December Multifamily Update: Searching for Green Shoots, and Finding a Few
Yes, the U.S. apartment market remains soft. But there are early signs of green shoots emerging, particularly in the supply-drenched Sun Belt.
November Multifamily Update: Stable Current Renters, Nervous Prospective Renters
While 2025 hasn't played out as apartment investors hoped, we do see green shoots of recovery amidst a bag of mixed signals.
5 Takeaways from Q3'25 SFR REIT Earnings Calls
SFR REITs remain priced out of homebuying, continuing to be net sellers of existing homes and recycling capital into new construction
10 Themes & Highlights from Q3'25 Apartment REIT Earnings Calls
An early end to the leasing season, myth-busting on renter financial health, stock buybacks, "green shoots" in the Sun Belt, a boom in the Bay Area, and much more.
Bullish? Bearish? Mixed Signals in the October Multifamily Update
It's not all bad news, but the "Survive 'til 2025" rallying cry hasn't played out as many had hoped. Will it "Fix in '26?"
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