In the multifamily market, rents growth continues to be sluggish, but growing signs of apartment demand support the long-term health of the sector. In the broader housing market, household growth and pent up demand are bracing against affordability barriers like high interest rates.

Sources discussed in this episode:

MSCI - "As Fed Rate Hopes Shift, So Too Does Real-Estate Sentiment" - https://www.msci.com/www/blog-posts/as-fed-rate-hopes-shift-so-too/04826872290

Cushman & Wakefield: “The much-anticipated lagged relationship for housing inflation still exists” amid a “Decidedly Dovish Shift from Powell” - https://www.cushmanwakefield.com/en/united-states/insights/market-matters-exploring-real-estate-investment-conditions-and-trends

Marcus & Millichap: “Will Commercial Real Estate Distress Surge?” - https://www.marcusmillichap.com/research/videos/will-commercial-real-estate-distress-surge

Apartment List: “More young adults now live with their parents than at any point since 1940” - https://www.apartmentlist.com/research/most-young-adults-live-with-parents-since-1940

Harvard Joint Center for Housing Studies: “What Effects Will the Recent Surge in Immigration Have on Household Growth?” - https://www.jchs.harvard.edu/blog/what-effects-will-recent-surge-immigration-have-household-growth

Carl Whitaker (RealPage): “Average household size ticking down” - https://www.linkedin.com/posts/carlwhitaker15_for-the-first-time-in-many-years-the-country-activity-7223682871243194368-HPbd?utm_source=share&utm_medium=member_desktop

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DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.