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June 2025 RECAP
- The Chandan Economics Research Team
- Jul 3
- 3 min read
Updated: Jul 7
Published by Chandan Economics
Which Markets Will See the Strongest Rent Growth Over the Next 12 Months?
By Jonathan O’Kane
In this deep dive, we deploy a simple, model-based framework to identify the US metro areas best positioned for robust rent growth over the coming year. Even as national rent growth slows and home prices come under pressure, many rental markets still have the wind at their back.
Which Markets are Most Exposed to Federal Job Cuts?
By Jason M. Davis
The advent of the Department of Government Efficiency (DOGE) and looming budget cuts cast a cloud of uncertainty over local real estate markets that rely heavily on demand from federal employees. In this piece, the research team at Chandan Economics examines which metros are most vulnerable to shifts in the federal workforce, aiming to better understand where local real estate risks may arise.
Macro Signals for July 2025
By Chandan Economics Research
June 2025 was marked by an acute rise in geopolitical tensions and Congress's efforts to advance President Trump's tax and spending bill. Nonetheless, critical signals from the US housing market and renewed concerns around risks to commercial property debt drew heightened scrutiny from CRE investors.
June 2025 Rent Collections Report
By Chandan Economics Research
On-time rental payments in independently operated units dropped meaningfully in June 2025 — offering a stark warning about the financial health of renter households in a high-uncertainty economic environment.
Published With Our Partners
Markets Where the Share of Renters is Highest
By Arbor Realty Trust, in partnership with Chandan Economics
The U.S. housing market reflects a patchwork of local needs, preferences, and geographies, creating distinct storylines. Across the country, many significant shifts have occurred over the last five years, an analysis of U.S. Census Bureau data shows. More expensive housing markets tend to support higher percentages of rental households, and in fast-growing metros, rentals have become a highly effective and flexible way to house new residents.
Single Family Rental Investment Trends Report, Q2 2025
By Arbor Realty Trust, in partnership with Chandan Economics
Bolstered by robust build-to-rent (BTR) activity, the single-family rental (SFR) sector continued to display strength even as the residential housing market moderated. Arbor’s Single-Family Rental Investment Trends Report Q2 2025, developed in partnership with Chandan Economics, provides original research and analysis of key performance metrics for investors to take a closer look at a sector on the rise.
Chandan in the News
Housing Affordability is a Crisis; Private Capital Must Help
By The World Economic Forum
Sam Chandan and Kalin Bracken explain why private investment will be indispensable in finding a solution to a global housing affordability crisis.
Global Economists’ Outlook, Through U.S. Economists’ Eyes
By Connect CRE
U.S. economists discuss trade, tariffs, and artificial intelligence in this June 2025 article by CRE Connect, featuring thoughts from Chandan Economics’ Head of Research Jonathan O’Kane.
Economists Weigh In on the Pros and Cons of Privatizing Fannie and Freddie
By Urban Land
Sam Chandan shares his thoughts with the Urban Land Institute on potential next steps for Fannie and Freddie, and what policymakers should consider as they chart the path forward
Federal Exposure Threatens Real Estate in Key US Metros
By CRE Daily
CRE daily explores the implications of federal job cuts in key US metros, as explored in a recent analysis by Chandan Economics.
These Cities Are Poised for the Strongest Rent Gains
By Globe Street
Globe Street explores what is driving the prospects in cities ranked high for potential rent growth in a recent Chandan Economics analysis.
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