The link between demand and rent growth shapes investment and management decisions in multifamily. Rolling correlation analysis, which tracks this relationship over a 12-month window, can reveal dynamic market shifts. Using data from July 2017 to July 2025, we analyzed national trends and four illustrative markets – Nashville, New York (NYC), Chicago, and Detroit. Understanding…
After slogging through the last few years, Dallas – Fort Worth multifamily appears to have finally turned a corner. The peak in deliveries for this cycle is in the rearview mirror and apartment demand has continued to gain momentum. This renewed balance between new supply and net absorption has produced the first average occupancy gain…
The most prominent driver of multifamily performance over the last few years has been new supply. The sustained deluge of new units that entered the market across the country in recent years was unlike anything seen since the peak years of the 1970s and 1980s. This surge in supply was paired with inconsistent apartment demand…
This year’s opening quarter included multiple interesting developments that will have ramifications for multifamily performance as 2025 unfolds. Outside the industry, in just the first few days of April, seismic U.S. trade policy changes are just beginning to make their early impact felt. As has been the case for the last handful of years, there…
The last three months have been encouraging for the multifamily industry and provide some early cause for cautious optimism looking forward.
Incredibly, another year is about to be in the books. The massive quantity of new multifamily supply this year was arguably the headline metric for 2024. Right behind, though, would be the substantial improvement in apartment demand. This year continued an upward trend that began in 2023, but on a more impressive scale. All numbers…
Despite remaining challenges, the third quarter featured some reasons for encouragement in the industry performance data.
With spring rapidly approaching, now makes for an opportune time to evaluate how the winter period has played out.
