![CDATA[Family formation, housing conditions, and employment are the leading reasons renters moved into their current homes in 2026, with differences between multifamily and single-family rental households.]]></description><link>https://www.chandan.com/post/what-drives-moves-into-rental-housing</link><guid isPermaLink="false">6ac3dc630600a80a1a6b799d</guid><category><![CDATA[Rental Market Conditions]]></category><pubDate>Mon, 05 Oct 2026 18:16:59 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_a716bae2b01c4fd287e328d01254fd2a~mv2.png/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jonathan O&apos;Kane</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: October 5-9, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines the Arbor–Chandan Fall 2026 State of the Rental Housing Market report, which finds that multifamily fundamentals are strengthening even as elevated Treasury yields and narrow cap-rate spreads continue to pressure valuations, alongside Deloitte’s 2027 Commercial Real Estate Outlook, which shows that cost of capital, capital availability, and elevated interest rates remain the industry’s dominant concerns heading into next year.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-october-5-9-2026</link><guid isPermaLink="false">6ac18cf81bab6ecf4e3376a7</guid><category><![CDATA[Macro Signals]]></category><pubDate>Sun, 04 Oct 2026 12:22:30 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_b456c39995fe496480ab97aebed547ab~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Real Impact: What the September 2026 Jobs Report Means for Rental Housing]]></title><description><![CDATA[The September jobs report lands three weeks after the Federal Reserve delivered its first rate hike in three years. Its weak print softens the urgency for tightening]]></description><link>https://www.chandan.com/post/real-impact-what-the-september-2026-jobs-report-means-for-rental-housing</link><guid isPermaLink="false">6ac003a8f63c6d8202da7d16</guid><category><![CDATA[Macro Signals]]></category><pubDate>Thu, 01 Oct 2026 22:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/df56fe_cb88e0e3d1f947d898b97140ff7ff7e4~mv2.png/v1/fit/w_1000,h_810,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rising On-Time Rent at Mom-and-Pop Multifamily Properties Is the Latest Sign of Firming Operating Conditions]]></title><description><![CDATA[On-time rent payments at mom-and-pop multifamily properties are improving faster than other rental segments, adding to signs of an operational recovery as supply recedes.]]></description><link>https://www.chandan.com/post/rising-on-time-rent-at-mom-and-pop-multifamily-properties-is-the-latest-sign-of-firming-operating-co</link><guid isPermaLink="false">6abe72fe25c801811e3bcff6</guid><category><![CDATA[Rental Market Conditions]]></category><pubDate>Thu, 01 Oct 2026 15:56:27 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/nsplsh_7568595961396e6c723677~mv2_d_6000_4000_s_4_2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jason M. Davis</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: September 28 - October 2, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines Chandan Economics’ latest Multifamily Rent Growth Update, where annual rent growth accelerated for a fifth consecutive month and gains broadened across more US metros, alongside the September Independent Landlord Rental Performance Report, which shows further stabilization in mom-and-pop rent collections as on-time payments improved and year-over-year performance strengthened.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-september-28-october-2-2026</link><guid isPermaLink="false">6ab93cff170114811b26b86d</guid><pubDate>Sun, 27 Sep 2026 19:38:12 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_3c6f0f0f03214eefa2f47169a1b433fe~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[NYC Rent Growth Monitor: September 2026]]></title><description><![CDATA[NYC rent growth remained ahead of the national trend through August, with the Bronx now leading both annual growth and recent momentum.]]></description><link>https://www.chandan.com/post/nyc-rent-growth-monitor-september-2026</link><guid isPermaLink="false">6ab6937d531214060b571e45</guid><category><![CDATA[New York City]]></category><pubDate>Fri, 25 Sep 2026 16:04:46 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_75377c139f764cfc977978ec3e368624~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jonathan O&apos;Kane</dc:creator></item><item><title><![CDATA[Multifamily Rent Growth Update: September 2026]]></title><description><![CDATA[US multifamily rent growth reached 2.2% year-over-year in August as monthly momentum remained strong and rent gains broadened across more metro areas.]]