
June Apartment Market Update: Why is Rent Growth Backtracking Again?
Rent growth backtracked in the past two months despite strong absorption, steady vacancy, declining supply and improving rental affordability?

My Favorite Charts from REITweek
Real data showing renters are in strong financial shape -- at least among those living in institutional-grade apartments and single-family rentals.
Top 5 Takeaway from Apartment REITs' Q1'25 Earnings Calls
Highlights include encouraging signs for the multifamily industry at large on demand fundamentals, affordability and turnover.
Tariffs: Five Observations on the Potential Impacts to Multifamily and BTR
And why the headline narratives are likely wrong about tariffs leading to big rent increases (at least any time soon).
Apartment REITs Earnings Call Recaps, Part 2
Highlights and market color from MAA, UDR, IRT, Centerspace, Elme and Clipper