Apartment Investment Market Primed for Deals
Recent surveys of investor sentiment describe a slowly improving multifamily investment market where deals are easier to pencil and buyers are more confident. Apartment performance continues to gradually improve as well, and the stability of the apartment market has been particularly attractive to investors seeking stability. Multifamily investor sentiment is far from the heightened levels of its peak five years ago, but the current measured, clear-eyed perspective on the apartment market is an important factor behind the steady improvements in investment activity in recent quarters.
National YoY Rent Growth Average, February 2026*
-0.35%↓
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, February 2026*
93.30%↓
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.65% ↓
3.64% –
Multifamily Investor Sentiment
Multifamily Buyers “Cautiously Optimistic” as Underwriting Gets Easier in 2026 (Berkadia)
Core Multifamily Buyer Sentiment Improves in Q4 2025 (CBRE)
Commercial Property Prices Inch Up as Market Awaits a New Rate Signal (GlobeSt)
Multifamily Markets and Housing Trends
U.S. Apartment Occupancy and Rents Inch Up Again in February (RealPage)
For Single Family Home Investors, the West Coast Is Hot and Florida Is Not (Redfin)
Housing Affordability and Home Prices
Affordability Posts Mild Gains in Second Half of 2025, but Crisis Continues (NAHB)
Improved Affordability, Lower Mortgage Rates Support Stronger Housing Demand (NAR)
The housing bill that will make affordability worse, not better (John Burns Research and Consulting)
Home Prices Up Only 0.7% Year-over-Year, Down 0.1% Month-over-Month (Cotality)
Commercial Real Estate and the Economy
AI Impact Barometer Tracks Impact Across CRE (Cushman & Wakefield)
Oil Price Spike Puts Developers, Fed In ‘Wait-And-See’ Mode (Bisnow)
Lower Jobs Numbers Temper CRE Market Expectations (Institutional Property Advisors)
CRE Special Servicing Rate Reaches 11.1%, Second-Highest Level Since GF (CRED iQ)
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