Headlines have warned this would happen since 2023, yet apartment and SFR rent growth remains soft. Will 2027 be different?
Apartments are finally performing to script, though that doesn't mean it's a significantly stronger market yet.
Averages can be misleading, and affordability may be emerging as a tailwind for the market-rate apartment and SFR markets
Demand fundamentals and capital trends are increasingly K-shaped, and that new reality might define the next cycle
Don't call it a comeback (yet), but there's no denying that multifamily fundamentals have turned the corner, including in the Sun Belt
As Q2'26 earnings calls wrap up for the apartment and SFR REITs, here are the highlights and themes that stand out.
We're seeing more reports of distressed apartment deals, but a deep dive into the data suggests it may not be as systemic as some think.
For the Single-Family Rental and Build-to-Rent markets, uncertainty is now behind us ... or is it?
It's not yet "hot" or even "balanced," but the U.S. apartment sector may just hit a critical and long-awaited inflection point
The ROAD to Housing Act passed through Congress with overwhelming support from both parties, but its future now remains in doubt (again).
It's a temporary win, but expect rent control advocates to regroup and run it back, while others seek a potential (ill-advised?) compromise.
Apartments are bouncing back, yes, but like a partially deflated ball
