This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the latest updates on apartment rent growth, vacancy, and supply. Along with the data update, they comment on recent news about a potential merger of two of the biggest apartment owners, and they share their passionate takes on the topic of insurance for apartment real estate.
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Sources discussed in this clip:
Bisnow: “Equity Residential, AvalonBay In Early Talks To Combine” - https://www.bisnow.com/national/news/multifamily/equity-residential-avalonbay-combine-134360
CoStar: “National rent growth remains positive in April, but spring season momentum remains restrained” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-april-2026
RealPage: “Small but Steady Gains Define the U.S. Apartment Market in 2026” - https://www.realpage.com/analytics/april-2026-data-update/
Yardi Matrix: “April 2026 Multifamily National Report” - https://www.yardimatrix.com/publications/download/file/8676-MatrixMultifamilyNationalReport-April2026
Apartment List: “National Rent Report” - https://www.apartmentlist.com/research/national-rent-data
RealPage: “Multifamily Starts Increase in March [Note: not in the Midwest]” - https://www.realpage.com/analytics/us-permits-march-2026/
RealPage: “Elevated Concession Activity Persists Across U.S. Apartment Market [Note: not in the Midwest]” - https://www.realpage.com/analytics/us-concessions-march-2026/
Northmarq: “From premiums to policies: Understanding commercial property insurance trends in 2026” - https://www.northmarq.com/insights/research/premiums-policies-understanding-commercial-property-insurance-trends-2026
US Government Accountability Office: "Rental Housing: Institutional Investor Ownership of Single-Family Rental Homes" - https://www.gao.gov/assets/gao-26-108675.pdf
NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.