COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

On-time rental payments in independently operated units fell again in July 2025 — another warning sign that the financial health of renter households is under stress.

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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.