Multifamily News and Research Reports

2023 Rent Cooldown Less Dramatic Than 2022, Rebound Likely in 2024

Census is Likely Overstating Multifamily Starts in 2023

Year-to-Date Multifamily Performance Review

Economic, Housing and Mortgage Market Outlook – November 2023

Market Matters: CRE Markets in Early Stages of Adjusting to High Interest Rates

Where Are the Most and Least Affordable US Single-Family Rental Markets?

CRE Debt Market: “Survive Until ’25” Emerges as a Theme Among Lenders Facing Dual Threats of High Rates and Maturities

New Nonbank Regs and What They Might Mean for CRE Lending

Video: How Much Stress Is on the Road to Distress

Private Debt Was Supposed to Collapse When Rates Rose. Instead It Is Everywhere.

Oct. 2023 CPI Shows YoY Inflation Down from 3.7% to 3.2%

Multifamily Monthly: The Rise of Preferred Equity

US regulators to ramp up oversight of systemically risky non-banks

After Rapid Cooldown, Apartment Rents Plateau (For Now)

Q3 Capital Markets Report: CRE Investment Down 54%

How High Interest Rates Are Changing Commercial Property Lending

Housing Push: Biden Admin Issues Guide on Commercial to Residential Conversions

Fed keeps rates unchanged, Powell hedges on possible end of tightening campaign

2024 Emerging Trends in Real Estate: A Slow “Reset” for CRE Returns and Expectations

Apartment markets are breaking construction records across the country. Which ones are adding the most?

How the Multifamily Industry Survived 2023

Commercial real estate drop “about halfway there”: Cohen & Steers

There’s Never Been a Worse Time to Buy Instead of Rent

Fed Financial Stability Survey: CRE Valuations Still Too High

Here’s the Most Unexpected Twist of the Apartment Sector in 2023

What’s Holding Sidelined Capital Back?

Fannie Mae Multifamily Introduces Sponsor-Dedicated Workforce (SDW) Housing to Support Workforce Rental Affordability

CRE Distress Is at a 10-Year High: Apartments Dominate Potential Risk Bloomberg

Student loan bills resume for 40 million Americans. How it could shake the economy

Cap Rates Under Pressure Amid 10-Year Treasury’s Climb

Q3 Cap Rate Trends

Apartment Demand is Normalizing, But Soaring Supply Flattens Rents

Biden’s top economist says the key to ending the housing crisis is giving cities and developers monetary incentives to build more affordable homes

5 Potential Risks That Could Derail a Soft Landing

Could Discounted Loan Payoffs Be What Finally Restarts The CRE Debt Market?

CRE Lending Trends and Conditions, Q2 2023

The World’s Billionaires Are Betting Big On U.S. Multifamily

Following 2022 Peaks, Urban Core Apartments Lose Pricing Power

National Rent Report, September 2023

Update: Wave of Multifamily Loan Maturities Imminent

Will the 2024 Election Impact Interest Rates?

Dry Powder Circles Multifamily Deals

Chicago Is The Nation’s Leader In Distressed CMBS Debt

Summary of Economic Predictions, September 2023

Rent Tracker: Midwest Outperforms as National Rents Hover Near Zero YoY Rent Growth

National Multifamily Report, August 2023

Macro-Economic News

Economy still flashing recession signs, U.S. leading index finds

Did Powell Just Stamp Out Bankers’ Green Shoots?

‘The American economy is fundamentally strong’: Janet Yellen disagrees with Moody’s ‘negative’ US outlook — says Treasuries are still the world’s main ‘safe and liquid’ asset. Who’s right?

Inflation is cooling, and unemployment is low. Here’s why Americans feel gloomy about the economy anyway

New York may ban noncompete employment agreements and Wall Street is not happy

US weekly jobless claims rise marginally; productivity accelerates in Q3

Labor costs show surprise decline in the third quarter

Mortgage rates edge lower for first time in roughly two months

A recession is about to hit the US economy. Here are 3 warning signs that defy consensus view, according to Raymond James

America’s economic hot streak is just warming up as early data suggests the fastest growth in nearly 2 years during 3Q

US Treasury yields hit 16-year high as bond rout resumes

Art Cashin says the market will bottom this month and this could be the unusual catalyst to cause it

Microsoft cloud seen as ‘steady,’ AI monetization around the corner: Wedbush

Post-pandemic, world facing gloomy stew of debt, trade wars and poor productivity

A recession might have been simpler than what awaits the U.S. economy

More Americans Are Getting Rejected for Loans, Fed Data Shows

Why Renters Also Won Big During The Pandemic: Higher Utilization Rates

‘We definitely think the office sector is crashing’: Inside an economist’s stunning prediction of a 35% price decline in 3 years and slow 17-year recovery

Other Real Estate News

National Office Report, November 2023

Office Loans Mature into Headwinds

Renters are getting more perks as increased construction adds to housing market supply

