COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

This week’s Rental Housing Weekly Briefing examines improving occupancy across high-supply multifamily markets, a return to positive new-lease growth at the major public SFR REITs, and new Chandan Economics analysis showing how the motivations behind rental moves differ between multifamily and single-family rental households.

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 yea

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

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.