This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss new data on apartment fundamentals, a recent paper from Deloitte aiming to reinvent the apartment industry, signs of distress from multifamily owners, and regional trends in the housing market.

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0:00 - Introduction

0:58 - Distress and Loan Maturities

6:42 - Apartment Data Update

10:57 - Regional Home Price Trends

14:10 - Chicago Federal Reserve Paper on Consumer Sentiment Data

19:57 - Deloitte Reinvents the Apartment Market

Sources discussed in this clip:

Cushman & Wakefield: “Tipping the Balance Toward Sales Activity” - https://www.cushmanwakefield.com/en/united-states/insights/market-matters-exploring-real-estate-investment-conditions-and-trends

Apartment List: “May 2026 National Rent Report” - https://www.apartmentlist.com/research/national-rent-data

CoStar: “Apartments.com Releases Multifamily Rent Growth Report for May 2026” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-may-2026

Yardi Matrix: “National Multifamily Report, May 2026” - https://www.yardimatrix.com/publications/download/file/8816-MatrixMultifamilyNationalReport-May2026

RealPage: “U.S. Apartment Market Continues to Post Small but Consistent Gains” - https://www.realpage.com/analytics/may-2026-data-update/

National Association of Home Builders: “House Price Appreciation by State and Metro Area in the First Quarter of 2026” - https://eyeonhousing.org/2026/06/house-price-appreciation-by-state-and-metro-area-in-the-first-quarter-of-2026/

Cotality: “Home Price Insights, June 2026” - https://www.cotality.com/insights/articles/us-home-price-insights-june-2026

Federal Reserve Bank of Chicago: “Reassessing the Relationship Between Consumer Sentiment and Spending with a New Composite Index” - https://www.chicagofed.org/publications/chicago-fed-letter/2026/521

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