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?"
Will the apartment market improve in the fall? How is the softening economy impacting apartment demand?
And yet demand-side indicators remain strong. What to make of a market of mixed signals?
It's another mixed bag: Improvement in expense pressures, rental affordability, retention and renovation ROI ... but continued challenges in new lease rents and in deploying capital
Apartment demand remains robust. But after previously showing signs of rebounding, rent growth has decelerated in three straight months.
Rent growth backtracked in the past two months despite strong absorption, steady vacancy, declining supply and improving rental affordability?
Real data showing renters are in strong financial shape -- at least among those living in institutional-grade apartments and single-family rentals.
Highlights include encouraging signs for the multifamily industry at large on demand fundamentals, affordability and turnover.
And why the headline narratives are likely wrong about tariffs leading to big rent increases (at least any time soon).
Highlights and market color from MAA, UDR, IRT, Centerspace, Elme and Clipper
Highlights and market color from AvalonBay, Camden, EQR and Essex
Here are 21 things I took away from the multifamily investment industry's biggest event
