On-time rental payments in independently operated units improved in August 2025 — a positive development for a sector that has been dogged by declining performance for most of the year-to-date.

While inflation ticked up in July, it came in below market forecasts, causing markets to increase their expectations of a September rate cut.

A monthly summary of commercial real estate insights and analysis from Chandan Economics and our partners.

In July 2025, the White House passed its key tax and spending package, US trade talks grew more complex, and housing strains sharpened focus on Fed rate policy.

On-time rental payments in independently operated units fell again in July 2025 — another warning sign that the financial health of renter households is under stress.

A monthly summary of commercial real estate insights and analysis from Chandan Economics and our partners.

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.

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.

The on-time rental payment rate in units operated by independent landlords fell to 85.5% in May 2025.

On-time rental payments in units operated by independent landlords continued their recent trend line of improvement in April.

On-time rental payments in units operated by independent landlords improved markedly in March.

On-time rental payments in units operated by independent landlords slid again in February. As of this month’s first estimate, 85.2%

Our report offers an overview of racial disparities in US housing and wealth outcomes, focusing on four key measures of economic well-being.

On-time rental payments in units operated by independent landlords dropped off to start the new year.

On-time rental payments in units operated by independent landlords improved slightly in December 2024 to 85.7%, rising by 19 basis points.

On-time rental payments in units operated by independent landlords held flat in November 2024.

The US has 3.2 million veteran renters, accounting for 4.9% of all renter households nationwide.

On-time rental payments in units operated by independent landlords jumped higher in October 2024

On-time rental payments in units operated by independent landlords slid for the fourth consecutive month in September 2024.

On-time rental payments in units operated by independent landlords slid again in August 2024

An estimated 85.0% of tenants in independently operating rental units completed their monthly payments on time. The on-time payment rate is

Monthly tracker of on-time rental collections in independently operated apartment units.

Analysis of the Fed's latest Beige Book, CPI + interest rate decision, home price forecasts, and rising consumer debt risks.

On-time rental payments in units operated by independent landlords held steady in May 2024, holding at 86.0%.