COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

Renter households that work from home have seen lower median rent burdens since 2020. But the data suggest that this is less about remote workers moving into cheaper housing and more about higher-income renters being more likely to work from home.

This week’s Rental Housing Weekly Briefing examines the Arbor–Chandan Fall 2026 State of the Rental Housing Market report, which finds that multifamily fundamentals are strengthening even as elevated Treasury yields and narrow cap-rate spreads continue to pressure valuations, alongside Deloitte’s 2027 Commercial Real Estate Outlook, which shows that cost of capital, capital availability, and elevated interest rates remain the industry’s dominant concerns heading into next yea

The September jobs report lands three weeks after the Federal Reserve delivered its first rate hike in three years. Its weak print softens the urgency for tightening