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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
RESEARCH & INSIGHTS
Rental Housing Weekly Briefing: September 21-25, 2026
This week’s Rental Housing Weekly Briefing examines the Federal Reserve’s September rate hike and a materially higher projected path for interest rates, alongside the latest Arbor–Chandan Single-Family Rental Investment Trends Report, which shows improving SFR operating fundamentals and stabilizing capital-market conditions even as borrowing costs remain elevated.
Rental Housing Weekly Briefing: September 14-18, 2026
This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest multifamily report, where national rent growth improved modestly and heavy lease-up inventories continued to weigh on several high-supply markets, alongside the August CPI report, which showed renewed headline inflation pressure and pushed markets toward an even more hawkish view of the September Fed decision.
Rental Housing Weekly Briefing: September 7-11, 2026
This week’s Rental Housing Weekly Briefing examines the August jobs report, where stronger-than-expected payroll growth and upward revisions to prior months improved the near-term employment picture but reinforced upward pressure on interest rates, alongside a new Chandan Economics–Arbor Realty Trust analysis showing that build-to-rent construction remains elevated despite moderating from its 2024 peak.
Rental Housing Weekly Briefing: August 31-September 4, 2026
This week’s Rental Housing Weekly Briefing examines the latest Chandan Economics–RentRedi data showing continued stabilization in mom-and-pop rent collections, with on-time payments improving in August and year-over-year performance strengthening, alongside new Trepp analysis showing that multifamily expense growth cooled in 2025 even as revenue and NOI growth also slowed.
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