top of page
RESEARCH & INSIGHTS
Real Impact: What the September 2025 Jobs Report Means for Rental Housing
US employers added more than double the number of jobs expected in September, but the debate over a December rate cut remains unsettled.


Macro Signals for November 2025
The protracted government shutdown squeezes housing programs, 'data fog' creates a conundrum for the Fed, and a US-China trade truce offers cautious optimism to developers.


Macro Signals for October 2025
The Administration considers a national housing emergency as residential markets send mixed signals.


Macro Signals for September 2025
Tariffs face legal uncertainty, lumber and furniture tariffs may introduce fresh headwinds for housing, and the Fed prepares to cut rates.


bottom of page
