In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the real story behind rent growth in today’s market.

We break down how new supply, wage trends, and inflation are influencing multifamily performance, and why headline rent growth figures don’t always reflect what’s happening on the ground. I share insights on how investors can separate short-term volatility from sustainable demand and what data points matter most when evaluating a market’s true fundamentals.

The discussion also covers how shifting migration patterns and market saturation are shaping returns across different regions.

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