Multifamily Loans Pose Risk to Regional Banks

National Self Storage Report, November 2023

Senior Housing National Report: H2 2023

Commercial Real Estate International Business Trends

Supervision and Regulation Report, November 2023

Supply Chain Solutions | State of the Industry Report Q3 2023

Generative AI can change real estate, but the industry must change to reap the benefits

Investing Beyond the Major CRE Asset Types

The National Industrial Market: Conditions & Trends, 3Q 2023

Industrial Market Outlook | Q3 2023

Biden Admin’s Efforts on Office-to-Apartment Conversions

Office Market Outlook, Q3 2023

National Industrial Report, October 2023

WeWork Plans to File for Bankruptcy as Early as Next Week

Q3 Business and Financial Results: “Credit quality is strong”

Consumer Spending Propels GDP, but Not all Retailers are, or will, Benefit Equally

Retail National Report, October 2023

As office CRE struggles continue, is it time to start worrying about multifamily debt?

10 High-Impact Moves to Reduce Total Cost of Occupancy

Urban vs. Suburban Offices: Metrics, Distress, and the Road Ahead

National Office Market, Oct. 2023: Success in Suburban Offices

American Work-From-Home Rates Drop to Lowest Since the Pandemic

The Art and Science of Healthcare Capital Allocation

Leading the Way: How Health System Executives Approach AI in Healthcare

Medical Office National Report, 2H 2023

Building Product Prices Not Falling with the Leaves

Why Do Public REIT Prices Deviate from Net Asset Value (NAV)?

Mortgage Activity Increases Despite Rise in Interest Rates

Office Property: The Rise of the Smaller Floorplate

U.S. Office Markets: Performance and Prospects | Q2 2023

Here are the Latest CRE Lending Sources

Doom Loop or Suburban Boom?

WeWork Skips $95 Million in Interest Payments

Food and Beverage’s crucial role in the success of sports and entertainment complexes

Economic, Housing and Mortgage Market Outlook – September 2023

US CoreLogic S&P Case-Shiller Index Switches Gears in July, Increases 1% Year Over Year

U.S. Retailer Industry Foot Traffic Analysis | August 2023

Manufacturing Momentum: Advanced Manufacturing Ascendancy in North America

America’s Biggest Landlords Can’t Find Houses to Buy Either

Tides Equities Says Firm Has Secured Help For Array Of Troubled Loans

Global capital flows impacted by interest rate shifts

,Loss Aversion and Property-Market Liquidity

Pandemic Population Boom in Rural Hotspots Sparks Resentment

Annual U.S. Home Price Growth Rebounds in July

IRS Audits Planned For CRE Partnerships With Over $10B In Assets

Office Outlook Report: An Office Sector Tipping Point: Climbing Vacancy and Debt Maturities Raise Risks

Fall 2023 Retail Report

Office Market Panic Is Easing, But a Critical Period Looms

Latest Office Stats Offer Little Reason for Hope

China’s Biggest Homebuilder Fights to Survive as Economy Slows

How Remote Work Trends Are Shaping Real Estate Demands

U.S. Self-Storage: Market Trends and Sector Outlook

How the ‘urban doom loop’ and office real estate ‘apocalypse’ could pose the next economic threat

Remote Work Will Persist, Goldman Forecasts, Bringing More Pain For Office Landlords Through 2030

United States Office Market Overview, Q2 2023

Office Outlook Report, 2Q 2023

Inside Insurance Brokers’ Efforts To Cover Commercial Property In ‘Crisis Mode’

Existing Home Sales Slide to 6-Month Low

Can Rising Treasury Yields Stall the CRE Markets?

National Office Report, August 2023

Crowdfunding Industry Tries To Restore Confidence In Wake Of Nightingale Fraud Allegations

Wall Street Is Ready to Scoop Up Commercial Real Estate on the Cheap

United States Construction Market Trends

National Self-Storage Report, August 2023

CRE Transaction Activity Trends

Consumer Debt Growth Slows as Inflation Cools and Lending Standards Tighten

Back to the Office: White House pushes US agencies to ‘aggressively’ boost in-person work

Industrial Market Outlook, Q2 2023

The National Industrial Market: Conditions & Trends, 2Q 2023

Correlation between Retail and Multifamily Real Estate Performance

GDP Reaffirms Resilience in the Economy, Boosts Prospects of a Soft Landing

Most U.S. Office Buildings More than 90% Leased

Supply Chain State of the Industry Report Q2 2023

National Industrial Report, July 2023

The Best Place To Buy a Home Right Now May Be This Unassuming State (INDIANA) in Middle America

National Self Storage Report, July 2023

National Office Report, July 2023

Which are the top-ranked tech talent markets?

The Fed: Measuring, Managing and Mitigating Climate-Related Financial Risks

Use Them Or ‘Be Left Behind’: Here Are The 5 Most Practical AI Tools

Industrial Outdoor Storage Special Report, July 2023

Consumer Credit Growth Slows to 30-Month Low

As Challenges Mount For Cities, Localities Step Up Rezoning Efforts

Empty spaces and hybrid places: The pandemic’s lasting impact on real estate

Bosses Push Back on WFH Die-Hards: ‘They Will Need to Show Up’