Forecasts and Predictions for 2026
A rate cut from the Federal Reserve will help the commercial real estate market, but the new forecasts for housing and commercial real estate are accounting for a larger number of economic factors, which point to improving investor activity and CRE performance, but not without some uncertainty, risk, and “prolonged decision paralysis.”
National YoY Rent Growth Average, November 2025*
-0.23%
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, November 2025*
93.5%
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.93%
4.09%
Forecasts for CRE, Multifamily, and the Fed
The Best Cities to Buy Multifamily Property in 2026: Midwest Markets Abound (Crexi)
Family Offices Lock In On CRE As New Generation Of Ultra-Wealthy Emerges (Bisnow)
A Long, Slow Recovery for the Housing Market
2026 Predictions: Welcome to the Great Housing Reset (Redfin)
House Price Appreciation by State and Metro Area, Q3 2025: It’s Cooler in the Sunbelt (NAHB)
Multifamily Reports, Outlooks, and Markets
November 2025 Rent Report: Rent Growth at -1.1% YoY, Winter Cooldown Is Here (Apartment List)
Hottest Rental Markets in 2025: Look to the Midwest and Northeast (RentCafe)
Rent Cuts Continue in the U.S. Apartment Market as Occupancy Falls Below 95%, YoY Rent Growth at -0.7% (RealPage)
Migration, Mortgage Rates, and the Federal Reserve
The Great American Reshuffle: Migration Stalls as Homebuyers Seek Affordability (Cotality)
Fed To Keep Watch on Multifamily and Office CRE Lending (GlobeSt)
Rent Policy Debates Gain Momentum as Multifamily Fundamentals Diverge (Trepp)
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