Multifamily News and Research Reports

Home Price Report: July home price gains cooled below the long-term trend as interest rates surged in April

America Needs More Affordable Housing, Not Just Class A Inventory

Fed Cuts Interest Rates Amid Sluggish Existing Sales but a Rebound in Starts Activity

The Times They Are a-changin’ as More Markets Clear Their Hurdle Rate

Q3 2024 Multifamily Report: Expanding Renter Pool Limits Impact from Surge of New Apartment

Apartment List’s 2024 Millennial Homeownership Report: Homeownership Declines with Each Generation

The first rate cut is here: now what?

Real estate industry hopes lower borrowing costs will bring better times

Fed Pivots: The Next Chapter for CRE

 What’s Behind the Fed’s 0.5% Interest Rate Cut: Economic Projections for 2024-2027

Major CRE Capital Markets Report: Major Investors Return to the Market 

CPI: Annual Inflation Down from 2.9% to 2.5%

August 2024 National Rent Report: Rents Flat, Lower for A, B-Class Properties

Gray Capital Acquires $112M of Multifamily Assets in 2024 with the Acquisition of Solana at the Crossing

Wells Fargo Chief Economist: CRE Can Rebound On A Single Rate Cut, But Lending Will Be Slower To Move

Excellent Article on “The Labyrinthine Rules That Created a Housing Crisis”

High-Supply Multifamily Markets Begin to Recover

Distress: Not Widespread Yet But on the Rise

RealPage lawyer denies collusion with landlords to raise rents, ‘open to solutions’ to resolve DOJ lawsuit

Harris and Trump Agree On Lowering Housing Costs — But Their Plans Take Radically Different Paths

Cloudy Skies for Multifamily, Demographics Point to Long-Term Favorability

The CRE Investment Climate Just Changed…

A Housing Expert on Kamala Harris’s New Proposals

We’re Entering an AI Price-Fixing Dystopia

Q2 2024 Affordability Update: Lower Rent to Income Levels Benefit Renters

Multifamily Capital Markets Report: Surging Demand from Renters and Investors

Office Loans Are Toxic, but Apartment Loans Are in Bad Shape Too

Is a Weaker Economy Good News for CRE?

DOJ is lowering the antitrust bar to go after RealPage, economist says

July 2024 CPI: Inflation Under 3% for the First Time in over 3 Years

July 2024 National Multifamily Report: Rents Rise in July as Policy Debates Heat Up

San Francisco Bans Multifamily Proptech Algorithms

Fannie, Freddie Are Poised to Tighten Real-Estate Lending Rules

Treasury Decline Unlocks New Multifamily Opportunities

Apartment Occupancy and Rent Growth Continue to Stabilize in July, Midwest and Northeast as Performance Leaders

Lowest Homeownership Rate for Younger Householders in Four Years

Will Commercial Real Estate Distress Surge?

As Fed Rate Hopes Shift, So Too Does Real-Estate Sentiment

H1 2024 Cap Rate Survey: Most Respondents Believe That Cap Rates Have Peaked

Multifamily Turns a Corner with Consistent Trend of Higher Demand

U.S. Economic, Housing and Mortgage Market Outlook – July 2024 | Spotlight: Consumer Delinquencies

Insurance Costs Suppress Multifamily Values Most in Certain Sun Belt Markets

Increasingly Debt-Strapped Consumers Concerned About Rising Housing-Related Costs

Elevated Completions Continue to Weigh on Multifamily Rent Growth, but Housing Demand Remains Strong

CMBS Apartment Distress Rates up 185% in last 6 Months

Macro-Economic News

CPI Shows Monthly DEFLATION in June

Throughout History, Measuring Inflation Has Always Been Controversial

Is the U.S. stock market too ‘concentrated’? Here’s what to know

Fed’s Rate-Cut Delay Won’t Hold Back the Tide of Global Easing

The End Of “Chevron” Deference

This is how much the largest 20 U.S. banks raised dividends after stress tests

Failure to meet surging data center energy demand will jeopardize economic growth, utility execs warn

Soaring U.S. debt will cut into Americans’ income, economists say

Will The Pace of Consumer Spending Slow in the Second Half of 2024?

US Employment Seen Moderating Along With Wage Growth

Fed holds rates steady, indicates only one cut coming this year

Mortgage demand flattens even as interest rates hit the lowest level since March

U.S. industrial production sees largest increase in 10 months in May

The US Debt Is Near $1,000,000 Per American: Where the Money Went and Why It Matters to You

Inflation eases in May as consumer prices rise at slower-than-expected pace

China’s industrial output, housing sector slow its recovery

Consumer sentiment falls to 7-month low on worries over inflation and weaker incomes

