COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

October 2026 rent collection trends show modest, uneven improvement: on-time payments reached 83.2%, up 68 basis points year over year for a third consecutive annual gain. Chandan Economics and RentRedi examine payment performance across rental housing property types and states.

US multifamily rent growth accelerated to 2.4% year-over-year in September 2026. Monthly gains remained above a 4% annualized pace, but easing momentum and narrowing market participation point to a more measured recovery.

This week’s Rental Housing Weekly Briefing examines persistent operating-cost pressure across rental housing, a growing affordable share of the apartment development pipeline, and how the September inflation report shifted interest-rate expectations and the capital-market outlook.

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.

How New Yorkers get to work is changing: bicycle commuting rose 59% from 2014 to 2024, transit remains below 2019 levels, and working from home has reshaped commuting across the five boroughs.

Family formation, housing conditions, and employment are the leading reasons renters moved into their current homes in 2026, with differences 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