COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

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.

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

A post-pandemic surge in Multifamily completions has lifted apartment vacancies off their 2021 floor, but long-term structural underbuilding remains.

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.