
Three Certainties in the Era of Heightened Uncertainty
"Uncertainty" has been the keyword clouding the outlook for the apartment and single-family rental markets over the last two years. When does it fade away?

March Multifamily Update: All Eyes on the Spring Leasing Season
We're entering the critical leasing season for the nation's apartment market. Will it bring the rebound operators and investors are hoping for?
The End of the Road for BTR and (Some) Institutional SFR?
The White House has successfully ramrodded its investor ban into housing legislation backed by Senate leadership, and it would effectively kill most BTR construction.
February Multifamily Update: The Return of Normal Seasonality
The big three data providers show apartment rents regaining some momentum in early 2026
11 Takeaways from Apartment REITs' Q4'25 Earnings Calls
Green shoots for a rent rebound yet muted growth expectations for 2026, strong renter financials combined with macroeconomic uncertainty, big discounts in REIT stock prices versus NAVs, and more.
