This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest supply forecast, which projects multifamily completions falling to a 2027 low before stabilizing, alongside the Q3 2026 Arbor–Chandan Small Multifamily Investment Trends Report, where lending remains healthy even as narrow yield spreads continue to constrain pricing.

Despite CPI registering in line with expectations, futures market forecasts for the Fed's September interest rate decision moved meaningfully following the release.

This week’s Rental Housing Weekly Briefing examines the Fed’s latest Senior Loan Officer Opinion Survey, which shows multifamily underwriting standards continuing to normalize even as borrower demand remains soft, alongside Yardi Matrix data showing modest national rent growth and improving short-term momentum across several previously weak apartment markets.

US employers shed 23,000 jobs in July, missing consensus forecasts of a gain of 80,000 to 95,000 and the first monthly job loss since October 2025.

This week’s Rental Housing Weekly Briefing examines Trepp data showing that multifamily CMBS delinquency rose sharply in July, alongside Chandan Economics’ analysis of the Q2 2026 GDP report, which showed slower headline growth but stronger private demand and little relief for interest-rate expectations.

Thursday's GDP arrives just one day after the FOMC's July meeting, where policymakers voted 9-3 to hold rates steady, marking the most dissents at a single meeting in nearly a decade. Today's data sharpens the debate without resolving it.

This week’s Rental Housing Weekly Briefing examines NMHC’s July 2026 Quarterly Survey of Apartment Conditions, which shows apartment markets tightening even as sales activity and financing conditions softened, alongside the latest Chandan Economics–RentRedi data showing that mom-and-pop rent collections remain broadly stable despite modest summer weakening, and a Chandan Economics–Arbor Realty Trust analysis of US Census Bureau data showing that new multifamily supply is increasingly concentrate

The July 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows modest summer softening in rent collections, though the broader stabilization trend remains intact. On-time payments edged lower again in July, while full-payment resolution remained broadly stable and late-payment activity, though improved from its early-2026 peak, remained historically elevated.

This week’s Rental Housing Weekly Briefing examines the CREFC Board of Governors Sentiment Index, which shows CRE finance sentiment stabilizing after a sharp first-quarter pullback, alongside Chandan Economics’ latest Multifamily Rent Growth Update, where rent growth strengthened in June and a larger share of US metro areas recorded rising rents.from-home renters have become less rent-burdened since 2020.

CPI has its sharpest single-month decline since the height of the COVID-19 pandemic, significantly reducing the likelihood of a July rate hike.

This week’s Rental Housing Weekly Briefing examines RealPage data showing that apartment demand and occupancy improved in the second quarter as new supply continued to pull back, alongside Trepp analysis showing that Sun Belt multifamily credit stress remains elevated but more nuanced than headline regional comparisons suggest, and Chandan Economics research on why work-from-home renters have become less rent-burdened since 2020.

This week’s Rental Housing Weekly Briefing examines NMHC’s June 2026 Quarterly Survey of Apartment Construction & Development Activity, which shows a multifamily development market that remains broadly stable but constrained, alongside the June jobs report, which points to renewed labor market softness and a still-restrictive interest rate outlook for rental housing.

June’s jobs report softens the likelihood of a near-term rate hike as the labor market’s sluggishness comes back into view.

This week’s Rental Housing Weekly Briefing examines renewed pressure in apartment property valuations alongside Chandan Economics-RentRedi data showing that mom-and-pop rent collections are stabilizing, though late-payment activity remains elevated.

The June 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows rent collections stabilizing, though the recovery has become more uneven. On-time payments were little changed from May, late-payment pressure turned higher again, and full-payment resolution remained relatively firm.

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.