COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

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

In this deep dive, we identify which US metro areas are best positioned for robust rent growth over the next year.

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.

On-time rental payments in units operated by independent landlords continued their recent trend line of improvement in April.