COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

Rental housing trends show rising multifamily CMBS delinquencies and moderating home price growth, highlighting ongoing capital markets pressure and shifting housing dynamics.

Apartment prices show early signs of stabilization as rent collections continue to improve, pointing to a more constructive backdrop for rental housing.

Multifamily rent growth remains near flat as the market operates in a low-growth environment. This week’s briefing also highlights key takeaways from Arbor’s Q1 2026 SFR report and upcoming data releases.

This week’s Rental Housing Weekly Briefing examines the Senate’s passage of the Road to Housing Act, the recent rise in long-term interest rates amid surging energy prices and inflation expectations, and the key data releases to watch in the week ahead.