Strange Things Lurk Under the Hood of the Payroll Numbers

Other Real Estate News

Investors say the worst is over for commercial real estate

The Rate Cut Won’t Save These Real-Estate Owners

September 2024 National Office Report: The Life Science Supply Problem

REPORT: More Than 8 in 10 CEOs Think Hybrid Work Will Be Dead Within 3 Years

U.S. Economic, Housing and Mortgage Market Outlook – September 2024

Absorption Turns Positive in Most Office Markets

Investors Say They’ll Remain on Sidelines Until 2025

What Amazon’s strict return to office policy says about remote work

Increasing Office Visits Not A Panacea for Record High Vacancy Rates

As the Labor Market Continues to Cool, a September Rate Cut Grows Imminent

Job Market Strengthens CRE Investment Outlook

Trepp Property Price Index (TPPI) 2024 Q2

When Property Investors Want Out, These Bargain Hunters Rush In

Once Hot Life Science Real Estate Is Now Being Offered as Office Space

August 2024 Commercial Real Estate Market Insights

National Office Report, August 2024

Data Analysis: Rising CRE Exposure May Spur Bank Mergers

August 2024 National Industrial Report: Near-term Demand Tempers, But Outlook Stays Positive

Q3 2024 Self Storage Report: Demand Poised to Improve Following Inflation-Induced Tempering

MSA Property Performance Ranking: Bulls & Bears July 2024

Office Landlords Consider Demolitions As Conversion Challenges Mount

Special Servicing Rate Reaches Higher in July 2024, Led by Office Surge

Market Meltdown Leads to a Spike in Refinancings

Office Occupier Sentiment Survey: one-third of respondents want more in-office attendance.

CRE in Q2 2024: Multifamily Momentum While Other Sectors Are “On Hold”

Report: Manufacturing Momentum: From Construction to Production

Rising Joblessness Puts Pressure on the Fed to Stay on Course for a Soft Landing

Small Investors Dominate the Residential Real Estate Market

A Quadrant Approach to Commercial Real Estate Investing: Private Debt

Surge in Commercial-Property Foreclosures Suggests Bottom Is Near

KR Sees 2024 As ‘Sweet Spot’ for Real Estate Investing

Blackstone Reportedly In Talks To Acquire $2B Retail REIT

Office Loan Maturity Monitor: Mid-Year Update and a Peek at Future Maturities

The D.C. Office Market Is in Trouble—No Matter Who Wins the Election

Bank CRE Loan Performance in Q1 2024 Signals Rising Risks

The Flight to Quality in Life Sciences

June 2024 Consumer Price Index Shows MoM Deflation, Lower YoY Inflation

June Inflation Gives More Runway to Fed for Rate Cuts

“June saw a 4.4% rise in retail foot traffic, signaling strong consumer activity despite unchanged headline sales.”

Cross-Border CRE Capital Flows in a New Era

New Business Applications During the Pandemic Help Explain Today’s Tight Retail Market

June 2024 National Multifamily Report: Expense Growth Painful Where Rent Increases Cool

U.S. Apartment Demand Surges in 2nd Quarter

Special Servicing Rate Inches Up Again in June 2024, Driven by Increases in Mixed-Use & Office

U.S. Hotels State of the Union July 2024 Edition

How Property Type and Location Affected US Lenders’ Losses

National Hotel Industry Report, Q1 2024

Empty Offices Risk Wiping Out $250 Billion in Commercial Property Value

CRE prices “bounced back in May after a sustained decline, potentially signaling the start of a bottoming market”

Retail National Report2Q 2024: Strong Fundamentals and Resilient Consumers

June 2024 National Industrial Report: Sale Prices Increase Despite Headwinds

Converging CRE Performance and Finding Alpha

8% Of U.S. Office Buildings Are Taking Basically All The Tenant Activity

Healthcare Services Report | Q2 2024: Behavioral Health and Real Estate

National Office Report, June ’24: Office Distress Slowly Plays Out

Home Prices Increasing More Slowly, but Still Increasing at Above-Average Rates

U.S. Retailer Industry Foot Traffic Analysis | May 2024

How Real-Estate Debt Funds Have Fared in the Downturn

Legal Sector Leasing & Associate Survey Insights

Medical Office Report 1H 2024: Construction Slows and Healthcare Retailers Shutter, Mitigating Emerging Vacancy Pressures

Mid-Year Report: Office on the Brink

Fed recap: Chair Powell explains why the central bank is

Moody’s Could Downgrade 6 U.S. Banks Over CRE Exposure

Federal Reserve Bank Summary of Economic Projections

Q1 2024 Capital Markets Snapshot: “Precarious” CRE Sales Down YoY for 7th Straight Quarter

These Banks are Overexposed to CRE

2024 Global Data Center Investor Intentions Survey

The Level of Criticized Bank CRE Loans Across Major Metros: By Property Type

Office Submarkets Bucking the Trend

Shaping Tomorrow’s Cities: The Conversion Potential

What Are the Ethical Implications of AI in the Property Industry?

North America Law Office Market | 2024 Spotlight Report 

Office makeovers: giving employees what they want

Capital Markets Report: CRE Originations Fall

May 2024 Office Report: Office Struggles to Cover Debt Obligations