COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS

The May 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows continued improvement in on-time rent payments across independently operated rental properties. But while full-payment outcomes remain resilient, late-payment pressure is still elevated, pointing to an uneven recovery beneath the surface.

As homeownership becomes increasingly inaccessible for many young households, a growing share of family formation is occurring in the rental market.

This week’s Rental Housing Weekly Briefing examines renewed CPI inflation pressure alongside new analysis of the New York Fed’s SCE Housing Survey, which shows moving expectations falling to new lows.