COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

According to the New York Fed’s 2026 SCE Housing Survey, just 21.7% of Americans expect to move within the next three years. Renters remain more mobile than homeowners, but moving expectations have fallen sharply across tenure, age, income, and education groups.

National rents rose 1.2% year-over-year in February, down from 1.4% in January and 1.6% in December, marking a continued slowdown from the modest re-acceleration observed in late 2024. While rent growth remains positive, the trend has clearly softened, reflecting ongoing supply pressures and a normalization in demand following the post-pandemic surge.

April 2026 Rental Payment Trends: Collections Improve, Late Payments Remain Elevated

A data-driven look at where remote work has declined and expanded across US metros since 2021, revealing a sharp pullback in major office markets and continued growth across the Southeast.