Episode Description:

Welcome to Friday's edition of Today in Multifamily Housing, where industry experts Sarah Chen and Marcus Rodriguez break down the week's most important developments shaping the multifamily sector.

🏢 Regulatory Shake-Up: New fee disclosure rules are reshaping leasing practices across multiple states. Minnesota, Virginia, and Maine now require upfront disclosure of all non-optional fees before lease signing - a massive operational challenge for major operators like Greystar.

📊 Mixed Market Signals: First-half 2025 rent growth disappoints at just 1.2% versus historical averages of 2.4%. But the story varies dramatically by region - Chicago leads with 3.6% growth while Austin struggles with -4.7% decline.

🏗️ Construction Recovery: For the first time since tracking began, construction delays affect less than 50% of projects (down to 43%). Labor availability is also improving, signaling a return to operational normalcy.

💰 Capital Markets Activity: Major transactions include FHLBank San Francisco's $49.7M in affordable housing grants, Walker & Dunlop's $240M tax credit fund, and Dwight Mortgage Trust's inaugural $925M commercial real estate CLO.

🌟 Success Stories: Portland's Albina neighborhood sees two stalled projects successfully completed after contractor bankruptcy - proof of industry resilience.

Our hosts discuss why this is now definitively an "operator's market" where success depends on ruthless efficiency, regulatory compliance, and strategic market selection. With strong absorption numbers but weak rent growth, the multifamily sector navigates a complex transition period heading into the second half of 2025.

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Duration: 8 minutes, 3 seconds

Join us Monday for the latest multifamily housing news and analysis. Have a great weekend!

Think About This Weekend: Given the stark regional performance differences we're seeing, how are you re-evaluating your own market-selection criteria for the rest of 2025 and into 2026?