Episode Description

Welcome to Episode 26 of Today in Multifamily Housing, where we cut through the noise to bring you the insights that matter most in today's dynamic rental market.

In this episode, hosts Alex and Ben dive deep into the contradictory forces shaping the multifamily landscape. We explore CBRE Research's groundbreaking report revealing record-breaking apartment demand, with Q2 2025 marking the highest net absorption ever recorded at 188,200 units—a stunning 44% increase over pre-pandemic averages.

Key Topics Covered:

• Historic Demand Surge: How the 2:1 leasing-to-completion ratio is reshaping market dynamics
• The Supply Wave: Understanding the 525,000-600,000 unit tsunami hitting the market in 2025
• Developer Sentiment Split: Why current operators are optimistic while future builders remain cautious
• Regional Rent Realities: The stark divide between Midwest growth and Sun Belt declines
• Market Timing: Balancing today's opportunities against tomorrow's challenges

From Chicago's robust 3.8% rent growth to Austin's concerning -4.3% decline, we break down the regional variations that are defining winners and losers in today's market. Plus, we examine why construction starts have plummeted 40% from their peak and what this means for the industry's future.

Sponsor Message: This episode is brought to you by Sunrise Signs, where every sign tells a story — including yours. Want multifamily signage that supports your timeline and reflects your property's vision? Visit sunrisesigns.com to get started.

Join us as we connect the dots between record demand, historic supply waves, and the strategic decisions that will define the next phase of multifamily housing.

Duration: 6 minutes 31 seconds
Hosts: Alex & Ben
Release Date: August 11, 2025

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