COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

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.

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

NYC rent growth remained resilient in early 2026, with Manhattan leading year-over-year gains and Brooklyn continuing to drive short-term momentum across the boroughs.

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

On-time rent payments rose again in March 2026, extending the recovery from late-2025 lows, though late-payment pressure remains elevated and new macro risks are emerging.

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.

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.

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.

Ongoing racial disparities in income and wealth, and their tendency to endure across a person’s lifecycle, result in similar racial gaps in retirement security.