Chandan's Economic April data shows the independent rental market starting to stabilize.On-time rent payments increased to 84.5%, marking the sixth gain in the past seven months. Full payment rates reached 97.2%, the strongest level since May 2025.That's the improvement.Here's the part that matters.On-time payments are still down 119 basis points year over year, and late payments remain elevated in the 12% to 13% range, well above historical norm ...
A single legislative provision is doing more damage to housing supply than most market forces, with build-to-rent developers pausing projects en masse as investors and lenders exit the space ahead of any final vote.
A survey of just 14 build-to-rent firms already accounts for roughly $3.4 billion...
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New York City’s housing debate is increasingly framed as tenants vs. landlords. But a quieter shift is happening underneath it: small landlords are disappearing.
Rising costs, rent regulation changes, and new housing proposals are pushing many longtime family owners out of the market. After the...
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The latest research from Yardi Matrix shows national advertised rents averaging about $1,740 in February, with year-over-year growth slowing to roughly 0.1% as new supply enters the market and occupancy levels moderate.Much of the slowdown reflects the large number of multifamily projects delivered over the past two years, particularly across Sun Belt markets that are still absorbing newly completed units. At the same time, several gateway market ...
The February 2026 Independent Landlord Rental Performance Report from Chandan Economics points to continued stabilization across the non-institutional rental market, even as year-over-year pressure remains. On-time rent payments rose to 83.7%, extending the recovery that began after the September...
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The White House is facing resistance in Congress over President Trump’s proposal to ban large institutional investors from purchasing single-family homes. Administration officials have urged Republican lawmakers to add the investor ban as an amendment to major housing bills currently moving...
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The new executive order targets institutional buyers of existing single-family homes but carves out a key exemption for the build-to-rent (BTR) sector. These developers construct entire rental communities from the ground up, often in suburban areas where land is more available. That carve-out could accelerate Wall Street's shift toward BTR, which had already been gaining traction due to management efficiencies and rising demand for suburban renta ...
According to Yardi Matrix, average asking rents fell by $1 in December to $1,718, leaving year-end rent growth at just 0.3 percent. That marks a sharp deceleration from the gains seen in 2021 and 2022 as the sector continues to digest record new supply. Occupancy held relatively firm at 94.7 percent, suggesting demand remains steady despite heavy deliveries.Roughly 445,000 new units were absorbed nationally in 2025, the highest on record. While t ...
In Phoenix and other Sunbelt cities, the luxury rental market is cooling and landlords are giving away free rent to fill units.
More than half of Phoenix multifamily properties are offering at least one month of free rent, the highest rate in the country. The cause: a pandemic-era construction boom aimed at remote workers and higher-income transplants that has left the city with more upscale units than qualified renters. Developers in cities...
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Migration patterns keep pointing in the same direction: Texas and Florida are pulling in the most movers, while California sees the most people leaving.
U-Haul’s 2025 Growth Index puts Texas back at No. 1 for net inbound moves, its seventh time leading in the past decade. Florida comes in second....
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Arbor’s Q4 2025 report shows early signs of a shift. After two years of repricing and tightened credit, small multifamily is beginning to stabilize. Asset values rose 1.8% year-over-year, marking the second consecutive quarterly gain. Refinances are back in motion, accounting for 74.2% of...
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As 2025 wraps up, three top-tier reports — from Arbor, Cotality, and Yardi Matrix — offer the most comprehensive look yet at where the rental housing market stands. The picture isn't chaotic — it's layered, and it depends on your vantage point.Arbor shows capital coming back, but selectively — targeting stable cash flow, clean rent rolls, and lower volatility markets. Cap rates have widened, debt yields are up, and REITs are back in net acquisiti ...
Migration within the United States declined for the third consecutive year in the third quarter of 2025, according to Bank of America account data, with fewer individuals moving across states or metropolitan areas. Instead, more Americans are opting for intracity moves, especially in the Midwest and...
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Rental fraud has become a growing concern in major U.S. cities, with Atlanta emerging as the epicenter, where up to 50% of rental applications in some luxury buildings contain falsified information. Amid rising rents—averaging nearly $2,000 for a two-bedroom—and a shortage of affordable housing,...
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