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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
Inflation at the Thanksgiving Table
LATEST RESEARCH
Independent Landlord Rental Performance Report: November 2025
While on-time collections remain well below post-pandemic highs, the recent positive inflection suggests a rebound is already underway. Objectively, current collection levels represent underperformance, though the upward trajectory is justifiably fueling optimism.
The Chandan Economics Research Team
2 days ago
Inflation at the Thanksgiving Table
If Thanksgiving 2020 feels like a long time ago, your grocery bill agrees. Across the core staples of a traditional holiday spread, prices are meaningfully higher than they were five years ago — though not always in the ways people expect.
Jonathan O'Kane
3 days ago
Multifamily Rent Growth Update: October 2025
Nationally, rents grew an average of 0.11% month over month. If sustained for a full year, that would translate to annual rent growth of about 1.4% — modest, but still positive. However, rent growth continues to come in below CPI inflation, which is currently holding near 3%, meaning inflation‑adjusted rents are falling
Jonathan O'Kane
7 days ago
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