></description><link>https://www.chandan.com/post/multifamily-rent-growth-update-september-2026</link><guid isPermaLink="false">6ab54fdd5166c7f45f1b606e</guid><category><![CDATA[Rental Market Conditions]]></category><pubDate>Thu, 24 Sep 2026 18:26:31 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_efeb96eba4ed4e53b748e7269a23929d~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jonathan O&apos;Kane</dc:creator></item><item><title><![CDATA[Independent Landlord Rental Performance Report: September 2026]]></title><description><![CDATA[The September 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows further improvement across independently operated rental properties. On-time payments rose to 83.2%, year-over-year collections strengthened by 91 basis points, and multifamily continued to narrow the performance gap with smaller rental formats.]]></description><link>https://www.chandan.com/post/independent-landlord-rental-performance-report-september-2026</link><guid isPermaLink="false">6ab2cde9a9cd81127b63167f</guid><category><![CDATA[Rental Market Conditions]]></category><pubDate>Tue, 22 Sep 2026 19:15:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_918eab79b6924197adf4993ab71e45d4~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: September 21-25, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines the Federal Reserve’s September rate hike and a materially higher projected path for interest rates, alongside the latest Arbor–Chandan Single-Family Rental Investment Trends Report, which shows improving SFR operating fundamentals and stabilizing capital-market conditions even as borrowing costs remain elevated.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-september-21-25-2026</link><guid isPermaLink="false">6aaff5074513619553355aa6</guid><category><![CDATA[Macro Signals]]></category><pubDate>Mon, 21 Sep 2026 03:11:03 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_5064cbf19bf1413bbef4a536d00e92a0~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: September 14-18, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest multifamily report, where national rent growth improved modestly and heavy lease-up inventories continued to weigh on several high-supply markets, alongside the August CPI report, which showed renewed headline inflation pressure and pushed markets toward an even more hawkish view of the September Fed decision.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-september-14-18-2026</link><guid isPermaLink="false">6aa53a491be24c419fd09c4c</guid><pubDate>Sun, 13 Sep 2026 14:03:42 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_77018681f6134953a589ab12d5e21d62~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Real Impact: What the August 2026 CPI Report Means for Rental Housing]]></title><description><![CDATA[CPI is the last major data release before the FOMC convenes on September 15–16, amid increasingly hawkish projections for its upcoming interest rate decision.]]></description><link>https://www.chandan.com/post/real-impact-what-the-august-2026-cpi-report-means-for-rental-housing</link><guid isPermaLink="false">6aa458e75462f0629b9cc49d</guid><category><![CDATA[Macro Signals]]></category><pubDate>Fri, 11 Sep 2026 19:58:03 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/df56fe_9ded6aa5f4854f669de7135e8071b119~mv2.png/v1/fit/w_1000,h_810,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: September 7-11, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines the August jobs report, where stronger-than-expected payroll growth and upward revisions to prior months improved the near-term employment picture but reinforced upward pressure on interest rates, alongside a new Chandan Economics–Arbor Realty Trust analysis showing that build-to-rent construction remains elevated despite moderating from its 2024 peak.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-september-7-11-2026</link><guid isPermaLink="false">6a9e9b5108d59f138f9ef06c</guid><category><![CDATA[Macro Signals]]></category><pubDate>Mon, 07 Sep 2026 11:43:30 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_6f4ffa85eb9f4ab287f6865ccfd0d9fa~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Real Impact: What the August 2026 Jobs Report Means for Rental Housing]]></title><description><![CDATA[August’s stronger-than-expected job gains, on top of the June and July revisions, give hawks additional fodder for the September meeting. ]]></description><link>https://www.chandan.com/post/real-impact-what-the-august-2026-jobs-report-means-for-rental-housing</link><guid isPermaLink="false">6a9ae7b740b25387a6f2fa71</guid><category><![CDATA[Macro Signals]]></category><pubDate>Fri, 04 Sep 2026 16:15:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/df56fe_bc62d6efc7164328a89cd1f8da077cc5~mv2.png/v1/fit/w_1000,h_810,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: August 31-September 4, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines the latest Chandan Economics–RentRedi data showing continued stabilization in mom-and-pop rent collections, with on-time payments improving in August and year-over-year performance strengthening, alongside new Trepp analysis showing that multifamily expense growth cooled in 2025 even as revenue and NOI growth also slowed.