COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

This week’s Rental Housing Weekly Briefing examines Chandan Economics’ latest Multifamily Rent Growth Update, where annual and short-term rent growth both accelerated in July and a larger share of US metro areas recorded rising rents, alongside new Census data showing that multifamily housing starts remained volatile even as the underlying development trend held relatively firm.

US multifamily rent growth accelerated again in July, with annual growth reaching 1.8%, monthly annualized growth rising to 4.0%, and market breadth improving further.

This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest supply forecast, which projects multifamily completions falling to a 2027 low before stabilizing, alongside the Q3 2026 Arbor–Chandan Small Multifamily Investment Trends Report, where lending remains healthy even as narrow yield spreads continue to constrain pricing.