Tepid shifts in cost-burden levels can conceal sharper increases in severe cost burdens, proving the topline number doesn't always capture concentrated distress.
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.
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