COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

This week’s Rental Housing Weekly Briefing examines key takeaways from NMHC’s Annual Meeting, including evolving capital markets and operating dynamics in multifamily, alongside recent national home price trends from the S&P Cotality Case-Shiller Index and the key data releases to watch in the week ahead.

This week’s Rental Housing Weekly Briefing examines apartment property price trends using MSCI Real Capital Analytics’ CPPI, recent rent collection performance among independent landlords, and the key data releases to watch in the week ahead.

Recent national data continue to point toward gradual improvement across independently operated rental properties. While on-time payment rates remain well below post-pandemic highs, the stabilization observed since late summer has carried into early 2026.