This week’s Rental Housing Weekly Briefing examines signs of stabilization in multifamily rent growth, the latest Arbor-Chandan single-family rental investment trends, and a sharp pullback in multifamily housing starts.

This week’s Rental Housing Weekly Briefing examines the May CPI report’s impact on the interest rate outlook alongside Federal Reserve Z.1 data showing continued growth in multifamily mortgage debt.

Many current development targets require rates to fall, which the market is no longer expecting.

This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest multifamily market data and the May jobs report, with both pointing to steady demand but continued pressure from elevated rates and soft rent growth.

With futures markets now pricing a greater-than-even chance of a Fed hike before year-end, rate relief is off the table for the foreseeable future.

This week’s Rental Housing Weekly Briefing examines uneven multifamily rent growth across US metros alongside new Arbor-Chandan research showing persistent barriers in the renter-to-owner transition.

This week’s Rental Housing Weekly Briefing examines renewed pressure on apartment valuations alongside continued improvement in mom-and-pop rent collections, even as late-payment pressure remains elevated.

The May 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows continued improvement in on-time rent payments across independently operated rental properties. But while full-payment outcomes remain resilient, late-payment pressure is still elevated, pointing to an uneven recovery beneath the surface.

This week’s Rental Housing Weekly Briefing examines renewed CPI inflation pressure alongside new analysis of the New York Fed’s SCE Housing Survey, which shows moving expectations falling to new lows.

After months of gradual cooling, CPI’s shelter index nearly doubled its monthly pace in April.

This week’s Rental Housing Weekly Briefing examines the latest Senior Loan Officer Opinion Survey alongside the April jobs report, highlighting stable multifamily credit conditions, improving borrower demand, and a cooling but resilient labor market.

April's jobs report had a muted effect on interest rate projections. Looking further out, however, markets are more split.

This week’s Rental Housing Weekly Briefing examines slowing multifamily rent growth alongside moderating home price appreciation, highlighting a housing market moving through a period of low growth and gradual rebalancing.

This week’s Rental Housing Weekly Briefing examines apartment market conditions via NMHC’s latest quarterly survey, alongside new Chandan Economics-RentRedi data showing continued improvement in mom-and-pop rent collections.

April 2026 Rental Payment Trends: Collections Improve, Late Payments Remain Elevated

New research shows renters accounted for nearly 80% of household growth in 2025, while the latest Beige Book points to a resilient but increasingly cautious US economy.

CPI inflation ticks higher in March while NAHB’s Remodeling Market Index signals continued expansion, with forward-looking indicators softening. This week’s Rental Housing Weekly Briefing breaks down what it means for housing demand and investment conditions.

The War in the Middle East has undoubtedly raised fears over inflation pressures and shaken up interest rate projections since it began. Still, it appears that markets are at least marginally more optimistic about its impact now than immediately after the war's outbreak.

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

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.

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.

This week’s Rental Housing Weekly Briefing examines the latest Trepp CMBS delinquency data, RealPage’s February apartment market update, and the February jobs report, along with the key data releases to watch in the week ahead.