Apartment Performance Turns Positive
Apartment performance improved in February, and stability in the multifamily market sharply contrasts with persistent volatility in the broader economy. Rents are showing positive month over month growth, but the market continues to work through excess supply delivered over the past 3 years, limiting rent growth on a national level. Regionally, the story is much different, with apartments in the Midwest and Northeast continuing to show stronger performance, while the South and West continue to absorb new supply.
National YoY Rent Growth Average, November 2025*
-0.25%↑
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, November 2025*
93.33%↓
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.68% ↑
3.64% –
Apartment Performance and Market Reports
Report: Apartment Performance Steady Amid “shaky labor market” (Apartment List)
Map: Apartment Supply Finally Pulls Back (CoStar)
South Dominates for Build-to-Rent with Nearly 42,000 Units Underway (RealPage)
These 15 housing markets have the most borrowers underwater (Fast Company)
Housing Markets and Shortages
How Big Is the Housing Shortage? (Dodge Construction Network)
Where Are Home Prices Rising (and Falling)? (ResiClub)
Gains for Student Housing Construction in the Last Quarter of 2025 (NAHB)
Income Growth Boosts Affordable Multifamily in 2025 (Yardi Matrix)
Housing Prices and Policies
Apartment Rents Show Positive Momentum in February (Zumper)
Affordability Pyramid Shows Over Half of U.S. Households Cannot Buy a $300,000 Home (NAHB)
Trump pledges to make housing affordable while keeping values up (Fox Business)
Democrats counter Trump’s proposal to limit institutional housing investors (CNBC)
Data Centers, Tariffs, and CRE
North American Data Center Trends, H2 2025 (CBRE)
Blackstone To Launch Public Company To Acquire AI Data Centers (Bisnow)
Remapping the global semiconductor industry (JLL)
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This newsletter is for informational purposes only and do not constitute an offer to sell nor a solicitation to purchase interests in J and G Capital, LLC (the “Company”) or any affiliate or assign nor any other securities. This newsletter is not financial advice, and the and newsletter does not purport to contain all information that is or could be material to an investor in deciding whether to make an investment in the Company. An investment in the Company is subject to a variety of significant risks and considerations that are detailed in the Company’s Subscription Agreement, Disclosure of Investment Risks, Operating Agreement, and related documents (the “Offering Documents”). Prospective investors are advised to review the Offering Documents and consult their own legal, financial, and tax advisors regarding any potential investment in the Company. Subscriptions for an investment in the Company will not be accepted from any prospective investor unless and until such prospective investor has received and fully reviewed a copy of the Offering Documents and has executed and delivered all documents required in connection with such investment. Past performance may not be indicative of future results.