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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
What the August 2026 CPI Report Means for Rental Housing
LATEST RESEARCH
Rental Housing Weekly Briefing: September 14-18, 2026
This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest multifamily report, where national rent growth improved modestly and heavy lease-up inventories continued to weigh on several high-supply markets, alongside the August CPI report, which showed renewed headline inflation pressure and pushed markets toward an even more hawkish view of the September Fed decision.
The Chandan Economics Research Team
1 day ago
Real Impact: What the August 2026 CPI Report Means for Rental Housing
CPI is the last major data release before the FOMC convenes on September 15–16, amid increasingly hawkish projections for its upcoming interest rate decision.
The Chandan Economics Research Team
3 days ago
Rental Housing Weekly Briefing: September 7-11, 2026
This week’s Rental Housing Weekly Briefing examines the August jobs report, where stronger-than-expected payroll growth and upward revisions to prior months improved the near-term employment picture but reinforced upward pressure on interest rates, alongside a new Chandan Economics–Arbor Realty Trust analysis showing that build-to-rent construction remains elevated despite moderating from its 2024 peak.
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