Apartment fundamentals continue to improve, with multiple data sources sharing a broad consensus of improving demand. Additionally, recent reports project a considerable drop-off in newly-delivered apartments in 2025 and continuing into 2026. As this steady, elevated apartment demand meets a shrinking amount of new supply, we could see noticeably higher rent growth in 2025 and 2026.

Sources discussed in this episode:

Bisnow: “REPORT: HUD To Ax Half Of Its Workers, Launch Task Force To Study More Cuts” - https://www.bisnow.com/national/news/top-talent/report-hud-to-axe-half-of-its-workers-128053

The Wall Street Journal: “We’re Headed Toward a Landlord-Friendly Era. Expect Higher Rent Prices.” - https://www.wsj.com/real-estate/rent-price-increase-landlord-friendly-market-8ec25de5

Newmark: “United States Multifamily Capital Markets Report” - https://www.nmrk.com/insights/market-report/united-states-multifamily-capital-markets-report

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