This week, hosts Dan Gable and Matt Bastnagel discuss the latest reports on multifamily performance, analysis of the current high rate environment, and new data on consumer sentiment.
0:00 - Introduction0:43 - Apartment List Rent Report: Slow Progress6:10 - Marcus & Millichap: The Positive Spin We Love10:08 - High Interest Rates = Better CRE Performance?18:58 - Consumer Sentiment: More Slow Progress
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Sources discussed in this clip:

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

Marcus & Millichap: “Multifamily National Report, Fundamentals Hold Firm Despite Headwinds, Keeping Investors Engaged but Selective” - https://www.marcusmillichap.com/research/special-report/2026/06/2026-national-report-2q-multifamily

Newmark: “CRE Returns in a New Rate Regime, Cheering for Rate Cuts Is Cheering for Lower Returns” - https://www.nmrk.com/insights/thought-leadership/cre-returns-in-a-new-rate-regime-a-playbook-for-near-zero-job-growth

The Conference Board: “US Consumer Confidence Inched Up in June” - https://www.conference-board.org/topics/consumer-confidence/

The University of Michigan: “Index of Consumer Sentiment” - https://www.sca.isr.umich.edu/

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