This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss how current economic volatility may impact the apartment market, they look at recent inflation numbers and what they might indicate about future interest rate trends, and they review the recent (excellent) report on the current state of America's rental market.

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Sources discussed in this podcast:

Bisnow: “Why The Iran Conflict's Impact On U.S. Real Estate Hinges On When It Ends” - https://www.bisnow.com/national/news/capital-markets/iran-conflict-raises-specter-of-resurgent-inflation-but-a-short-war-could-spare-cre-133657

Trepp: “Balance Sheet CRE Lending Spreads Show Little Response to Oil Price Shock” - https://www.trepp.com/trepptalk/balance-sheet-lending-spreads-show-little-response-to-oil-price-shock

Bureau of Labor Statistics: “Consumer Price Index, February 2026” - https://www.bls.gov/news.release/cpi.nr0.htm

Bureau of Economic Analysis: “Personal Consumption Index, January 2026” - https://www.bea.gov/news/2026/personal-income-and-outlays-january-2026

Harvard Joint Center for Housing Studies: “America’s Rental Housing” - https://www.jchs.harvard.edu/sites/default/files/reports/files/Harvard_JCHS_Americas_Rental_Housing_2026.pdf

NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.