Chaos and Control in the Multifamily Market
Economic volatility continues unabated, but CRE investors still have options and a level of control, especially in the multifamily market. Apartment performance continues to vary by region, and some asset classes may perform better than others given the changing supply and demand pressures at different levels of the market. Broader economic trends have made the stock market more chaotic and harder to predict this past month. Multifamily performance, by contrast, remains stable, and investors are increasingly targeting Midwestern apartment assets, given the region’s strong performance and the clear projections of decreasing supply growth nationwide.
National YoY Rent Growth Average, March 2026*
-0.42% ↓
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, March 2026*
93.83% ↑
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.65% ↑
3.64% –
Multifamily and Economic Volatility
Could Economic Volatility Bolster CRE Investment? (Marcus & Millichap)
Class B Apartments Outperform in a Tiered Market (GlobeSt)
Economic commentary: Energy prices and economic strain (Northmarq)
Housing Markets and Forecasts
Housing / Economic Forecasts: Higher Rates, Lower Multifamily Supply Growth (Fannie Mae)
Housing Supply Slowdown? Builder Sentiment Posts Notable Decline on Economic Uncertainty (NAHB)
Fall 2026 Pre-Leasing Season Enjoys a Notable Boost in March (RealPage)
Baby Boomers Remain Largest Share of Home Buyers as First-Time Buying Falls to Record Low (NAR)
Mortgage and Housing Trends
CRE Loan Spreads Tighten Across Property Types as the 2026 Refinancing Window Widens (CRED iQ)
Industrial, Office, and the Changing Workplace
CRE at an inflection point: Survey on Change, Innovation Trends (Colliers)
Market Durability Is the New Lens for U.S. Industrial Amid Permanent Volatility (Newmark)
Office Investor Sentiment Improves, Even For Class B & C (CBRE)
The Rise and Concentration Risk of Data Centers in Private Markets (MSCI)
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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.