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-august-31-september-4-2026</link><guid isPermaLink="false">6a91a7a676203b934d6091ff</guid><category><![CDATA[Macro Signals]]></category><pubDate>Mon, 31 Aug 2026 10:26:07 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_b3f58843fc904181a6a35d9eca09c58f~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Independent Landlord Rental Performance Report: August 2026]]></title><description><![CDATA[The August 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows further signs of stabilization across independently operated rental properties. On-time payments improved to 83.2%, year-over-year performance strengthened materially, and multifamily properties drove much of the monthly rebound.]]></description><link>https://www.chandan.com/post/independent-landlord-rental-performance-report-august-2026</link><guid isPermaLink="false">6a8c367427effade82b0de10</guid><category><![CDATA[Rental Market Conditions]]></category><pubDate>Tue, 25 Aug 2026 09:56:25 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_918eab79b6924197adf4993ab71e45d4~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: August 24–28, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines Chandan Economics’ latest Multifamily Rent Growth Update, where annual and short-term rent growth both accelerated in July and a larger share of US metro areas recorded rising rents, alongside new Census data showing that multifamily housing starts remained volatile even as the underlying development trend held relatively firm.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-august-24-28-2026</link><guid isPermaLink="false">6a8c163e91ea1d0846e151e3</guid><category><![CDATA[Macro Signals]]></category><pubDate>Mon, 24 Aug 2026 10:36:29 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_a8bdc9c672464c25a9c7f36a6689a75a~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Multifamily Rent Growth Update: August 2026]]></title><description><![CDATA[US multifamily rent growth accelerated again in July, with annual growth reaching 1.8%, monthly annualized growth rising to 4.0%, and market breadth improving further.]]></description><link>https://www.chandan.com/post/multifamily-rent-growth-update-august-2026</link><guid isPermaLink="false">6a8322230fc3a56d442c3cca</guid><category><![CDATA[Rental Market Conditions]]></category><pubDate>Mon, 17 Aug 2026 15:36:17 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_a6075fd26731408c9f1189a1c07a7082~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jonathan O&apos;Kane</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: August 17–21, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest supply forecast, which projects multifamily completions falling to a 2027 low before stabilizing, alongside the Q3 2026 Arbor–Chandan Small Multifamily Investment Trends Report, where lending remains healthy even as narrow yield spreads continue to constrain pricing.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-august-17-21-2026</link><guid isPermaLink="false">6a80cc4ea7a7d1a936d54fd1</guid><category><![CDATA[Macro Signals]]></category><pubDate>Sat, 15 Aug 2026 21:11:23 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_ba4b51754dee4a16ad0404e6c5fe19ff~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Real Impact: What the July 2026 CPI Report Means for Rental Housing]]></title><description><![CDATA[Despite CPI registering in line with expectations, futures market forecasts for the Fed's September interest rate decision moved meaningfully following the release.]]></description><link>https://www.chandan.com/post/real-impact-what-the-july-2026-cpi-report-means-for-rental-housing</link><guid isPermaLink="false">6a7c833c04444020f0e9f9ff</guid><category><![CDATA[Macro Signals]]></category><pubDate>Wed, 12 Aug 2026 14:52:27 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/df56fe_ca4a96eb857c46669e046a8d038ec68f~mv2.png/v1/fit/w_1000,h_810,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item><item><title><![CDATA[Rental Housing Weekly Briefing: August 10–14, 2026]]></title><description><![CDATA[This week’s Rental Housing Weekly Briefing examines the Fed’s latest Senior Loan Officer Opinion Survey, which shows multifamily underwriting standards continuing to normalize even as borrower demand remains soft, alongside Yardi Matrix data showing modest national rent growth and improving short-term momentum across several previously weak apartment markets.]]></description><link>https://www.chandan.com/post/rental-housing-weekly-briefing-august-10-14-2026</link><guid isPermaLink="false">6a720174f46e31dc906e336b</guid><category><![CDATA[Macro Signals]]></category><pubDate>Mon, 10 Aug 2026 11:46:14 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ee3ea3_de633a5d9e9e421c963581e7693b852c~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>The Chandan Economics Research Team</dc:creator></item></channel></rss>