COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

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.

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